If I Could Only Own 3 Quantum Stocks, I’d Pick These Three

I’ve been covering quantum computing stocks for more than a year and a half, so today I challenged myself: if I could only choose three quantum computing stocks to own for the next five to ten years, which three would I choose? My actual portfolio is much more diversified, but if I had to start over today and narrow the hardware side down to only three companies, these would be my picks. My first choice is IBM. It isn’t a quantum pure play, but that’s part of the appeal. IBM gives me exposure to one of the largest and most established quantum programs in the world while the underlying enterprise business, cash flow and dividend provide a very different risk profile from speculative pure plays. IBM is targeting quantum advantage and ultimately large-scale fault-tolerant systems, while investing heavily in the infrastructure and manufacturing required to get there. My second choice is IonQ. IonQ has evolved far beyond a trapped-ion quantum computing company through an aggressive series of acquisitions spanning networking, sensing, photonics, space and semiconductor manufacturing. The SkyWater acquisition is especially important because IonQ now controls much more of its own manufacturing stack. With Investor Day coming September 8, I’m looking for greater clarity around integration, the hardware roadmap and what this vertically integrated company ultimately looks like. My third choice is Infleqtion. The company gives me exposure to neutral-atom quantum computing while already generating revenue from quantum sensing, clocks, software and government programs. Infleqtion also received another $20 million NASA award today, bringing NASA’s investment in its quantum gravity mission to $40 million. I believe the combination of an existing sensing business, a clean balance sheet and an aggressive logical-qubit roadmap makes INFQ particularly interesting. The three companies also give me exposure to three very different approaches to quantum computing: superconducting, trapped ion and neutral atom. Each modality has genuine advantages and serious engineering challenges. I don’t think we know which architecture ultimately wins—and it’s entirely possible that multiple modalities find commercially important applications. These are not the only quantum stocks I own, and they certainly aren’t risk-free. But if I had to rebuild my quantum portfolio from zero and could only select three hardware-related companies today, IBM, IonQ and Infleqtion would be my choices. Let me know which three you would choose. For more quantum research, visit thequantumbull.com, follow Quantum Bull HQ on X, or join the channel as a Gold Bull or higher to access our Discord community. Timestamps 00:00 – If I could only own three quantum stocks 01:37 – Pick #1: IBM and the lower-risk quantum thesis 03:29 – IBM’s quantum advantage and fault-tolerant roadmap 07:30 – Pick #2: IonQ and the full-stack quantum strategy 11:36 – IonQ Investor Day and what I’m watching September 8 13:24 – Pick #3: Infleqtion and today’s $20M NASA award 18:45 – INFQ’s logical-qubit roadmap and government backing 21:51 – Three stocks, three modalities: how they compare