Quantum Could Be Setting Up for a Comeback - The sector has been beaten down, but fresh developments and renewed interest are starting to bring momentum back. Names to watch: $IONQ $QBTS $RGTI $BTQ $XNDU $INFQ
QUANTUM COMPUTING — THE NEXT BIG TECH WAVE The quantum race isn’t coming — it’s already here. → $1.9B market in 2025 → Heading toward $9B+ near term → Long-term potential: $45B–$131B → $55B+ already invested globally Why it matters: AI is hitting limits. Quantum is the next unlock. Governments, defense, finance, and pharma are already deploying early use cases. The opportunity spans multiple layers: Large caps: $MSFT $GOOGL $IBM Pure plays: $IONQ $QBTS $RGTI Emerging bets: $QUBT $ARQQ Diversified: $QTUM Other: $BTQ $LASE $XNDU $INFQ ⚠️ Reality check: This is a high-risk, long-term sector • Many companies are pre-profit • Dilution risk is real • True scale likely later this decade Quantum today feels like AI in 2018 — early, volatile, but transformational. The window is open… not for long.
