Trump to Take Stake in Quantum Computing! Will His “Golden Touch” Send Stocks Soaring?
The Trump administration is reportedly in talks to take equity stakes in quantum-computing firms through $10 million funding awards.
Quantum-related stocks, which recently corrected from their all-time highs, surged overnight: $IONQ Inc.(IONQ)$, $D-Wave Quantum Inc.(QBTS)$, $Rigetti Computing(RGTI)$ and $Quantum Computing Inc.(QUBT)$ all rise over 15%.
However, some argue that these companies are merely meme stocks with weak fundamentals — the entire sector remains unprofitable, and all four mentioned companies still report negative EPS.
Investors who seek stability tend to prefer big tech firms also involved in quantum computing, such as $Alphabet(GOOG)$, $Microsoft(MSFT)$ and $IBM(IBM)$ which are well-diversified across multiple areas.
Would you choose quantum computing?
Over the past few months, Trump’s investments have shown a “golden touch” in the stock market.
In August, the U.S. government took nearly a 10% stake in $Intel(INTC)$ by converting $9 billion in prior grants into equity. After Trump’s entry, Intel’s stock surged nearly 80%.
A similar deal later followed with one of the few U.S. rare-earth producers, and the rare-earth stock $MP Materials Corp.(MP)$ is now up over 300% year-to-date.
Quantum computing has also performed well this year.
So who will Trump pick next?
Stocks like $IONQ Inc.(IONQ)$ , $Rigetti Computing(RGTI)$ , $D-Wave Quantum Inc.(QBTS)$ , $Churchill Capital Corp X(CCCX)$ , and $SEALSQ Corp(LAES)$ now sit at the center of U.S. tech policy, as quantum emerges as the next strategic frontier.
IonQ, Rigetti Computing, and D-Wave Quantum are discussing the government becoming a shareholder in exchange for federal funding, while Quantum Computing Inc. and Atom Computing are exploring similar arrangements. Each company is reportedly in talks for minimum awards of $10 million.
Big Tech Enters the Scene: Is Quantum More Than Just Hype?
Google announced on Wednesday that its quantum computer can run 13,000 times faster than traditional supercomputers — a breakthrough that could accelerate drug discovery and materials science.
Meanwhile, $NVIDIA(NVDA)$ CEO Jensen Huang, who once expressed skepticism toward quantum computing, changed his tone at this year’s GTC conference, saying:
“Quantum computing is nearing an inflection point.”
Discussion
So, could quantum computing become the next “Trump sector”?
Would you bet on early-stage quantum firms — and if so, which one?
Who do you think will be Trump’s next pick?
Do you believe quantum computing will be the next big thing within 20 years?
REWARDS
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我更喜欢通过大型科技公司曝光，比如 $微软(MSFT)$ , $IBM(IBM)$ ，或 $谷歌A(GOOGL)$ 他们正在推进量子研究，同时在人工智能和云领域保持盈利，提供比纯粹的公司更多的稳定性。尽管如此，政府的参与可能会比预期更快地加速实际进展。
从长远来看，量子计算可能会重塑从网络安全到药物发现的行业，尽管这种转变将是缓慢的。它在我的雷达上，而不是我的核心投资组合——但如果特朗普的“点金术”再次出击，我可能会打一个小小的投机性赌注。
@Tiger_comments @TigerStars
近期從歷史高點回調的量子相關股票隔夜大漲：$IONQ Inc.(IONQ)$,$D-Wave Quantum Inc.(QBTS)$,$Rigetti計算(RGTI)$和$量子計算公司(QUBT)$漲幅均超過15%。
尋求穩定的投資者往往更喜歡也涉足量子計算的大型科技公司，例如$Alphabet(GOOG)$,$微軟(MSFT)$和$IBM(IBM)$它們在多個領域非常多樣化。
量子会是20年后的下一个大事件吗？是的，但不是直线。这将是巨大的飞跃。突破将是不均衡的，炒作周期疯狂，但影响将是地震！把它想象成2040年最热门的交易，今天的信念将成为明天的遗产。
我的选择是四大量子股票： $IONQ Inc.(IONQ)$ 专注于俘获离子量子硬件
$Rigetti Computing(RGTI)$ 凭借其超导量子位技术
$D-Wave Quantum Inc.(QBTS)$ 其重点是量子退火
$Quantum Computing Inc.(QUBT)$ 专门研究软件和混合量子。
这些都是高风险高回报的游戏，但具有变革性！
@Tiger_comments @TigerStars @CaptainTiger @TigerClub
It could also break crucial encryption methods."
This time round I support "Trump's movement" & certainly can feel an excitement for the next company on the list..
I wouldn't speculate as I may not be able to foresee Trump's actions so whichever company it is.. good luck [Tongue]
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Realistically, I think quantum computing makes more sense than whatever form of AI the public is pushed to use (too much energy consumption for trivial pursuits or for nefarious purposes), so why not, let's join the trump hype! Quantum computing it is!
@MillionaireTiger
如果让我押注，我会关注像**IonQ（IONQ）或Rigetti（RGTI）**这类已上市的早期玩家。它们虽仍处在烧钱阶段，但在硬件量子比特的开发上具备技术壁垒。尤其IonQ在离子阱量子技术方面走得较稳，且获得亚马逊、微软等大厂云平台合作加持，这类资源在政策风口时会被放大。
至于特朗普的下一个选择，我认为他可能会押宝“国防科技”或“AI安全”领域的企业。毕竟这些方向不仅能带动就业，也能强化国家安全叙事。
我个人相信，量子计算未来二十年内确实可能成为下一个重大科技革命，但短期炒作会远大于实际落地。就像上个时代的AI与电动车一样——概念先行，真正兑现价值，还需要时间与资本的磨合。
As a conservative investor, I rarely bet early when profits are not in yet. I prefer to buy when there are some signs of turning profit or signs of increase profit making potential. So, none.
I think trump would buy RGTI and QBTS as they are the more promising ones.
Quantum computing definitely will be the next big thing in 20 years, or even 10 at the current development pace
@1PC @rL @MHh @Universe宇宙
Investing in quantum firms is risky; government contracts have boosted some stocks, but the sector is still in early stages with unpredictable growth
Trump may favor US companies with strong ties to defense and manufacturing, particularly those with government contracts, making them more attractive
Experts are divided on whether quantum computing will take decades to mature or experience breakthroughs in just a few years, depending on ongoing investment and technological advancements。。。
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