Created as a desk section (sector vertical) on a user bet that quantum + humanoid are "the future massive sectors." Spine = the sovereign-catalyst trade: 2026-06-22 executive orders + the $2B/9-company sovereign-equity vehicle (IBM $1B, GlobalFoundries $375M) — web-verified (Fortune/Fox/White House). Posture = basket-first (CQTM) until a pure-play confirms a base, because every pure-play is strong-down and 38–74% off highs (pre-rev lottery, no trend-hold setup). User's framing: "ETFs are the way to play this this early until we see direction from the small co's" — adopted as the section's Picks structure.

Inputs folded in: captured video (2026-06-29-quantum-as-the-next-post-ai-trend...), Dumb Money #quantum scrape (the "Sovereign Quantum Trade" framing predated the EOs), and the existing IONQ/QBTS/QUBT/RGTI deep-dives (6/28). Added CQTM, QTUM, BTQ to the quantum-computing watchlist. Coverage gaps logged: BTQ (now added), GFS, Quantinuum (private), and a CNTM≠quantum correction (it's ConnectM/electrification — likely a WQTM mix-up).

🔄 2026-07-05 operating book: Demoted to bench (status → monitoring) in the operating-book cut (operating-book, ratified 2026-07-04) — model + promotion trigger kept (see watch_for), capture routing unchanged. Trigger firing = push to Jan for promotion review; slot 4 of the book is open.