📁 Quantum Picks & Shovels

Owner: lu***v · Public · Updated 2026-08-19 19:31 TRT

Quantum sector picks-and-shovels: hardware enablers that benefit when qubit volumes scale, without being qubit makers. Cryogenic probe card leader FORM is the closest SanDisk-style analog. COHR supplies lasers for photonic-qubit platforms. HON owns ~50% of Quantinuum (trapped-ion). MKSI provides vacuum, cryo and metrology gear. AMSC makes superconductor cable. Concentrated 5-name core with convicted weights.

PnL view: Realistic (RTH Open) As Recorded Non-RTH Prices

Realistic (RTH Open) reprices any trade placed outside regular trading hours (pre-market, after-hours, weekends, holidays) to the next regular session’s 09:30 ET opening print. RTH (09:30–16:00 ET) trades are unchanged. This is the closest reasonable proxy to a fill you could have actually obtained on a standard retail brokerage (which does not route extended-hours orders), and is the default view for the leaderboard. Read full methodology →

Total Value Realistic (RTH Open)

$7,504.39

$-2,495.61 · -24.96%

Cash

$1,200.00

Available to invest

Positions

$6,560.44

5 open · marked to live Yahoo

Total Profit Realistic (RTH Open)

$-2,495.61

Realized + unrealized

Total % Gain

-24.96%

Since $10,000 start

Total Commission

$8.80

0.10% per trade

Trades

Starting $10,000

Portfolio vs Benchmarks Realistic (RTH Open)

Cumulative % gain since 2026-05-25. All lines start at 0% — higher is better. Portfolio line reflects the Realistic (RTH Open) view; benchmarks are mode-independent.

Open Positions Realistic (RTH Open)

Avg Cost, Cost Basis and per-position P/L reflect the Realistic (RTH Open) view. Last Price and Current Value are live Yahoo marks (mode-independent).

Ticker	Shares	Avg Cost	Last Price	Cost Basis	Current Value	P/L	P/L %
AMSC	25.052083	$54.00	$30.91	$1,352.81	$774.23	$-578.58	-42.77%
COHR	5.291734	$383.33	$293.68	$2,028.48	$1,554.08	$-474.40	-23.39%
FORM	17.038529	$133.93	$117.86	$2,281.97	$2,008.16	$-273.81	-12.00%
HON	3.944805	$233.13	$223.95	$919.65	$883.44	$-36.21	-3.94%
MKSI	4.673757	$330.50	$286.82	$1,544.68	$1,340.53	$-204.15	-13.22%

Trade History Realistic (RTH Open)

Non-RTH trades are repriced to the Realistic (RTH Open) reference (09:30 ET RTH open). Price / Gross / Commission / Net columns reflect the reprice. RTH trades are unchanged.

Date (UTC)	ID	Type	Ticker	Session	Shares	Price	Realistic Δ	Gross	Commission	Net
2026-05-25 13:46	T0005	BUY	AMSC	CLOSED	25.052083	$54.00	$-54.11	$1,354.17	$1.35	$1,352.81
2026-05-25 13:45	T0004	BUY	MKSI	CLOSED	4.673757	$330.50	$-46.18	$1,546.22	$1.55	$1,544.68
2026-05-25 13:43	T0003	BUY	HON	CLOSED	7.88961	$233.13	$-41.10	$1,841.15	$1.84	$1,839.30
2026-05-25 13:42	T0002	BUY	COHR	CLOSED	5.291734	$383.33	$-30.48	$2,030.51	$2.03	$2,028.48
2026-05-25 13:41	T0001	BUY	FORM	CLOSED	17.038529	$133.93	$-84.17	$2,284.25	$2.28	$2,281.97