To The Moon

My Optimism for the Quantum Computing Era

I am incredibly excited about the quantum computing era, and I truly believe we are just at the beginning of a transformative journey. The recent surge in stocks like QBTS $D-Wave Quantum Inc.(QBTS)$  , which skyrocketed 139% in May, along with QUBT $Quantum Computing Inc.(QUBT)$  and IONQ $IONQ Inc.(IONQ)$  showing significant gains, signals a powerful shift in the industry. D-Wave Quantum's launch of the Advantage2 system, as announced by CEO Alan Baratz, marks a pivotal moment that I see as a catalyst for broader adoption and innovation.

Why I Believe This Is Only the Start

I see the strong rally in May as evidence that the market is waking up to quantum computing's potential. The fact that D-Wave brought its sixth-generation quantum computer to market, coupled with the impressive performance increases reported, convinces me that we are far from the peak of this technology's growth. The 509% year-over-year revenue jump for D-Wave in Q1 2025 further fuels my confidence that this is just the beginning of a long upward trend.

D-Wave

My Confidence in D-Wave Quantum

I am particularly bullish on D-Wave Quantum, especially after their recent breakthrough in outperforming classical supercomputers in complex simulations, as confirmed by peer-reviewed research. The Advantage2 system's capabilities, with its enhanced qubit connectivity and energy efficiency, make me believe D-Wave is leading the charge in practical quantum applications. Their strong cash position and expanding clientele only reinforce my positive outlook.

D-Wave

The Potential of Other Quantum Leaders

I also have high hopes for companies like IonQ and Rigetti Computing. IonQ's trapped-ion technology and its partnerships with major cloud providers, alongside Rigetti's advancements in multi-chip processors, suggest to me that these companies are well-positioned to capitalize on the growing demand. The market's volatility might scare some, but I see it as an opportunity to invest in these leaders as they pave the way for quantum supremacy.

My View on Market Volatility

While the recent pullbacks and volatility, such as the sharp drops following comments from industry figures like Jensen Huang, might worry others, I view them as temporary dips in an otherwise upward trajectory. I believe the long-term potential of quantum computing far outweighs short-term fluctuations, especially with increasing government support and collaborations with tech giants like Microsoft and NVIDIA.

$NVIDIA Corp(NVDA)$  

The Broader Impact I Anticipate

I am thrilled about the broader impact quantum computing could have, from revolutionizing AI and materials science to solving previously intractable problems in cryptography and healthcare. The projections of the quantum computing market growing from $1.16 billion in 2024 to $12.6 billion by 2032 resonate with me as a sign of the immense value creation ahead. This is not just a tech trend; it is a paradigm shift I am eager to be part of.

My Investment Strategy Moving Forward

I plan to hold firm in my investments in quantum computing stocks, particularly D-Wave, IonQ, and Rigetti, despite the ups and downs. The recent analyst upgrades and raised price targets for these companies strengthen my resolve. I am also considering adding to my positions during pullbacks, as I see these as buying opportunities in a sector that is poised for exponential growth over the next decade.

Quantum Computing

My Long-Term Vision

Looking ahead, I envision a future where quantum computing becomes a cornerstone of technological advancement, and I want to be an early believer in this revolution. With roadmaps from major players like D-Wave and IonQ pointing toward scalable, fault-tolerant systems by the end of the decade, I am convinced that 2025 and beyond will be defining years. This is my chance to invest in a future that could redefine how we solve the world's most challenging problems.

IONQ position

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