If artificial intelligence (AI) is considered the technological revolution of the future, quantum computing might be considered the revolution of far out into the future. If it becomes mainstream, it could create computational power far beyond anything that exists today. But it's so early in the game that it could be decades until we get to that point. The list of the best quantum computing stocks to invest in today is still very diverse. Will AI create the world's first trillionaire? Our team just relea ...

Core Insights - The rapid advancements in artificial intelligence (AI) are currently dominating the technology news landscape, while quantum computing is emerging as the next significant technological leap [1][9] - The quantum computing sector is still in its early development stages, making individual stock investments appear risky; however, investing in quantum exchange-traded funds (ETFs) is a viable alternative [2] Group 1: Quantum Computing ETFs - Investing in quantum ETFs allows for a diversified portfolio, minimizing idiosyncratic risk associated with individual stocks [6] - The Defiance Quantum ETF (NASDAQ: QTUM) and WisdomTree Quantum Computing ETF (NYSEMKT: WQTM) are highlighted as potential long-term winners if quantum computing gains traction [7] - The Defiance Quantum ETF tracks the BlueStar Machine Learning and Quantum Computing Index, which includes companies involved in quantum computing and machine learning [10] Group 2: Risks of Individual Stocks - Predicting long-term winners in the technology sector is challenging, as demonstrated by the example of Google surpassing Yahoo! in web search technology [4] - Individual stock investments carry idiosyncratic risks, as seen with Tesla (NASDAQ: TSLA) and the unpredictable influence of CEO Elon Musk on stock performance [5]

Core Insights - Quantum eMotion Corp. has become the largest single holding of the Defiance Quantum ETF, indicating significant institutional adoption of quantum security technologies [1][3]. Group 1: Company Overview - Quantum eMotion is a Canadian leader in quantum-safe cybersecurity, focusing on Quantum Random Number Generation (QRNG), post-quantum cryptography, and Entropy-as-a-Service solutions [1][6]. - The company aims to meet the increasing demand for affordable security solutions for connected devices, positioning itself as a pioneer in both classical and quantum cybersecurity [6]. Group 2: ETF and Market Position - Following the December 2025 semi-annual rebalancing of the BlueStar Quantum Computing and Machine Learning Index, Quantum eMotion's position in the Defiance Quantum ETF (QTUM) increased to approximately 2.18% of the ETF's portfolio, equating to 18.48 million shares [2]. - QTUM, with over $3 billion in assets under management, is recognized as the world's leading pure-play quantum computing ETF, holding a diversified portfolio of global technology and quantum innovators [2][5]. Group 3: Strategic Implications - The inclusion as the largest holding in QTUM validates Quantum eMotion's strategy and technology, highlighting the growing institutional recognition of quantum cybersecurity as essential for future technologies such as AI, cloud, healthcare, and blockchain [3][4]. - This milestone enhances Quantum eMotion's visibility among U.S. institutional investors and supports its strategic goals, including commercialization acceleration and expanded partnerships [4].

Group 1 - The core viewpoint is that artificial intelligence (AI) is on track to become the most significant technological revolution since the internet, and it is still in its early stages [1] - Major companies like Nvidia, Microsoft, OpenAI, and Alphabet are recognized as leaders in AI, but there are numerous potential winners across the sector, including infrastructure builders, enterprise software creators, application developers, and cloud providers [2] - Investing in AI may be more effective by focusing on the overall theme rather than selecting individual stocks, as some of the highest returns have come from the "Magnificent Seven" stocks, although concerns about high valuations and slowing momentum are emerging [3] Group 2 - An ETF that provides exposure to major companies while also exploring additional opportunities may be a strategic approach for investors in 2026 [4] - The Defiance Quantum ETF focuses on quantum computing, which is seen as a technology that could significantly enhance AI capabilities, with applications across various sectors [6] - The top holdings of the Defiance Quantum ETF include Tower Semiconductor, Rigetti Computing, Teradyne, Coherent, and Micron Technology, with Alphabet being the only "Magnificent Seven" stock in the top 10 holdings, indicating good diversification [7]

Core Insights - Quantum computing is rapidly advancing, with significant breakthroughs occurring that may lead to real-world applications sooner than expected [4][5][6] - Major tech companies are investing heavily in quantum computing, indicating a growing recognition of its potential [2][11] - The Defiance Quantum ETF offers a diversified investment opportunity in the quantum computing sector, making it a practical choice for investors [3][10][15] Investment Landscape - The Defiance Quantum ETF includes top holdings such as Rigetti Computing ($73.3 million), Tower Semiconductor ($72.8 million), and Micron Technology ($60.3 million), among others [8] - The ETF was launched in 2018 and invests in approximately 70-80 stocks across various sectors related to quantum computing, with a reasonable expense ratio of 0.40% [10][12] - JPMorgan Chase, IBM, and Microsoft are among the companies committing substantial funds to quantum computing, with IBM planning to invest $30 billion in R&D [11] Market Dynamics - The rapid development in quantum computing mirrors the early days of AI, suggesting that early investment could yield significant returns [6][7] - The Defiance Quantum ETF's equal-weighted portfolio helps mitigate concentration risk, making it a safer option for investors looking to enter the quantum computing space [12][14] - The ETF's strategy of investing in a broad range of companies may be preferable for those looking to minimize risk in a high-growth, emerging sector [15]

Core Viewpoint - The U.S. economy is heavily reliant on AI, with significant risks stemming from this concentration, as it masks deeper structural vulnerabilities [2][4][5]. Economic Dependency on AI - Approximately 40% of U.S. economic growth in 2023 is attributed to capital expenditure on AI infrastructure [2]. - Nearly 80% of recent gains in the U.S. stock market are driven by AI-related investments, indicating a "maniacal focus" on this sector [3]. Structural Vulnerabilities - The enthusiasm for AI is obscuring critical issues such as a fiscal deficit exceeding 6% of GDP and national debt surpassing 100% of GDP [4]. - Global investors are currently overlooking these deficits, betting on an AI-driven productivity boom to mitigate the debt concerns [4]. Market Bubble Concerns - The current market environment is characterized as a bubble, with the potential for inflation to trigger a tightening of monetary policy by the Federal Reserve, which could end the prevailing euphoria [5][6]. Investment Strategy Recommendations - To mitigate concentration risk, diversification into undervalued assets in international markets such as China, India, and recovering European markets is advised [7]. - The performance gap between U.S. and international markets is narrowing, suggesting opportunities for investors to explore [7]. ETF Performance - Notable U.S.-listed AI-linked exchange-traded funds (ETFs) have shown positive year-to-date and one-year performance, indicating investor interest in this sector [9][10].

Core Insights - Quantum computing is emerging as a significant technological advancement, potentially surpassing traditional computing capabilities by utilizing qubits instead of bits [2][4] - The Defiance Quantum ETF offers a diversified investment approach in the quantum computing sector, mitigating risks associated with stock picking in a volatile market [3][6] Group 1: Quantum Computing Potential - Quantum computing significantly enhances traditional computing power, with applications intersecting with AI and cloud computing [2] - The industry is still in its early stages, and while some companies have shown impressive returns, many lack products and revenue, leading to cash burn [5][7] Group 2: Investment Strategy - The Defiance Quantum ETF simplifies investment in quantum computing, providing exposure to both emerging quantum companies and established tech leaders like Advanced Micro Devices and Nvidia [6][7] - The ETF has returned over 387% since its inception, indicating strong performance despite the inherent risks of the sector [7] - The fund employs an equal-weighting strategy across nearly 80 holdings, reducing the risk of overexposure to any single stock [9][10]

Group 1 - Quantum computing represents a significant advancement over traditional computing, utilizing "qubits" that can exist in multiple states, potentially solving complex problems much faster than conventional computers [2][3] - The market for quantum computing is vast, presenting substantial investment opportunities as the technology is still in its early stages of development [3][4] - The Defiance Quantum ETF offers a diversified investment approach, tracking an index of quantum computing stocks and holding 79 companies in its portfolio, including both start-ups and established tech giants [5][6] Group 2 - The top holding in the Defiance Quantum ETF is Rigetti Computing, which constitutes 3.3% of the fund, indicating a diversified asset allocation [6] - Other significant holdings in the ETF include Advanced Micro Devices, Intel, D-Wave Quantum, and Tower Semiconductor, showcasing a mix of companies involved in quantum computing [6][7] - The ETF has a low expense ratio of 0.40%, making it an attractive option for investors looking to gain exposure to the quantum computing sector [7]

Roundhill Generative AI & Technology ETF (NYSEMKT: CHAT) takes an active management approach with concentrated positions in generative AI names. Launched in May 2023 with a 0.75% expense ratio, it offers options trading and suits investors wanting narrative-driven stock selection over index construction.iShares Future AI & Tech ETF (NYSEMKT: ARTY) delivers similar core AI exposure from BlackRock at a lower 0.47% expense ratio. The passive fund tilts toward established technology names with fundamental scree ...

Core Insights - The Defiance Quantum ETF (NASDAQ: QTUM) combines speculative quantum computing stocks with established tech companies, providing a balanced investment approach in a high-risk sector [2][3][8] - Quantum computing holds significant potential across various industries, but current technology is still in its infancy, akin to classical computing in the 1950s [5][6] - The ETF has gained 38% year-to-date, reflecting growing investor interest, but high valuations in pure-play quantum stocks necessitate caution [9] Group 1: ETF Structure and Strategy - The Defiance Quantum ETF tracks the BlueStar Quantum Computing and Machine Learning Index, consisting of 80 positions with varying degrees of quantum exposure [7] - The fund includes both pure-play quantum companies, such as IonQ and Rigetti Computing, and profitable tech giants like Nvidia and AMD, which are investing in quantum infrastructure [7][8] - This diversification aims to mitigate risks associated with high revenue multiples and cash burn rates of pure-play quantum stocks [8] Group 2: Market Potential and Challenges - Quantum computing has potential applications in drug discovery, financial modeling, artificial intelligence, and cryptography, with markets worth hundreds of billions of dollars [5] - Current quantum computers face significant technical challenges, including the need for near-absolute-zero temperatures and high error rates, making them commercially unproven [6] - The ETF's expense ratio of 0.4% is considered reasonable for thematic exposure, but investors should be aware of the long timeline for commercialization of quantum technology [9]