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Trump is reportedly making a $2 billion bet on quantum computing, and investors are already paying attentio...

Billy InvestsMay 21, 2026

The creator discusses three quantum computing stocks (IBM, GlobalFoundries, and D-Wave Quantum) that are gaining attention after the Trump administration's $2 billion investment in the sector. The creator highlights IBM and GlobalFoundries as safer plays due to their established business models and manufacturing roles, while D-Wave Quantum is presented as a more speculative, high-upside option.

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DWAVBullishHigh ConvictionSignal-backedPrimary

D-Wave Quantum is presented as the most speculative but highest potential upside stock, being 100% focused on quantum, which could lead to huge gains if the quantum market takes off as anticipated.

QBTSBullishHigh ConvictionSignal-backedPrimary

D-Wave Quantum is presented as the most speculative but highest potential upside stock, being 100% focused on quantum, which could lead to huge gains if the quantum market takes off as anticipated.

GFSBullishMedium ConvictionSignal-backedSecondary

GlobalFoundries is highlighted as the second-largest recipient of the quantum funding, playing a critical role in manufacturing the advanced chips needed for quantum computers, making it a key player in the quantum ecosystem.

IBMBullishMedium ConvictionSignal-backedPrimary

IBM is recommended as the safest way to play the quantum trade due to its proven business model and profitability, and its role in building America's first dedicated quantum chip foundry with half of the $2 billion government package.

INTCNeutralLow ConvictionResearch Only

Intel is mentioned as a past example of a company that received a significant bet from Trump, which subsequently saw its stock rise significantly.

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