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
All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment quality; lucky tiger can get 66 coins)
Tag your friends to win another 5 Tiger Coins
High quality comments will win options handbook & options vouchers
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.
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%。
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]
<br>
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
如果讓我押注，我會關注像**IonQ（IONQ）或Rigetti（RGTI）**這類已上市的早期玩家。它們雖仍處在燒錢階段，但在硬件量子比特的開發上具備技術壁壘。尤其IonQ在離子阱量子技術方面走得較穩，且獲得亞馬遜、微軟等大廠雲平臺合作加持，這類資源在政策風口時會被放大。
至於特朗普的下一個選擇，我認爲他可能會押寶“國防科技”或“AI安全”領域的企業。畢竟這些方向不僅能帶動就業，也能強化國家安全敘事。
我個人相信，量子計算未來二十年內確實可能成爲下一個重大科技革命，但短期炒作會遠大於實際落地。就像上個時代的AI與電動車一樣——概念先行，真正兌現價值，還需要時間與資本的磨合。
As a conservative investor, I rarely bet early when profits are not in yet. I prefer to buy when there are some signs of turning profit or signs of increase profit making potential. So, none.
I think trump would buy RGTI and QBTS as they are the more promising ones.
Quantum computing definitely will be the next big thing in 20 years, or even 10 at the current development pace
@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。。。
Tag :
@Huat99
@Snowwhite