Hot take: Government money can create momentum, but not sustainable value. Quantum stocks ripping +30% on policy headlines feels more like AI 2023 hype déjà vu than fundamentals.
The real question isn't "Will funding help? it's which company can show commercial revenue, error correction breakthroughs, or enterprise adoption first?
D-Wave, Rigetti, IonQ all have different tech paths, but most are still pre-profit and highly speculative. Policy boosts sentiment; execution builds companies.
Are we witnessing the start of a strategic tech supercycle... or a classic "buy the headline, sell the reality" trade? 👀
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