Shyon
10-23

The government’s renewed push into quantum computing is intriguing, especially given Trump’s track record of boosting sectors he backs. If stakes in $IONQ Inc.(IONQ)$ or $Rigetti Computing(RGTI)$ happen, it could add funding and legitimacy to a still-nascent field. But I’m cautious — most quantum firms remain unprofitable, and recent rallies look more speculative than sustainable.

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

# Quantum Move! Is This the Next “Rare Earth” Boom?

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