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Quantum stocks are heating up again 👀
• The quantum trade is being led by $IONQ, $RGTI, and $QBTS — early-stage infrastructure plays similar to where AI hardware names were pre-2023. Compared to mega-cap beneficiaries like $NVDA and cloud hyperscalers $MSFT and $AMZN, these remain small-cap asymmetric bets on a future compute stack shift
Paul LeCoque@paullecoque
IonQ - Count on it.
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