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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 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

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

Last updated Saturday, Apr 11, 2026

Rank Rank Change Company Ticker Rank Notes About
1 +2 IonQ IONQ IONQ continues to impress with major acquisitions including Oxford Ionics, Vector Atomics, Capella Space, Lightsync and more; all part of an intentional plan to dominate quantum at every vertical. Acquisitions will likely accelerate revenues as Capella Space recently received a $49m dollar contract. The question is, can IONQ ramp organic and non-organic revenues simultaneously? 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.
2 -1 Infleqtion INFQ From impressive collaborations with NASA to responsible spending. Infleqtion said it expects $40 million in 2026 revenue, up from $32.5 million in 2025, citing growing demand for its quantum sensing and computing products. The update also reinforces commercial momentum through recent wins in precision timing, a 100-qubit UK system delivery, new ARPA-E funding, and more than $20 million in contracted NASA Pathfinder funding to date. Loses one rank as currently competitors in the space will likely grow revenue more quickly. 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.
3 +1 Google GOOGL Google announced they will be PQC safe By 2029 and also started research and development into neutral atom. This expansion from this major player in quantum signals neutral atom is one of the leading modalities in the quantum race. With the announcement of Willow and continued investment and R&D makes Google a solid option for exposure to quantum advances.
4 -1 IBM IBM Per Forbes "IBM Targets Quantum Advantage By 2026 With New Processors And Tools". By 2029, they expect to deliver the first fault tolerant quantum computer. The roadmap continues to be one of the most aggressive in the industry. 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.
5 +2 D-wave QBTS D-Wave has already surpassed 2025 revenue by early 2026. They made some major announcements in January, including improved results on missile attrition with Anduril and Davidson. From recent CEO interviews, we learned that thus-far unnamed Fortune 100 customer requested a first of its kind all-you-can-eat $10,000,000 quantum computing as a service agreement. D-Wave stands out with its annealing quantum computers which excel at optimization. This growing company has clients like Mastercard and Boeing.
6 -1 Rigetti RGTi Rigetti delivered its 108 qubit chip after some technical delays. The announcement came in early April. It looks like the company will continue refining this build and they have proven that they can scale with their modular, chiplet based approach. It remains to be seen if they can keep pace with larger players. 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.
7 -2 Quantum Emotion QNC Quantum Emotion may be in a quiet period before we hear more information about TSM chips and the collaboration there. 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 is a Canadian quantum cybersecurity company specializing in quantum-safe cryptography, particularly Quantum Random Number Generator (QRNG) technology.
8 NEW Xanadu XNDU Xanadu earns a spot on the Quantum 8 because it just reported 188% full-year 2025 revenue growth to $4.6 million, went public with $302 million in gross proceeds, and paired that capital with meaningful technical progress in photonic quantum computing, including Aurora and real-time error correction milestones. Xanadu is a Canadian quantum computing company building photonic quantum computers and software, with a focus on using light-based hardware to make quantum systems more scalable and commercially practical.

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

 Quantum computing is entering a pivotal growth phase. Investment takes many forms—learning, exploring, discussing, and financially supporting the companies advancing the field. Every contribution helps shape the future of this technology.

Thesis

Quantum advancement will extend far beyond mainframe systems in data centers. The field is expanding across multiple fronts, with companies, enterprises, and governments accelerating investment as global competition intensifies.

Multiple Domains for Advancements

Quantum progress is not limited to computing hardware. Real-world use cases are already emerging in quantum sensing, communications, cybersecurity, networking, and timing, while advances in software, applications, and services continue to expand the field. Over the next five years, these domains are likely to accelerate together as the broader quantum ecosystem matures.

Early investment in growth technologies can create meaningful opportunity

Companies like Microsoft, Amazon, and NVIDIA began as bold ideas in emerging fields and grew into industry leaders. Today, quantum computing and other frontier technologies may offer a similar chance to participate early in the next wave of innovation.

$40 billion
Global quantum spend today
$1t-$2T
Est. Spend by 2035
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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!

What a week for quantum stocks. In today’s episode, I break down the full weekly performance across the quantum market, including Xanadu, IonQ, D-Wave, Rigetti, Quantum Computing Inc., Infleqtion, and post-quantum cybersecurity names like SEALSQ and Quantum eMotion. We look at just how strong the short-term move has been, with several quantum names massively outperforming the broader market over the past week. I also cover the macro backdrop, including renewed tension around Iran and the Strait of Hormuz, and why that could become a downside catalyst even after this powerful rally. Then we dig into a few company-specific stories. I talk through what may have driven Xanadu’s explosive move, including float dynamics, photonics enthusiasm, and capital market speculation. I also look at Alice & Bob’s hiring growth as a signal for private market momentum, and explain why job openings, investment trends, and sector expansion still matter for public market investors. In the second half, I go through charts and technical analysis for Infleqtion, Xanadu, D-Wave, IonQ, Quantum eMotion, and SEALSQ, including the levels I’m watching, where I think support and resistance may develop, and how I’m personally thinking about profits, volatility, and long-term conviction. Visit thequantumbull.com for more quantum investing content and historical rankings. Subscribe for daily coverage of quantum computing, quantum stocks, AI, and emerging technology. Timestamps 00:00 – Weekly quantum stock recap from Hawaii 00:53 – One-week performance across the quantum sector 02:16 – Why Nvidia Ising helped ignite the rally 04:24 – Iran, the Strait of Hormuz, and macro risk 05:14 – Infleqtion price action and sector commentary 06:17 – Why Xanadu moved so violently 08:07 – Alice & Bob growth and private market signals 10:40 – Infleqtion chart analysis and price scenarios 14:25 – Xanadu chart, profit-taking, and downside risk 18:11 – D-Wave, IonQ, QNC, and SEALSQ technicals
Quantum Stocks Outperformed the Market This Week | Here’s Why
Aloha from Kauai. In today’s episode, I break down another wild day in the quantum stock market, with Xanadu Quantum leading the way after an unbelievable move that briefly pushed the stock up more than 80%. We look at the broader quantum rally, including IonQ, D-Wave, Rigetti, Quantum Computing Inc., and Horizon Quantum, while also checking in on the post-quantum cybersecurity names. I also walk through the macro backdrop, including the Nasdaq hitting a record, the Fear and Greed Index moving into greed, the collapse in the VIX, and why sentiment may be shifting back toward risk assets. Then we zero in on Xanadu. I go through key takeaways from my previous interview with the CEO, what makes photonic quantum computing so compelling, why PennyLane matters, the company’s 2029 target for 500 logical qubits, and the possible reasons behind this dramatic move. That includes Nvidia’s Ising catalyst, rising interest in photonics, and the possibility that investors are anticipating major support from the Canadian government. I also share my honest view on whether this move is sustainable, why I took some short-term profits in one account, and why chasing parabolic price action can be dangerous even when the long-term story is exciting. Visit thequantumbull.com for more quantum investing content and historical rankings. Subscribe for daily coverage of quantum computing, quantum stocks, AI, and emerging technology.
Xanadu Stock Explodes 70% | Quantum Markets Continue Recovery
Today is World Quantum Day, and the quantum market came alive in a big way. In this episode, I break down the major surge across quantum computing and post-quantum cybersecurity stocks, including IonQ, D-Wave, Rigetti, Infleqtion, and Xanadu. The biggest catalyst was Nvidia’s launch of Ising, a new family of open AI models designed to help accelerate quantum processor calibration and error correction. That is a major signal that AI and quantum are converging in a real and practical way. We also look at IonQ ringing the closing bell at the New York Stock Exchange, new IonQ milestones in networking and DARPA participation, Infleqtion’s connection to Nvidia Ising, and why I continue to hold quantum stocks with a long-term time horizon into 2028 and 2029. I also touch on Google’s World Quantum Day nod, recent momentum in post-quantum cybersecurity, and why days like this matter after months of drawdown across the sector. At the end, I share a few underwater iPhone photos from Kauai. Visit thequantumbull.com for more quantum investing content and historical rankings. Subscribe for daily coverage of quantum computing, quantum stocks, AI, and emerging technology. Timestamps 00:00 – World Quantum Day from Kauai 00:26 – Quantum stocks surge across the market 01:32 – Xanadu, IonQ, D-Wave, Rigetti, Infleqtion move higher 04:10 – Post-quantum cybersecurity watchlist wakes up 04:27 – Google celebrates World Quantum Day 05:11 – Nvidia Ising becomes the day’s biggest catalyst 07:01 – Why AI and quantum are converging now 11:16 – IQM and Infleqtion adopt Nvidia Ising tools 13:08 – IonQ’s major announcements and momentum shift 15:23 – Why I’m still holding quantum stocks long term
World Quantum Day Surge: Nvidia Ising Announced, IonQ at NYSE, and Quantum Stocks Explode
NFQ Earnings + The Neutral Atom Story In today’s episode, I break down INFQ’s latest earnings and guidance, while also stepping back to look at the bigger picture around neutral atom quantum computing. We cover: • Google Quantum AI expanding into neutral atom research • Oratomic claiming a path to a fully realized system with just 10,000–20,000 qubits • Why those headlines are a major validation of Infleqtion’s neutral atom approach • INFQ’s 2026 revenue guidance of $40M after reporting $32.5M in 2025 • Improved operations, with loss from operations moving from roughly $53M to $35.3M • Why Infleqtion looks more like a credible early commercialization story than pure hype • The company’s exposure to quantum sensing, defense, timing, navigation, and large-scale computing • NASA and space-based sensing implications • Why the long-term opportunity in quantum could be far bigger than what the market is pricing in today Bottom line: this isn’t just an earnings story. It’s a broader story about neutral atom momentum, commercialization, and how Infleqtion may be positioning itself at the center of both quantum sensing and quantum computing. Visit thequantumbull.com for more quantum coverage. 00:00 – Neutral Atom Quantum Has Big Momentum 01:35 – Oratomic’s 10K–20K Qubit Claim 03:21 – INFQ 2026 Revenue Guidance Breakdown 06:06 – Infleqtion HQ Tour, X Posts & Product Quality 09:16 – Quantum Sensing, GPS Denial & Battlefield Relevance 11:26 – Market Size, Long-Term Thesis & INFQ Outlook 15:16 – Final Thoughts on INFQ and Neutral Atom
Infleqtion and The Neutral Atom Surge | INFQ Earnings, Neutral Atom Modality, Outlook
What’s Going On With SEALSQ? Today I’m doing a full deep dive on SEALSQ (LAES) after a ton of requests from the channel and Discord. The stock is down hard, investors are frustrated, and the big question is simple: is this weakness an opportunity, or is there more downside ahead? In this episode I break down: • The core investment narrative for SEALSQ as a post-quantum cybersecurity company • Why LAES is really a derivative bet on quantum hardware succeeding first • The recent dilution and why it upset investors so much • Why market conditions made that raise feel especially painful • Revenue growth, cash position, and why the stock is now trading below cash value • Why some of the recent growth is tied to the Eclipse consolidation • The importance of the Q7001 chip, secure elements, smart card reader chips, and IoT security products • The company’s Nasdaq Global Select Market move and what it means • Why U.S. expansion and more customer wins are critical from here • My honest take on whether LAES is investable right now My view: I still believe in what SEALSQ is trying to build, and I absolutely believe post-quantum cybersecurity will matter. But this is still a high-risk, volatile, execution-heavy story. The dilution hurt trust, the macro backdrop has been brutal for high-beta growth stocks, and management now has to earn investors back. Visit thequantumbull.com for more quantum coverage. 00:00 – Why I’m Covering SEALSQ Today 01:28 – Why SEALSQ Is a Derivative Quantum Bet 05:44 – SEALSQ Products: Q7001, QVault, Secure Elements 10:56 – Chart Review: Why LAES Fell 75% 12:24 – Bull, Bear, and Base Case From Here 14:25 – Final Take: Is LAES Investable Right Now?
What’s Going On With SEALSQ? | LAES Stock Crash Explained
Every few months I update what I call the Quantum 8 — my personal ranking of the eight best quantum stocks available in the market right now. In this episode I walk through the full list, explain why the rankings changed, and break down the technical progress, revenue growth, roadmap strength, and market setup behind each company.  This update includes a new photonics name in Xanadu, a reshuffling of major players like Quantum Emotion, Rigetti, D-Wave, IBM, Google, Infleqtion, and IonQ, and a fresh look at how public market performance lines up with real technical milestones. I also explain why I think software, sensing, photonics, superconducting, neutral atom, and post-quantum security all matter in the bigger picture of the quantum revolution.  Covered in this video: Xanadu joins the Quantum 8 after going public and posting strong revenue growth Quantum Emotion’s quantum randomness and TSM-related progress Rigetti’s 108-qubit system and superconducting outlook D-Wave’s revenue surge, missile defense work, and annealing moat IBM’s march toward fault-tolerant quantum computing Google’s growing quantum ambitions, including neutral atom interest Infleqtion’s commercial traction in sensing, timing, and space IonQ’s acquisitions, roadmap, revenue expansion, and why it takes the top spot  Visit thequantumbull.com/invest to track the historical Quantum 8 rankings and follow along with how the list evolves over time.  00:00 – Intro: What Is the Quantum 8? 01:00 – #8 Xanadu and the Photonics Case 04:24 – #7 Quantum Emotion and True Randomness 08:09 – #6 Rigetti’s 108-Qubit System 12:10 – #5 D-Wave’s Revenue Growth and Annealing Edge 17:42 – #4 IBM and the 2029 Fault-Tolerant Goal 20:45 – #3 Google’s Quantum Push and Neutral Atom Interest 24:28 – #2 Infleqtion’s Commercial Momentum 28:34 – #1 IonQ Takes the Top Spot 33:36 – Final Thoughts on the Quantum 8
The Quantum 8: My Top Quantum Stocks Right Now
Rigetti vs IQM: Superconducting Quantum Showdown In today’s episode, we compare two major superconducting quantum computing players: Rigetti (USA) and IQM (Finland). We break down their technology, financials, roadmaps, and positioning to answer one key question: Who is actually leading in superconducting quantum computing right now? Key topics: • What superconducting quantum computing is and how it works • Strengths: fast gate speeds, scalable manufacturing • Weaknesses: extreme cooling, short coherence times, noise challenges  • Rigetti (RGTI) • Chiplet architecture strategy • 100+ qubit roadmap delays into 2026 • $100M UK expansion + system sales • Strong partnerships (Nvidia, USAF, IBM) • IQM (Private / Europe) • 150-qubit systems and growing • 30+ systems built, 19 sold • ~$35M revenue and $100M+ bookings • Roadmap to 1000+ qubits by early 2030s • Key insight: • IQM may currently lead in scale and commercialization • Rigetti remains a high-upside U.S. proxy tied to the broader ecosystem This is a critical comparison as superconducting remains one of the dominant modalities alongside players like IBM and Google. Visit https://thequantumbull.com for more. 00:00 – Intro: Rigetti vs IQM Comparison 01:06 –What is Superconducting Quantum Computing? 02:30 – Rigetti Overview & Technology Stack 04:04 – Rigetti Delays & 100+ Qubit Roadmap 11:37 – IQM Overview & European Positioning 13:00 – IQM Roadmap: 150 Qubits → 1000+ Qubits 18:16 – Final Comparison: Who’s Leading?
Rigetti vs IQM: Superconducting Showdown | Who Leads in 2026?
Q-Day Timeline Just Got Shorter Today’s episode covers one of the most important shifts in quantum computing history — the rapid acceleration toward “Q-Day,” the moment quantum computers can break modern encryption. Key developments: • Google Quantum AI Paper (March 2026) • Suggests elliptic curve cryptography could be broken with less than 500,000 qubits • Attack timelines measured in minutes, not days • Introduced zero-knowledge proof disclosure instead of revealing full methods • Shrinking Timeline Trend • 2025: ~1,000,000 qubits (Google estimate) • Early 2026: less than 100,000 qubits (new architecture) • Now: ~500,000 qubits for crypto attacks • Clear pattern: more power from fewer qubits • Caltech / John Preskill Breakthrough • New architecture could enable useful quantum computing with 10,000–20,000 qubits • Error correction reduced dramatically (~1000 → ~5 qubits per logical qubit) • Major Implications • Quantum threat to Bitcoin, Ethereum, and global encryption • Governments now coordinating research disclosure • Beginning of a post-quantum cybersecurity transition • Core Thesis The biggest shift is not hardware — it’s algorithmic efficiency + error correction. Quantum computers don’t need millions of qubits anymore. This is a turning point moment for quantum computing, cybersecurity, and global infrastructure. Substack mentioned in the video https://caprioleio.substack.com/p/discounting-bitcoins-value-for-quantum Visit https://thequantumbull.com for more coverage.
Q-Day Is Closer Than Expected | Google, Preskill & Quantum Threat Timeline
Google’s 2029 Quantum Deadline In today’s episode we break down three major developments that signal the growing urgency around quantum computing and post-quantum cryptography. Google has introduced a timeline targeting 2029 for migration toward post-quantum cryptography across its infrastructure. This announcement signals increasing confidence in quantum computing progress and encourages organizations to begin preparing now rather than waiting until the threat becomes immediate.  We also discuss the U.S. State Department’s new Bureau of Emerging Threats, which will address cyber risks, AI security challenges, and potential quantum threats to critical infrastructure.  Finally, Nobel Prize winning physicist John Martinis has been appointed to the President’s Council of Advisors on Science and Technology. His presence adds quantum expertise to a panel that advises the White House on future innovation policy.  Key themes from today’s episode include the growing urgency around post-quantum cryptography, expanding government attention toward quantum security risks, and increasing signals from major tech companies that commercially relevant quantum computers may arrive before the end of the decade.  Even during a difficult market for high-beta technology stocks, developments like these suggest the quantum sector is continuing to gain momentum across research, national security policy, and industry adoption. 
Google Warns: Prepare for Quantum by 2029 | Cybersecurity Implications
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