Core Viewpoint - The article discusses the features and offerings of Ian's Insider Corner, a membership group led by Ian Bezek, which provides insights and research for investors interested in various markets and stocks [2]. Group 1 - Ian Bezek has a decade of experience as a hedge fund analyst and has conducted extensive research in Latin American markets, including Mexico, Colombia, and Chile [2]. - The group offers a Weekend Digest that includes new investment ideas, updates on current holdings, macro analysis, and trade alerts [2]. - Membership includes access to an active chat room and direct communication with Ian Bezek for personalized insights [2].

Core Insights - Quantum enablers are positioned to become attractive investment opportunities by 2026 as quantum computing transitions from research to early commercial applications [1][2] - Capital spending and enterprise interest in quantum-related hardware, materials, electronics, software tools, and security layers are accelerating [1][2] Investment Opportunities - Investors can capture near-term revenues and earnings growth while benefiting from long-term upside as quantum adoption increases [2] - Stocks linked to the quantum enabling ecosystem, such as Advanced Micro Devices (AMD), Broadcom (AVGO), and Teradyne (TER), may see valuation re-ratings and stronger capital inflows by 2026 [2] Market Growth Projections - The post-quantum cryptography market is projected to grow from approximately $810 million in 2025 to over $1.1 billion in 2026, with a compound annual growth rate of over 30% over the next decade [4][5] - Total revenues across quantum computing, communication, and sensing are expected to exceed $1 billion by 2025, indicating a shift towards early commercialization [6] Revenue Visibility and Risk - Quantum enablers are expected to offer clearer revenue visibility and lower execution risk in 2026, supported by growth in adjacent revenue-generating markets [7] - A significant share of revenue is anticipated to accrue to enabling layers such as semiconductors and cybersecurity software rather than pure-play quantum hardware vendors [6] Company-Specific Insights - **Advanced Micro Devices (AMD)**: Collaborating with IBM to develop quantum-centric supercomputing architectures, expected to report earnings growth of 60.4% on revenue growth of 27.9% in 2026 [8][9] - **Broadcom (AVGO)**: Launched quantum-safe cryptography solutions, expected to report earnings growth of 41.5% on revenue growth of 42.1% in 2026 [11][12] - **Teradyne (TER)**: Provides precision test solutions for quantum hardware, expected to report earnings growth of 43.9% on revenue growth of 22.2% in 2026 [13][14]

Industry Overview - Quantum computing is rapidly growing, with McKinsey estimating the market could expand from approximately $4 billion today to $72 billion by 2035 [1][2]. Company Analysis Nvidia - Nvidia is a leader in quantum computing, with a market cap of $4.57 trillion and a current price of $186.51 [4][5]. - The company has a net income margin of 53% and has experienced a compound annual growth rate (CAGR) of 87% over the past three years [8]. - Nvidia's NVQLink architecture hybridizes quantum and classical computing, enhancing the functionality of quantum machines [7][8]. IBM - IBM, founded in 1911, has been involved in quantum computing since the 1970s and has consistently met its development goals [9][11]. - The Nighthawk quantum processor has 120 qubits and is expected to scale significantly by 2028 [12]. - IBM has a net income margin of 12%, a gross margin of 57.8%, and a dividend yield of 2.17% [13]. Alphabet - Alphabet, the parent company of Google, has a market cap of $4 trillion and is investing heavily in quantum computing [15][16]. - The Willow quantum computer developed by Alphabet solved a complex math problem in five minutes, a task that would take classical supercomputers 10 septillion years [17]. - Willow's error rate has been significantly reduced, and it becomes more accurate with an increase in qubits, showcasing Alphabet's advancements in quantum hardware [18][19].

Core Insights - 01 Quantum Inc. is set to release its financial results for Q4 and fiscal year 2025 on January 22, 2026, before market opens [1] - The company specializes in post-quantum cybersecurity, developing technologies to protect digital systems from quantum computing threats [3] Financial Results Announcement - The financial results will be available before market opens on January 22, 2026 [1] - A live update will be held at 10:00 AM EST on the same day to discuss the results and strategic partnerships [2] Company Overview - 01 Quantum Inc., formerly known as 01 Communique Laboratory Inc., is recognized for its innovative work in post-quantum cybersecurity [3] - The company's IronCAP™ technology is designed to secure digital assets, AI systems, email security, and enterprise infrastructure against quantum threats [3] Technology and Patents - IronCAP™ technologies are protected by U.S. patents 11,271,715 and 11,669,833 [4]

Core Insights - SuperQ Quantum Computing Inc. has appointed Prof. Dr. Mathew Chandrankunnel and Tim Toole to its Advisory Board, aiming to enhance the commercialization of quantum technologies [1][2]. Group 1: Advisory Board Appointments - Prof. Dr. Mathew Chandrankunnel is a leading scholar in quantum theory and will focus on academic collaboration and ethical innovation at SuperQ [3]. - Tim Toole, with extensive experience in technology infrastructure, will concentrate on accelerating go-to-market strategies and forming enterprise partnerships [4]. Group 2: Company Strategy and Vision - The company aims to bridge the gap between complex quantum theory and real-world applications, emphasizing the need for both scientific insight and commercial execution [2][5]. - SuperQ is committed to reducing barriers to quantum and supercomputing commercialization, positioning itself as a partner for organizations seeking direct returns on investment [5][6]. - The flagship Super™ platform is designed to make advanced computational power accessible, targeting sectors such as finance, healthcare, and defense [6].

Core Viewpoint - Quantum Computing stock experienced a dramatic surge of approximately 1,710% in 2024, followed by a significant pullback in 2025, resulting in a 38% decline over the year, contrasting with the S&P 500's 16.4% and Nasdaq Composite's 20.4% gains [1][2][3]. Stock Performance - The stock was one of the hottest in 2024 but faced volatility in 2025, particularly after comments from Nvidia's CEO indicated that commercially viable quantum machines were further away than anticipated [3]. - Despite a recovery later in 2025, the stock continued to experience volatility and significant declines, particularly in October and November, due to bearish trends in the quantum industry and concerns over inflated valuations in AI and growth stocks [5][6]. Financial Performance - In the first three quarters of the previous year, Quantum Computing reported revenue of $484,000, an increase from $311,000 in the same period of 2024, indicating growth but also highlighting the company's vulnerability to market sentiment regarding growth stocks [6]. Recent Developments - Quantum Computing's stock has shown signs of recovery in early 2026, with a year-to-date increase of 24%, driven by the acquisition of Luminar Semiconductor and positive analyst coverage [6]. - The company has made a bid of approximately $22 million to acquire additional assets from Luminar Technologies, with expectations for the deal to close in the current quarter if approved [7]. - Rosenblatt initiated coverage on Quantum Computing with a buy rating and a one-year price target of $22 per share, suggesting a potential upside of about 73% [8].

Industry Overview - Quantum computing is still in the experimental phase, with significant challenges such as error-proneness and stability of qubits needing to be addressed [2][3] - Companies are making progress, with Nvidia's CEO indicating that quantum computing is nearing an inflection point for solving practical problems [4] D-Wave Quantum - D-Wave is recognized as a leader in quantum annealing, focusing on finding optimal solutions for specific problems rather than solving complex mathematical problems [6] - The company has a market cap of $10 billion, with a current price of $28.83 and a gross margin of 82.82% [8] - D-Wave has over 100 paying customers and is experiencing growth in revenue and bookings, while also moving into gate-based quantum computing [8][9] - The acquisition of Quantum Circuits aims to develop an error-correcting, gate-based system [9] Rigetti Computing - Rigetti is pursuing a universal gate-based quantum system, which is expected to solve more complex computational problems [10] - The company has a market cap of $8.5 billion, with a current price of $25.62, but has a significantly negative gross margin of -6849.48% [11][12] - Rigetti's systems are reported to be over 1,000 times faster than competitors, but it lags in accuracy, achieving only 99.5% 2-gate fidelity compared to IonQ's 99.99% [12] - The company has minimal revenue and faced setbacks, including not advancing in the DARPA Quantum Benchmarking Initiative and delaying the availability of its new 108-qubit machine due to fidelity issues [13][15] Comparative Analysis - D-Wave is preferred for its established niche in quantum annealing and its strategic move towards gate-based systems, which could leverage its existing business [14] - Rigetti's challenges with accuracy and setbacks in key programs highlight its competitive disadvantages [15]

Core Insights - The article discusses the potential of quantum computing as a significant investment opportunity, highlighting two companies well-positioned in this field: IonQ and Alphabet [2][3]. Group 1: IonQ - IonQ is a pure play quantum computing company, focusing exclusively on quantum technology, which presents both high potential rewards and risks [4]. - The company utilizes trapped ion technology for constructing qubits, resulting in a lower error rate and longer quantum state retention, which are critical advantages in quantum computing [5]. - IonQ currently generates some revenue through major cloud service providers but is still in the early stages of commercial growth, making it an attractive option for aggressive investors [7]. Group 2: Alphabet - Alphabet, the parent company of Google, generates substantial revenue through its search engine and Google Cloud, which has seen significant growth due to demand from AI customers [8][9]. - The company is actively developing its own quantum chip, Willow, which aims to reduce errors as more qubits are added, marking a significant advancement in quantum computing [11]. - Alphabet's established profitability combined with its investments in quantum computing presents a compelling opportunity for investors, potentially leading to significant returns [12].

Core Viewpoint - Quantum computing is poised to become a significant market in the coming decades, with potential advancements across various sectors, but the uncertainty surrounding which companies will dominate remains high [2][7]. Industry Overview - The quantum computing industry is highly competitive, with numerous companies pursuing different technological approaches, leading to a crowded market where not all players may succeed [3]. - Major tech companies like Alphabet, Microsoft, and IBM have substantial resources to invest in quantum computing, contrasting sharply with smaller firms like IonQ, which face financial challenges [5]. Company Analysis - IonQ is a pure play in quantum computing, presenting a high-risk, high-reward investment opportunity, but it currently has limited revenue and relies on equity sales and research contracts for funding [4][10]. - Despite IonQ's advancements in quantum computing accuracy, its error rates are still too high for commercial viability, indicating that the company has significant hurdles to overcome [8][10]. - The potential market for quantum computing is projected to reach between $28 billion and $72 billion by 2035, but the wide range of estimates reflects the uncertainty in the industry's future [7]. Investment Considerations - Investors in IonQ must be prepared for a long-term commitment, as the company may take a decade to realize its potential, and the risks associated with holding its stock are considerable [10][11].

Core Viewpoint - MicroCloud Hologram Inc. has proposed an innovative hardware acceleration technology that converts quantum tensor network algorithms into parallel computing circuits on field programmable gate arrays (FPGA), enabling efficient quantum spin model simulation on classical hardware [1][11]. Technology Development - The company focuses on algorithm-hardware co-design, breaking down tensor network algorithms into computational units that can be directly implemented in hardware, thus creating a high-density parallel scalable architecture using FPGA [5][11]. - HOLO's technology achieves a performance improvement of 1.7 times faster than traditional CPU computations and more than 2 times improved energy efficiency [11]. Implementation Details - A Hierarchical Tensor Contraction Pipeline has been constructed, consisting of three main layers: input and scheduling layer, core computing layer, and output and reduction layer [7][8]. - The core computing layer utilizes multiple MAC Arrays to support tensor contraction operations, achieving pipeline-level parallelism for floating-point operations [8]. Future Plans - The company aims to continue developing hardware implementations for various quantum computing core modules, including quantum variational algorithms and quantum machine learning models, to establish a comprehensive quantum algorithm acceleration ecosystem [12]. Financial Position - MicroCloud Hologram Inc. has cash reserves exceeding 3 billion RMB and plans to invest over 400 million USD in the development of blockchain, quantum computing, and other frontier technologies [13].