Gabz
Stock & Crypto Trader, SuperTrend Indicator Owner
Quantum computing has become US industrial policy rather than an experimental sector, now that the Trump administration is investing $2 billion for equity stakes in quantum companies. Per The Kobeissi Letter, citing the WSJ, IBM gets $1 billion for a quantum chip foundry in Albany, GlobalFoundries $375 million for quantum manufacturing, and D-Wave and Rigetti $100 million each. D-Wave and Rigetti jumped roughly 25% or more on the announcement. x.comÂ
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.comÂ
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.comÂ
D-Wave Quantum is pure science fiction with limited application space, and the market will eventually push it below $1. It carries a $6B market cap with no revenue, products or working technology. x.comÂ
IonQ, Rigetti and Infleqtion are the next stocks Trump is effectively calling, now that he says the US aims to have a quantum computer for scientific discovery by 2028. His earlier signals preceded big gains in Intel, Dell and Micron. x.comÂ
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.comÂ
Quantum computing looks more like a scam the closer one looks, with IonQ and Rigetti sustained by delusion that keeps the funding flywheel spinning. IonQ's CEO claimed last year its quantum compute would overtake Nvidia's by 2027. Rigetti's CEO essentially said meaningful revenue is not coming soon, after selling his shares. Google's Sundar Pichai shows little interest in its quantum program, and OpenAI and Anthropic keep quantum researchers mainly as a just-in-case. x.com x.com x.comÂ
Quantum component and foundry suppliers such as GlobalFoundries have been the better way to own the quantum cycle than pure plays. Over the past year the four quantum pure plays averaged -10.6% while seven component and metrology names, including GlobalFoundries, averaged +156%, and the Defiance Quantum ETF rose 54.9%. Most of the component gains, though, came from AI demand. US Commerce Department equity funding lowers financing risk for the industry, not technology risk. x.comÂ
IBM should re-rate over the medium to long term on two fronts: quantum computing, where the U.S. government is taking a stake, and a broader software re-rating as software is no longer seen purely as an AI loser. IBM also has a strong customer base and channels, with deep customer stickiness. x.comÂ
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
IonQ, Rigetti Computing and D-Wave Quantum have new government deals, which should drive a strong rally today after an initial pullback at the open. x.comÂ
