Marc Lichtenfeld TF3 Chip Supplier Revealed: Is It Legit?

In the rapidly evolving world of technology, few breakthroughs have generated as much buzz as quantum computing. Imagine computers that operate at speeds billions of times faster than today’s supercomputers, solving problems that would otherwise take millennia. This isn’t science fiction—it’s the promise of quantum technologies, and at the heart of this revolution is a material Marc Lichtenfeld calls “TF3.”

As the Chief Income Strategist at The Oxford Club, Lichtenfeld has built a reputation for spotting lucrative investment opportunities, particularly in dividend stocks. But in a recent presentation, he breaks from his usual focus on steady income to highlight what he believes is the investment opportunity of a lifetime: a little-known American company that’s the sole supplier of TF3 chips in the United States.

Lichtenfeld’s presentation paints a vivid picture of TF3, short for Thin Film Lithium Niobate, a man-made crystal material engineered to harness and direct particles of light for unprecedented computing power.

He claims this technology could unlock trillions in value, outpacing even the AI boom or the internet revolution. But with bold claims come questions: Is the TF3 chip supplier legit? Is this a genuine ground-floor opportunity, or just hype?

In this in-depth analysis, we’ll dissect Lichtenfeld’s revelations, exploring the science, the company, the market potential, and the risks. By the end, you’ll have a clear understanding of whether this could be the next big thing in quantum computing investments.

What Is the TF3 Chip Revolution?

Quantum computing has been whispered about in tech circles for years, but Lichtenfeld argues it’s now on the cusp of mainstream explosion.

The World Economic Forum highlights its potential to accelerate drug discovery, while firms like Goldman Sachs are developing quantum trading systems. Even the U.S. government is upgrading infrastructure to defend against quantum attacks.

McKinsey estimates quantum technologies could generate up to $2 trillion in value across four industries by 2035—or sooner. Lichtenfeld zeros in on photonic quantum computing, which uses light particles instead of electricity, promising efficiency gains that could slash energy use by 99% and run 10 million times more efficiently than traditional systems, according to MIT and Cambridge Consultants.

At the center of this is TF3, produced in a cutting-edge facility in Tempe, Arizona. Lichtenfeld dubs it “pure science fiction” because it manipulates individual photons to achieve computing speeds at the speed of light—186,000 miles per second.

This isn’t just faster; it’s cooler, more efficient, and poised to solve the “50-year computing problem” of heat, bottlenecks, and physical limits in silicon chips. As data centers gobble up 2% of global electricity (projected to triple by 2030), TF3 could be the game-changer, especially with AI demands skyrocketing.

Who Is Marc Lichtenfeld? A Trusted Voice in Investing

Before diving into TF3, it’s essential to understand the messenger. Marc Lichtenfeld positions himself as the “Income Guy” at The Oxford Club, with over 20 years of experience helping investors build reliable income streams through dividend stocks and bonds. His approach emphasizes rock-solid finances and steady payouts, leading to two best-selling books. “Get Rich with Dividends,” his most popular, won the 2016 Book of the Year award from the Institute for Financial Literacy.

Readers rave about his strategies: Burt, a 69-year-old retired engineer from Canada, calls it a “great success” for generating retirement income. Edward, a 55-year-old retired firefighter from Florida, says it’s “life-changing.” Bryan from Texas appreciates how it helps him “sleep better at night” with a long-term wealth strategy.

Lichtenfeld’s track record isn’t just anecdotal. His subscribers have built portfolios that weather market storms, focusing on compound growth rather than risky bets.

However, he admits that rare opportunities demand attention, like the shift to electric vehicles that turned early Tesla investors into millionaires (with shares rising 20,000% from 2012 to 2022). He sees TF3 as such a seismic shift, bigger than the internet or AI, solving core computing crises. This deviation from his “rules” underscores his conviction: TF3 isn’t a dividend play but a potential explosive gainer.

Skeptics might question why an income expert is hyping a speculative tech stock. Lichtenfeld addresses this by emphasizing validation from elite organizations and real revenue streams.

His letter isn’t a casual tip; it’s backed by months of research, financial analysis, and market projections. He offers a special report, “The TF3 Revolution: The Trillion-Dollar Breakthrough and the Hidden Company That Controls It All,” as part of a subscription to The Oxford Income Letter.

Understanding TF3: The Material Powering Lightspeed Computing

TF3, or Thin Film Lithium Niobate, is the star of Lichtenfeld’s narrative. Derived from lithium (the third element on the periodic table), it’s a precision-engineered crystal that controls light particles in spaces 10,000 times thinner than a human hair. Unlike traditional silicon chips that rely on electricity—prone to heat, bottlenecks, and atomic-scale limits—TF3 uses photons for data transmission. This photonic approach enables quantum computers to operate at light speed, with minimal heat and energy consumption.

Lichtenfeld traces the breakthrough to 2019 when Google achieved “quantum supremacy,” solving a problem in 200 seconds that would take supercomputers 10,000 years—a billion times faster. But China one-upped them with a photonic quantum computer using light particles, solving a harder problem in the same time frame, which would take supercomputers over half a billion years. That’s 79 trillion times faster than the best traditional systems and 50,000 times Google’s feat. This confirmed light-based quantum computing’s superiority, running cooler and more efficiently.

The implications are staggering. MIT reports light-based systems could be 10 million times more efficient, while Cambridge Consultants note 99% energy savings. Data centers, now spending 40% on cooling, could become obsolete dinosaurs. AI, which consumes 10 times more power than a Google search, exacerbates the crisis—Microsoft’s emissions rose 29% since 2020 due to AI, and Goldman Sachs predicts $720 billion in grid upgrades by 2030. TF3 solves the “heat problem,” “traffic jam effect,” and physics barriers, allowing computers to run on watch-battery power without overheating.

But TF3’s real edge is in quantum applications. It enables practical photonic quantum computers, not hoarded by giants like Google, Microsoft, or NVIDIA. Instead, one small U.S. company has cornered domestic production, opening a foundry in Tempe, Arizona, on May 12, 2025. This positions America for technological independence amid reliance on Taiwan for 90% of advanced chips. The CHIPS Act’s $280 billion focuses on silicon, but TF3 targets the future.

Producing TF3 is no easy feat—requiring atomic precision and millions in equipment. Most firms buy from overseas, creating vulnerabilities.

Lichtenfeld’s company saw the blind spot: control the essential material, like Cisco did with internet networking gear. While dot-coms busted, Cisco profited from every online transaction. Similarly, this firm invested in scientists, licenses, and manufacturing to become the U.S.’s only commercial TF3 foundry for quantum chips.

The Hidden Company: America’s TF3 Monopoly

Lichtenfeld reveals a company trading under $20 per share, with potential to hit $300—a massive upside. It’s the only U.S. firm dedicated to TF3 quantum chips, generating revenue from proven systems for elite clients. A major aerospace contractor ordered in December 2024, followed by a Canadian quantum firm (which reordered three months later). NASA awarded multiple contracts for space data processing, handling calculations in minutes that take supercomputers years.

Medical validations include a January 2025 partnership with the Sanders Tri-Institutional Therapeutics Discovery Institute (Memorial Sloan Kettering, Rockefeller University, Weill Cornell Medicine). They’re using quantum for drug discovery, simulating interactions to cut 10-15-year development cycles and billions in costs. This could personalize medicine, predicting treatments accurately.

In automotive, the company dominated BMW and Amazon’s Quantum Computing Challenge, solving vehicle sensor placement in six minutes—processing 3,800 variables versus traditional computers’ 127. This “impossible” feat stunned engineers, proving quantum’s real-world edge for self-driving tech.

Financially, the company is robust: cash surged from $2 million to $79 million in 12 months, plus $94 million raised in Q1 2025, totaling $166 million. Assets doubled from $74 million (Dec 2023) to $243 million (March 2025). Projections: a six-inch TF3 wafer generates $3 million; full foundry capacity yields $180 million annually. The photonic chip market could hit $97 billion by 2035; capturing 25% means $24 billion revenue, $2.4 billion profits at 10% margins, valuing the firm at $46 billion—or $300 per share with 155 million shares.

Barriers deter competitors: atomic precision takes years, even for giants. Google and Intel focus on core businesses, preferring to buy TF3. This creates a “perfect monopoly,” with global demand from Asia, Canada, and the U.S.

Why NVIDIA Should Be Worried: A Threat to the Status Quo

NVIDIA, with 95% AI chip market share and $4 trillion valuation, dismissed quantum in January 2025, crashing stocks 40%. But CEO Jensen Huang later admitted he was wrong at a “Quantum Day” event, launching platforms and hiring engineers.

Lichtenfeld sees this as fear: TF3’s 99% energy reduction attacks NVIDIA’s power-hungry GPUs. Historical parallels include Bill Gates downplaying the internet or BlackBerry ignoring smartphones.

TF3 positions the company as David to NVIDIA’s Goliath, especially as AI strains grids. With quantum projected at $2 trillion (automotive, chemicals, finance, life sciences), plus untapped defense, energy, and telecom, the upside is immense. McKinsey’s estimate is conservative, ignoring broader applications like unbreakable encryption or fusion optimization.

Is the TF3 Chip Supplier Legit? Weighing the Evidence

The TF3 supplier appears legit, backed by real achievements. Elite validations from NASA, top medical institutions, and BMW aren’t hype—they’re proven contracts solving complex problems. Revenue from TF3 wafers and quantum systems is flowing, with repeat orders signaling demand. The Tempe foundry’s opening marks a milestone, securing U.S. independence.

However, risks exist: investing involves no guarantees, and Lichtenfeld urges not risking more than you can lose. Quantum is nascent; mainstream adoption could take time. Competition might emerge, though barriers are high. The stock’s under-$20 price reflects obscurity, but Wall Street discovery could spike it—or volatility could ensue.

Lichtenfeld’s promotional nature raises bias questions, but his guarantee—full refund within 365 days, keep reports—mitigates this. The Oxford Income Letter ($59/year, 76% off $249) includes five portfolios, reports like “The Double-Digit AI Income Play” (9.2% yield), “The Elon Musk 100X Moonshot,” and “#1 Oil and Gas Royalty.” Plus, a free “Get Rich with Dividends” book.

Catalysts include production scaling, new contracts, and analyst coverage. Timing is key: the 12-18-month window is closing, with factory operational since May 2025.

Market Projections and Broader Implications

McKinsey’s $2 trillion by 2035 spans four industries, but Lichtenfeld argues it’s understated. Automotive: optimizing self-driving sensors. Chemicals: precise simulations. Finance: quantum trading. Life sciences: accelerated drugs. Defense could add billions via Pentagon spending; energy, grid optimization; telecom, secure networks.

TF3 is essential—no lightspeed quantum without it, like smartphones without semiconductors. The company’s monopoly ensures pricing power, with global shipments already underway.

Conclusion: Seize the TF3 Opportunity?

Lichtenfeld’s TF3 revelation is compelling: a legit supplier with proven tech, elite clients, and explosive potential. From under $20 to $300, it’s a moonshot grounded in real breakthroughs. Whether it dwarfs NVIDIA or reshapes computing, the evidence suggests legitimacy. Subscribe to The Oxford Income Letter for the full report and strategies blending growth with income. Don’t miss the window—act now for potential life-changing returns.

FAQ: Marc Lichtenfeld’s TF3 Chip Supplier and Quantum Computing Breakthrough