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?
ATTENTION: TECH INVESTORS
BREAKING
Wall Street's Quantum Computing Race: Why Insiders Are Quietly Positioning Before the Next Potential Surge
Major institutions initiate coverage while defense contracts accelerate and short sellers face pressure in the race for what analysts project could become a $292 billion quantum computing market
This is a MUST-READ
↓↓↓
Editor's Note:
Market AlertThe quantum computing sector has entered a critical phase with institutional interest returning, defense contracts emerging, and technical breakthroughs potentially accelerating commercial viability. This analysis examines investment opportunities that may be emerging from this convergence.
|
Trusted Partner Presentation
Is Nvidia about to Trigger Another 150X Opportunity?
Nvidia gave investors a chance to make more than 150 times their money with its AI chips known as graphic processing units. Legendary investor Louis Navellier believes this new invention could be even more revolutionary and mint a new wave of millionaires. |
The quantum computing revolution could be creating one of the most volatile investment opportunities in modern markets, with some stocks experiencing significant swings while Wall Street positions for what McKinsey analysts project could become a $292 billion market by 2035.
Institutional Coverage Returns to Quantum
Lake Street Capital Markets recently initiated coverage on Quantum Computing Inc. (QUBT) with a reported $24 price target despite what sources indicate has been substantial appreciation in the stock. The firm's analyst reportedly calls it "a compelling way to participate in the rapidly growing market," citing the company's room-temperature photonic chip technology as a potential advantage. Trading volumes have reportedly increased significantly—with some reports suggesting ten-fold increases—which some analysts interpret as possible institutional interest.
The defense establishment appears to be accelerating quantum adoption with Rigetti Computing (RGTI) reportedly securing a $5.8 million Air Force Research Laboratory contract for quantum networking, which market data suggests contributed to notable share price appreciation. This could mark quantum's transition from laboratory research to national security applications, with IBM researchers suggesting "quantum advantage"—when quantum computers may outperform classical systems—could potentially arrive by 2026.
|
Trusted Partner Presentation
How to invest in Elon Musk's Optimus before its launchElon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind". One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account. 
|
Multiple Catalysts Converging
Microsoft's reported breakthrough in creating 24 logical qubits and the UN's designation of the International Year of Quantum Science may signal the technology's advancement. Industry conferences have highlighted numerous applications reportedly running on platforms like D-Wave's (QBTS) across various sectors. IonQ (IONQ) reportedly maintains substantial cash reserves, potentially around $1.6 billion according to financial disclosures, while generating what may be the highest revenue among pure-play quantum companies.
The quantum-AI convergence could add another dimension. Nvidia's reported investment in Quantinuum, which sources suggest could be around $600 million, may validate quantum's potential role in addressing AI's energy challenges, with IBM researchers suggesting possible efficiency improvements. As AI infrastructure demands grow, quantum computing could potentially become increasingly important for future technological advancement.
Understanding Market Volatility Patterns
Some traders believe they've observed patterns where quantum stocks may experience significant declines on timeline concerns followed by rallies on positive announcements. The sector reportedly experienced notable declines when industry leaders expressed conservative timelines, but has shown resilience around major conferences and announcements.
Short interest data suggests elevated levels for some quantum stocks, with QUBT potentially around 20% according to market data. High short interest combined with positive catalysts could potentially create volatile trading conditions. Volume patterns may suggest some short covering activity.
Valuation Considerations
Current valuations present both opportunities and risks. Some quantum companies trade at price-to-sales ratios that significantly exceed traditional norms—Rigetti's ratio has been reported as exceptionally high relative to conventional metrics. QUBT reportedly commands a multi-billion dollar valuation despite limited current revenues. Many quantum companies have conducted equity offerings, which could suggest various strategic considerations.
These valuation metrics should be weighed against potential future applications. The convergence with robotics, AI, and defense applications could potentially support valuations if quantum computing enables broader market opportunities. Established technology companies like Microsoft (MSFT), Alphabet (GOOGL), and IBM may offer alternative exposure through their quantum research divisions.
What This Could Mean for Investors
The quantum sector may present various risk-reward profiles: speculative opportunities in pure-plays like QUBT and RGTI, or potentially more measured exposure through established technology companies like Nvidia (NVDA) and Microsoft. Market volatility could create trading opportunities for those comfortable with risk, while conservative investors might consider companies with stronger fundamentals or diversified technology portfolios.
Portfolio allocation strategies could vary based on risk tolerance: perhaps limiting speculative quantum pure-plays to a small percentage of portfolios while considering larger allocations to established technology companies with quantum programs. Related sectors like energy infrastructure and critical materials may offer adjacent investment considerations. With quantum computing potentially advancing toward commercial viability and market projections suggesting significant growth potential, early positioning could offer opportunities—though investors should carefully consider the substantial risks and volatility.
Before You Go...
Trusted Partner Presentation
Don't buy Oracle, do this instead
With artificial intelligence now creating an average of 1,539 new millionaires every single day last year...
It's perfectly normal to be asking where you can move your money to catch up – and avoid missing what CNBC calls "the largest wealth creation spree in recent history."
He says buying Nvidia or Oracle and hoping they keep defying gravity is a fool's game.
Instead, there's a totally different, and much BETTER place you can move your money today.
It's not Nvidia, or Oracle, which has exploded in recent days... briefly making founder Larry Ellison richer than Elon Musk.
Instead, it's a revolutionary new AI vehicle that Wall Street can't tell you about.
But one of America's greatest ever investors – who bought Apple, Amazon, and Netflix long before they soared in popularity – says it's set to be the next 'must buy'.
What's more, he's posted all the details on a free website anyone can access today.
Revealed free of charge here: The NEXT 'must own' AI play to move your money into today
✓
Trusted Partner Presentation
BULLISH: It's time to buy this 'hidden' AI stock
An award-winning stock-rating system has turned BULLISH on some of the biggest winners of 2025. Here's what it's saying now.
×
Wait....Before You Go You Need To See This
Trusted Partner Presentation
Is Nvidia about to Trigger Another 150X Opportunity?
Nvidia gave investors a chance to make more than 150 times their money with its AI chips known as graphic processing units.
Legendary investor Louis Navellier believes this new invention could be even more revolutionary and mint a new wave of millionaires.
If this article makes sense,
YOU NEED TO WATCH THESE TRENDING VIDEOS BELOW...
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
Trending Videos
Could This be Trump's #1 AI Stock?
Trump promised to make America the leader of artificial intelligence
Jeff Brown believes Trump is about to grant "national security status" to this little-known company. This is the only company in the U.S. that can mine a metal that's critical to the $50 trillion AI boom. A virtual monopoly with massive potential.
Trump's Favorite AI Energy Stock??
Wildly profitable with billion in operating income
It's wildly profitable - Over billion in operating income. It has a partnership with the hottest AI stock on Wall Street. And Trump has publicly backed it? Get the details on this #1 AI energy stock opportunity.
Stock at the Heart of Robotics Revolution
The Trillion Robotics Revolution Has Arrived
A revolutionary new robot is beginning to emerge. Elon Musk says it will "change civilization as we know it." Microsoft's Bill Gates said, "it will be as revolutionary as the PC." Creating a trillion dollar opportunity for investors.
Disclaimer
TechStockMovers.com, a brand under Market Insiders Media dba, operates under the parent company Sandpiper Marketing Group, LLC. Please be advised that TechStockMovers.com is not registered as an investment adviser or broker-dealer with the United States Securities and Exchange Commission or any state regulatory agency. We rely on the "publisher's exclusion" from the definition of investment adviser as set forth in Section 202(a)(11) of the Investment Advisers Act of 1940, as amended, as well as corresponding state securities laws. Consequently, TechStockMovers.com does not offer or provide personalized investment advice.
The information we provide is based on our opinions, statistical and financial data, and independent research of public information. Our materials are intended for informational purposes only, and no mention of a specific security in any of our content constitutes a recommendation to buy, sell, or hold that or any other security. Any information deemed to be investment opinion is impersonal and not tailored to the investment needs of any individual.
Please be aware that TechStockMovers.com does not promise, guarantee, or imply that any information provided through our websites, newsletters, reports, or printed material will result in profit or loss. We strongly encourage you to seek personal advice from your professional investment, tax, or legal advisors and to conduct your own due diligence and independent investigations before acting on any information we publish or making any investment decision. Only you and your professional advisors can determine the level of risk appropriate for you. Penny stocks, in particular, are inherently speculative investments, and you should be prepared to lose your entire investment.
Employees, owners, and/or writers of TechStockMovers.com may own positions in the equities, options, and/or securities mentioned in our content. However, no associated employees will intentionally engage in any transaction that directly or indirectly competes with the interests of our subscribers. TechStockMovers.com may be compensated for publishing information about companies referred to in our reports, newsletters, and websites, and we provide full disclosure of such compensation.
Furthermore, please note that any content marked as "Sponsor" may be paid for and is not endorsed or warranted by our staff or company. The content in our emails is for educational or entertainment use and is not a substitute for professional advice or an offer to buy or sell any securities. Neither the publisher nor the editors are registered investment advisors (RIA’s) and do not provide personalized counseling. Be sure to conduct your own careful research and consult with your advisors before taking any action based on our content. By opening our emails or clicking any links contained therein, you are reconfirming your opt-in status, which is part of your free subscription.