Overview
- New investor guidance singles out Alphabet as the quantum computing stock to own over the next five years.
- Alphabet’s Willow chip, unveiled in late 2024, was reported to cut errors exponentially as qubits scale, targeting a core technical hurdle.
- The company recently surpassed $100 billion in quarterly revenue for the first time, offering downside protection as quantum R&D continues.
- Market commentary notes many pure-play quantum names remain unprofitable and cash-burning, with meaningful industry impact not expected until around 2030.
- A separate analysis spotlights Rigetti Computing at a $8 billion market cap and more than 50% below its peak, framing the drop as a test of whether the stock has become too cheap.