They say artificial intelligence is the future. A polite fiction. Quantum computing? That’s a future so far out, it’s practically a ghost story. But ghosts sometimes hold the keys to fortunes. The trick is knowing which ones are worth chasing.
Right now, the quantum landscape is a scatter of hopefuls and hustlers. Decades, they say, before it amounts to much. But money doesn’t wait for decades. It moves when there’s a scent of something real, even if it’s just a glimmer in the dark.
Investing in tomorrow’s tech is always a gamble. A long shot. But the smart money isn’t afraid of long shots. It’s looking for the angles, the overlooked plays. The problem is, finding a pure quantum play is like finding a sober accountant at a tax convention. Rare.
Most of the companies dabbling in this stuff are already knee-deep in AI. It’s a side hustle, a way to spread the risk. A good fund, though, focuses. It targets the ones committing serious time and capital, not just tacking “quantum” onto their marketing brochures.
The Defiance Quantum ETF (QTUM +1.62%)… that’s the one that caught my eye. Been at it the longest, does its homework, and, crucially, has a track record. In this business, a track record is worth more than a PhD.
Why the Defiance ETF Isn’t a Complete Waste of Time
This ETF chases the BlueStar Machine Learning and Quantum Computing index. Which means it hunts for companies building actual products, not just vaporware. The index has a simple rule: at least 50% of your revenue has to come from quantum-related activities. Sounds reasonable, doesn’t it? It’s a way to separate the wheat from the chaff, the builders from the boosters.
The index people dig through company filings, a tedious process most investors skip. That gives them an edge. They can spot the genuine quantum activity hidden amongst the AI hype. The result? Surprisingly little overlap with other tech ETFs. A good sign. It means they’re finding something unique.
Quantum Stocks: Triple Your Money? Don’t Hold Your Breath, But…
Emerging technologies always follow a pattern. First, optimism. Then, a bubble. Then, a reckoning. Right now, we’re firmly in the optimism phase. Stock prices are driven by hope, not results. That won’t last. Eventually, the market will demand to see something real.
Investing in a Future That Feels a Million Miles Away
Most investors don’t understand quantum computing. And the ones who do understand it know that any practical applications are years, maybe decades, away. Widespread use? Forget about it. That means development and potential are the key selling points. Tangible results aren’t expected. Not yet.
But Money is Already Pouring In
The amount of capital flooding into AI development is well documented. And venture capital spending on quantum companies is hitting new highs. Roughly $1.9 billion was invested in quantum start-ups in 2024, more than double the previous year. Tech companies see potential. They’re throwing money at it. That’s a signal.
And the results are starting to show. Alphabet’s Google debuted its Willow chip, a step forward in computing capability. Several companies are making progress in quantum error detection. Tangible results. It’s more than just potential. It’s happening now.
The Defiance ETF: It’s Not Just Tech
The Defiance Quantum ETF is heavily weighted towards tech and AI stocks, naturally. But it’s also finding opportunities elsewhere. Two of its top holdings are Lockheed Martin and Northrop Grumman. Aerospace and defense giants. A play on defense tech, cybersecurity, and threat detection. Smart.
There’s a 13% allocation to industrials, which I find interesting. It also tilts towards smaller companies and international stocks. Less exposure to the megacap tech names could provide some outperformance if the market rotation continues. A calculated risk.
Quantum computing still has a long road ahead. Expectations are low, which means there’s room for significant gains. Shares of QTUM gained 36% in 2025. There will be pullbacks, of course. But the upside remains strong. It’s a long shot, yes. But sometimes, the long shots are the ones that pay off. And in this business, you learn to appreciate a good gamble.
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2026-02-11 18:03