Investment Intelligence
Quantum, without the noise.
Market analysis, investment insights, and strategic clarity for the emerging quantum computing economy — written for investors who need signal, not hype.
Quantum Signal · Daily Digest
Quantum News Stories of the Day
Public Markets
Quantum stocks
Watching — pre-IPO
About Us
Clarity in a complex market
GroundState Strategy exists because the quantum computing market deserves better analysis. We combine deep technical understanding with an investor's perspective to cut through the noise.
Market Focus
We track the quantum computing sector with the rigor of a research desk and the clarity of a good editor. No jargon for jargon's sake.
Investment Lens
Every piece we publish is written with capital allocation in mind — whether you're running a fund or building a personal portfolio.
Honest Analysis
Quantum is full of hype. We separate genuine technical milestones from marketing noise, so you can make informed decisions.
What We Offer
Research & education for the quantum investor
Quantum Market Intelligence
Investor-grade company dossiers on 40+ quantum companies and labs — financials, milestones, competitive positioning, and investment considerations. Members also get our market reports and can request custom analysis.
Explore dossiers →Honest Landscape Report
A premium quarterly report mapping the quantum computing competitive landscape — who's real, who's not, and where the money is flowing.
Modality Explainers
Deep-dive application notes breaking down quantum error correction, qubit modalities, and the technologies shaping the sector — written for a non-physicist audience. Browse the full library.
Browse explainers →Short Courses
Structured learning for investors and analysts who want to build foundational quantum literacy without the physics PhD.
Insights
Quantum Computing Market Insights
The Trapped-Ion Quantum Computing Ecosystem
Key Players and Supporting Companies to Keep an Eye On
A deep dive into the supply chain behind trapped-ion quantum computing — the laser, optics, photonic-integrated-circuit, foundry, vacuum and cryogenics suppliers that quietly determine who can scale — and the public and private companies worth watching.