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The AstraZeneca partnership is actualy a bigger deal than most people realize. Drug discovery is one of those use cases where quantum computing can deliver value well before we get to fault tolerant systems. The 269% return is obviously wild, but you're right that it's more about the long term story than the short term volatility. I do think the early internet comparison is fair in terms of potential impact, though the timeline to profitability is probably longer than most investors are expecting. What's interesting is how IonQ is positioning themselves across multiple verticals (pharma, materials science, finance) rather than going all in on one sector. The risks are huge here but the optionality is pretty atractive. If they can maintane their lead in gate fidelity and scale their systems as planned, the market cap could look cheap in retrospect. Good to see quantum getting more mainstream coverage!

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