2 Govt Initiatives Could Boost Quantum Stocks

Quantum computing is the new TikTok dance-everyone’s trying to keep up, but no one really knows the steps. These machines, which use qubits instead of bits, are like the Tesla of the 1920s: revolutionary, confusing, and wildly overhyped. Companies like D-Wave, Rigetti, and IonQ have seen their stocks rocket higher than a CEO’s LinkedIn post, but let’s not forget: they’re still losing money, trading at valuations that make a unicorn startup blush, and operating in a field where “breakthrough” often means “we’re not sure yet.”

But here’s the thing: the government is throwing its weight behind this stuff. And if there’s one thing we know about government initiatives, it’s that they’re either the key to the future or a bureaucratic version of a “50% off” sale. Let’s break down two that might make your portfolio feel like it’s on a rollercoaster.

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The first is the Quantum Benchmarking Initiative (QBI), spearheaded by DARPA, which is basically the government’s version of a strict boss who wants to see if your quantum computer can actually deliver. The process? Three stages of “proving your worth,” which sounds less like science and more like a corporate onboarding. Rigetti and IonQ made the cut for Stage A, while D-Wave got the cold shoulder because, apparently, they’re not “gate model” enough. But hey, even if they’re not in the program, their stock’s still doing the cha-cha. Who am I to judge?

The Quantum Benchmarking Initiative (QBI)

DARPA’s QBI is like a corporate performance review for quantum computers. They want to know if these machines can do more than just exist. The goal? By 2033, they want a “utility-scale operation” where the benefits outweigh the costs. It’s the tech world’s version of a budget meeting: everyone’s excited, but no one’s sure if it’s a real plan or just a PowerPoint slide.

Stage A is a six-month sprint to prove you’re not just a dreamer. Rigetti and IonQ are in, D-Wave is out. But let’s be real: even if you’re not in the program, the mere mention of government backing can make a stock do the Macarena. Just don’t expect a profit report anytime soon.

Department of Energy Quantum Leadership Act of 2025

Then there’s the Department of Energy’s Quantum Leadership Act, which is basically a $2.5 billion budget line for quantum research. It’s like the government saying, “We’re serious about this.” The bill also wants to regulate how we work with countries like China-because nothing says “collaboration” like a 10-page contract. And yes, it’s bipartisan. Because when the government agrees on something, it’s either a miracle or a cover for something shady.

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If this passes, it’s a win for quantum companies. But let’s not get ahead of ourselves. These stocks are still in the “speculative” category, which is just a fancy way of saying “we’re not sure if this will work, but here’s a ticker symbol.”

So, while the government’s backing is exciting, remember: investing in quantum computing is like betting on a startup with a pitch deck and no product. It could be the next big thing-or it could be a very expensive lesson in patience. Either way, keep your positions small, your expectations realistic, and your coffee strong. 🚀

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2025-08-11 05:59