How do we feel about pure play Quantum Computing stocks (or close to pure play) for a 4+ year or longer time horizon? I realize they'll be highly volatile. But wondering if any look good to buy now then (try to) forget about it. What's a good approach? Buy a basket of them and DCA over time or focus on one (or at most two)?
IONQ and RGTI seem to be the most talked about or trusted candidates right now. They may be the only ones with revenue. Hoping to learn more about those two.
Sometimes I'll see GOOG, IBM, and MSFT as Quantum Computing picks but obviously those aren't pure play stocks and are unlikely to become 10 baggers.
Quantum Computing stocks: IONQ, RGTI, QBTS, QUBT
byu/Low-Cartographer-429 instocks
Posted by Low-Cartographer-429
5 Comments
Quantum computing stocks are a huge crapshoot.
I’m in QBTS with a few bucks because right now they are the closest to actually generating revenue with quantum computing.
Preface by saying that you are primarily interested in small cap Quantum players, but actually IBM is arguably the most important “close to pure-play” because they have the most mature hardware roadmap and a dedicated quantum software stack (Qiskit). While they aren’t a “10-bagger” like a small cap might be, they are the most likely to reach “Quantum Utility” first.
You should also consider Honeywell – again, not a small cap, which is another major player often missed; they actually provided the foundation for “Quantinuum,” which is currently the highest-valued private quantum company in the world.
Check out the quantum ETFs if you’re looking for broad exposure that will rebalance.
Used to be in the industry. Would not touch these stocks for long term holds. If someone wins quantum it’ll be something like a Google or IBM.
Yep I’ve got a bit of quantum, spread about QBTS 80%, IONQ 15%, and RGTI 5%. They were always a 5+ year play but I’m basically a bagholder at this point (down 45-70%), so I’ll continue holding them for a while and maybe consider DCA’ing.
If you don’t have positions yet, I’d probably DCA since the timelines are very long. And it’s a longshot too, so I probably wouldn’t allocate more than 15% of my portfolio anyways.
I dunno how the pure-play quantums will end up anyways since the companies that can profit are likely the already-rich non-pure-plays like Honeywell, IBM, MSFT, and GOOG since they can put in more capital and already have big customers.