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 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

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 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 is getting billions of dollars from the White House while the market is already building positions, and the technology, though still early, will accelerate drug discovery, cybersecurity, logistics, materials science and financial modeling. Early positioning should pay off over the next five years across pure plays such as IonQ, Rigetti, D-Wave and Quantum Computing Inc., big tech builders IBM, Alphabet, Microsoft, Amazon and Nvidia, and quantum ETFs. 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 

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 

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 

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 

D-Wave Quantum will win the quantum race alongside Google, and its $7B market cap can balloon to $200B in the next few years. x.com