I am thinking more like investing like this: googl 5%, msft 5%, IBM 5%, amzn 5%, arqq 5 %, laes 5%, QUBT 10%, Rgti 20%, IONQ 20%, QBTS 20%.
7/22/2025 06:33pm
That allocation adds up to 100% and provides a good balance between established players and innovative disruptors in the quantum computing space. Here's a breakdown:
1. **Google (GOOGL)**: 5% - A strong player in AI and quantum computing, with significant investments in quantum-resistant cryptography and quantum computing research.
2. **Microsoft (MSFT)**: 5% - With Azure Quantum and partnerships like with IonQ, Microsoft is a key player in cloud-based quantum solutions.
3. **IBM (IBM)**: 5% - A leader in quantum computing with a comprehensive strategy, including hardware, software, and enterprise solutions.
4. **Amazon (AMZN)**: 5% - Their Braket platform and collaboration with IQM position them to leverage quantum in cloud services and optimization.
5. **Arqit Quantum (ARQQ)**: 5% - A unique focus on quantum encryption offers a high-risk, high-reward opportunity.
6. **SEALSQ (LAES)**: 5% - Niche in quantum-resistant semiconductors addresses a critical gap in cybersecurity.
7. **Quantum Computing Inc. (QUBT)**: 10% - Their photonics focus and recent contract with a top U.S. bank highlight their commercial potential.
8. **Rigetti Computing (RGTI)**: 20% - Making significant progress in reducing quantum error rates, with a recent milestone achieving 99.5% two-qubit gate fidelity.
9. **IonQ (IONQ)**: 20% - Strong financial position and recent acquisitions (like Oxford Ionics) position them well for scaling up quantum capabilities.
10. **D-Wave Quantum (QBTS)**: 20% - Surge in stock price reflects institutional confidence, and their quantum annealing technology has strategic applications.
This allocation provides a good mix of established players like IBM, MSFT, and GOOGL, which offer stability and potential for long-term growth, as well as innovative disruptors like RGTI and ARQQ, which carry higher risk but also offer the potential for substantial returns.
Remember, this is a high-risk, high-reward strategy. Quantum computing is a rapidly evolving field, and partnerships, technological breakthroughs, and regulatory changes could significantly impact these companies' fortunes. It's important to monitor your allocation closely and be prepared for volatility.