Trump to Take Stake in Quantum Computing! Will His “Golden Touch” Send Stocks Soaring?

Tiger_comments
10-23
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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

  1. So, could quantum computing become the next “Trump sector”?

  2. Would you bet on early-stage quantum firms — and if so, which one?

  3. Who do you think will be Trump’s next pick?

  4. Do you believe quantum computing will be the next big thing within 20 years?

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Quantum Move! Is This the Next “Rare Earth” Boom?
Several quantum-computing companies are in talks to give the Commerce Department equity stakes in exchange for federal funding, a signal that the Trump administration is expanding its interventions in what it sees as critical segments of the economy. IonQ and D-Wave Quantum rose 17%; Rigetti Computing rose 14%; Quantum Computing and Sealsq rose 10%; Arqit Quantum rose 24%.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • Shyon
    10-23
    Shyon
    Win 30 Tiger-coins
    The government’s renewed push into quantum computing is intriguing, especially given Trump’s track record of boosting sectors he backs. If stakes in $IONQ Inc.(IONQ)$ or $Rigetti Computing(RGTI)$ happen, it could add funding and legitimacy to a still-nascent field. But I’m cautious — most quantum firms remain unprofitable, and recent rallies look more speculative than sustainable.

    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

  • Cadi Poon
    10-23
    Cadi Poon
    Win 10 Tiger-coins
    據報道，特朗普政府正在談判通過1000萬美元的資金獎勵獲得量子計算公司的股權。

    近期從歷史高點回調的量子相關股票隔夜大漲：$IONQ Inc.(IONQ)$,$D-Wave Quantum Inc.(QBTS)$,$Rigetti計算(RGTI)$和$量子計算公司(QUBT)$漲幅均超過15%。

  • TimothyX
    10-23
    TimothyX
    Win 10 Tiger-coins
    然而，一些人認爲，這些公司只是基本面疲軟的模因股票——整個行業仍然沒有盈利，所有提到的四家公司的每股收益仍然爲負。

    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。

  • koolgal
    10-23
    koolgal
    Win 25 Tiger-coins
    🌟🌟🌟Quantum computing isn't just a buzzword. It is the shimmering edge of tomorrow's tech frontier.  With the Trump Administration reportedly injecting USD10 million into select US quantum firms, we maybe witnessing the birth of a new Trump sector.

    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

  • LynW
    10-23
    LynW
    Win 25 Tiger-coins
    Quantum IS the way of the future! I think Ionq leads the race. It has an impressive executive team, has invested in partnerships that cover all aspects of development. It’s recent acquisition of Lightsynq strengthens its quantum networking roadmap. It’s data centre factory has been operating in Seattle for almost two years providing Ionq Forte and Tempo systems via cloud access to customer base. Quantum has potential in a myriad of applications - I think Ionq is a great bet for the not too distant future!
  • Sandyboy
    10-23
    Sandyboy
    Win 20 Tiger-coins
    If reports from $Alphabet(GOOG)$ are studied, they have developed new quantum algorithms and if they are investing so much, it is surely not hype. That said due to risks with the small companies, I would take small positions in stocks like $Rigetti Computing(RGTI)$ and $IONQ Inc.(IONQ)$ while allocating more to $Microsoft(MSFT)$ $Alphabet(GOOG)$ as they are more stable plays. This way one always hopes the small players become multibaggers while the big players have steady growth!
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