Quantum Leap Ahead

“quantum is where AI was in 2015”

quantum computingemerging technologyhigh riskby anon · 2 hours ago

Quantum computing is at the same inflection point AI was in 2015, with rapid hardware progress and growing enterprise interest. Early investments in pure-play quantum and adjacent enabling technologies could capture massive upside as the market matures. The basket concentrates on leaders in quantum hardware and software, plus key suppliers of cryogenic and control systems. This is a high-risk, high-reward play on a technology that could transform computing.

Holdings: 12
Largest: 17.4%
Pillars: 2
Revisions: 1

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How it breaks down

Pure-Play Quantum Hardware

60.9%

Companies directly developing quantum computers or core quantum technology.

Quantum Enabling Infrastructure

39.1%

Suppliers of critical components like control electronics, power systems, and photonics that quantum systems depend on.

Holdings

Every position, why it is here, and its token on chain. Weights sum to exactly 100%.

Weight	Ticker	Company	Why it is here	Token
17.4%	IONQ	IonQ	IONQ is a leading pure-play quantum computing company with trapped-ion technology, directly advancing the thesis.	0x5583…0EfE
13%	RGTI	Rigetti Computing	Rigetti focuses on superconducting quantum processors, a key hardware approach, and is a direct play on quantum progress.	0x2843…97Ba
13%	QBTS	D-Wave Quantum	D-Wave specializes in quantum annealing and is a pioneer in commercial quantum computing, directly aligned with the thesis.	0xC583…a1Cc
8.7%	QUBT	Quantum Computing	Quantum Computing Inc. develops quantum software and algorithms, positioning it to benefit from quantum adoption.	0x5981…34B4
8.7%	XNDU	Xanadu Quantum	Xanadu is a leader in photonic quantum computing, a promising approach that could scale differently than others.	0xA8eB…3289
7%	CRDO	Credo Technology Group Holding Ltd Ordinary Shares	Credo provides high-speed connectivity solutions essential for quantum systems, indirectly benefiting from quantum infrastructure.	0x4D67…C41b
6.1%	AMBA	Ambarella, Inc.	Ambarella's edge AI chips could be used in quantum control systems, linking it to quantum hardware needs.	0x99D9…9009
6.1%	MTSI	MACOM Technology Solutions Holdings, Inc.	MACOM supplies analog and mixed-signal components used in quantum control electronics, a critical enabler.	0xC93f…94e6
5.2%	VICR	Vicor Corporation	Vicor's power modules are vital for the precise power management required in quantum systems.	0x6006…9226
5.2%	AEIS	Advanced Energy Industries, Inc.	Advanced Energy provides precision power and control solutions used in quantum research and manufacturing.	0xfAf9…E612
5.2%	COHR	Coherent Corp.	Coherent's photonics and lasers are integral to photonic quantum computing and sensing.	0x92F9…6894
4.3%	NVTS	Navitas Semiconductor	Navitas's gallium nitride power ICs could improve efficiency in quantum control electronics.	0xbE67…6386

IONQIonQ17.4%
IONQ is a leading pure-play quantum computing company with trapped-ion technology, directly advancing the thesis.
0x5583…0EfE
RGTIRigetti Computing13%
Rigetti focuses on superconducting quantum processors, a key hardware approach, and is a direct play on quantum progress.
0x2843…97Ba
QBTSD-Wave Quantum13%
D-Wave specializes in quantum annealing and is a pioneer in commercial quantum computing, directly aligned with the thesis.
0xC583…a1Cc
QUBTQuantum Computing8.7%
Quantum Computing Inc. develops quantum software and algorithms, positioning it to benefit from quantum adoption.
0x5981…34B4
XNDUXanadu Quantum8.7%
Xanadu is a leader in photonic quantum computing, a promising approach that could scale differently than others.
0xA8eB…3289
CRDOCredo Technology Group Holding Ltd Ordinary Shares7%
Credo provides high-speed connectivity solutions essential for quantum systems, indirectly benefiting from quantum infrastructure.
0x4D67…C41b
AMBAAmbarella, Inc.6.1%
Ambarella's edge AI chips could be used in quantum control systems, linking it to quantum hardware needs.
0x99D9…9009
MTSIMACOM Technology Solutions Holdings, Inc.6.1%
MACOM supplies analog and mixed-signal components used in quantum control electronics, a critical enabler.
0xC93f…94e6
VICRVicor Corporation5.2%
Vicor's power modules are vital for the precise power management required in quantum systems.
0x6006…9226
AEISAdvanced Energy Industries, Inc.5.2%
Advanced Energy provides precision power and control solutions used in quantum research and manufacturing.
0xfAf9…E612
COHRCoherent Corp.5.2%
Coherent's photonics and lasers are integral to photonic quantum computing and sensing.
0x92F9…6894
NVTSNavitas Semiconductor4.3%
Navitas's gallium nitride power ICs could improve efficiency in quantum control electronics.
0xbE67…6386

What breaks this

Written by the same model that built the basket, and not edited to sound better.

01Quantum computing is still nascent; technical hurdles could delay commercialization for years, causing stock prices to stagnate or fall.
02The basket is heavily concentrated in small-cap, high-volatility names that can experience extreme price swings.
03If a competing technology (like classical AI) advances faster, investment in quantum could be diverted, slowing progress.
04Regulatory or ethical concerns about quantum's impact on encryption could lead to restrictive policies.
05Many of these companies have limited revenue and rely on continuous funding; a market downturn could threaten their survival.

Changelog

Every revision to this basket, who made it, and when. A theory is allowed to change its mind in public.

by the modelSep 2, 2026
Basket created from the thesis. 12 holdings.

How this basket was made

Source: Generated
Model: deepseek-chat
Chain: Robinhood Chain · 4663
Created: Sep 2, 2026

The model was given the full list of equities tokenized on Robinhood Chain and could only pick from it. Token addresses were attached afterwards from that same list, so a ticker the model invented would have been dropped rather than shown here. This is not investment advice and it has not been backtested.