The US government becoming a quantum investor makes some exposure to quantum computing stocks sensible, including IBM, GlobalFoundries, D-Wave, Rigetti and Infleqtion. x.com  x.com 

Quantum computing stocks D-Wave Quantum, Rigetti and Infleqtion now trade on fiscal support rather than technology: in May 2026 the US government put about $2 billion into the sector and took equity stakes as a condition, sending the three up roughly 30-33% in a day. Positions should be sized like lottery tickets. x.com 

IonQ, Rigetti and D-Wave are not worth owning except at basement-level valuations because quantum computing still does not solve commercially useful problems at scale. Government R&D money has flowed for over 30 years and is spread across the field; it is not an investment thesis, and AI-scale capital is nowhere close. Physics and engineering barriers remain and timelines keep shifting, possibly 5-15 years out, so the sector likely bleeds out more. Classical AI is the real revolution. x.com  … Show more

Quantum computing is a race whose winners get pricing power over the hardest problems; Google's CEO says quantum is where AI was five years ago. IonQ leads with Q2 revenue of $80.1 million, up 287%. D-Wave alone is in commercial production; Rigetti grew revenue 173%. IBM targets fault tolerance in 2029, Alphabet's Willow began the cycle, Xanadu is photonic, Infleqtion has federal backing, Quantum Computing Inc. is speculative, Arqit sells post-quantum security; an ETF holds the field. x.com  … Show more

Quantum computing is becoming a strategic policy priority, with the latest executive order adding to capital already flowing into the theme. Pure-play hardware names IonQ, Infleqtion, Rigetti, D-Wave and Quantum Computing, plus diversified anchor IBM, stand to gain. It is still early, but momentum keeps building. x.com 

Quantum Computing Inc. is a fake quantum company: its revenue all comes from acquisitions, shows no real top-line acceleration and is not even quantum-related. The company used to be called Innovative Beverage Group Holdings. A $3 billion market cap on $3 million of acquired revenue makes the retail-driven rally a great opportunity to short again. x.com  x.com  x.com 

D-Wave Quantum is among nine quantum-computing companies set to receive Trump administration grants totaling $2 billion. IBM gets $1 billion and GlobalFoundries $375 million, with Rigetti, Infleqtion, Atom Computing, PsiQuantum and Quantinuum also listed. The approach is to buy D-Wave on dips with patience. x.com  x.com 

Quantum computing is where AI was in early 2023: 2026 made it a real investable sector, and the early window closes once most investors learn the landscape. Three quantum IPOs have landed, Quantinuum filed targeting a $20B valuation, and McKinsey sees a $100B market within a decade. Broad quantum exposure is the safe play. IonQ is among the most promising, the closest thing to a quantum blue chip: $130M of 2025 revenue, $225-245M guided for 2026, and a SkyWater deal to own manufacturing. x.com  … Show more

Quantum Computing Inc. is premature as an investment and not a serious contender to bring TFLN photonics into the data center. Its billion-dollar roll-up strategy, funded by share issuance, brings a lot of execution risk and management has much to prove. Its Arizona Fab 1 runs as a 150-mm TFLN development and foundry facility preparing to ramp. Direct quantum computing is a mid-2030s story, though government-funded component sellers can earn revenue, so it stays on the watchlist. x.com 

Quantum computing could create up to $2.7 trillion of value by 2035, per McKinsey, and these five names can benefit before it fully arrives. IonQ already sells machine access through Amazon, Microsoft and Google and has US military contracts. Ciena builds quantum-safe encryption into its networking gear, and Arqit already sells quantum-proof software to the UK government, Northrop Grumman and Verizon. MKS Instruments supplies every builder; the Defiance Quantum ETF spreads risk over 89 stocks. … Show more