CNBC's Jim Cramer named one quantum stock to "own," while another company achieved a major technical breakthrough and substantial share price gains. Here's a look at what happened this week in the quantum computing sector. Rigetti – RGTI Rigetti Computing, Inc. RGTI achieved a performance breakthrough and reported on Wednesday that it had reached a 99.5% median fidelity rate for two-qubit gates on its 36-qubit modular system. Rigetti stock shot up on the news and shares were 40% higher on the week. Read Nex ...

 Vancouver, BC – TheNewswire - July 18, 2025 – Quantum Critical Metals Corp. (TSX.V: LEAP | OTCQB: ATOXF | FSE: 86A1) (“Quantum” or the “Company”) announces that, further to its news release date July 15, 2025, the Company has closed its final tranche of its non-brokered private placement financing (the “Offering”) raising gross proceeds of $580,000.30 pursuant to the sale of 5,800,003 units (“Units”) at a price of $0.10 per Unit. Each Unit consists of one common share of the Company (each, a “Share”) and ...

Group 1 - The article highlights a potential investment opportunity in a 64-year-old company that is developing fundamental timing infrastructure, contrasting it with the current focus on trendy AI chips and software [1] - The investment philosophy of the company emphasizes identifying asymmetric risk-reward opportunities through quantitative analysis and market intuition, targeting technology disruptors and undervalued small-cap companies [1] - There is a particular interest in businesses that possess strong competitive advantages, innovative technologies, and capable management teams [1]

Group 1: Market Overview - The convergence of artificial intelligence, quantum computing, and crypto-financial systems is driving a potential new bubble, reminiscent of past market phenomena [1][2] - Broad markets have performed well recently, particularly in thematic stocks related to AI and quantum computing, indicating a speculative enthusiasm [2][3] Group 2: Artificial Intelligence - AI is transforming daily life and driving massive demand for compute infrastructure, with significant growth in large language model (LLM) usage [4][5] - OpenAI's ChatGPT has reached over 1 billion weekly active users and is generating more than $10 billion in annual revenue, highlighting the rapid growth of AI applications [5] - Global hyperscaler spending on data infrastructure is projected to reach nearly $400 billion this year, driven by commercial demand and geopolitical competition [7] Group 3: Key Stocks in AI - Key stocks positioned to benefit from the AI wave include Nvidia, Palantir Technologies, and Vertiv, which are critical to AI hardware and infrastructure [9] Group 4: Quantum Computing - Quantum computing is entering its commercialization phase, with practical use cases emerging in logistics, pharmaceuticals, and material science [11][12] - Companies like Microsoft, Meta, and Alphabet are investing heavily in quantum computing and AI integration, indicating strong market potential [13] Group 5: Key Stocks in Quantum Computing - Promising public companies in quantum computing include IonQ, Rigetti Computing, and D-Wave Quantum, with varying levels of commercial traction and speculative potential [14] Group 6: Cryptocurrency and Digital Assets - Bitcoin has outperformed traditional assets, serving as a hedge against fiat instability and a portfolio diversifier [15] - The rise of tokenization and stablecoins is creating new speculative energy in financial markets, enabling real-time trading and increased liquidity [16][17] Group 7: Key Stocks in Cryptocurrency - Key stocks for exposure to cryptocurrency trends include Coinbase, Robinhood, and MicroStrategy, which are positioned to benefit from retail and institutional flows [19] Group 8: Market Predictions - If the current market trends continue, estimates suggest the Nasdaq 100 could double, the S&P 500 could approach 10,000, and Bitcoin might reach $300,000 or more in the next couple of years [20]

Core Insights - D-Wave Quantum Inc. has experienced over 1,000% stock growth in the past year, driven by rising interest in quantum computing [2] - The company is well-positioned to capitalize on the transition from research to commercial applications in quantum computing [10] Group 1: Growth Catalysts - The quantum computing industry is moving towards commercial applications, with D-Wave's quantum annealing technology effective in sectors like logistics, finance, drug discovery, and AI [3] - D-Wave's cloud-based quantum computing services present a significant revenue opportunity, allowing customers to access quantum capabilities without heavy capital investments [4] - Government investments in quantum research and development create opportunities for D-Wave to secure long-term contracts, ensuring consistent revenue streams [4] Group 2: Technological Advancements - D-Wave's latest 4,400-qubit processor marks a significant technological advancement, reinforcing its leadership in quantum annealing technology [5] - The Advantage2 quantum system, designed for complex optimization and AI tasks, showcases improvements in qubit connectivity, coherence, and energy efficiency [5] Group 3: Competitive Landscape - D-Wave's first-mover advantage in commercial quantum computing has led to stronger client relationships and advanced technology infrastructures [13] - The scalability of D-Wave's technology is evident, with successive generations showing significant improvements in qubit performance [13] Group 4: Market Context - The current environment, characterized by rising computational demands and substantial government spending, mirrors the early phases of the internet and AI revolutions [11] - D-Wave's established technology positions it to capture significant value as the quantum computing market evolves [11]

Core Insights - Quantum Corporation (QMCO) has launched two new high-capacity models in its DXi T-Series data protection line, the DXi T-10-240 and DXi T-10-480, which are the first 1U high-performance deduplication appliances offering up to 480 TB of raw NVMe capacity [1][9] Product Features - The new models provide faster backups, ultra-rapid data recovery, and significant reductions in rack space usage, power consumption, and management complexity, enabling organizations to protect more data using less physical space [2] - The DXi T-10-240 and T-10-480 utilize high-speed NVMe flash and Quantum's inline deduplication technology, achieving data reduction ratios of up to 70:1, making them effective for ransomware protection and DevOps workflows [3] - These models are designed to scale with growing data needs without causing disruptions, featuring a pay-as-you-grow licensing model that allows customers to activate only the capacity they need initially and expand in increments of 15 TB or 30 TB [4] Integration and Ecosystem - The new DXi T-Series models integrate seamlessly with Quantum's broader data protection ecosystem, acting as a high-speed landing zone for daily backups and virtual machine recovery, with options for replication or tiering to larger systems [5] - Long-term backups can be securely stored in Quantum's ActiveScale object storage or Scalar tape libraries, providing immutability and cloud-scale durability within a unified environment [5] Market Performance - Quantum has quadrupled the usable capacity of its T-Series in the same compact 1U form factor while maintaining affordability and flexibility through its software-based capacity activation [6] - QMCO currently holds a Zacks Rank 3 (Hold), with shares increasing by 4.6% over the past year, contrasting with a 16.8% decline in the Computer-Storage Devices industry [7]

Core Insights - Rigetti Computing has achieved a mid-year performance milestone of 99.5% median two-qubit gate fidelity on its modular 36-qubit system, marking a 2x reduction in median two-qubit gate error rate compared to its previous best results on the 84-qubit Ankaa™-3 system [1] - The 36-qubit system, composed of four 9-qubit chiplets, is based on proprietary modular chip technology and is set to launch on August 15, 2025, with plans for a 100+ qubit chiplet-based system by the end of 2025 [1][2] - The company leverages superconducting qubits, which offer gate speeds over 1,000 times faster than other modalities, and has developed proprietary technology to enable scaling to higher qubit count systems [2] Company Overview - Rigetti Computing is a pioneer in full-stack quantum computing, operating quantum computers over the cloud since 2017 and serving various clients through its Rigetti Quantum Cloud Services platform [3] - The company began selling on-premises quantum computing systems in 2021, with qubit counts ranging from 24 to 84, and introduced the 9-qubit Novera™ QPU in 2023 to support R&D communities [3] - Rigetti has developed the industry's first multi-chip quantum processor for scalable systems and manufactures its chips in-house at Fab-1, the first dedicated quantum device manufacturing facility [3]

Group 1 - Quantum Critical Metals Corp. has closed a second tranche of its non-brokered private placement financing, raising gross proceeds of $400,000 through the sale of 4,000,000 units at a price of $0.10 per unit [1] - Each unit consists of one common share and one common share purchase warrant, with each warrant allowing the holder to acquire one share at a price of $0.20 until July 15, 2027 [1] - The company plans to use the net proceeds from the offering to fund exploration activities in British Columbia and Quebec, as well as for general corporate purposes [2] Group 2 - The closing of the offering is subject to final approval from the TSX Venture Exchange and other customary conditions for a private placement [3] - A final tranche is expected to close around July 17, 2025, with all securities issued subject to a statutory hold period expiring on November 16, 2025 [3] - The company paid finder's fees of $11,830 in cash and issued 118,300 broker warrants related to subscriptions from purchasers introduced by certain persons [4] Group 3 - Quantum Critical Metals Corp. is focused on advancing critical metals projects that support next-generation technologies, with a portfolio that includes various projects in Quebec and British Columbia [7] - The company is strategically positioned to support the transition to a secure and sustainable critical minerals supply in the West [7]

Core Insights - Rigetti Computing (NASDAQ: RGTI) has significantly outperformed the S&P 500, with a return of over 44% since the last coverage [1] Company Analysis - The previous analysis focused on Rigetti's market opportunity and a major deal with Quanta [1] - Current analysis emphasizes the company's leadership and management, highlighting a proven track record in scaling businesses and smart capital allocation [1] - Rigetti demonstrates consistent revenue growth and credible guidance, indicating strong financial health [1] Market Positioning - The company possesses a strong technology moat and first-mover advantage, which are critical for market disruption [1] - Rigetti benefits from network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health - Rigetti shows sustainable revenue growth with efficient cash flow and a strong balance sheet, ensuring long-term survival [1] - The company avoids excessive dilution and maintains financial strength, which is essential for risk management [1] Investment Methodology - The investment strategy focuses on identifying high-conviction opportunities with a balanced portfolio construction [1] - Core positions (50-70%) are high-confidence, stable plays, while growth bets (20-40%) are high-risk, high-reward opportunities [1] - Speculative investments (5-10%) are aimed at moonshot disruptors with massive potential [1]

Core Insights - Quantum computing is gaining attention in the investment world, similar to artificial intelligence (AI), due to its potential to transform businesses and daily life [1][2] - Both AI and quantum computing are in early growth stages, with AI already generating significant revenue, while quantum computing may take years to become widely useful [3] Company Analysis Alphabet - Alphabet is recognized for its Google platform and has generated billions in revenue through its search engine and cloud computing unit [6] - The company has invested in AI and is also focusing on quantum computing, with the announcement of its quantum chip, Willow, which has shown promising results in error reduction and complex computations [9][10] - The stock is considered a strong buy at a low valuation of 18 times forward earnings estimates [10] Nvidia - Nvidia is primarily known for its dominance in the AI chip market, with a record revenue of $130 billion, reflecting a 114% increase in the latest fiscal year [11] - The company is also positioning itself in the quantum computing market by developing platforms that address quantum challenges and establishing a quantum computing research center in Boston [12] - Investing in Nvidia offers exposure to a profitable company with established revenue streams while also positioning for future growth in quantum computing [13][14]