I have always believed that quantum computing represents the next massive leap forward for the tech sector, though because the industry is still in its absolute infancy, I purposely keep my position sizes very small. We saw how volatile this space can be around September and October of last year when government interest sparked a massive parabolic move, sending my primary ticker QBTS up over 180% within a month before completely sizzling out. Taking a disciplined, small-sized approach keeps the portfolio safe from those wild, speculative swings while still leaving the door open for the real shifts.
That real shift might be starting to take shape with the Trump administration’s fresh announcement of a $2 billion funding injection across nine quantum computing companies, designed to secure the domestic supply chain and counter foreign tech dominance. IBM is the massive winner here, capturing a $1 billion grant to stand up a dedicated quantum chip foundry, while smaller firms like D-Wave Quantum (QBTS) are securing letters of intent for $100 million in exchange for equity stakes. I am obviously elated to see some genuine, fundamental momentum returning to my QC portfolio, and I’m hopeful that this round of heavy state backing will give the gains some actual staying power this time around.
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