Video Summary
Quantum computing is framed as a major long-term investment theme with governments and industry committing billions.
The total quantum market could reach ~$850B by 2040; governments have committed over $65B to quantum R&D.
Three public pure-play names covered: IONQ (revenue leader, Skywater acquisition), QBTS/D-Wave (quantum annealing, commercial customers), RGTI/Rigetti (high gate fidelity, Nvidia partnership).
Many retail investors lost large gains by buying late and lacking exit rules — some positions are down ~70% from peaks.
Free 'When to Sell' live training is offered to teach explicit exit strategies for both traders and long-term investors.
Because quantum can solve problems classical supercomputers cannot, governments and industry are pouring billions into it, and the market is projected to grow rapidly (video cites ~$850B by 2040 and >$65B in government commitments).
IONQ (revenue leader, crossed $100M ARR and acquired Skywater), QBTS/D‑Wave (quantum annealing with actionable commercial use and a growing customer list), and RGTI/Rigetti (technical leadership with very high gate fidelity and strategic Nvidia connectivity).
Buying near peaks or failing to follow a clear exit plan — many holders saw dramatic drawdowns (around −70%) after stocks ran up because they didn’t sell into strength or use momentum exit rules.
Revenue traction (IONQ crossing $100M), customer bookings and conversion (D‑Wave’s 135 customers but high losses), technical milestones like gate fidelity and speed (Rigetti’s 99.9% gate fidelity), and strategic moves (Skywater acquisition, Nvidia partnerships).
A free live seminar called 'When to Sell in 2026' teaching a selling rule book he says Wall Street hides, plus a free research report linked in the description.
"One year ago, I showed you stocks that went up over 1,000%, with one even up 50%."
The speaker referenced significant stock gains in quantum computing, including one stock that increased by 1,000% and another that rose by 50%.
For instance, a $10,000 investment in one of these stocks could have turned into $115,000, illustrating the life-changing potential of investing in this technology.
Additional stocks in this sector also experienced remarkable returns, with gains of 827% and 180%.
"Let me show you why quantum computing is still one of the most important investment themes of the next decade."
The speaker emphasized the critical nature of quantum computing as an investment theme for the upcoming decade, beyond merely hype.
There was a warning about common mistakes made by investors, particularly regarding timing and selling shares. Many investors ended up losing money after buying at high prices and not selling when stocks peaked.
The speaker invites viewers to share their experiences with stock drops after significant price surges, highlighting a frequent issue faced by investors.
"It's a very simple solution and it is the selling rule book that Wall Street's been hiding from you for the last 50 years."
A free seminar is announced to teach participants effective selling strategies, which the speaker claims have been overlooked for decades.
Attendance at the online seminar is encouraged, with the date provided in the video description, emphasizing the unique opportunity for investors to learn about avoiding costly mistakes.
"Regular computers think in zeros and ones. Quantum computers are different; they use something called qubits."
The speaker contrasts traditional computers with quantum computers, explaining that while classic systems operate with binary code, qubits can represent multiple states simultaneously.
This distinction allows quantum computers to solve complex problems significantly faster than conventional supercomputers, with notable examples proving their efficiency.
"Governments have committed over $65 billion to quantum computing."
The video highlights substantial global government investment in quantum computing, with figures indicating close to a billion dollars allocated by the Department of Defense and substantial funding in Europe.
The comparison to past technological booms, such as the internet and semiconductors, illustrates the anticipated growth and importance of this sector.
"The whole quantum computing market is expected to reach $850 billion by 2040."
The speaker forecasts significant growth in the quantum computing market, projecting an annual increase of 30% over the next two decades.
Concerns regarding the rapid advancement of quantum technology and its implications for cybersecurity are raised, emphasizing the need for protective measures in the face of evolving threats.
The context of government and tech company commitments to quantum computing suggests a robust belief in its transformative potential.
"Investors often fail because they lack an exit plan, leading to missed opportunities and significant losses."
Stocks can reach peaks simultaneously, indicating broader market trends and signals, yet many investors do not capitalize on these peaks due to greed or a lack of foresight.
When investors encounter life-changing gains, the excitement can overshadow the essential knowledge of when to sell, resulting in holding onto stocks too long during downturns.
It is crucial for investors to learn Wall Street’s rules for when to exit a position to avoid preventable losses in the future.
"This will be the first and probably the last time we'll run this for free; it’s essential for future traders and investors alike."
A session planned for 2026 aims to educate participants about effective selling strategies, ensuring they never experience immense losses again.
This training promises to cater to both long-term investors and short-term traders, making it a valuable resource for anyone involved in the stock market.
Interested individuals are encouraged to sign up for a free ticket to participate in the session via Zoom.
"These three stocks are very much in play; the opportunity is still alive, not over."
Despite past downturns, there remains potential for significant investment returns from specific stocks previously discussed.
Innovations historically take time to materialize, often leading to temporary crashes before the market recognizes their worth, suggesting a cyclical pattern in investment opportunities.
Smart investment strategies would involve identifying the best moments to buy rather than following the crowd at market peaks.
"INQ is the revenue leader and the first publicly traded pure play quantum computing company to cross $100 million in annual revenue."
INQ stands out in the quantum computing sector, generating substantial revenue and exhibiting remarkable growth, which is not common among its competitors.
The company holds a significant amount of cash, allowing it to invest in research and development, acquisitions, and to weather market downturns.
The recent acquisition of Skywater, a semiconductor foundry, positions INQ strategically for government contracts and strengthens its supply chain from design to manufacturing.
"D-Wave uses quantum annealing for problem-solving today, not in five years; their technology is actionable right now."
D-Wave differentiates itself by focusing on quantum annealing technology, allowing for immediate application in supply chain optimizations and resource allocations.
While their revenue figures are still small, growth is significant and indicates a promising development trajectory in the quantum computing landscape.
This immediate applicability sets D-Wave apart from its competitors, making it an intriguing prospect for investors looking for actionable innovations.
"What does that tell you? It tells you that what they're making is so good that people are willing to pay over the odds for it."
The company discussed has been able to produce significant software margins while developing complicated new hardware, which is unusual in the tech industry. This indicates that their products are highly regarded and sought after.
They have secured 135 customers, including notable companies like LG and Sharp. This diverse customer base highlights the potential demand for their offerings.
They are preparing for an investor day in June 2026, which is typically a positive indicator; companies generally hold such events to showcase their successes rather than to mask poor performance.
"They need to convert the bookings into consistent revenue, and that's got all the hallmarks of a high-risk play."
The company is currently facing challenges, with reported losses amounting to approximately $355 million against modest revenues. This situation suggests a high-risk investment scenario.
Their current revenue figures indicate that they must efficiently turn current bookings into consistent streams of revenue to stabilize their financial standing.
"Stay with me. The numbers look a little scary at first, but Regetti has the most interesting risk-reward profile of the three."
Regetti Computing’s revenue dropped 56% year-over-year to $7 million, which fell short of analyst estimates; however, the focus should be on the technological advancements rather than immediate financial performance.
Achieving a 99.9% gate fidelity at a speed of 28 nanoseconds on a prototype demonstrates Regetti's technological superiority in the quantum computing field.
"Nvidia is the most important AI company in the world, and when they choose to integrate with your hardware, it's a signal."
Regetti has established a strategic partnership with Nvidia, allowing their quantum chips to connect with Nvidia’s AI supercomputers, enhancing the value and credibility of their technology.
They have entered various international contracts, including a significant $100 million deal in the UK and an $8 million contract with India, indicating their expanding global presence in the quantum market.
"You should know where to sell. If you don't know that, it doesn't matter how good the stock is."
The current market positioning suggests that a breakout is imminent, especially as it approaches the $20 mark after a previous consolidation phase.
The emphasis on knowing when to sell is vital for successful investing. Even a strong stock can result in losses if investors fail to manage their exit strategies effectively.
The upcoming live training session aims to educate participants on selling tactics, recognizing that many investors focus too heavily on finding '10-bagger' opportunities without understanding the importance of profits and risk management.
