Trump to Take Stake in Quantum Computing! Will His “Golden Touch” Send Stocks Soaring?
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
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I prefer exposure through big tech names like $Microsoft(MSFT)$ , $IBM(IBM)$ , or $Alphabet(GOOGL)$ . They’re advancing quantum research while staying profitable in AI and cloud, offering far more stability than pure-play firms. Still, government involvement could accelerate real progress faster than expected.
In the long run, quantum computing could reshape industries from cybersecurity to drug discovery, though the shift will be slow. It’s on my radar, not my core portfolio — but if Trump’s “golden touch” strikes again, I might take a small speculative bet.
@Tiger_comments @TigerStars
近期从历史高点回调的量子相关股票隔夜大涨：$IONQ Inc.(IONQ)$,$D-Wave Quantum Inc.(QBTS)$,$Rigetti计算(RGTI)$和$量子计算公司(QUBT)$涨幅均超过15%。
尋求穩定的投資者往往更喜歡也涉足量子計算的大型科技公司，例如$Alphabet(GOOG)$,$微軟(MSFT)$和$IBM(IBM)$它們在多個領域非常多樣化。
Will Quantum be the next big thing in 20 years? Yes but not in a straight line. It will be in quantum leaps. The breakthroughs will be uneven, the hype cycles wild but the impact will be seismic! Think of it as the hottest trades in 2040 where today's conviction will become tomorrow's legacy.
My picks will be the Big 4 Quantum stocks : $IONQ Inc.(IONQ)$ specialising in trapped ion quantum hardware
$Rigetti Computing(RGTI)$ with its superconducting qubits technology
$D-Wave Quantum Inc.(QBTS)$ whose focus is quantum annealing
$Quantum Computing Inc.(QUBT)$ which specialises in software & hybrid quantum.
These are high risk high rewards play but transformative!
@Tiger_comments @TigerStars @CaptainTiger @TigerClub
It could also break crucial encryption methods."
This time round I support "Trump's movement" & certainly can feel an excitement for the next company on the list..
I wouldn't speculate as I may not be able to foresee Trump's actions so whichever company it is.. good luck [Tongue]
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Realistically, I think quantum computing makes more sense than whatever form of AI the public is pushed to use (too much energy consumption for trivial pursuits or for nefarious purposes), so why not, let's join the trump hype! Quantum computing it is!
@MillionaireTiger
如果让我押注，我会关注像**IonQ（IONQ）或Rigetti（RGTI）**这类已上市的早期玩家。它们虽仍处在烧钱阶段，但在硬件量子比特的开发上具备技术壁垒。尤其IonQ在离子阱量子技术方面走得较稳，且获得亚马逊、微软等大厂云平台合作加持，这类资源在政策风口时会被放大。
至于特朗普的下一个选择，我认为他可能会押宝“国防科技”或“AI安全”领域的企业。毕竟这些方向不仅能带动就业，也能强化国家安全叙事。
我个人相信，量子计算未来二十年内确实可能成为下一个重大科技革命，但短期炒作会远大于实际落地。就像上个时代的AI与电动车一样——概念先行，真正兑现价值，还需要时间与资本的磨合。
作为一个保守的投资者，我很少在利润尚未到来的时候提前下注。我更喜欢在有一些扭亏为盈的迹象或盈利潜力增加的迹象时买入。所以，没有。
我认为特朗普会购买RGTI和QBTS，因为它们更有前途。
按照目前的发展速度，量子计算肯定会在20年甚至10年内成为下一个大事件
@1PC @rL @MHh @Universe宇宙
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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