Apr. 9 at 4:24 PM
Remember the Quantum Hype? The Truth Nobody’s Talking About
The momentum has flipped hard in the quantum space, and the expectations are getting re-priced like crazy. What was once "breakthrough imminent" is now "maybe later this decade."
Here’s the breakdown:
$IONQ is doubling down on M&A and vertical integration, trying to be the full-stack leader, but can it pull it off?
$INFQ is quietly securing real contracts in defense and sensing—a stealth play, but don’t sleep on it.
$QBTS keeps churning, but it’s in a niche lane, not exactly mainstream momentum.
Meanwhile,
$RGTI and QUBT are still trading like quantum tech is solved—it’s not.
The wildcard:
$RAAQ/IQM might actually emerge as one of the more “real” businesses when it finally lists. Keep an eye on this one .
Big picture? This isn’t a race for tech dominance. It’s a survival game, and most of these players won’t make it to the finish line.