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Quantum Computer Investing

Investing in the future: Investing in quantum computing is an opportunity to participate in the future of technology, where breakthroughs promise to transform industries like AI, healthcare, and cryptography. With companies advancing scalable quantum systems and quantum algorithms, early investments in this field could yield significant long-term growth.

The Quantum 8 - the 8 best quantum computer stocks by The Quantum Bull.

The Quantum 8 is my nod to the magnificent 7. It is a blend of large cap and small cap tickers to own to maximize ROI on the Quantum Revolution. 

The Quantum Bull

Last updated Wed, Dec 24, 2025

The Quantum 8

Rank Rank Change Company Ticker Rank Notes About
1 NEW Infleqtion CCCX With approximately $29 million in trailing twelve-month revenue as of June 30, 2025; approximately $50 million in booked and awarded business representing potential multi-year value expected to be realized over time; and a $300 million+ identified pipeline of potential customers, Infleqtion brings a DoD and military-focused backlog and a commercial-first approach with clear revenue visibility, which gives it a boost above other pure plays. Infleqtion (formerly ColdQuanta) is a quantum technology leader leveraging neutral-atom platforms for both quantum computing and precision sensing. The company’s modular Sqale quantum computers have demonstrated cutting-edge performance.
2 -1 IBM IBM IBM aims to show clear quantum advantage by the end of 2026 and build fault-tolerant quantum computing by 2029. While much of the share price does not factor in quantum efforts, this could be an area of extreme growth for IBM within the decade. IBM and AMD announced plans to develop next-generation computing architectures based on the combination of quantum computers and high-performance computing, known as quantum-centric supercomputing. IBM has been at the forefront of quantum computing with its Qiskit platform and robust quantum hardware, clocking over $1billion in earned quantum revenue to date.
3 -1 IonQ IONQ IONQ falls to number three; while the company excels in PR and has made many promising acquisitions, execution on their aggressive technology roadmap will be the main metric I'm watching in 2026. A leader in trapped-ion technology, IONQ offers some of the most advanced quantum hardware on the market. Its focus on commercialization positions it as a key player in quantum’s practical applications.
4 -1 Google GOOGL Recent remarks from Google lead Julian Kelly via VICE signal continued momentum and pulse on the race. Google has many pursuits outside of quantum, quantum computing may be considered a "moonshot" for the company so much of the share price does not factor in quantum efforts. With the announcement of Willow and continued investment and R&D makes Google a solid option for exposure to quantum advances.
5 -2 Rigetti RGTi Rigetti is a self-proclaimed R&D company. Loses rank as the last few months have slowed considerably on the news front. 100 qubit chip is promised by end of 2025, but at the time of this ranking it has not been announced. Rigetti has a full stack and modular approach to quantum computing which should help them capitalize on the many different tailwinds for the sector. I wouldn’t be surprised to see this company move up the rankings – stay tuned.
6 NEW Quantum Emotion QNCCF Building on QRNG technology to create true randomness, this company leverages quantum tunneling, the same quantum phenomenon that won the nobel prize in physics in 2025. Quantum eMotion’s rising stature was underscored in late December when it became the #1 holding in the Defiance Quantum ETF (QTUM). Quantum eMotion is a Canadian quantum cybersecurity company specializing in quantum-safe cryptography, particularly Quantum Random Number Generator (QRNG) technology.
7 -3 D-wave QBTS D-wave started 2025 with considerable momentum with system sale to Julich supercomputing center. Lately focus has been shifted to DoD and military customers, but revenue visibility is unclear. Progress has slowed in half 2, and insider sales of shares are a cause for caution. D-Wave stands out with its annealing quantum computers which excel at optimization. This growing company has clients like Mastercard and Boeing.
8 -1 SealsQ LAES Seal SQ ends 2025 expanding into the U.S. Market with their T.S.S. partnership, unveils the QS7001 PQC chip, highlighting movement toward their core goal. Revenue visibility, further U.S. expansion remain likely but the picture is unclear. Loses rank given stiff competition in the space. LAES is a spinoff from WISeKey, focused on semiconductor-based cybersecurity, including secure elements and chips that may evolve to support post-quantum crypto.

Historical Quantum 8 rankings:

IMPORTANT DISCLAIMER:

I am not a financial advisor, and the information provided on this page is for educational and informational purposes only. It is not intended as financial advice or a recommendation to buy, sell, or hold any investment. Investments, especially in speculative areas like quantum computing, carry significant risks and may result in the loss of capital. Always do your own research and consult with a qualified financial professional before making any investment decisions.

Investing in the Future | The quantum computer industry is set to explode and is already seeing massive growth. Investment comes in many forms. By learning, understanding, exploring, and discussing quantum technology, you give the sector a voice and become part of the movement shaping the future. Supporting companies on the cutting edge—whether through curiosity or financial backing—helps drive the breakthroughs that will transform our world. Every effort counts in this journey.

Thesis | Quantum advancements are not limited to quantum mainframe computers in data centers. They can and will come in many forms, in the near term. There are many solid companies working on these complex challenges. Governments and enterprise will continue to pour money into quantum as a worldwide race has picked up steam. U.S. is currently far behind China, and there is bi-partisan support for increased spending [1].

Multiple Domains for Advancements | Quantum computing advancements are not limited to hardware. There are advances and use-cases across many domains and these will rapidly accelerate as hardware, software, applications, and services progress.I believe the potential and applications for quantum will rapidly accelerate in the next 5 years, including the following domains [1]:

Early investment in growth technologies has the potential to create generational wealth | Look no further than companies like Microsoft, Amazon, and NVIDIA started as bold ideas in emerging fields and grew into global giants, transforming entire industries. Those who recognized their potential early saw exponential returns. Today, quantum computing and other frontier technologies offer a similar opportunity to invest in the next wave of transformative innovation.

 

$40 billion
Global quantum spend today
$1t-$2T
Est. Spend by 2035
edition_1-line-10 edition_1-line-10
Hardware

Advancements in qubit technologies will make quantum processors faster, more stable, and scalable for real-world applications.

hardware_1-line-100 hardware_1-line-100
SOFTWARE

Quantum algorithms will unlock breakthroughs in optimization, AI, and cryptography, driving demand across industries.

CLOUD

Cloud: Platforms like AWS, Azure, and Google Cloud will democratize access to quantum computing, fueling widespread adoption and growth.

Let's keep the conversation going on YouTube!

This episode focuses on post-quantum cybersecurity and why preparing early matters as quantum computing advances. In this video, I break down my quantum cybersecurity-themed Roth IRA and explain how I think about risk, time horizon, and positioning ahead of the quantum threat to classical encryption. Key ideas covered in this episode: • Why quantum computers pose a real long-term risk to RSA and classical encryption • The importance of migrating to post-quantum cryptography before the threat arrives • Howard Marks’ concept of skating to where the puck is going, applied to quantum security • Why technical milestones matter more than near-term revenue for early-stage quantum companies Post-quantum cybersecurity holdings discussed: • Arqit (ARQQ) – Quantum-safe encryption software and PKI visibility • SEALSQ (LAES) – Post-quantum secure chips and U.S. expansion strategy • Quantum Emotion (QNC/QNCCF) – Quantum tunneling-based entropy and randomness • BTCS (BTCS) – Post-quantum crypto and blockchain R&D • One Quantum (OONEF) – Classical-compatible post-quantum cryptography and PKI IP I also discuss volatility, speculative risk, and why these positions are sized intentionally within a Roth IRA for long-term asymmetric upside. This is not financial advice. These are high-risk, early-stage technologies that require patience and conviction. Explore more quantum coverage at https://thequantumbull.com 00:00 – Intro: Why Post-Quantum Cybersecurity Matters 02:30 – My Quantum Cybersecurity Roth IRA Allocation 05:00 – Arqit (ARQQ): Quantum-Safe Encryption & Oracle Partnership 07:12 – SEALSQ (LAES): Post-Quantum Chips & U.S. Expansion 10:49 – Quantum Emotion: Quantum Tunneling & True Randomness 15:30 – BTQ: Quantum-Safe Crypto & Bitcoin Implications 19:30 – 01 Quantum: Post-Quantum PKI on Classical Systems
My Post-Quantum Cybersecurity Roth Explained | My Roth Strategy & PQC Stocks
In this episode I break down the Citi Institute’s quantum threat analysis and why 2026 is shaping up to be a turning point for quantum security. The core message is simple: migration to post-quantum cryptography (PQC) must start now, because the most urgent risk is “harvest now, decrypt later” — data stolen today can be decrypted later when cryptographically relevant quantum computers arrive. Key takeaways from the episode • Citi estimates a 19–34% probability of widespread breaking of public-key encryption by 2034, rising to 60–82% by 2044 • Estimated GDP at risk is $2T to $3.3T from cascading impacts (especially in finance and critical infrastructure)... in a single day • Quantum threatens RSA/ECC signatures and identity systems, plus TLS/HTTPS/VPN/email and long-lived IoT/OT systems • Bitcoin exposure is concentrated (roughly 25% of coins), but one successful high-profile quantum theft could trigger a trust collapse • Ethereum and other chains may be more exposed (you cite 65%+) but potentially more agile to migrate via governance • The playbook: inventory public-key usage, prioritize long-lived/high-value data, build crypto-agility, phase migration over years • Momentum is building: “Year of Quantum Security” framing, federal shift from awareness to preparation, and a G7 roadmap for finance If you want daily quantum coverage and the full timeline, visit thequantumbull.com
Citi Warns of a Trillion-Dollar Quantum Threat
Let's take a deep dive into Xanadu Quantum Technologies, a Toronto-based photonic quantum computing company preparing to go public via SPAC. Xanadu is positioning itself to become the first pure-play photonic quantum computing company listed on Nasdaq, bringing a unique light-based approach to a sector dominated by superconducting and trapped-ion systems. Join our active and growing discord to discuss quantum, AI, EVTOL, tech and more https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join In this episode, we break down what makes Xanadu different, why photonics matter, and how their roadmap compares to other quantum leaders. What we cover in this episode: • Xanadu’s planned SPAC merger and public market debut • Why photonic quantum computing can run at room temperature • The Borealis processor and Xanadu’s 2022 quantum advantage result • Aurora: the world’s first modular, networked photonic quantum computer • Error correction claims and reduced physical qubit requirements • PennyLane software and its dominance in quantum machine learning • AMD’s strategic investment and DARPA validation • Use cases including cancer therapy research and aerospace simulation • The aggressive roadmap toward a utility-scale quantum computer by 2028–2029 • Risks, challenges, and why photonics could still be a winning modality Quantum computing is moving fast, and photonics may play a much bigger role than many investors realize. Visit https://thequantumbull.com for deeper quantum coverage, research, and interviews.
Xanadu [CHAC] Goes Public | The First Photonic Quantum Computing Stock Explained
One Year in Quantum Exactly one year ago, I started this channel to document one of the most fascinating tech stories unfolding today: quantum computing. What followed was a year of wild volatility, massive breakthroughs, public CEO clashes, government involvement, and quantum stocks swinging 40–60% in days. ---- Join our active and growing discord to discuss quantum, AI, EVTOL, tech and more https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join ---- In this episode, I walk through a full timeline from January to December, highlighting the most important moments that shaped the quantum sector and the stocks tied to it. From the early selloff triggered by Jensen Huang’s comments, to Microsoft, Amazon, and IBM stepping in, to D-Wave’s quantum advantage claims, DARPA involvement, global competition with China, and the eventual run to all-time highs. We cover: • How I entered quantum investing in late 2024 • The Jensen Huang and Mark Zuckerberg shockwaves • D-Wave, Rigetti, IonQ, IBM, Amazon, Google, and Microsoft milestones • Quantum government funding, DARPA, G7 action plans, and geopolitics • Why technical milestones matter more than revenues right now • CEO interviews, conferences, and how the narrative evolved • Why quantum experienced massive drawdowns yet kept advancing • How the Quantum 8 rankings shifted throughout the year This video is about perspective, conviction, and understanding long-term technological revolutions while surviving brutal short-term volatility. Visit https://thequantumbull.com Join the channel to support independent quantum coverage and access the Discord.
One Year Covering Quantum Computing | What I Learned
High Beta Stocks Wake Up High beta stocks are finally showing life to start 2026. Quantum stocks, drone stocks, and eVTOL are all moving together as risk appetite returns ahead of CES. In this episode, I break down what’s driving the move, how sentiment is shifting, and where key technical levels are across quantum, drones, and next-gen mobility. Topics covered: • Risk-on rotation in high beta stocks after months of selloffs • CES as a near-term catalyst for tech and quantum visibility • Quantum stock performance across IONQ, RGTI, QBTS, D-Wave, Inflection • Bitcoin and Solana as risk appetite indicators • Drone stocks exploding higher on defense momentum • Joby reclaiming key levels as eVTOL sentiment improves • Support, resistance, and key technical zones to watch • Why neutral sentiment readings still matter despite big green days As always, this is about understanding market cycles, positioning, and probabilities — not chasing hype. Visit thequantumbull.com for full quantum coverage and research.
Risk Is Back? Quantum & Drone Stocks Surge to Start 2026
Gene Inger Returns (Quantum Rally + High-Beta Trade Ideas) In this episode, Gene Inger returns to the show and we talk through how he’s thinking about the current 2026 stock market. Where opportunity shows up on volatile days, and why technical milestones matter in early-stage frontier tech. In this video we cover Geopolitical tensions with Venezula, BItcoin and the following tickers: Ondas Holdings – ONDS BigBear.ai – BBAI Redwire – RDW D-Wave Quantum – QBTS LightPath Technologies – LPTH Unusual Machines – UMAC Dragonfly Energy / Dragonfly drones – DFLI Red Cat Holdings – RCAT AgEagle Aerial Systems (formerly UAV) – UAVS Veritone - VERI Kopin Corporation (micro-display / FPV, HUDs) – KOPN Visit thequantumbull.com Not financial advice. Educational only.
Gene Inger’s Top Stock Picks for 2026: Global Defense
11 Stocks I’m Buying for 2026 In this episode, I break down 11 stocks I’m personally buying and holding for 2026. This list spans AI, quantum computing, EV/air mobility, renewable computing, and big-cap technology leaders. The focus is long-term positioning, balance sheets, technical trends, and secular growth themes rather than short-term trading. Stocks covered in this video include: • Enterprise AI and data platforms • eVTOL and next-generation aviation • Photonics and optical computing • Quantum cybersecurity and quantum computing leaders • Renewable-powered data centers • Big-cap tech with AI and quantum exposure I walk through why each company made my list, what changed recently, and how I’m thinking about risk, valuation, and upside going into 2026. This is not financial advice. This video reflects my personal strategy and research. Visit thequantumbull.com for more quantum and AI coverage.
11 Stocks I’m Buying for 2026 | AI, Quantum, EVs & Big Tech
High Beta Stocks Wake Up to Start 2026 We kick off the new year with a major rotation into high beta and speculative stocks while the broader market stays relatively flat. After months of pressure, risk appetite showed up fast in quantum, AI, energy, drones, and infrastructure plays. In this episode I cover: • Why high beta stocks suddenly caught a bid as 2026 begins • What this rotation says about risk appetite and market psychology • A full quantum watchlist review including RGTI, IONQ, QBTS, LAES, and D-Wave • CES 2026 preview and why it matters for quantum and tech sentiment • Key technical levels and accumulation zones across multiple stocks • Bull and bear scenarios for speculative names after the bounce This feels like early confirmation that capital is rotating out of large caps and back into riskier, pre-revenue and thematic plays. Whether it continues or fades will depend on sentiment, catalysts, and follow-through. Visit https://thequantumbull.com for deeper quantum coverage and market analysis.
Quantum, AI & Energy Stocks Jump to Start 2026
In this episode, I break down my updated Quantum 8 rankings for December 2025. Visit current and historical rankings here: https://thequantumbull.com/invest/ This is my personal list of the top eight publicly traded quantum-related companies, ranked based on technology progress, revenue visibility, competitive positioning, and long-term potential. We cover why some companies moved down the rankings, why others climbed, and why two new names made their first appearance on the Quantum 8. I also explain the risks, especially around SPAC structures, revenue timelines, and execution challenges that investors should be aware of heading into 2026. Topics covered in this video include: • Updated Quantum 8 rankings and methodology • Why Infleqtion takes the #1 spot • Rigetti’s full-stack strategy and key 2025 milestones • IonQ’s aggressive roadmap and cash position • IBM’s fault-tolerant roadmap and quantum revenue • Google’s quantum progress and long-term positioning • D-Wave’s government focus and capital strategy • SEALSQ and Quantum eMotion’s role in post-quantum security For historical rankings and deeper dives, visit thequantumbull.com/invest This video is for educational purposes only and is not financial advice.
Quantum 8 Rankings: The Top Quantum Stocks Heading Into 2026
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