Margaret Ashworth
Margaret writes Frontier Tech Wire's analysis desk, examining cash runways, valuation, and the distance between technical milestones and commercial revenue.
Articles by Margaret Ashworth
After the Reset: Retail Conviction Meets Wall Street Caution in Quantum and AI Small Caps
A brutal mid-summer drawdown, fresh bullish analyst initiations and stubbornly loyal retail traders have left the frontier-tech trade at a crossroads heading into the fall.
The Quantum Exit Window Is Wide Open: $5.7 Billion in Liquidity Events Reshapes Where the Sector's Money Lives
A wave of IPOs, SPAC mergers and takeovers has moved billions in quantum value from private cap tables to public markets — even as the pace of new venture rounds cools from last year's record.
The Runway Math: What Quantum's Q2 Balance Sheets Say About Who Can Fund the Wait
Second-quarter filings left the pure plays holding billions in cash against losses that keep widening. A simple division problem shows how much time that money buys — and everything the arithmetic leaves out.
Five Months to CNSA 2.0: The Compliance Deadline Quietly Repricing Quantum Security Work
A January 1, 2027 federal acquisition requirement — with 2030 and 2035 deprecation dates stacked behind it — is turning post-quantum cryptography from a research topic into a procurement line item.