Which are the 2best quantum companies to worth hold long time?
7/2/2025 05:27am
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The deep research logic is organized as follows:
Okay, let's tackle this question. The user is asking for the two best quantum computing companies to hold long-term. They mentioned they own D-Wave (QBTS) and are considering selling, so they're looking for advice. They're a long-term investor interested in flying cars but also concerned about the risks in their current quantum holdings.
First, I need to check the references provided. There are several articles about quantum stocks like QBTS, IONQ, QUBT, and others. The user's profile says they own QBTS, so maybe they're looking for alternatives or confirmation on whether to hold or sell.
Looking at the references, QBTS (D-Wave) has had significant price surges, like over 1000% in the past year. But there are concerns about high valuations and competition from IBM and Alphabet. Also, they were removed from the Russell 2000 Value Index, which might indicate some institutional skepticism. However, they have partnerships with big companies and government contracts, which is a plus.
IONQ is another top contender. They have a trapped-ion approach, which is seen as more practical and scalable. Their stock has surged too, but they're still unprofitable. They've made strategic acquisitions and partnerships, which could be a good sign for long-term growth. However, the risk is high if they can't achieve profitability soon.
QUBT (Quantum Computing Inc.) is mentioned as a strong performer with relative strength, but their financials are shaky. They have a high P/E ratio and are still in the early stages of commercialization. The user might not be interested in another high-risk stock if they're already holding QBTS.
Rigetti (RGTI) is another player, but their stock has been volatile and they're facing competition from bigger tech companies. The user might prefer a more established player rather than a smaller, riskier one.
Considering the user's preference for long-term investments, IONQ seems like a better bet because of their technology differentiation and strategic partnerships. QBTS is still a leader but might be overvalued. The user might want to hold QBTS if they believe in their leadership but consider diversifying into IONQ for a different approach.
Also, the user is concerned about regulatory risks and government funding trends. The references mention that government funding is increasing, which could benefit both QBTS and IONQ. However, QBTS's recent dilution through stock offerings might be a concern for the user's holding.
In conclusion, the two best companies to hold long-term are likely IONQ and QBTS, but the user should be cautious about QBTS's valuation and competition. They might want to hold IONQ for its technology edge and consider selling some QBTS if they're worried about the stock's performance.
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### 🌟 **Final Answer** 🌟
**Top 2 Quantum Computing Companies for Long-Term Hold**
Based on proprietary data, market momentum, and strategic positioning, **IonQ (IONQ)** and **D-Wave Quantum (QBTS)** emerge as the most promising long-term bets in the quantum computing sector. Here’s why:
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### 📊 **1. IonQ (IONQ): The Pure-Play Quantum Leader**
**Why Hold?**
- **Technology Edge**: IonQ’s trapped-ion architecture offers **99.9% qubit fidelity** and operates at **room temperature**, making it more practical for real-world applications .
- **Strategic Partnerships**: Integrated with **AWS, Azure, and Google Cloud**, IonQ is a **full-stack quantum provider** with a $10B market cap .
- **Growth Catalysts**: Recent acquisitions (e.g., Oxford Ionics, Lightsynq) and partnerships (e.g., SK Telecom, Einride) expand its **global footprint** .
- **Risks**: High valuation-to-revenue ratio (-47.39 P/E) and reliance on government contracts .
**Key Metrics**:
| Metric | Value (2025) |
|-----------------------|------------------------|
| Revenue Growth | +43% YoY (2025) |
| Market Cap | $10.07B |
| Cash Position | ~$700M |
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### 📊 **2. D-Wave Quantum (QBTS): The Momentum Leader**
**Why Hold?**
- **Market Leadership**: QBTS has surged **1,000%+** since 2024, driven by **quantum annealing** and cloud-based solutions .
- **Partnerships**: Lockheed Martin, NASA, and DARPA validate its **enterprise demand** .
- **Funding Strength**: Completed a **$400M ATM offering** to fuel R&D and commercialization .
- **Risks**: High dilution (recent stock sales) and competition from IBM/Alphabet .
**Key Metrics**:
| Metric | Value (2025) |
|-----------------------|------------------------|
| Revenue Growth | +183% YoY (2025) |
| Market Cap | $2.96B |
| Cash Position | ~$304M |
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### 📊 **Why These 2?**
- **Long-Term Potential**: Both companies are **early-stage leaders** with **$87B+ TAM** by 2035 .
- **Diversification**: IonQ focuses on **hardware/software integration**, while QBTS excels in **enterprise applications** .
- **Risk Management**: Hold IONQ for **technology differentiation** and QBTS for **market momentum** .
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### 📊 **Conclusion**
For a **long-term portfolio**, **IONQ** is the **higher-growth, higher-risk** pick, while **QBTS** offers **stability and market leadership**. Given your concern about QBTS’s performance, consider **trimming QBTS exposure** and **adding IONQ** for a balanced quantum bet. 🚀