To The Moon

Quantum computing feels a bit like the rock band that’s always “about to blow up” but keeps pushing the tour date. Unlike AI — which had its ChatGPT moment because it reached the average person’s phone, laptop, and TikTok feed — quantum computing still lives in a kind of science fiction limbo for most investors. The potential is outrageous, but the practicality is elusive. The buzz is real, but the impact is still largely theoretical.

I don’t think quantum will outshine AI in 2025. Not yet. AI is already embedded in workflows, products, and infrastructure. It’s making people money now. Quantum? It’s still trying to prove it can consistently outperform classical computing in any useful way outside niche simulations. It’s a slow burn — and that’s okay. But it means investors looking for another AI-style explosion might be disappointed unless they’re extremely patient.

As for QUBT (Quantum Computing Inc.) — this isn’t Microsoft in the ‘80s. Not yet. Microsoft back then was already solving a tangible problem with mass-market appeal. QUBT, on the other hand, is still speculative tech stacked on hopes. It might hit gold, but right now it trades more like a tech lottery ticket than a foundational company. You’re not buying earnings, you’re buying a possibility. That’s fine — just know it’s a moonshot, not a moat.

So, could quantum have its moment eventually? Absolutely. But it’s not 2025’s main character. This year still belongs to AI, chips, and data. Quantum might get a cameo — but it’s still waiting for its spotlight.