To The Moon

If AI was 2024's darling, quantum computing is gearing up to steal the spotlight in 2025—and it's not just sci-fi anymore. We're talking machines that solve impossible problems in seconds: drug discovery, climate modeling, unbreakable encryption. McKinsey estimates the quantum market could hit $1T by 2035, with early movers like Google and IBM already demoing "quantum supremacy." But here's the kicker—breakthroughs are accelerating (IBM's 1,000+ qubit chip this year), and venture funding's pouring in at $2B+ annually. This isn't vaporware; it's spawning real revenue streams for hardware, software, and apps.Why now? Governments are racing—US CHIPS Act funneled $50B into quantum R&D, while China's dropping $15B bombs. Pair that with falling error rates (from 1% to under 0.1% in logical qubits), and we're on the cusp of commercial viability. Stocks in this space are volatile but rewarding: the Defiance Quantum ETF (QTUM) is up 25% YTD, outpacing the Nasdaq. Yet, it's high-risk—scalability hurdles and the "quantum winter" fear (like AI's past flops) could tank laggards.

With Fed easing and tech valuations cooling (P/E ratios dipping to 25x forward), quantum could ride the AI wave for 2-3x gains in nimble names. BlackRock's eyeing quantum funds, and patents are exploding (over 10K filed last year). Risks? Timeline slips (full fault-tolerance might take 5+ years), ethical hacks on current crypto, and overhyping from SPACs gone wrong.Bullish or bearish? Doubling down on IONQ for the hardware moonshot, or sticking to QTUM for safe-ish exposure?