mster
05-22

$D-Wave Quantum Inc.(QBTS)$ 

I have always believed that quantum computing represents the next massive leap forward for the tech sector, though because the industry is still in its absolute infancy, I purposely keep my position sizes very small. We saw how volatile this space can be around September and October of last year when government interest sparked a massive parabolic move, sending my primary ticker QBTS up over 180% within a month before completely sizzling out. Taking a disciplined, small-sized approach keeps the portfolio safe from those wild, speculative swings while still leaving the door open for the real shifts.

That real shift might be starting to take shape with the Trump administration’s fresh announcement of a $2 billion funding injection across nine quantum computing companies, designed to secure the domestic supply chain and counter foreign tech dominance. IBM is the massive winner here, capturing a $1 billion grant to stand up a dedicated quantum chip foundry, while smaller firms like D-Wave Quantum (QBTS) are securing letters of intent for $100 million in exchange for equity stakes. I am obviously elated to see some genuine, fundamental momentum returning to my QC portfolio, and I’m hopeful that this round of heavy state backing will give the gains some actual staying power this time around.

Trump $2B CHIPS Funding Ignite Quantum Stocks: Sector Moment Here?
Quantum computing stocks surged across the board: D-Wave (QBTS) +33%, Rigetti (RGTI) +31%, IonQ (IONQ) +12%, as the Trump administration announced direct equity stakes in quantum firms alongside $2 billion in dedicated CHIPS Act funding — providing both capital relief and implicit government endorsement. Most of these companies remain unprofitable, and policy-driven rallies have historically been highly volatile. With the policy catalyst now priced in, what is the next tangible milestone for quantum computing — and can this rally sustain, or is it a classic pump-and-exit?
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Comments

  • predator007
    05-22
    predator007
    QBTS finally got real funding juice lol. I’m still keeping it tiny too. Think this state money actually changes the boom-bust cycle?
    • mster: 
      My guess is that it will still be volatile. I have QBTS on 2 different platforms, tempted to cash one out and hold the other. But will get back in if I do. Cos this sector is my next bet to go 10X.
    • mster: 
      My guess is that it will still be volatile. I have QBTS on 2 different platforms, tempted to cash one out and hold the other. But will get back in if I do. Cos this sector is my next bet to go 10X.
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