📁 Quantum Picks & Shovels

Owner: lu***v · Public · Updated 2026-08-12 19:01 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

Non-RTH Prices reprices any trade placed outside regular trading hours (pre-market, after-hours, weekends, holidays) to the 04:00 ET open of the relevant premarket session. RTH (09:30–16:00 ET) trades are unchanged. Use this only if your real broker supports extended-hours orders — most retail accounts do not, and even those that do face thin liquidity and wider spreads than the premarket print suggests. Read full methodology →

Total Value Non-RTH Prices

$8,230.21

$-1,769.79 · -17.70%

Cash

$1,200.00

Available to invest

Positions

$7,239.09

5 open · marked to live Yahoo

Total Profit Non-RTH Prices

$-1,769.79

Realized + unrealized

Total % Gain

-17.70%

Since $10,000 start

Total Commission

$8.80

0.10% per trade

Trades

Starting $10,000

Portfolio vs Benchmarks Non-RTH Prices

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

Open Positions Non-RTH Prices

Avg Cost, Cost Basis and per-position P/L reflect the Non-RTH Prices 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	$53.16	$32.36	$1,331.77	$810.56	$-521.21	-39.14%
COHR	5.291734	$385.90	$358.92	$2,042.08	$1,899.31	$-142.77	-6.99%
FORM	17.038529	$133.49	$128.02	$2,274.47	$2,181.27	$-93.20	-4.10%
HON	3.944805	$229.20	$231.53	$904.15	$913.34	$9.19	+1.02%
MKSI	4.673757	$330.24	$306.95	$1,543.46	$1,434.61	$-108.85	-7.05%

Trade History Non-RTH Prices

Non-RTH trades are repriced to the Non-RTH Prices reference (04:00 ET premarket open). Price / Gross / Commission / Net columns reflect the reprice. RTH trades are unchanged.

Date (UTC)	ID	Type	Ticker	Session	Shares	Price	Non-RTH Δ	Gross	Commission	Net
2026-05-25 13:46	T0005	BUY	AMSC	CLOSED	25.052083	$53.16	$-33.07	$1,333.10	$1.33	$1,331.77
2026-05-25 13:45	T0004	BUY	MKSI	CLOSED	4.673757	$330.24	$-44.96	$1,545.01	$1.55	$1,543.46
2026-05-25 13:43	T0003	BUY	HON	CLOSED	7.88961	$229.20	$-10.10	$1,810.11	$1.81	$1,808.30
2026-05-25 13:42	T0002	BUY	COHR	CLOSED	5.291734	$385.90	$-44.08	$2,044.12	$2.04	$2,042.08
2026-05-25 13:41	T0001	BUY	FORM	CLOSED	17.038529	$133.49	$-76.67	$2,276.75	$2.28	$2,274.47