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Most investors missed the AI boom because they waited for proof. By the time chat GPT launched, the easy money was already made. Right now in 2026, quantum computing is at that exact same pre-launch inflection point. But don't take my word for it. Let's look at some actual numbers. The global quantum market is projected to explode from 1.88 billion this year to nearly 20 billion dollars by 2035.
That's a 30% compounded annual growth rate. Today, I'm going to break down the six stocks positioned to dominate the next decade with the receipts to prove it. I'm also going to show both sides of the story because anytime in a stock video like this, if all you're hearing is the good stuff, that should be a red flag.
So, I'm going to give you both the pros and cons and let you decide because that's what I'm hoping you do with this channel. I hope that you see the research that I put in for you to get you started, but then I hope you take that a little bit further and figure out how it's going to work best for your portfolio.
My name is Nolan Gobea. My students call me Professor G, and I made this channel to make investing simplified. Remember that all investing carries risk, so do your own research. This is not financial advice, and I'm not a financial advisor. And now, I'm curious. If you're invested in the quantum world in any way, go ahead and throw down what's your favorite pick down in the comment section down below.
Whether it's an individual stock or an ETF, it'd be great for the community to learn and to see why you're investing in whatever you're investing in. So, first on my list is IonQ. While many quantum computing stocks and companies are still in research and development mode, IonQ's already shipping hardware.
In their most recent report, they posted at $64.7 million in revenue, which is a staggering 755% year-over-year increase. They also just guided up for about $270 million in 2026 revenue. They're currently out-earning almost all other pure play competitors combined. They're definitely emerging as an early commercial leader in quantum computing with rapidly growing revenue, expanding backlog, and moves into networking, sensing, and security, not just pure quantum hardware.
For me, one of the biggest reasons that I really like IonQ, and actually why I started an actual position in my portfolio recently, is because of their aggressive acquisition strategy. This caught my eye because, I mean, I am a business professor and I talk about this all the time. In emerging industries, the one that usually wins is the one that builds out an ecosystem.
Instead of just being a quantum computer type company, what they're trying to build out is the entire quantum stack. Some companies they've recently acquired is ID Quantique, which is a leader in quantum safe cybersecurity, quantum key distribution, and quantum random number generators. This added nearly 300 patents.
Next is LightCounting, which specializes in photonic interconnects and quantum memory. This supports long-term quantum internet ambitions. Then there was Vector Atomic, which brought precision timing, clocks, navigation, and sensing technologies. Defense and aerospace demand could be a sticky and definitely high margin, and it diversifies revenue away from pure compute race.
This year they closed Skyloom, which builds secure optical communication systems, satellite links. And one of the biggest ones is Skywater Technology. This year they announced plans to acquire Skywater to bring chip manufacturing in-house. This gives them vertical integration and more control over their supply chain.
This also gives them stronger domestic manufacturing for US government contracts. IonQ's moat strategy is not build the best quantum computer, it's build the full quantum platform before rivals do. If successful, that could be huge. If not though, it does become an expensive empire building catastrophe.
One con for this stock is just that this is still new and it is quite speculative in an industry that might take some time to fully mature. Even with growth, IonQ still posting significant adjusted losses and the stock can be extremely volatile based on sentiment. No matter what, if you're looking to take the plunge into quantum into any of these stocks that I talk about today or any that you can go with in the entire stock market, just know that it's going to be quite volatile.
Just like the AI race was and still is. Just like any technology ever has been. Let's move on to number two and this one is IBM. If IonQ is the growth play, IBM is the bedrock. They aren't just building a computer, they're building the quantum app store. IBM's roadmap is the most transparent in the industry.
They're delivering near-term quantum advantage tools by the end of this year and targeting a massive 100,000 qubit system by 2033. They've already developed over 20 quantum systems on the cloud, which has been accessible to over 250 different organizations. Any of the Fortune 500 companies that want to actually dive into quantum, they're definitely calling IBM first.
The number one reason to invest in IBM for quantum computing is that IBM may have the best full ecosystem moat in the industry. It already has real quantum hardware, the widely used Qiskit software platform, enterprise customers, cloud access, data centers, and a public roadmap targeting large-scale fault-tolerant quantum systems by 2029.
That means if quantum becomes commercially useful, IBM is positioned to monetize it faster than many pure-play startups because it already has customers, infrastructure, and trust with major corporations and governments. One major con of investing in IBM is one that you probably know about, especially if you've been investing in IBM over the last 20 years or more, and that's just slow overall growth, especially recently.
Even if quantum computing does become very successful, IBM is a humongous company and quantum is a piece of that company. Breakthroughs in one division of a company is not necessarily going to move the entire stock, especially with one so big and so mature like IBM. Now, if quantum really takes off and it absolutely explodes, then that little piece could become a bigger piece and that could be a whole different story.
So, we'll have to see. Let's move on to number three. The biggest problem in quantum right now is noise or errors, and Google just solved a massive piece of that puzzle. In early 2026, Google's Willow processor demonstrated error correction rates that were 800 times lower than uncorrected qubits. This is the holy grail of quantum.
Their quantum echoes algorithm released late last year was the first ever to achieve verifiable quantum advantage on hardware. They're the only ones with the cash and the talent to compete with IBM's scale. The main reason to invest in Google for quantum computing is that Google has some of the world's deepest AI talent, massive cash flow, and elite research capabilities to fund quantum breakthroughs for years without needing the business to be profitable today.
Through Google Quantum AI, it's already demonstrated major milestones like quantum error correction progress and advanced chip development. If quantum becomes commercially valuable, Google could combine AI and cloud and quantum into a powerful ecosystem that few companies can match. Google has the money, brains, and patience to definitely win in this race.
You all know that I love Google and it's one of the largest single stocks in my portfolio. So, I have very little negative to say about this company and about investing in this company, especially if you have a long-term horizon. If you have a 5-year or more outlook, I think Google is an amazing buy for me personally.
But, I will say that right now, after this recent run-up and how much it's gone up just in the past 6 months to a year, really, but the stock is on the more expensive side. It is near all-time highs, and so it is one where you're jumping in at all-time highs, and you just have to understand that. This next company is the smartest play in quantum if you want very very low risk, but possible very high upside.
But, first, I want to say thank you to Snowball Analytics for sponsoring this video. My private Patreon members always ask which platform do I prefer, and nothing keeps your portfolio organized like Snowball Analytics. This dashboard has everything in one place, telling you your value, profit, return, and most importantly, your passive income through dividends.
You can check the portfolio diversification easily here. And my favorite feature on the dashboard is the dividend tab where you can easily see all your insights, which asset is paying and how much, and exactly when, so you can easily forecast and stay on track. Very easily, you can check on the dividends coming up because they have a great dividend payout calendar.
And now, this new X-ray feature has been helping so many of my clients. This lets you know how much of an actual company you have exposure to. Like here, if you have VOO and JEPI as top holdings and want to know actually which companies you hold the most, you click the X-ray Funds tab, and now it tells you which individual holdings are heaviest in your portfolio.
Another awesome feature on Snowball Analytics is the community tab where you can stay up-to-date with awesome blogs and even public portfolios for you to research and learn. Go down to the link down in my description to check out Snowball Analytics today. So, if you really don't like risk and you really want to play it the safest possible, there is one very intriguing option here, and this is Honeywell.
Now, most don't know that Honeywell is actually making a deep play in the quantum world, at least for the piece of their business. They own the majority of Quantinuum, which just raised $600 million at a $10 billion valuation. Their H-series systems consistently hold the world record for quantum volume, a metric that combines qubit count and accuracy.
They have a massive customer base in pharma and aerospace that IBM hasn't touched yet. So, Honeywell basically makes it so that you can invest in quantum, but also by investing in a very stable business because Honeywell in itself is one that's stable, it's been around for a very long time. And with this stock, you get the possible quantum upside and also a nice cash flow dividend.
One major con of Honeywell is very similar to that of IBM in that it's just a small piece of their entire business. And so, if quantum computing doesn't become as big as it should be, or if this specific company, Quantinuum, doesn't do as well, there's a possibility that by investing in this, you're not really getting a meaningful piece of the quantum world.
Like I said from before though, the risk is quite low. It's been a very stable company and it pays out that cash dividend. So, at the end of the day, it's not the end of the world, but maybe not going to receive the upside that you're looking for. So, if upside is what you're looking for, let's jump to number five because this one is probably the highest risk, but highest reward in my opinion, and one of my favorite companies definitely in the quantum space.
This company is none other than Rigetti. The number one reason to invest in Rigetti for quantum computing is that it gives investors a pure play bet on superconducting quantum hardware, the same core technology path pursued by IBM and Google, but in a much smaller company where success could have a far larger stock impact.
Now, I know that I've said IBM and Google are smart to be invested in because they're such a large company and that does give you a lot of stability and it does bring down the risk, but it also caps the upside a little bit. A much smaller company has a lot more room to grow and specifically looking at Rigetti where they're 100% just fully focused on just quantum computing, similar to IonQ, the idea here is that they're smaller companies comparatively to a Google or to an IBM with much more growth possibility, meaning that if you get in early, it's like getting in at Nvidia quite early, AMD super early.
They had a lot of room to run and that's why they went up thousands of percent. Rigetti also designs and manufactures much of its own technology in-house. It runs cloud access services and recently launched its 108 qubit modular system, showing continued technical progress. If superconducting quantum computers win, Rigetti could be a leveraged smaller company version of that thesis.
Analysts are projecting that Rigetti's going to hit $25 million in revenue this year. While that's smaller than IonQ, their modular architecture make them the prime candidate to maybe get acquired by the likes of like an Nvidia or an AMD. And now Rigetti has a lot of reasons why it could break out, but one of my favorite reasons is this.
Most quantum stocks or companies are trying to be the next Nvidia and maybe even put Nvidia out of business. But the way Rigetti's business model works is they're actually going to be a hybrid and work alongside and with Nvidia. Nvidia is the biggest company on the planet and they have just too much cash and just ways to make money and customers to just sit back and get disrupted.
So, if that's the business model of some of these smaller companies, they better do a very good job at it cuz Nvidia's coming for them. So, I like this play because it's almost like they're trying to join forces with an Nvidia and I think that's so smart in this industry. So much of what I'm researching suggests that it's important to note that these two aren't necessarily competitors.
The industry is moving toward a hybrid model where GPUs handle standard AI tasks while QPUs solve specific ultra-complex components of an algorithm. I think we see some major contracts between the two in the future and possibly even Nvidia acquiring them or it just working out to where this could be a super team and something very, very big down the road.
Now, the con of this stock is just its size. It's quite small. The company is quite small, meaning that it's going to be very volatile. And so, if you do decide to invest in it, just expect a lot of volatility, some huge down days. A day down of 20% is not something out of the norm for something like this.
I'm willing to take a piece of it. I'm going to have a small piece of my portfolio in it and just watch as it goes. But I think that it this will be a very good buy 5 years from now. Now, number six on this list is more of an honorable mention. This one does intrigue me, but there is a lot of reasons why you might be a little bit concerned with this one.
I know a lot of people that are invested in it and asked for it by name, so I wanted to throw it on this list. And this is D-Wave. They have a lot of potential, but they also have a lot of competitors, like really, really big competitors or competitors that are much further along than they are. Competitors like IBM, Google, and IonQ are building gate model systems, which many experts believe have broader commercial potential.
To counter this, D-Wave acquired Quantum Circuits Inc. for $550 million to develop its own gate model technology. However, they're now playing catch-up against tech giants with far deeper pockets. Now, the thing that does intrigue me about D-Wave is they're probably the closest company to actually solving real business problems like today.
They're not just promising future breakthroughs, which is very important. Some of D-Wave's biggest known customers today are impressive because they're real enterprises, governments, and research institutions, not just small pilots. If giant companies like Lockheed Martin, Volkswagen, Deloitte, and BASF are willing to test or pay for D-Wave, it suggests the technology has practical value today, not just someday.
I'd say the biggest risk with investing in this company is the competition it faces from much bigger competitors like IBM and Google, and from pure-play competitors that might be further along like Rigetti and IonQ. The world of quantum computing is new and exciting and can be quite lucrative down the road, but also very risky right now.
The best way to de-risk and invest in strong solid companies like this, but maybe anchor it to things that have a little bit more relevance for today and make it so that your portfolio is not too crazy, would be to invest in ETFs. And so, I made this video going over the best quantum ETF that I think that we have here on the planet right now.
So, check that video out now or check this one that I did earlier this week. Remember to keep investing simplified.
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