The AI & Quantum Boom Is Just Starting (Best Stocks to Buy Now)
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Entrée $427,34 03 juin 2026Actuel $491,65 09 sept 2026Résultat +$64,31vs. indice +14,0% SPY +1,1% sur la même période
Microsoft
Contexte extrait par IA “Then we have lower risk. These are big tech names… Alphabet Microsoft IBM Nvidia and Amazon all have serious quantum efforts.”
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Entrée $358,99 03 juin 2026Actuel $330,65 09 sept 2026Résultat −$28,34vs. indice −9,0% SPY +1,1% sur la même période
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Contexte de la transcription source
…ies to buy now with differing levels of risk but also differing levels of possible returns. So let's talk about AI specifically AI by risk level. Let's start with the least risky. These would be diversified already profitable AI mega caps. So things like Alphabet, Microsoft, Meta, Amazon, these aren't AI plays in the pure sense. They're huge profitable businesses with major AI investments. If AI booms, they benefit. If it disappoints, they survive on their existing cash flows. Morning Star currentl…
So things like Alphabet
Contexte extrait par IA “These would be diversified already profitable AI mega caps. So things like Alphabet, Microsoft, Meta, Amazon, these aren't AI plays in the pure sense.”
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Entrée $427,34 03 juin 2026Actuel $491,65 09 sept 2026Résultat +$64,31vs. indice +14,0% SPY +1,1% sur la même période
Microsoft
Contexte extrait par IA “These would be diversified already profitable AI mega caps. So things like Alphabet, Microsoft, Meta, Amazon, these aren't AI plays in the pure sense.”
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Entrée $622,98 03 juin 2026Actuel $653,69 09 sept 2026Résultat +$30,71vs. indice +3,8% SPY +1,1% sur la même période
Meta
Contexte extrait par IA “These would be diversified already profitable AI mega caps. So things like Alphabet, Microsoft, Meta, Amazon, these aren't AI plays in the pure sense.”
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Entrée $250,02 03 juin 2026Actuel $252,40 09 sept 2026Résultat +$2,38vs. indice −0,1% SPY +1,1% sur la même période
Amazon
Contexte extrait par IA “These would be diversified already profitable AI mega caps. So things like Alphabet, Microsoft, Meta, Amazon, these aren't AI plays in the pure sense.”
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Entrée $622,98 03 juin 2026Actuel $653,69 09 sept 2026Résultat +$30,71vs. indice +3,8% SPY +1,1% sur la même période
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Contexte de la transcription source
… things like Alphabet, Microsoft, Meta, Amazon, these aren't AI plays in the pure sense. They're huge profitable businesses with major AI investments. If AI booms, they benefit. If it disappoints, they survive on their existing cash flows. Morning Star currently flags Meta as undervalued with the company investing in consumerf facing AI through its llama chatbot and Oracle as another infrastructure side play. Then there's like the medium risk like the picks and shovels. This could be something like Nvidia as the dominant n…
Morning Star currently flags Meta as undervalued
Contexte extrait par IA “Morning Star currently flags Meta as undervalued with the company investing in consumerf facing AI through its llama chatbot…”
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Entrée $230,51 03 juin 2026Actuel $161,63 09 sept 2026Résultat −$68,88vs. indice −31,0% SPY +1,1% sur la même période
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Contexte de la transcription source
…major AI investments. If AI booms, they benefit. If it disappoints, they survive on their existing cash flows. Morning Star currently flags Meta as undervalued with the company investing in consumerf facing AI through its llama chatbot and Oracle as another infrastructure side play. Then there's like the medium risk like the picks and shovels. This could be something like Nvidia as the dominant name. It has secured a dominant market position in training huge AI models, but its high valuation gives it little margin for…
Oracle as another infrastructure side play.
Contexte extrait par IA “Morning Star currently flags Meta as undervalued… and Oracle as another infrastructure side play.”
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Entrée $214,75 03 juin 2026Actuel $223,67 09 sept 2026Résultat +$8,92vs. indice +3,1% SPY +1,1% sur la même période
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Contexte de la transcription source
…ows. Morning Star currently flags Meta as undervalued with the company investing in consumerf facing AI through its llama chatbot and Oracle as another infrastructure side play. Then there's like the medium risk like the picks and shovels. This could be something like Nvidia as the dominant name. It has secured a dominant market position in training huge AI models, but its high valuation gives it little margin for error and its market share may be eroded by growing competition from AMD, Intel and hyperscalers producing custom chips…
This could be something like Nvidia as the dominant name.
Contexte extrait par IA “Then there's like the medium risk like the picks and shovels. This could be something like Nvidia as the dominant name.”
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Entrée $542,52 03 juin 2026Actuel $521,10 09 sept 2026Résultat −$21,42vs. indice −5,0% SPY +1,1% sur la même période
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Contexte de la transcription source
…t has secured a dominant market position in training huge AI models, but its high valuation gives it little margin for error and its market share may be eroded by growing competition from AMD, Intel and hyperscalers producing custom chips. AMD is the secondary bet with the thesis that it has established itself as a leader in the datacentered CPU market and as Agentic AI shifts the GPU to CPU ratio from 8:1 towards 1 one CPU demand will explode. Micron supplies the high bandwidth memory that goes int…
AMD is the secondary bet
Contexte extrait par IA “AMD is the secondary bet with the thesis that it has established itself as a leader in the datacentered CPU market…”
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Entrée $358,99 03 juin 2026Actuel $330,65 09 sept 2026Résultat −$28,34vs. indice −9,0% SPY +1,1% sur la même période
Alphabet
Contexte extrait par IA “Then we have lower risk. These are big tech names… Alphabet Microsoft IBM Nvidia and Amazon all have serious quantum efforts.”
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Entrée $1 079,57 03 juin 2026Actuel $1 027,77 09 sept 2026Résultat −$51,80vs. indice −5,9% SPY +1,1% sur la même période
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Contexte de la transcription source
…calers producing custom chips. AMD is the secondary bet with the thesis that it has established itself as a leader in the datacentered CPU market and as Agentic AI shifts the GPU to CPU ratio from 8:1 towards 1 one CPU demand will explode. Micron supplies the high bandwidth memory that goes into AI chips more cyclical historically but riding the same wave. Then there's going to be those that are higher risk AI native infrastructure and software companies like Nebus which would be AI first cloud infrastructure or AI application names like P…
Micron supplies the high bandwidth memory that goes into AI chips
Contexte extrait par IA “Micron supplies the high bandwidth memory that goes into AI chips more cyclical historically but riding the same wave.”
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Entrée $142,20 03 juin 2026Actuel $169,53 09 sept 2026Résultat +$27,33vs. indice +18,1% SPY +1,1% sur la même période
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Contexte de la transcription source
…ory that goes into AI chips more cyclical historically but riding the same wave. Then there's going to be those that are higher risk AI native infrastructure and software companies like Nebus which would be AI first cloud infrastructure or AI application names like Palunteer Service Now Snowflake higher growth potential but more sensitive to sentiment swings and several have very rich valuations. Now, the simplest option obviously is going to be to look at an AI themed ETF, which gives you a basket and removes…
AI application names like Palunteer
Contexte extrait par IA “Then there's going to be those that are higher risk AI native infrastructure and software companies… or AI application names like Palunteer Service Now Snowflake…”
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Entrée $117,90 03 juin 2026Actuel $131,11 09 sept 2026Résultat +$13,21vs. indice +10,1% SPY +1,1% sur la même période
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Contexte de la transcription source
…lical historically but riding the same wave. Then there's going to be those that are higher risk AI native infrastructure and software companies like Nebus which would be AI first cloud infrastructure or AI application names like Palunteer Service Now Snowflake higher growth potential but more sensitive to sentiment swings and several have very rich valuations. Now, the simplest option obviously is going to be to look at an AI themed ETF, which gives you a basket and removes single stoc…
Service Now
Contexte extrait par IA “Then there's going to be those that are higher risk AI native infrastructure and software companies… or AI application names like Palunteer Service Now Snowflake…”
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Entrée $241,28 03 juin 2026Actuel $331,48 09 sept 2026Résultat +$90,20vs. indice +36,3% SPY +1,1% sur la même période
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Contexte de la transcription source
…ically but riding the same wave. Then there's going to be those that are higher risk AI native infrastructure and software companies like Nebus which would be AI first cloud infrastructure or AI application names like Palunteer Service Now Snowflake higher growth potential but more sensitive to sentiment swings and several have very rich valuations. Now, the simplest option obviously is going to be to look at an AI themed ETF, which gives you a basket and removes single stock risk. Lo…
Snowflake
Contexte extrait par IA “Then there's going to be those that are higher risk AI native infrastructure and software companies… or AI application names like Palunteer Service Now Snowflake…”
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Entrée $68,23 03 juin 2026Actuel $38,14 09 sept 2026Résultat −$30,09vs. indice −45,2% SPY +1,1% sur la même période
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Contexte de la transcription source
…sket and removes single stock risk. Lower potential upside than picking the one winner, but you also can't pick the one that goes to zero. So, now let's talk about quantum. So, some of the higher risk is going to be that pure quantum play. Ion Q, Regetti, D-Wave, and Quantum Computing Inc., these are the lottery ticket stocks. Huge potential upside if the technology arrives, and they're the winner. near total loss potential otherwise. The valuations right now are extreme and they'…
Ion Q
Contexte extrait par IA “So, some of the higher risk is going to be that pure quantum play. Ion Q, Regetti, D-Wave, and Quantum Computing Inc., these are the lottery ticket stocks.”
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Entrée $24,10 03 juin 2026Actuel $15,24 09 sept 2026Résultat −$8,86vs. indice −37,8% SPY +1,1% sur la même période
Regetti
Contexte extrait par IA “So, some of the higher risk is going to be that pure quantum play. Ion Q, Regetti, D-Wave, and Quantum Computing Inc., these are the lottery ticket stocks.”
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Entrée $27,51 03 juin 2026Actuel $17,67 08 sept 2026Résultat −$9,84vs. indice −36,9% SPY +1,1% sur la même période
D-Wave
Contexte extrait par IA “So, some of the higher risk is going to be that pure quantum play. Ion Q, Regetti, D-Wave, and Quantum Computing Inc., these are the lottery ticket stocks.”
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Entrée $11,20 03 juin 2026Actuel $8,04 09 sept 2026Résultat −$3,16vs. indice −29,3% SPY +1,1% sur la même période
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Contexte de la transcription source
…k risk. Lower potential upside than picking the one winner, but you also can't pick the one that goes to zero. So, now let's talk about quantum. So, some of the higher risk is going to be that pure quantum play. Ion Q, Regetti, D-Wave, and Quantum Computing Inc., these are the lottery ticket stocks. Huge potential upside if the technology arrives, and they're the winner. near total loss potential otherwise. The valuations right now are extreme and they're very much unproven yet. They're also heavi…
Quantum Computing Inc.
Contexte extrait par IA “So, some of the higher risk is going to be that pure quantum play. Ion Q, Regetti, D-Wave, and Quantum Computing Inc., these are the lottery ticket stocks.”
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Entrée $68,23 03 juin 2026Actuel $38,14 09 sept 2026Résultat −$30,09vs. indice −45,2% SPY +1,1% sur la même période
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Contexte de la transcription source
…therwise. The valuations right now are extreme and they're very much unproven yet. They're also heavily dilutive. Pure plays regularly issue equity to fund R&D. So shareholders absorb dilution as the science advances. Among the pure plays, ion Q tends to be flagged as the most commercially mature, the largest pure play by revenue, partnerships across all major clouds, and a clearer road map. Regetti and D-Wave have much smaller revenue basis and QBT is the smallest and most speculative. Then we have lower risk. These are big tech n…
ion Q tends to be flagged as the most commercially mature
Contexte extrait par IA “Among the pure plays, ion Q tends to be flagged as the most commercially mature…”
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Entrée $305,63 03 juin 2026Actuel $239,94 09 sept 2026Résultat −$65,69vs. indice −22,6% SPY +1,1% sur la même période
IBM
Contexte extrait par IA “...in the quantum sleeve, maybe around 10%. I'd have more of the big tech like Alphabet, IBM, Microsoft, maybe…”
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Entrée $427,34 03 juin 2026Actuel $491,65 09 sept 2026Résultat +$64,31vs. indice +14,0% SPY +1,1% sur la même période
Microsoft
Contexte extrait par IA “...in the quantum sleeve, maybe around 10%. I'd have more of the big tech like Alphabet, IBM, Microsoft, maybe…”
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Entrée $63 870,00 03 juin 2026Actuel $78 135,00 10 sept 2026Résultat +$14 265,00vs. indice — BTC est l'indice de référence — il n'y a pas d'excédent à mesurer
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Contexte de la transcription source
…e one higher risk pick if you want it in the quantum sleeve, maybe around 10%. I'd have more of the big tech like Alphabet, IBM, Microsoft, maybe, but more often than not, probably a quantum ETF. And same thing for a crypto sleeve. At 10%, I would have a Bitcoin ETF or Ethereum ETF or even both. This way, you're participating in the sleeves of AI and crypto and quantum and technology and these types of things that could shoot off to the moon. But like I said before, if any one of them fails, you're no…
I would have a Bitcoin ETF
Contexte extrait par IA “And same thing for a crypto sleeve. At 10%, I would have a Bitcoin ETF or Ethereum ETF or even both.”
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Entrée $1 781,48 03 juin 2026Actuel $2 478,21 10 sept 2026Résultat +$696,73vs. indice +22,0% BTC +17,1% sur la même période
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Contexte de la transcription source
…ou want it in the quantum sleeve, maybe around 10%. I'd have more of the big tech like Alphabet, IBM, Microsoft, maybe, but more often than not, probably a quantum ETF. And same thing for a crypto sleeve. At 10%, I would have a Bitcoin ETF or Ethereum ETF or even both. This way, you're participating in the sleeves of AI and crypto and quantum and technology and these types of things that could shoot off to the moon. But like I said before, if any one of them fails, you're not left holding the bag. I'd hi…
or Ethereum ETF or even both.
Contexte extrait par IA “And same thing for a crypto sleeve. At 10%, I would have a Bitcoin ETF or Ethereum ETF or even both.”
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Entrée $305,63 03 juin 2026Actuel $239,94 09 sept 2026Résultat −$65,69vs. indice −22,6% SPY +1,1% sur la même période
IBM
Contexte extrait par IA “Then we have lower risk. These are big tech names… Alphabet Microsoft IBM Nvidia and Amazon all have serious quantum efforts.”
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Entrée $214,75 03 juin 2026Actuel $223,67 09 sept 2026Résultat +$8,92vs. indice +3,1% SPY +1,1% sur la même période
Nvidia
Contexte extrait par IA “Then we have lower risk. These are big tech names… Alphabet Microsoft IBM Nvidia and Amazon all have serious quantum efforts.”
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Entrée $358,99 03 juin 2026Actuel $330,65 09 sept 2026Résultat −$28,34vs. indice −9,0% SPY +1,1% sur la même période
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Contexte de la transcription source
…e of the leading trapped ion firms. The pitch, you get quantum upside if it works and you own profitable real businesses if it takes longer than expected. Multiple sources noted that this is what large institutional investors are choosing. Billionaires have settled on Google parent Alphabet as their preferred quantum computing stock to own. Now, the simplest option in quantum would also be an ETF. A quantum ETF holds a basket of quantum exposed names, giving you exposure without betting on a single company surviving. I did a video on the best quantum ETFs out there, and it's …
Billionaires have settled on Google parent Alphabet as their preferred quantum computing stock to own.
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Entrée $223,26 03 juin 2026Actuel $204,93 09 sept 2026Résultat −$18,33vs. indice −9,3% SPY +1,1% sur la même période
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Contexte de la transcription source
…bet's willow chip is making breakthrough progress. IBM's on track for a fault tolerant quantum computers by 2029. And Nvidia is positioning itself as the essential bridge between quantum and classical computing through its Q to Q platform. Honeywell has majority ownership of Quantinuum, one of the leading trapped ion firms. The pitch, you get quantum upside if it works and you own profitable real businesses if it takes longer than expected. Multiple sources noted that this is what large institutional investors are choosi…
Honeywell has majority ownership of Quantinuum
Contexte extrait par IA “Honeywell has majority ownership of Quantinuum, one of the leading trapped ion firms.”
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Entrée $358,99 03 juin 2026Actuel $330,65 09 sept 2026Résultat −$28,34vs. indice −9,0% SPY +1,1% sur la même période
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Contexte de la transcription source
… encompasses all different technology. Then I might have an AI sleeve at 15%. I might throw in a mix of big tech leaders, but then also an AI ETF or two and maybe one higher risk pick if you want it in the quantum sleeve, maybe around 10%. I'd have more of the big tech like Alphabet, IBM, Microsoft, maybe, but more often than not, probably a quantum ETF. And same thing for a crypto sleeve. At 10%, I would have a Bitcoin ETF or Ethereum ETF or even both. This way, you're participating in the sleeves of AI and crypto an…
I'd have more of the big tech like Alphabet
Contexte extrait par IA “...in the quantum sleeve, maybe around 10%. I'd have more of the big tech like Alphabet, IBM, Microsoft, maybe…”
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Entrée $250,02 03 juin 2026Actuel $252,40 09 sept 2026Résultat +$2,38vs. indice −0,1% SPY +1,1% sur la même période
Amazon
Contexte extrait par IA “Then we have lower risk. These are big tech names… Alphabet Microsoft IBM Nvidia and Amazon all have serious quantum efforts.”
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