Key insights
- The post discusses investment strategies for pure-play quantum computing stocks like IONQ, RGTI, QBTS, and QUBT, acknowledging their high volatility but highlighting their potential for long-term growth. It suggests considering a basket approach with dollar-cost averaging (DCA) or focusing on one or two promising candidates. The mention of GOOG, IBM, and MSFT as alternative quantum computing plays is noted, but their limited exposure to the sector makes them less likely to deliver outsized returns.
How do we feel about pure play Quantum Computing stocks (or close to pure play) for a 4+ year or longer time horizon? I realize they'll be highly volatile. But wondering if any look good to buy now then (try to) forget about it. What's a good approach? Buy a basket of them and DCA over time or focus on one (or at most two)?
IONQ and RGTI seem to be the most talked about or trusted candidates right now. They may be the only ones with revenue. Hoping to learn more about those two.
Sometimes I'll see GOOG, IBM, and MSFT as Quantum Computing picks but obviously those aren't pure play stocks and are unlikely to become 10 baggers.