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.