Alphabet: The Quantum Leap (Before Everyone Else Notices)

Right. So, everyone’s chasing the quantum computing unicorn, aren’t they? Throwing money at pure-plays like Quantum Computing Inc. (QUBT +5.35%). Honestly? It feels a bit… desperate. Like betting on a horse that hasn’t even left the stable yet. And let’s be real, the dot-com bubble taught us nothing if we’re still falling for this. Diversification via ETFs? Sensible, I suppose. But a bit… beige. Like choosing oat milk when you clearly crave something with a kick.

No, the smart money – and believe me, I’m always looking for the smart money – is going where the real power is already flexing. Which brings us to Alphabet (GOOGL +0.72%) (GOOG +0.72%). Google. The company that knows everything about you anyway. Might as well profit from it, right? I mean, I would.

Alphabet’s 2025: A Stellar Year (Don’t Tell the Analysts)

They had a good 2025, our Google. The top performer of the ‘Magnificent Seven’, apparently. 65% return. Analysts are being… cautious now, though. All this talk about increased capital expenditure. Spending, spending, spending. It’s like they’ve suddenly remembered that things cost money. Honestly, a few months ago, they were begging for investment in AI. Now? They’re worried about a bubble. The fickleness of these people. It’s exhausting.

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A slightly lower operating margin. Oh, the humanity! It’s just… money, people. It moves around. And frankly, I’m more concerned with where they’re putting the money, not how much they’re spending. Which is, thankfully, into things that actually matter. Like quantum computing. And not just throwing cash at it, but actually, you know, doing stuff.

There’s the usual noise, of course. Legal battles. Antitrust suits. A judge allowing a class action. It’s always something, isn’t it? They’re a big company. They attract attention. And lawsuits. It’s the price of success. Or, you know, being a bit of a monopoly. Tomato, tomahto.

Quantum Computing: The Next Frontier (And Google’s Playing)

Look, Amazon and Microsoft are doing fine. Cloud computing, blah, blah, blah. They’re solid. Predictable. Boring. Alphabet is actually trying to build the future. They’re number three in cloud, sure, but they’re not content with just playing catch-up. They want to leapfrog everyone. And they’re using quantum computing to do it.

That Willow chip they came out with in late 2024? Impressive. Speed, reduced errors… all the good stuff. And that Quantum Echoes algorithm? Running 13,000 times faster than a supercomputer? That’s not just innovation, that’s a statement. A very expensive, very clever statement. They’re not just talking about quantum computing, they’re demonstrating it.

So, while everyone else is scrambling for the next big thing, Alphabet is already building it. It’s not a guaranteed win, obviously. Nothing ever is. But it’s a hell of a lot better than betting on a long shot. And frankly, at 29 times forward earnings, it’s not exactly overvalued. Which, in this market, is practically a steal.

Quantum Computing Inc. might have “multibagger potential,” as they say. But the smarter play, the more… pragmatic play, is with Alphabet. The company that’s already laying the groundwork to lead the quantum revolution. It’s a bit less glamorous, perhaps. But honestly, I prefer a sure thing. And a healthy return. Don’t you?

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2026-01-27 23:23