Quantum computing could take off the way AI did, with Alphabet's CEO calling it 'where AI was 5 years ago,' per Kalshi. IBM at $235, IonQ at $40, D-Wave Quantum at $20 and Quantum Computing Inc. at $9 offer a chance to get in before it takes off. 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 

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.com 

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 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.com 

D-Wave Quantum's $5.2 billion valuation, or 325 times revenue, leaves substantial downside against just $1.50 per share in cash. The stock still has an estimated 80% downside. x.com 

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.com 

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 

D-Wave Quantum is hard to justify as a $7B company trading at 50x 2028 sales in a highly speculative industry, and its CFO is resigning. x.com 

Trump's executive order for a US quantum computer at a national lab by 2028, with the post-quantum encryption deadline pulled to 2031, makes quantum a strategic industry funded like chips and nuclear. Rigetti, D-Wave and Infleqtion each got $100M with the government as shareholder. IonQ leads on revenue via direct defense contracts, with Q1 revenue up 755% to $64.7M. Quantum Computing Inc is a lottery ticket at ~635x sales; the Defiance ETF is a basket. Backing de-risks science, not valuations. … Show more