Quantum Computing
The pure-play lottery tickets + the de-risked big-tech option
Quantum computing — the highest-risk/highest-reward theme here. The pure-plays trade on extreme multiples with minimal revenue and headline-driven swings; the real, profitable exposure is an embedded option inside mega-caps. Curated structure; live delayed prices. Not investment advice.
Pure-Plays
Standalone quantum-hardware companies — tiny revenue, extreme valuation multiples, binary outcomes. Lottery-ticket risk/reward.
Trapped-ion approach; largest pure-play by revenue and the most commercially advanced of the four.
Superconducting-qubit approach; tiny revenue, extreme multiple, headline-driven.
Quantum annealing for optimization workloads — closest to commercial use-cases among the pure-plays.
Photonic quantum-as-a-service; smallest and most speculative of the four, minimal revenue.
Big-Tech & Enabling Exposure
The de-risked way to own the theme: profitable mega-caps where quantum is a small embedded option, not the whole thesis.
Most advanced enterprise quantum roadmap among mega-caps (hardware + cloud access).
Leading quantum research (error-correction milestones); a tiny option inside a profitable mega-cap.
Quantum-classical hybrid / GPU-accelerated quantum simulation (CUDA-Q) + control-systems partnerships.
Curated structure · live delayed prices from public data · for reference only · not investment advice