Trump's involvement could raise the profile of quantum computing, but the sector's future remains uncertain, with the CEO of Nvidia (NVDA) predicting decades before useful quantum computers are ready, while others anticipate breakthroughs in just a few years
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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Trump to Take Stake in Quantum Computing! Will His “Golden Touch” Send Stocks Soaring?
@Tiger_comments：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 All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment quality; lucky tiger can get 66 coins) Tag your friends to win another 5 Tiger Coins High quality comments will win options handbook & options vouchers
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