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3 Quantum Computing Stocks to Own Before the Boom

The creator discusses the impact of a $2 billion US government investment in quantum computing companies, highlighting IonQ as the strongest pick due to sales growth, D-Wave as a second favorite for its programming leadership, and Rigetti as the most speculative for its encryption standard ambitions. The creator also differentiates quantum computing from current robotics, noting that quantum computing is expected to be the next generation of AI around 2030.

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Tickers discussed in this post

CAHNeutralMedium ConvictionSignal-backedSecondary

Cardinal Health is mentioned as a stock that showed up, alongside other biotech stocks with good sales and earnings forecasts, but is secondary to Lilly's dominance.

LLYBullishHigh ConvictionSignal-backedPrimary

Eli Lilly is a dominant leader in healthcare with blockbuster drugs and phenomenal GLP-1 success, prompting an 'optimization model' to recommend increasing its weight.

MUNeutralMedium ConvictionSignal-backedSecondary

Micron Technologies' earnings are anticipated soon, and memory shortages are driving up prices, leading to analyst upgrades and excitement.

TSLANeutralLow ConvictionResearch Only

Tesla's Optimus robot is used as an example of current pre-programmed robotics, contrasting with the future potential of AI and quantum computing, indicating that advanced AI capabilities are still distant for robots.

NVDANeutralLow ConvictionResearch Only

Nvidia's GPUs are mentioned as the current technology that quantum computing is expected to supersede around 2030, suggesting a potential challenge for Nvidia's chip dominance in the long term.

RIGNeutralLow ConvictionSignal-backedSecondary

Rigetti is considered the most speculative of the three quantum computing stocks, aiming to set encryption standards, and while expected to be successful, it's viewed with lower conviction due to its speculative nature.

IONQBullishHigh ConvictionSignal-backedPrimary

IonQ is highlighted as the strongest quantum computing stock due to its leadership in quidbit technology, strong sales growth, and government investment, making it the best bet for investors looking to enter the sector before profitability.

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Tracked calls opened from this post

LLY
buy opened May 27, 2026
-1.73%
IONQ
buy opened May 27, 2026
+9.17%