Welcome Back!
To Last Futurist Capital where I attempt to go through some emerging tech equity discovery.
These deep dives are intended for you to explore some of the frontiers of technology as a point of first discovery. As you may know, I’ve been tracking Quantum computing startups for the last few years. I even have a Newsletter about them. Always do your own due diligence.
I don’t remember the last time I worked so hard on a deep dive related to the future of Quantum.
While Open-source AI in the West begins to consolidate, some of the better Quantum startups of the last few years are racing to go public. Now look, in my opinion the leaders in logical qubits will be important Sovereign Quantum companies of the future. Like Physical AI, Quantum has significant National Defense importance and implications around new kinds of mission critical R&D, cybersecurity, simulations and surveillance (e.g. Quantum sensing and communications).
Today I wanted to profile one of them and show you how you can get exposure in your stock picking for the long-term. Now keep in mind, (and rather unfortunately) non-US (foreign) companies do get a pretty steep re-rating downwards in value compared to U.S. companies. Always do your own due diligence, and take my point of view with a grain of salt. Quantum equities can be volatile, meme-like and show revenue that doesn’t line up with buzzy valuations.
Not all Quantum startups and companies are created equally. Some of the more recent ones to go IPO and even SPAC, are actually of higher quality. I place Quantinuum into that category. There aren’t many global teams making rapid progress in logical qubits, Right now you should consider the Quantum startup QuEra as the leader. But there’s another way to get deep exposure to this trend that many don’t realize yet.
