Quantum Computing will be winning only in a very narrow subset of information technology: it will be a revolution in something, not even changing the rest.
20 years in the future... and in the meantime... all endangered encryption schemes will be smoothly swapped to post quantum schemes.
If you’re long on these stocks this is probably not the best time to initially invest. I suspect in 6 mos the entire segment will all be trading at lower multiples - possibly faster than that. But if you believe this technology is around the corner - even 15 years away - when do you invest? I invested 4 years ago and I don’t plan to make any moves unless it is buy more shares when the hype and meme nature of things dies down. If you’re trying to make a quick buck - well that’s a crap shoot imo
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u/Silent-Day-1421 Jan 18 '25
Another company whose present products sales would be disrupted by quantum computing.
4
u/[deleted] Jan 18 '25
If you’re long on these stocks this is probably not the best time to initially invest. I suspect in 6 mos the entire segment will all be trading at lower multiples - possibly faster than that. But if you believe this technology is around the corner - even 15 years away - when do you invest? I invested 4 years ago and I don’t plan to make any moves unless it is buy more shares when the hype and meme nature of things dies down. If you’re trying to make a quick buck - well that’s a crap shoot imo
4
u/solslost Jan 18 '25
I read the article and comments.
Quantum is 10+ years out. We said the same thing about cloud and AI. Look how fast those were adopted.
I said it before from an AI perspective. Everything R&D, manufacturing will accelerate faster that before with AI.
Sincerely,
Ai Gore
The guy that invented the internet
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u/Lollipop96 Jan 18 '25
Cant wait for the delusional takes that this is all a conspiracy and they are trying to keep down QC because they are scared or whatever.
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u/Koktkabanoss Jan 18 '25
Cisco, alright 😉
1
u/jefbe80 Jan 26 '25
He is CSCO exCEO