To The Moon

$IONQ Inc.(IONQ)$ stands at the center of quantum computing’s commercial race in October 2025, riding a wave of speculation and institutional optimism.

It has surged nearly +33% YTD (as of 28 Oct 2025 closing), driven by its momentum as one of few pure play quantum listings in the US and its focus on “trapped-ion” quantum hardware, a design lauded for high-fidelity gate operations and scalability. (see below)

IONQ’s outperformance compared to rivals $Rigetti Computing(RGTI)$ and $D-Wave Quantum Inc.(QBTS)$ in October 2025, can be traced to its (a) robust commercial partnerships, (b) cloud platform launches, and (c) its prominent role in recent government funding rumors.

RGTI vs IONQ vs QBTS

IONQ’s leadership position stems from its technical edge, public visibility, and investor confidence compared to peers.

• RGTI and QBTS have seen sharp stock movements, IONQ’s consistent progress in both academic and commercial deployments sets it apart.

• Its NYSE listing and strong YTD gains (+45.71%) contrast sharply with RGTI (+101.2%) and QBTS (+264.62%), that remain more volatile & speculative.

• IONQ’s integration with cloud giants and its perceived stability make it the “go-to” quantum pure play for institutional money.

Quantum Stocks: Nascent State & Risks

As mention in my past posts many times before, quantum pure play stocks like IONQ, RGTI, and QBTS are still in their infancy state and with no clear winner yet.

This sector is characterized by:

• Heavy R&D expenditures with uncertain payoff horizons.

• Fragile qubit technology and error rates limiting large-scale deployment.

• Intense competition and technology risk, where breakthroughs may rapidly change the leader board.

As a result, these stocks remain highly volatile, making direct investment risky for those seeking stable, long-term returns.

Rumor: Game-Changing Catalyst ?

Recent leaks by WSJ suggest the US government is in talks with quantum companies (including IONQ, RGTI, & QBTS) to take equity stakes in return for funding of at least $10 million each. (see below)

If true, the deal could ‘catalyze’ quantum stocks by:

• Validating US commitment to sector leadership.

• Providing non-dilutive capital for further quantum research & deployment.

• Attracting further institutional investments and partnerships.

The direct government backing will be seen as a possible game-changer, potentially sending stocks like IONQ soaring and igniting renewed retail and institutional interest.

Mitigating Risk

For a logical investor craving for exposure to quantum’s next IT wave but wary of the sector’s volatility, the $WisdomTree Quantum Computing Fund(WQTM)$ offers a prudent solution.

By purchasing WQTM, one can:

• Access a basket of quantum leaders, reducing single-stock risk.

• Seize upside from both core US quantum stocks and diversified global holdings.

• Benefit from built-in portfolio risk controls through sector and geographic diversification.

WQTM

WQTM is the predominant quantum stocks ETF, incepted on 27 Aug 2025 and domiciled in Ireland.

It tracks the WisdomTree Classiq Quantum Computing Index, investing in next-generation quantum hardware, software, and services firms globally.

By October 2025, WQTM has a fund size of EUR 34 million, a dividend accumulating policy, and significant exposure to US quantum leaders.

• Top 5 holdings: RGTI (15.03%), QBTS (10.14%), IONQ (8.69%), QUBT (4.49%), INTC (4.35%). (see below)

• Sector weights: Technology (81.78%), Communication Services (7.27%), Industrials (3.49%), Consumer Cyclical (2.34%).

• On 9 Oct 2025, WQtM was listed on US exchange - Cboe BZX as well.

WQTM Performance So Far.

• US debut: On its first trading day, it opened at $29.87, closed at $30.53.

• By 15 Oct 2025, it soared to $31.57; that’s a +5.69% gain.

• Due to volatility of its key stocks (RGTI & QBTS), it dropped to $26.95 by 22 Oct 2025.

• On 28 Oct 2025, it recovered to $28.84 and offered an attractive entry point for new investors. (see above)

If Rumour falls True.

If the US government acquires stakes in quantum pure plays:

• Direct stocks (IONQ, RGTI, QBTS) will likely surge as federal backing de-risks their growth narratives.

• WQTM will benefit, given approximately 40% exposure to top quantum stocks, with likely ETF inflows as sector optimism rises.

If Rumor Proves False

If the WSJ rumor does not materialize:

• Quantum pure plays could experience sharp pullbacks as speculative premium fades.

• WQTM, with its diversified holdings including established tech giants ($Alphabet(GOOG)$ , NVDA, IBM), is better insulated from single-stock collapses, making it less volatile and mitigating downside risk for passive investors.

Why WQTM ?

WQTM’s portfolio construct, blending pure play quantum startups with diversified exposure to established heavyweights, gives investors both upside potential and risk mitigation unavailable from direct equity purchases.

WQTM is the prudent investor’s quantum bet for the next IT wave, broad exposure, risk mitigation, and “greener” tech promise, all in one. Any reason not to like ?

Remember to check out my other posts. (See below). Help to Repost ok, Thanks.

Must Read: Click on below titles to access. Repost to share, Like as encouragement ok. Thanks.

• Trump's Quantum Computing Master Plan (II). More Buys ? Fri, 31 October. Idea post.

• Trump's Quantum Computing Master Plan. Buy ? Thu, 30 October. Idea post.

• GOOG Hits $290 After Q3 2025 Earnings ? Maybe ? Wed, 29 October. Idea post.

• Do you think it makes sense to invest in IONQ, the ‘best’ quantum pure play stock ’?

• Do you think WQTM is worth a 2nd look ?

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