Core Insights - Nvidia's stock has increased by 22,660% over the past decade, primarily due to its data center GPUs for AI tasks, making it the world's most valuable company with a market cap of $4.3 trillion [1] - Investors are encouraged to explore the emerging quantum computing market, particularly IonQ, as a potential investment opportunity [2] Company Overview - IonQ distinguishes itself in the quantum computing sector by utilizing trapped ions for data processing, which allows for operation at room temperature, making it more scalable compared to traditional electron-based systems [7] - The company has launched three trapped-ion quantum systems: Aria, Forte, and Forte Enterprise, with plans for a fourth system, Tempo, and offers its quantum computing capabilities as a cloud service [8] Industry Context - Quantum computers are currently used mainly for niche research due to their size, cost, and energy inefficiency, but advancements could lead to smaller, more resilient, and power-efficient systems in the coming years [5] - The quantum computing market is expected to grow rapidly over the next decade, with IonQ having an early mover advantage [9]

Core Viewpoint - Jim Cramer has expressed strong support for International Business Machines Corporation (IBM), highlighting its potential in the technology sector, particularly in quantum computing [2][3]. Group 1: Jim Cramer's Insights - Cramer considers IBM one of his favorite stocks in the technology space and has defended it against selling pressures, suggesting that the shares could gradually increase in value [2]. - In March, Cramer labeled IBM as a "pure" buy and has increasingly pointed to it as a solid investment in quantum computing as the year progressed [2]. - On September 25th, Cramer emphasized IBM's advancements in quantum computing, noting its collaboration with HSBC to enhance trading efficiency, and stated that IBM has real quantum capabilities that could potentially transform finance [3]. Group 2: Comparison with Other Investments - While acknowledging IBM's potential, there is a belief that certain AI stocks may offer higher returns with limited downside risk compared to IBM [3].

Core Insights - The article highlights the significant gains in quantum computing stocks, with companies like IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. experiencing increases of up to 1,490% over the trailing year, yet billionaire investors are favoring Alphabet as a more stable investment in this sector [4][5][22]. Quantum Computing Industry - Quantum computing is described as a transformative technology capable of solving complex problems that classical computers cannot, with potential applications in drug development, weather forecasting, and cybersecurity [6]. - Boston Consulting Group estimates that quantum computing could generate between $450 billion to $850 billion in global economic value over the next 15 years [7]. Investment Trends - Despite the impressive performance of quantum computing stocks, billionaire investors have largely avoided these companies, preferring to invest in Alphabet, a member of the "Magnificent Seven" [5][14]. - Historical trends indicate that early-stage innovations often experience bubble bursts, as seen with the internet boom, leading to cautious investment strategies among billionaires [10][12]. Financial Metrics - The trailing-12-month price-to-sales (P/S) ratios for IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. range from 130 to 2,661, indicating potential overvaluation compared to historical standards [13]. - Alphabet, on the other hand, is seen as a safer investment due to its established and profitable operating segments, including Google and YouTube, which provide substantial cash flow [15][20]. Alphabet's Position - Alphabet has a market capitalization of approximately $3,903 billion and maintains a strong position in the internet search market with a share of 89% to 93% [16][18]. - The company also has a significant presence in cloud services, with Google Cloud generating over $60 billion in annual run rate sales [19]. - With $98.5 billion in cash and equivalents, Alphabet is well-positioned to invest in quantum computing without jeopardizing its existing operations [20].

Key Takeaways IonQ posted Q3 revenues of $39.9M, rising 222% year over year while raising its 2025 sales guidance.The company hit #AQ 64 performance, 99.99% two-qubit fidelity, and expanded via strategic acquisitions. IonQ's DOE partnership and quantum networking efforts bolster its growing full-stack quantum platform.IonQ, Inc. (IONQ) is making significant strides in quantum computing, potentially mirroring how NVIDIA Corporation (NVDA) made the most of the artificial intelligence (AI) boom. However, the c ...

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]

Key Takeaways RGTI Q3 revenue declined due to the lapse of NQI funding that slowed federal purchasing.The reinstated $625M NQI program is expected to lift demand as labs and agencies re-engage.A new Air Force contract and Novera system orders support RGTI's strengthening government pipeline.Rigetti Computing (RGTI) is leaning heavily on government partnerships as a core piece of its commercialization path, and the timing could work in its favor. Per the third-quarter earnings call, management was explicit t ...

Core Insights - GraniteShares has launched two new ETFs, RGYY and QBY, expanding its YieldBOOST™ family to provide income opportunities in the quantum computing sector [1][5][6] - The RGYY ETF targets Rigetti Computing, while the QBY ETF focuses on D-Wave Quantum, both utilizing options strategies to generate income [2][3][4] - As of November 24, 2025, GraniteShares' YieldBOOST™ platform has over $653.1 million in assets under management (AUM) [6] Company Overview - GraniteShares is a global investment firm based in New York City, specializing in the creation and management of ETFs [7][8] - The firm is recognized as a market leader in leveraged single-stock ETFs and offers innovative investment solutions across various stock exchanges [7][8] - As of November 24, 2025, GraniteShares manages over $10.882 billion in assets [8] Product Details - The RGYY ETF employs a strategy of selling put options on leveraged ETFs that track the 2x Long RGTI Daily ETF, focusing on income generation [3] - The QBY ETF follows a similar strategy, selling put options on leveraged ETFs that track the 2x Long QBTS Daily ETF, aimed at generating income from D-Wave Quantum [4] - Both ETFs are part of GraniteShares' strategy to apply systematic options strategies to high-growth sectors and disruptive innovation themes [5]

Core Insights - The collaboration between Xanadu, Rolls-Royce, and Riverlane has successfully advanced quantum computing applications for modeling jet engine airflow, significantly reducing simulation runtimes from weeks to under an hour, thus enabling new prototyping opportunities in the aerospace industry [1][5] Company Summaries Xanadu - Xanadu is a Canadian quantum computing company founded in 2016, focused on building practical quantum computers and developing the open-source software library PennyLane [7] - The company has successfully reduced prototyping runtimes by up to 1000-fold for Rolls-Royce, addressing the long wait times associated with traditional simulations [4] - Xanadu's Catalyst compiler was instrumental in optimizing quantum-classical programs for Rolls-Royce, emphasizing the importance of hybrid quantum-classical computing [4][5] Rolls-Royce - Rolls-Royce is a major player in the aerospace industry, providing power solutions and services across multiple sectors, including defense and civil aviation [9][10] - The company reported an annual underlying revenue of £17.8 billion and an underlying operating profit of £2.46 billion in 2024, indicating strong financial performance [11] - Rolls-Royce's collaboration with Xanadu and Riverlane is part of its strategy to leverage advanced technologies to enhance its design processes and product offerings [3][5] Riverlane - Riverlane specializes in Quantum Error Correction (QEC) and partners with over 60% of the world's quantum computer companies to address challenges in achieving utility-scale quantum systems [12] - The company contributed novel quantum algorithms to the collaboration, enhancing the overall efficiency of the simulation workflow for Rolls-Royce [4][5] - Riverlane's expertise in QEC is crucial for unlocking the potential of quantum computing in various industries, including aerospace [12]

Core Insights - GraniteShares has launched two new ETFs, RGYY and QBYY, aimed at providing income opportunities in the quantum computing sector [1][5][6] - The RGYY ETF focuses on Rigetti Computing, while the QBYY ETF targets D-Wave Quantum, both utilizing options strategies to generate income [2][3][4] Company Overview - GraniteShares is a leading issuer of ETFs, with a focus on innovative investment solutions and a strong presence in the leveraged single-stock ETF market [7][8] - As of November 24, 2025, GraniteShares has over $10.375 billion in assets under management, indicating significant growth and investor interest [8][6] Product Details - The RGYY ETF employs a strategy of selling put options on leveraged ETFs that track the 2x Long RGTI Daily ETF, targeting income generation [3] - The QBYY ETF follows a similar strategy, focusing on selling put options on leveraged ETFs that track the 2x Long QBTS Daily ETF [4] - Both ETFs are part of the YieldBOOST™ family, which applies systematic options strategies to high-growth sectors [5][6]

SuperQ Quantum Featured by Canada HealthTech Symposium and Deep Tech Canada; Expands Technology, Health and Policy LeadershipNovember 25, 2025 7:00 AM EST | Source: SuperQ QuantumCalgary Alberta--(Newsfile Corp. - November 25, 2025) - SuperQ Quantum Computing Inc. (CSE: QBTQ) (OTCQB: QBTQF) (FSE: 25X) ("SuperQ Quantum", "SuperQ", or the "Company") is pleased to announce a series of high-impact ecosystem milestones that strengthen its position at the intersection of health innovation, advanced ...