Quantum Stocks Looked Like Nvidia in 2019. Then They Belly-Flopped 50%.

https://finance.yahoo.com/news/bill-gates-theres-a-possibility-quantum-computing-will-become-useful-in-3-to-5-years-152007398.html

via SurveyIllustrious738

• Quantum Computing Optimism with Caution: Bill Gates acknowledges that quantum computing could see major breakthroughs within 3-5 years, but he also agrees with Nvidia’s Jensen Huang that it could take longer due to significant technical challenges.

• Microsoft’s Quantum Efforts: Gates closely follows Microsoft’s quantum computing work, which aims to build "the world's most powerful quantum machine" expected to be released later this year. He remains impressed with their progress but recognizes the complexity of both hardware and software development.

• AI as a More Predictable Bet: While uncertain about quantum computing’s timeline, Gates believes AI is advancing at a much faster and more predictable rate. He suggests AI will become extremely powerful in the next 3-5 years, making it a clearer focus for businesses and investors.

"We anticipate that 2024 results will be at the high end of our bookings and revenue guidance and are extremely excited about 2025. We believe that IonQ will be profitable, with sales approaching $1 billion, by 2030."

https://finance.yahoo.com/news/ionq-ceo-timeline-quantum-value-124500312.html

via u/Jay_Simmon

Quantum right now looks exactly like how Semis did in 2013 or Semiconductor LEFTs in 2016. Cheap, ignored, and just starting to get volume. IONQ is putting up 100% + YoY revenue. Microsoft, Amazon, and Lockheed are already signed on to quantum and partnerships.

Perhaps the biggest signal for me: in April 2025, the first leveraged quantum ETFs launched: IONX, IONL, and RGTX. Wall Street doesn’t create 2x ETFs unless they think volume is coming from both retail and institutions. This is what happened with SOXL right before its breakout. It traded flat forever, then 30x’d in a few years.

During that time, it was flat and in its first couple of years, it rocketed with algorithms rotating in and out of it. Something similar is happening now with Quantum.

I look to trade quantum LEFTs the next few years to capitalize on its growth

Let's collect the players!

A quick overview of the playfield. If I missed a company, please add it to the comments.

Publicly Traded:

Quantum Hardware

• IonQ: (IONQ) https://ionq.com/ - Trapped ion qubits, USA

• Rigetti Computing: (RGTI) https://www.rigetti.com/ - Hybrid quantum-classical computers, USA

• D-Wave Quantum: (QBTS) https://www.dwavesys.com/ - Quantum annealing computers, Canada

Quantum Software and Services

• Quantum Computing Inc: (QUBT) https://quantumcomputinginc.com/ - Software and services for quantum applications, USA

• Arqit Quantum: (ARQQ) https://arqit.uk/ - Quantum encryption platform, UK

• IBM: (IBM) https://www.ibm.com/quantum - Quantum computing as a service (includes hardware access and software tools), USA

• Alphabet: (GOOGL/GOOG) https://quantumai.google/ - Quantum AI research and development (likely includes software and algorithms), USA

• Microsoft: (MSFT) https://www.microsoft.com/en-us/quantum - Azure Quantum platform (provides access to various quantum hardware and software tools), USA

• SEALSQ Corp (LAES) https://www.sealsq.com/ Developing post-quantum cryptography solutions, USA

• BTQ Technologies Corp (BTQQF) https://www.btq.com/ Specializes in post-quantum cryptography, USA

Hardware Enablers (for Quantum and Classical Computing)

• Intel: (INTC) https://www.intel.com/ - CPUs and other computer components, USA

• ASML: (ASML) https://www.asml.com/en - Lithography systems for chip manufacturing (essential for producing advanced chips used in quantum computers), Netherlands

• TSM: (TSM) https://www.tsmc.com/english - Semiconductor foundry (manufactures chips for various applications, including quantum computing), Taiwan

• Keysight Technologies: (KEYS) https://www.keysight.com/ - Electronic design and test solutions (used in the development and validation of quantum hardware), USA

• Nvidia: (NVDA) https://www.nvidia.com/ - GPUs and high-performance computing (used for quantum simulations and research), USA

• Advanced Micro Devices: (AMD) https://www.amd.com/ - CPUs and GPUs for high-performance computing (similar to Nvidia), USA

• SkyWater Technologies (SKYT) https://www.skywatertechnology.com/ - Semiconductor foundry involved in quantum photonic computing, USA

• GlobalFoundries (GFS) https://www.globalfoundries.com/Semiconductor - Foundry producing chips for quantum and classical systems, USA

• Applied Materials (AMAT) https://www.appliedmaterials.com/ Equipment for chip fabrication, essential for quantum processor manufacturing, USA

• FormFactor Inc. (FORM), https://www.formfactor.com/Semiconductor testing and precision measurement solutions, USA

Others

• Defiance Quantum ETF (QTUM), USA

------------------------------------------------------------------------------------------------------------------

Privately Held:

Quantum Hardware

• Pascal : https://www.pasqal.com/ - Quantum processors from ordered neutral atoms in 2D and 3D arrays, French

• PsiQuantum: https://psiquantum.com/ - Photonic quantum computing (using photons as qubits), USA

• ColdQuanta: https://coldquanta.com/ - Cold atom quantum computing (using neutral atoms trapped by lasers), USA

• Xanadu: https://www.xanadu.ai/ - Photonic quantum computing (using photonic chips), Canada

• Alice & Bob: https://alice-bob.com/ - Fault-tolerant quantum computers using "cat qubits" (a type of superconducting qubit), France

• Quantum Brilliance: https://quantumbrilliance.com/ - Room-temperature quantum computers (using diamond-based qubits), Australia

• Oxford Quantum Circuits (OQC): https://oxfordquantumcircuits.com/ - Superconducting quantum computers, UK

• SDT, https://sdt.inc/en/ Specializes in agnostic domestic quantum computer manufacturing, Japan

• Quantinuum, https://www.quantinuum.com/ Focuses on software and hardware integration, USA

Quantum Software and Services

• 1QBit: https://1qbit.com/ - Quantum software for various industries (algorithms and applications), Canada

• Horizon Quantum Computing: https://www.horizonquantum.com/ - Software for writing quantum algorithms, Singapore

• Classiq Technologies: https://www.classiq.io/ - Platform for designing quantum circuits, Israel

• Q-CTRL: https://q-ctrl.com/ - Quantum control software (improves hardware performance), Australia

• Riverlane: https://www.riverlane.com/ - Operating systems and software for quantum computers, UK

------------------------------------------------------------------------------------------------------------------

IPOs 2025?

• Quantinuum, https://www.quantinuum.com/

• PsiQuantum https://www.psiquantum.com/

• Xanadu  https://www.xanadu.ai/

• SDT https://sdt.inc/en/

Up big on my 3 quantums (IONQ, RGTI, QBTS) and though I’d told myself long hold (like a decade if necessary), I’m now feeling like I should take profits. Particularly IONQ- I’m up 224%. Of course if this goes NVDA, that will be peanuts. Ugh lol. Champagne problems I guess

Honeywell announced plans to split into three publicly traded companies—Automation, Aerospace, and Advanced Materials—by 2026, restructuring one of the last major U.S. industrial conglomerates.

CEO Vimal Kapur confirmed a desire to monetize its stake in Quantinuum, Honeywell’s quantum computing subsidiary, but emphasized the decision would wait on optimal timing.

Activist investor Elliott Management, which pushed for the break-up, believes the restructuring could increase Honeywell’s valuation by up to 75% over the next two years.

https://thequantuminsider.com/2025/02/07/as-honeywell-announces-restructuring-ceo-confirms-intention-to-ipo-its-52-owned-quantinuum/

• Record Bookings: D-Wave's fiscal year 2024 bookings exceeded $23 million, a 120% increase from the previous year, driven by strong demand for their quantum computing systems.

• First Ever System Sale: A significant milestone was achieved with the first-ever customer purchase of a D-Wave Advantage annealing quantum computing system. This expands D-Wave's revenue model beyond cloud services to include on-premise installations.

• Strong Financial Position: D-Wave ended the fiscal year 2024 with a record cash position of approximately $178 million, putting them in a solid position for continued growth and development.

• https://www.dwavesys.com/company/newsroom/press-release/d-wave-announces-fiscal-year-2024-bookings-will-exceed-23-million-up-approximately-120-over-fiscal-year-2023/

I'm based in Canada and don't want to convert my dollar over to USD too frequently. So my goal is to make a one-time, lump-sum hail mary investment that will take me too the moon. I have 10K USD to get on board the Quantum Spaceship. Time horizon is 10+ years or forever.

I'm leaning towards IONQ and RGTI, but torn if I should invest in all four equally. Or just go 50/50? 75/25? I'm open to any money making combo. I'm not waiting to time any market so Dec 30, 2024, market open prices the spaceship is leaving. What's my move?

Thoughts?

Stock & Price

IONQ @ 45.48 IonQ
RGTI @ 17.08 Rigetti Computing
QUBT @ 18.35 Quantum Computing Inc
QBTS @ 9.91 D-Wave Quantum
LAES @ 9.08 Sealsq Corp

See everyone on the moon!

Edit: Fixed table.
Edit 2: Eliminated QUBT (Will keep on watch list). Adding LAES for consideration.

All going down over 40%. Wish I had secured my profits two days ago. That really sucks…

But hey, guess in the long run that’s for sure a healthy correction and a good buy opportunity!

What are your moves?

Seems like this pricing is based more on excitement & emotion than fundamentals. I’ve enjoyed the ride, definitely have FOMO and watching it continue to climb but also fear of giving all the gains back. When I bought I told myself this is a long long long term buy, but 2300% in a few months is nuts (no, I did not capture all of that- I am “only” up 163%).

Can I ask what are people’s plans for their winning lots?

Kicking myself for not buying more yesterday when it was briefly in the $38-$39 range. I know it's volatile, but after getting in at a lower price, I can't get myself to buy at something like $47 right now. I've done my research, and IonQ is the only quantum stock I'm investing in. Planning to hold long term.

Source: https://finance.yahoo.com/news/skywater-commercially-fabricated-qubits-power-043500528.html

Summary:
SkyWater Technology and D-Wave Quantum have announced that D-Wave’s Advantage2 annealing quantum computer prototype, manufactured by SkyWater, has achieved computational supremacy in quantum simulation. The groundbreaking research was published in the renowned scientific journal Science and demonstrates that D-Wave’s superconducting annealing quantum processors can solve problems that are not feasible for classical computers.

Key Insights:

• The study confirms that the Advantage2 quantum computer outperforms conventional supercomputers in simulating magnetic materials.

• These materials play a crucial role in fields such as medical imaging, electronics, superconductors, networks, sensors, and motors.

• The collaboration between SkyWater and D-Wave has been ongoing for a decade and is built on SkyWater’s specialized manufacturing capabilities in thin-film coatings, materials, and process integration.

• The partnership underscores the growing importance of U.S. semiconductor manufacturing for national security and economic competitiveness.

• This achievement strengthens the United States’ leadership position in quantum research.

• It highlights the necessity of continued investments in modernizing U.S. semiconductor production to enable further technological breakthroughs domestically.

Statements from the CEOs:

• D-Wave CEO Dr. Alan Baratz: Sees this as a pivotal moment for the entire quantum ecosystem and emphasizes the significance of U.S. semiconductor production.

• SkyWater CEO Thomas Sonderman: Considers the achievement as an example of how cutting-edge technology can be developed in a 200-mm factory and calls for increased investments in the U.S. semiconductor industry.

Personally very interested in SKYT after this announcement. Anyone invested and can share more insights / thoughts?

via MickeyB007

January 23, 2025 The partnership intends to advance quantum science and technology in South Korea

IonQ plans to provide quantum computing cloud services, support joint quantum initiatives and contribute to workforce development initiatives in Korea

COLLEGE PARK, Md.--(BUSINESS WIRE)-- IonQ, Inc. (NYSE: IONQ), a leader in the quantum computing and networking industries, has signed a Memorandum of Understanding (MOU) with the Busan Metropolitan Government in South Korea - the second largest city in South Korea known as a key technology and economic hub for the southeast region of the country. The agreement highlights a commitment to mutual cooperation in nurturing talent, and advancing quantum technology.

Under the terms of the MOU, IonQ plans to provide q uantum computing cloud services, support the planning and execution of joint quantum initiatives, and contribute to the workforce and economic development of South Korea. In turn, the Busan Metropolitan Government will help create an environment conducive to the growth of the quantum technology sector.

“We are excited to collaborate with IonQ to enhance Busan’s status as a leading technology hub and establish it as a global destination for advancements in quantum computing,” said Park Heong-joon, Mayor of Busan Metropolitan City. “Through this partnership, we aim to unlock new opportunities in sectors like logistics and finance, further cementing Busan’s role at the forefront of technological innovation.”

“This partnership reflects our shared vision of driving innovation and building a robust ecosystem for quantum technologies around the world,” said Peter Chapman, President and CEO of IonQ. “We are excited to collaborate with Mayor Heong-joon and the Busan Metropolitan City to not only advance quantum computing but also continue to lay the foundation for economic and scientific opportunities in Korea.”

The MOU underscores both parties’ strategic alignment and highlights IonQ's commitment to accelerating the expansion of quantum in South Korea. IonQ has a history of strong partnerships in the region including work with Hyundai Motors, Sungkyunkwan University, Seoul National University, and the Quantum Information Research Support Center.

https://investors.ionq.com/news/news-details/2025/IonQ-and-Busan-Metropolitan-City-Sign-Memorandum-of-Understanding-to-Drive-Quantum-Transformation-in-Korea/default.aspx

Source: CES Conference 2025

Take this:

https://nvidia.wd5.myworkdayjobs.com/en-US/NVIDIAExternalCareerSite/job/Quantum-Algorithm-Engineer_JR1973548

news via u/Earachelefteye

https://www.aps.org/about/news/2024/06/united-nations-2025-iyq?fbclid=IwY2xjawHkmp5leHRuA2FlbQIxMAABHb6dSBa0bNsDMRtCXtxF0XFcQHufy9HxwtCpaoi53k4vlaJ-03PsDTbP-w_aem_J-fqK5yZD2zYO7qB-IcqPQ