Trump just signed executive orders to supercharge quantum in America. 🇺🇸

The names everyone's already pointing at are the usual suspects from the $2B CHIPS program: $IBM, $INFQ, $RGTI, and big tech like $GOOG.

And fair enough, those have been on everyone's radar for a while now.

But the whole theme of what Trump signed is one word: American.

Domestic machines, trusted domestic supply chains...

AMERICAN (Q)UANTUM DOMINANCE.

And here's the name almost nobody is connecting to this: $AMPG.

A few days ago, AmpliTech said this on LinkedIn, word for word:

"AmpliTech is the only U.S.-based manufacturer of cryogenic LNAs, a distinction that matters more and more as domestic supply chains become a priority across defense and quantum computing research procurement."

As we always say: obviously not the only one in the world. A Swedish firm, Low Noise Factory, is the global leader. But that's exactly the point.

What is the whole thing Trump just emphasized?

AMERICAN quantum dominance.

Trusted, domestic supply for defense and quantum.

And the global leader in these cryogenic amplifiers is Swedish.

Not American.

The entire policy push is about sourcing this exact kind of critical hardware at home, not from abroad.

AMPG builds these cryo amplifiers in the United States, and already ships them to the biggest names in quantum.

That is precisely the profile this order is designed to favor: a domestic maker of a hard, strategically critical component.

To be straight with you: AMPG is not named in the order or in the $2B program, and I won't pretend it is.

But it sits right inside the tailwind.

More American quantum machines, built on trusted domestic supply, means more demand for the American-made ears those machines need.

And here's the best part.

I think AMPG is undervalued on its 5G, Open RAN, and Open6G (with NVIDIA!!) business alone.

The only American 64T64R AI-RAN radio, deployed at a Tier-1 carrier, margins inflecting, debt-free.

The quantum side is the extra.

A free, and very juicy, piece of optionality at the exact moment the US government decides quantum sovereignty is a national priority.

You get the core telecom story.

The quantum tailwind is the bonus on top.

Not financial advice. I'm long $AMPG. DYOR. 📡

$JBL acquisition of $INTC silicon photonics manufacturing business in late 2023 changed the game for the entire optical supply chain, directly triggering the massive value unlock we are seeing today for $SIVE and $ENAFF.

By absorbing $INTC pluggable modules division, $JBL established itself as a manufacturing leader for next-generation AI data centers.

However, $JBL still needed the core technology to power these modules.

This led to their massive 2026 collaboration with $SIVE, where $JBL integrated Sivers advanced laser arrays into their new 1.6-Terabit optical transceivers.

Because these high-speed modules require highly complex chip architectures to route light, $ENAFF plugs perfectly into this ecosystem with its specialized optical designs.

Ultimately, this connection is incredibly valuable because $JBL acts as the direct pipeline to major hyperscalers like $META and $MSFT.