Quantum ComputingQUBTTRADEJan 12, 2026Stock price when the opinion was issued
As of May 29, 2026. Market Open.
In the space, he owns QUBT plus IONQ, QBTS, and QNC -- about a 4-4.5% position across all those names. Within 3 years, you can be sure that quantum computing is all we're going to be talking about. They're going to be able to do something we couldn't do before -- not that it does things faster, but it has more computational power. The area will change everything.
He'd buy a bit of each of these names.
He bought a small position in several quantum computing names including this, then they popped. Caution: these companies are curently not profitable. Quantum computing is not pie in the sky, but real stuff these companies are doing. QC is expensive now, but as more people adopt the technology, the price will decline. It's hard to put price targets on this, but he would definitely own this, but start with a small position.
A small cap (not his usual fare ;) May be 3-10 years before quantum computing becomes mainstream, but the stock market is all about future value. The wave is definitely coming. Very few pure plays out there. Most people gravitate to the big players. No dividend.
Builds super-smart machines that use light instead of electricity to solve really complicated problems. Focus is on fitting into current setups without massive capex. His 12-month price target is $15. Not profitable, so don't put more than 2% in.
Quantum computing is the real thing but companies are not making any money. They are highly volatile and high risk. You could trade them. Look for a catalyst and buy. It can then move quickly and sell when it does.