It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
MARKET UPDATE
Breaking
October 2025
Quantum Computing Stocks Surge 4,600% as Sector Reaches Critical Inflection Point
Investment banks deploy quantum systems while pure-play valuations soar to extreme multiples
Must Read
Could This be Trump's #1 AI Stock?
EDITOR'S NOTE
Market Analysis
This article analyzes the quantum computing investment landscape based on comprehensive research from investment banks, consulting firms, and market analysts as of October 2025. Quantum computing represents an extremely high-risk, high-reward sector with valuations disconnected from current fundamentals. This analysis is for informational purposes only and does not constitute investment advice. Readers should consult qualified financial advisors and never invest more than they can afford to lose completely in speculative technology stocks. Past performance does not guarantee future results.
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Trusted Partner Presentation
Jeff Brown believes this little-known Seattle company (click here to get the name and details, 100% free)...
Will soon help unlock the full power of the next generation of AI, something he's calling Q-AI…
A new type of AI is so powerful that it could trigger a $100 trillion tech revolution…
And return 1,500x MORE money than Nvidia.
Quantum computing has exploded into mainstream investment consciousness in 2025, with pure-play stocks like Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) posting extraordinary gains of 2,448% to 4,600% over the past year. Yet beneath the speculative frenzy lies a paradox that investors must navigate: the technology shows genuine breakthrough progress while delivering zero commercial advantage over classical computing today.
"Quantum computing today provides no tangible advantage over classical computing in either commercial or scientific applications," Boston Consulting Group concluded in July 2024, even as it maintained long-term projections of $450-850 billion in economic value creation by 2040.
Real Progress Meets Extreme Valuations
Google's December 2024 Willow chip breakthrough achieved below-threshold error correction—a 30-year challenge finally solved—sending Alphabet's valuation up $100 billion overnight. Microsoft and Quantinuum demonstrated 800x error reduction with 12 entangled logical qubits. IBM's roadmap targets fault-tolerant systems by 2029, a critical milestone that could validate or devastate current valuations.
Meanwhile, actual commercial traction remains modest. Quantum computing revenue reached $650-750 million in 2024 and should exceed $1 billion in 2025, with McKinsey projecting growth to $28-72 billion by 2035. Government contracts comprise over 50% of current market revenue.
The valuation disconnect is stark. IonQ (IONQ) trades at 170-292x sales with a $20.7-23.7 billion market cap on $52.4 million revenue. Rigetti's $10 billion market cap rests on just $1.8 million quarterly revenue—down 41.6% year-over-year. Quantum Computing Inc. (QUBT) represents the extreme at 2,500x sales: $2.5 billion market cap on $0.7 million annual revenue.
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Trusted Partner Presentation
George Gilder has identified 9 major tech convergences throughout history. Each created massive new wealth for the few who saw it coming.
The microchip. The internet. The iPhone. Qualcomm's wireless revolution.
Now he's tracking something he calls "Convergence X" - and he says a bombshell October 16th announcement is when it goes mainstream.
Three companies sit at the epicenter.
Wall Street's Schizophrenic Treatment
Analyst ratings reveal internal conflict. IonQ receives "Strong Buy" consensus from nine analysts, yet their average price target of $64.57 sits 7% below current prices. Rigetti's seven "Strong Buy" ratings come with price targets implying 38% downside from recent levels.
"I don't know whether Rigetti is worth what Rigetti is trading at," CNBC's Jim Cramer stated bluntly, calling it a "speculation" and "meme-stock candidate."
Institutional investors are split. Citadel Advisers, Tudor Investment (Paul Tudor Jones), and Two Sigma all increased Rigetti positions by 50-183% in Q2 2025. Yet Motley Fool analyst Bram Berkowitz advised: "Avoid the stock or invest only a small, speculative amount."
Banks Deploy Quantum Systems Now
While pure-plays trade on decade-out potential, major financial institutions are achieving documented results. HSBC's September 2025 trial using IBM's Heron processor on over 1 million European bond trades achieved 34% improvement in predicting bond trade probabilities. "IBM's quantum processors found hidden patterns in noisy market data that classical computers simply couldn't see," Motley Fool analysis noted.
Goldman Sachs claims "thousand times" speedup for derivatives pricing using quantum amplitude estimation. JPMorgan invested $500 million in quantum technology in August 2024, leading Quantinuum's funding rounds and positioning itself as "one of the first financial institutions worldwide to invest in quantum computing."
Trusted Partner Presentation
$5 dividend stock powers AI revolution
- Builds Nvidia's AI servers
- Pays a dividend nearly 2.5x the market average
- AI revenue surpassing iPhone business
The Conservative Play: Tech Giants
Wall Street's overwhelming preference is clear: of 58 analysts covering Microsoft, 57 (98.3%) rate it "buy" or "strong buy" with 21% consensus upside. Amazon received similar 95.5% "buy" or better ratings. In contrast, IBM garnered just 38% "buy" ratings despite pioneering quantum computing.
Alphabet trades at 7x sales—offering "by far the cheapest means of investing in quantum today" according to Motley Fool—an 87-358x discount versus pure-play quantum companies. NVIDIA's quantum positioning as enabler through investments in Quantinuum, QuEra, and PsiQuantum provides exposure while maintaining AI accelerator dominance.
What This Could Mean for Investors
The quantum computing sector in October 2025 presents opportunities comparable to investing in semiconductors in the 1960s, biotechnology in the 1980s, or internet companies in the 1990s—transformative technologies with enormous long-term potential alongside extraordinary near-term uncertainty and valuation risk.
For conservative portfolios: Established tech giants (Microsoft, Alphabet, IBM) offer quantum upside without existential dependency. These companies generate hundreds of billions in revenue from core businesses while positioning quantum as strategic options rather than survival bets.
For growth investors: IonQ emerges as the consensus "best of breed" pure-play with $1.5 billion cash, industry-leading fidelity metrics, and $100+ million in commercial contracts. However, investors must accept 170-292x sales valuations and analyst price targets below current prices.
For speculative allocations: Advisors recommend keeping quantum exposure under 5% of portfolios with 10+ year time horizons. The Defiance Quantum ETF (QTUM) at ~$75.38 offers diversification across multiple quantum approaches without picking individual winners.
Critical milestones to watch:
• Error correction by 2029: The make-or-break moment that validates commercialization timelines
• Revenue inflection 2026-2027: Transition from pilots to production deployments
• Government funding sustainability: Over 50% of current market depends on public investment
• First quantum advantage demonstrations: Commercial validation in pharmaceuticals, chemicals, or finance
The 2029 error correction milestone represents the sector's defining moment—determining whether quantum computing delivers transformative returns or reveals a speculative bubble. Early investors in winning companies could generate life-changing wealth; early investors in losing approaches will likely suffer permanent capital loss.
Success requires matching quantum exposure to risk tolerance, maintaining appropriate position sizing, diversifying across approaches, and committing to decade-long time horizons. This is emphatically not a market for casual investors or short-term traders.
SOURCES & FURTHER READING
• Boston Consulting Group: "The Long-Term Forecast for Quantum Computing Still Looks Bright" (July 2024)
• McKinsey & Company: "2025 Quantum Technology Monitor" (Fourth Annual Report)
• Deloitte Insights: "2025 Quantum Computing Scenario Planning Report"
• Goldman Sachs Research: Quantum computing options pricing research (November 2024)
• Bloomberg: "HSBC Says New Quantum Computing Trial Beat Wall Street Rivals" (September 2025)
• Company investor relations: IonQ (investor.ionq.com), Rigetti (investors.rigetti.com), D-Wave (ir.dwavesys.com)
• Investment research: TipRanks, Motley Fool, Seeking Alpha quantum coverage
• Market research: Fortune Business Insights, Grand View Research, BCC Research quantum computing market reports
Disclosure: This article does not constitute investment advice. Quantum computing stocks are highly speculative investments unsuitable for risk-averse investors or those unable to sustain potential complete loss of capital.
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Trusted Partner Presentation
President Trump promised to make America the leader of artificial intelligence.
That's why Jeff Brown believes he's about to grant what he calls "national security status" to this little-known company…
Sending shares higher than anyone can imagine.
This is the only company in the U.S. that can mine a metal that's critical to the $100 trillion AI boom.
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Trusted Partner Presentation
President Trump promised to make America the leader of artificial intelligence.
That's why Jeff Brown believes he's about to grant what he calls "national security status" to this little-known company…
Sending shares higher than anyone can imagine.
This is the only company in the U.S. that can mine a metal that's critical to the $100 trillion AI boom.
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Trusted Partner Presentation
This crazy story involves a former Apollo astronaut who walked on the moon…
An extraterrestrial substance that's 163x more expensive than cocaine…
And a new type of computer with god-like powers that, according to Bank of America…
"Could Be the Biggest Breakthrough Since Fire."
If you have an open mind, click here to get the details because Jeff Brown believes this is about to make a lot of people in America rich.
If this article makes sense,
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