Honeywell has majority ownership of Quantinuum, a leading trapped ion quantum firm, offering quantum upside with profitable business if quantum takes longer.
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The AI & Quantum Boom Is Just Starting (Best Stocks to Buy Now)
Jun 3, 2026
The creator discusses investing in AI and quantum computing sectors, cautioning against concentrated bets and suggesting a diversified portfolio with a core in broad market indexes like the S&P 500, complemented by a small thematic sleeve. The video also mentions technology, robotics, and space as other potential sectors, and thanks 21 Shares for sponsorship, highlighting their role in crypto ETPs.
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IBM is a lower-risk big tech name associated with quantum computing, on track for fault-tolerant quantum computers by 2029.
Rigetti is a high-risk pure quantum play with a smaller revenue basis compared to IonQ.
IonQ is a high-risk pure quantum play, considered the most commercially mature with the largest revenue and partnerships among pure plays.
Snowflake is a higher-risk AI native application name with higher growth potential but sensitive to sentiment and rich valuation.
Micron supplies high bandwidth memory for AI chips and is riding the AI wave despite being historically cyclical.
AMD is a medium-risk secondary bet in AI, positioned to benefit from increased CPU demand as AI shifts the GPU to CPU ratio.
Nvidia is a medium-risk 'picks and shovels' AI play with a dominant market position in training AI models, but faces risks from high valuation and competition.
Oracle is flagged as an undervalued infrastructure-side play for AI.
Amazon is a low-risk, diversified mega-cap with major AI investments and has serious quantum efforts.
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