A 10 Bagger Like This May Never Happen Again

If you had the chance to buy a quantum stock back in 2023, priced at under a dollar, would you have taken it? Well, if you had, that stock would have gone up over 2,000%. And of course, I'm guessing that most everyone watching this is going to say yes. But here's what I need to tell you. I covered that stock on this channel September of 2023, and it was under a dollar. Where $10,000 invested at that moment would now be worth over $224,000 today. Now, I'm not telling you this to brag. I'm showing you this because the receipt itself is telling us something very important. There's a term with you and it's called a woodshed signal. Think of it like this. Anybody can just walk up on a stage and play the guitar. But if you've been practicing in the woodshed for years where nobody can see you, the performance tells the audience something that they can't fake. The preparation is built into the result. That's what a receipt like this is. Anyone can say quantum stocks are very exciting in April 2026 when Nvidia is making announcements and everything is exploding. But making that call in September 2023 when these companies were under a dollar and nobody was paying attention, that's the woodshed. The preparation is the key. Now moving ahead, here's what's changed. Six months ago, there were four publicly traded quantum pure plays. Now today, there are seven with three more in the IPO pipeline. And for the stocks that I've already covered before, you're probably going to be asking yourself if they're still at a good entry point today. And of course, the answer is a solid maybe. And I'm going to explain exactly what I mean by that. But before I jump in, if you get any value from my research, please consider pressing the like button. And if you're curious about my portfolio, my deeper research, or my stock trades, I do share all of those both in my newsletter and also in my Patreon. Now before I walk through the names, I do want to plant just this single idea. There's a concept from mathematics that's called the 37% rule. It basically says, before you commit to any big decision, spend the first chunk of your time just watching. Learn what good looks like. Build your baseline. Then when you see something that beats everything that you've observed, that's when you move. Make sure to keep that in the back of your mind as we go through these companies because I am going to come back to it a little bit later on. Now if you're familiar with quantum stocks, there are several new names in the video that I've never covered before. But we need to start with the framework where quantum investing has been for the past two and a half years. Now there's something that you need to understand about quantum computing. There happen to be four completely different ways to build a quantum computer. And for the first time ever, all four are publicly investable. And that matters because you're no longer forced to just bet on one approach. So as I walk through each company, I'm going to tell you which architecture they use. First is D-Wave Quantum, which is the stock that I used as the poster child example from the video intro. And they use a superconducting approach called annealing. And by annealing, I'm really just saying their system solves optimization problems that exist right now. Think supply chain routing, drug discovery scheduling, financial risk modeling. Customers are already using this technology today. Full year 2025 revenue was up 179% year over year. But the early 2026 numbers are what really caught my attention. In January and February alone, D-Wave booked more in new contracts than their entire 2025 annual revenue. Yeah, that's right. In just two months, more than all of last year. And here's something that most of the coverage has missed entirely. In January 2026, D-Wave completed an acquisition that gives them a second quantum architecture. They now have gate model capability alongside their annealing system. Eight qubits operational and 17 by mid-2026, 49 by 2027. That's a working system on a 12-month build schedule. Now, another top company in this space is IonQ, which uses a completely different approach called trapped ion. Instead of superconducting circuits, they use individual atoms held in place by electromagnetic fields. Trapped ion systems are known for being the most precise. And IonQ is the largest quantum pure play by both revenue and market cap. Now when I last covered IonQ in October of 2025, their backlog was $77 million. Today, it's nearly five times that. Revenue tripled year over year, up 202% and they announced a $1.8 billion acquisition of SkyWater Technology, which is a trusted US semiconductor foundry. Now if that deal closes, IonQ would own the entire manufacturing process from start to finish, all on US soil. And I think that really matters when it comes to Pentagon contracts. And IonQ is now cleared to compete for US defense quantum work. Every tech cycle runs on physical materials and silver happens to be one of the most important ones where data centers, AI servers, high-end electronics all run through silver contacts and connectors. And that brings us today's sponsor of Kootenay Silver Inc., a premier pure play silver exploration company with one of the largest silver resources in the Americas. Billionaire Eric Sprott, founder of Sprott Inc. and one of the most successful mining investors in the past 40 years, runs some of the world's largest physical silver trusts. He's backed Kootenay since 2020 and recently called $150 to $300 silver on air. And he owns roughly 4%. Look at these mid-2025 analyst price targets of 270 and 280 Canadian. Despite silver's massive surge last year, Kootenay is still trading around a dollar 02 US, meaning that the stock still has incredible room for growth. Kootenay Silver owns four silver deposits totaling 223 million ounces measured and indicated, plus 111 million ounces inferred, where only a handful of companies globally control deposits of this scale and grade. Their enterprise value is cheaper than direct peers at just 36 cents per ounce versus the $2.18 industry average as of January 1st of this year. Finally, there's the exploration upside where Kootenay Silver is drilling way more than their peers with an ongoing 70,000 meter program. Now if you're interested in learning more about Kootenay Silver, please check out the link down in the description. And then we have Rigetti Computing that uses superconducting gate model technology. And there's a concentration risk I I want you to understand. There are two contracts that represent 63% of Rigetti's 2026 revenue estimate. It's an order from India's C-DAC research organization for a 108 qubit system and a Novara QPU hardware. And those delivery timelines have already shifted from the first half to the second half of 2026. Look, quantum hardware orders slip. That's part of the territory. So if you own Rigetti, you're you're betting on their superconducting road map and their ability to close the gap with IBM and Google. And then there's Quantum Computing Inc. with the symbol QUBT. I'll just call him Qubit. And I want to be very straightforward here. Qubit's 2025 revenue was only $682,000. And their 10-K carries a major warning with it. On top of all that, the company's facing securities fraud lawsuits. Short sellers came out and they said that, "Hey, Qubit overstated its relationship with NASA and that some of that revenue was never real." Those happen to be very serious allegations. So between that ongoing concern, the lawsuit, and the $682,000 in revenue, this is absolutely the highest risk name on the list. Now as details begin to surface, keep your head on a swivel because this one is extremely risky. Well, at least in my mind it is. So all of those happen to be the established names. So far, we've covered two of the four architectures, superconducting and trapped ion. Now let's go ahead and let me show you the new entrants because this is where the other two architectures begin to come in. There are three quantum pure plays that went public in the last two months and they bring two completely new hardware approaches to the public market. If you haven't heard of these names yet, well go ahead and pay attention. Inflection went public on February 2026 and it uses the third architecture, neutral atom. Neutral atom systems have a scaling advantage. They can get to thousands of qubits without the engineering nightmares that other approaches run into. And Inflection has the strongest institutional backing of any new quantum entrant that I've seen. Nvidia selected Inflection for two separate quantum programs. That's not a partnership announcement with a press release and no substance. Nvidia chose this company twice out of every quantum company on the planet. And here's what separates Inflection from most quantum companies at this stage. They have two revenue streams. They have quantum computing and quantum sensing. The sensing side has actual deployed hardware, including systems on the International Space Station for NASA. And their revenue already topped 32 million last year with 23% growth guided for this year. For a quantum company that's been public for only a couple months, that's real commercial traction. This is definitely in early stages, but the combination of Nvidia backing and dual revenue streams this quickly out of the gate is really worth watching closely. Next we have Xanadu and that brings the fourth and the final architecture, photonic. And this is the name that I think most people are going to completely misunderstand. Their Aurora system operates at room temperature because photons don't need the extra cooling that superconducting qubits require. That's a very real engineering advantage for scaling. But the part of Xanadu that really peaks my interest is the software. Xanadu built an open-source quantum programming framework called PennyLane and it's used by half of all quantum developers worldwide. It has 160,000 monthly downloads. Usage grew 161% last year alone. That's an adoption footprint that doesn't depend on which hardware architecture wins because PennyLane works across all of them. So with Xanadu, you're getting two investment cases all in one stock, the photonic hardware bet and the software platform that's already becoming the industry standard for quantum development. The stock has been very volatile since its launch in March of 2026 and revenue is still very early. Like this is very speculative, but the software angle gives it just a little bit of a layer that most quantum pure plays just don't have. Next is Horizon Quantum, which just closed out its SPAC in March and started trading on the Nasdaq. They build hardware agnostic quantum software tools, which means they win regardless of which architecture begins to take off. Think of them as the middleware layer. Now, beyond the computing side, there happen to be two microcap names in quantum security. There's CLSQ, which builds post-quantum encryption chips designed to protect systems before quantum computers can really crack today's encryption. And then there's Arqit, which works on quantum-safe key distribution. Both of these are pre-revenue and extremely early, but they round out the investable universe in quantum. Now, we're going to go ahead and follow this up with an upcoming IPOs, like the one from Quantinuum, where the majority is owned by Honeywell. Well, they just filed their S-1 confidentiality in January of 2026, and they're targeting an IPO valuation of around $20 billion. That would make it the largest quantum company to go public by far. In addition to that, we have IQM out of Finland that is going public through an S-pack at $1.8 billion valuation, and it's expected to close in June of this year. And our third IPO is Pascal out of France, which is targeting $2 billion S-pack listing in the second half of this year. So, to recap, we've now seen all four architectures. You've got superconducting, trapped ion, neutral atom, and photonic. By the end of 2026, there could be eight or more publicly traded quantum pure plays spread across all of these. That has never happened before in this sector, and it fundamentally changes how we can build a quantum portfolio. Now, before I get into the allocation, there is a layer that I want to ensure that you take into consideration. The infrastructure companies, like Amazon Web Services, hosts five quantum hardware providers on a single cloud platform, and Microsoft Azure hosts four of them. And Nvidia's software platform integrates with 75% of the world's quantum processors, and their venture arm backed Quantinuum, Q-Era, and PsiQuantum in rounds totaling over $1.8 billion. These companies already have a lot going on, and they don't need quantum to succeed. But once again, if quantum does succeed, or rather when it does succeed, they're the toll collectors that bring in money no matter what. So, if you had watched my quantum video back in October, then you already know these fundamental names. They're stronger now than they were then, and they still get the largest slice of the allocation because they win regardless of which architecture is going to come out on top. So, let me bring this back to the question that I asked at the very beginning. Are quantum stocks still at good entry points today? And I said the answer is maybe. And here's what I mean by that. Remember the look phase that I mentioned at the beginning? The 37% rule? It's watch first, build your baseline, and then move when something beats everything that you've observed. If you watch this video all the way through, you just did the watching. You know the four architectures. You know which companies have revenue and which ones are technology bets. You also know who's established, who's new, and who's coming up. And that's the baseline. Most people who buy quantum stocks, they they don't have a baseline. They happen to have seen a headline, they they saw a chart, and they just jumped in with everybody else. But you're not those people anymore. The next time that one of these names moves, you'll know whether it's noise or a signal. And that's exactly what the look phase gives you. It's not about what stock to buy, but it's the framework that helps you make a better decision. Now, there's a feeling that comes up at this exact point in the cycle, and I want you to recognize it before you make any decision. Six months ago, the fear around quantum was was simple. What if it doesn't work? What if the science doesn't really get there? What if these companies burn through their cash before the technology ever arrives? But today, the fear has flipped. It's not what if quantum doesn't work anymore. It's what if quantum works and I'm not in it. It's the same companies. It's the same uncertainty. Same risks, but different fear pointed in opposite directions. If you can feel that shift in yourself right now while watching this video, that's the signal. It's not a sell signal, and it's not a buy signal. It's simply a pause signal, because the fear that pushes a person to buy at the top is the same fear that stopped them from buying at the very bottom. It just got pointed at something else. And one more thing you need to know before you decide, every one of these companies is burning cash and issuing shares just to stay alive. So, even if the stock goes up, your slice of the pie might be shrinking. That's the trade-off with early-stage hardware companies. So, the real question before any quantum decision right now, it it isn't is this exciting? Because it clearly is. But the true question is the decision that you're about to make calibrated, or is it emotional? Now, here's how I'd think about sizing from here. If I had $100 to allocate across quantum today, I'd break it out into three tiers. And six months ago, I I would have put $70 into infrastructure, but today, I'm shifting more into pure plays, and and I'm going to tell you why. So, I'd put $50 into infrastructure layer. This is the anchor of the portfolio, and it gets the biggest slice because these names generate real cash flow today, while every other one of these is just burning through theirs. Then I'd place $35 into the pure play builders, the companies where quantum is their entire business. These are the names that we just walked through. Yes, there's more risk, but if the commercialization arc plays out over the next two to three years, this is where the outsized returns begin to come from. And the reason that I'm willing to put a little bit more here than I was six months ago is pretty simple. The correction over that time period has given us all better entry points, and the pure play universe has recently doubled. Then I'd go ahead and place $15 going into penny dreamers. Think Xanadu with the photonic hardware and Penny Lane software platform, and CLSQ in the quantum security, Arqit in quantum encryption. So, these are early-stage names where a single breakthrough could multiply your money, or where we could lose it all. Now, if you'd rather hold a basket than pick individual names, the Defiance Quantum ETF has been around the longest in this space. But there are now five other quantum-focused ETFs that didn't exist a year ago. You can see all of them right now on the screen. Now, if you'd like, I can do a deep dive on these ETFs and compare each of them, so just let me know in the comments if that makes sense. Lastly, I want to point out that this is not financial advice. I just do this for educational purposes so that you can make your own informed decisions. And if you got any value from today's video, please consider pressing the like button, and as always, thanks so much for watching.