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Dear Fellow Investor,
Three of the Best Ways to Trade the Quantum Computing Boom
Quantum computing could be one of the biggest technological revolutions of our lifetime. Analysts at Bank of America have even gone so far as to call it “humanity’s biggest breakthrough since the discovery of fire.”
That may sound extreme—but when you take a closer look at the potential, it’s hard to dismiss. Traditional computers, no matter how powerful, are bound by the limits of binary code. Quantum computers, however, harness the strange principles of quantum mechanics—such as superposition and entanglement—to process information in ways that are almost unimaginable. Problems that would take today’s supercomputers years or even decades to solve could be cracked in seconds.
The applications are staggering. Quantum computing could revolutionize industries ranging from drug discovery (testing molecules in silico at lightning speed) to artificial intelligence (training algorithms exponentially faster), to finance (optimizing portfolios in real-time), to cybersecurity (breaking and remaking encryption). It could also impact fields like climate modeling, logistics, energy storage, and even drone navigation.
It’s no wonder governments around the world are pouring money into the sector. According to the State of Quantum 2024, more than 30 governments have already committed over $40 billion to advancing quantum technologies over the next decade. That’s on top of billions more being invested by private companies and venture capital firms.
The market potential is massive. Analysts at Forbes estimate the global quantum computing industry could be worth $850 billion by 2040—a staggering figure that suggests we’re only in the earliest innings of growth.
For investors, that means opportunity. While this is still a speculative and developing field, several publicly traded companies—and even ETFs—offer exposure to the quantum boom. Below are three of the best ways to invest in the sector right now.
Company: D-Wave Quantum (SYM: QBTS)
One of the most exciting players in the space is D-Wave Quantum (SYM: QBTS). Since May, its stock price has surged from about $6 to a recent high of $15.72. And many analysts believe there’s still significant upside ahead, with some predicting a move toward $30 in the near term.
Part of the enthusiasm comes from D-Wave’s Advantage2 quantum system, which the company calls so powerful that it can solve problems even the world’s largest supercomputers cannot. That’s no small claim—and it underscores the company’s positioning at the forefront of practical quantum computing.
CEO Alan Baratz recently highlighted a string of major milestones:
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Launching its sixth-generation quantum computer.
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Signing a memorandum of understanding in South Korea for an on-premises system.
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Completing assembly of a system at Davidson Technologies.
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Releasing new developer tools for quantum AI and machine learning.
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Ending the quarter with a record $819 million in cash, giving it plenty of runway to expand.
For perspective, this is a company that traded at just $0.42 in 2023 before rallying more than 4,200% to an all-time high of $18.38. Even after that run, analysts believe there’s significant room for growth. Rosenblatt Securities, for example, has a buy rating and $30 price target on the stock, projecting that D-Wave’s revenues could grow at a +66% CAGR from 2025–2030.
With its pioneering technology and expanding commercial footprint, QBTS could be one of the most exciting pure-play quantum stocks in the market.
Trading Whisperer
This Coffee Stock’s Last Run Was 550%. Here’s What’s Next.
Some stocks inch higher. This one leaps.
January: $1.03 to $6.70 — 550%+ surge. February: $3.80 to $8.30 — +118%.
Still a micro-cap with just 2.41 million shares in its float.
The company owns a proprietary brewing process that transforms coffee at the molecular level, plus AI-powered operations that predict preferences and optimize profits.
Master franchise agreements already locked for China, Malaysia, and UAE.
The specialty coffee market is projected to grow from $101.6 billion to $183 billion by 2030.
Go here to see the full report and get the symbol now.
Company: IonQ Inc. (SYM: IONQ)
Another standout is IonQ (SYM: IONQ), which has also enjoyed a powerful rally. Since bottoming around $18.81 in April, the stock has surged to nearly $49, and many analysts believe it could reach $60 in the near term—and potentially much higher over the long run.
Rosenblatt has a buy rating and $70 price target on IONQ, calling it one of the most attractive ways to gain exposure to quantum computing.
Part of IonQ’s strength lies in its strong financial position. While the company reported an EPS loss of $0.70 (missing estimates), revenue came in at $20.69 million—up 81.5% year over year, and beating expectations by nearly $3.5 million. That growth outpaced even the high end of the company’s guidance.
As of July 2025, IonQ also had $1.6 billion in cash on hand, making it the most well-capitalized pure-play quantum provider in the market. CFO Thomas Kramer emphasized that the company is raising its full-year 2025 revenue guidance to $82–$100 million, with Q3 expectations of $25–29 million.
For a fast-growing, well-funded company in one of the most disruptive sectors on earth, IonQ stands out as a potential leader—and a stock that could deliver significant returns as quantum adoption accelerates.
Crypto 101
Bitcoin's surge reveals a hidden opportunity most are missing
Bitcoin hit $120,000, but institutions are quietly accumulating ONE specific altcoin while retail chases the headlines.
Trump's pro-crypto transformation—Strategic Reserve, friendly SEC leadership, and crypto advocates in key positions—is creating an unprecedented capital flood.
My research team identified the token positioned at the absolute center of this institutional buying wave.
For investors who prefer a diversified approach, the Defiance Quantum ETF (SYM: QTUM) offers an excellent way to play the entire sector.
Since April, QTUM has risen from about $62.50 to over $93, and could soon test $100 near term. Longer term, with quantum computing adoption accelerating, a move toward $150 isn’t out of the question.
The ETF carries an expense ratio of 0.40% and tracks the BlueStar Quantum Computing and Machine Learning Index, which is composed of companies at the forefront of transformative computing technologies. Its holdings include a mix of pure quantum plays like D-Wave (SYM: QBTS) and IonQ (SYM: IONQ), as well as established tech leaders like Nvidia, Oracle, Intel, Palantir, AMD, and Alibaba.
In total, QTUM holds nearly 80 companies, giving investors exposure not just to speculative startups, but also to established giants investing heavily in quantum R&D. For many, that balance between growth potential and diversification makes QTUM a compelling way to invest in the quantum revolution without taking on single-stock risk.
Market Crux
From $1 to Trillions—What Most Traders Miss
Consider this: Netflix (NFLX) was trading under $10 in 2002 when many doubted whether DVD rentals by mail—or streaming—would ever catch on. By 2021, Netflix stock had surged past $600, becoming a global entertainment powerhouse.
These kinds of rare, transformative moves reward those who spot them early and stay informed.
The challenge? Many new traders look at stories like this and assume every low-priced stock will deliver the same outcome. The truth is, most small-cap and penny stocks never break out. Without solid research, chasing these plays is nothing more than speculation.
But here’s the smarter way.
At Market Crux, we focus on uncovering overlooked companies that show real growth potential. And we share these insights with our readers free of charge.
Are there any other emerging tech stocks you've got your eye on? What specific sectors of the market are you most interested in right now? Hit "reply" to this email and let us know your thoughts!
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