quantbrah

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Quantum computing rotation from crowded AI into listed QC proxies

The post argues for reallocating from AI into frontier quantum computing, with Quantinuum as the preferred private winner ahead of a potential 2026 IPO. Since Quantinuum is not yet listed, the cleanest frozen portfolio is a concentrated basket of active public quantum computing and enabling hardware names, led by the most direct listed QC developers and supported by Nvidia as the specifically cited strategic backer.

ALL TIME RETURN +1.40%
S&P 500 +7.24%
VS S&P 500 -5.85%
Return 0.00%
S&P 500 0.00%
VS S&P 500 0.00%
Best performer NVDA -3.77%
Portfolio S&P 500 AS OF AUG 20, 12:00 AM
  • IONQ Long
    Performance -4.09%
    Current weight 32.16%

    Description Most direct listed pure-play quantum computing exposure replacing private Quantinuum.

  • RGTI Long
    Performance +3.71%
    Current weight 18.41%

    Description Listed quantum hardware developer fits the post's frontier-tech rotation.

  • QBTS Long
    Performance +0.56%
    Current weight 15.87%

    Description Another direct public quantum computing platform for concentrated QC exposure.

  • HON Long
    Performance +9.00%
    Current weight 12.90%

    Description Honeywell retains economic exposure to Quantinuum before any IPO.

  • NVDA Long
    Performance +12.66%
    Current weight 11.11%

    Description Specifically cited as Quantinuum's major backer and QC enabler.

  • QUBT Long
    Performance -3.15%
    Current weight 9.55%

    Description Adds smaller-cap listed quantum exposure with capped position risk.

Created
Last checked
Positions
6

Not financial advice. Hypothetical portfolio for informational purposes only. Returns are approximate and do not account for splits, dividends, borrow costs, or financing. Privacy notice.