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👍Quantum Investing: Five Leaders in the Computing Rac👍Are you hearing the buzz around quantum computing? With massive investments like IBM's $10 billion commitment and new government backing, humanity is racing at breakneck speed toward one of the most advanced technological breakthroughs of our time.In this video, Lucas Downey and Jason Bodner break down the QTUM ETF and share the top 5 companies that are providing the "picks and shovels" for the quantum computing revolution. Instead of betting on unproven "racehorses," we look at the highly profitable companies supplying the "racetrack" across the five essential layers of the quantum stack:Quantum Control — Advanced Micro Devices (AMD): AMD provides the "brains" and classical computing power needed to orchestrate quantum computers, control qubits, and manage massive workloads.Memory — Micron Technology (MU): As quantum computers solve complex problems at high speeds, they generate massive amounts of data; Micron supplies the advanced memory required by the data centers that will support future quantum systems.Connectivity — Astera Labs (ALAB): With AI data centers relying on tens of thousands of GPUs, Astera develops the interconnect technology that efficiently links processors, memory, and future quantum hardware at near the speed of light.Manufacturing — Lam Research (LRCX): Quantum technologies often rely on photonics chips and nanoscale manufacturing at the atomic level, and Lam supplies the highly specialized tools needed to build these next-generation devices.Precision — KLA Corporation (KLAC): Quantum computing requires absolute precision, as even the tiniest defects can ruin a device; KLA provides inspection systems with electron microscopes that can detect manufacturing inconsistencies smaller than a virus.We also discuss why we are currently avoiding lower-scoring pure-play stocks like Arqit Quantum Inc (ARQQ) and #Rigetti (RGTI) due to poor money flows and a lack of profitability.👍If you found this data-driven breakdown helpful, please like and subscribe to our channel for more unique market insights!🔔Be sure to check out our previous video on Quantum Photonics.📺WATCH➡️https://youtu.be/roc-n8-JDas📅And tune in next week for more coverage on the photonics space, releasing on Thursday at 9 a.m. Eastern.Keep in mind that this content is never personal financial advice.Jason and Lucas both hold long positions in LRCX in personal and a managed account.#QuantumComputing #QuantumInvesting #QTUM #Micron #AsteraLabs #LamResearch #KLACorp #Semiconductors #TechStocks #DataCenters #AI #Photonics #StockMarket #MoneyFlows
By MoneyFlows4.2
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👍Quantum Investing: Five Leaders in the Computing Rac👍Are you hearing the buzz around quantum computing? With massive investments like IBM's $10 billion commitment and new government backing, humanity is racing at breakneck speed toward one of the most advanced technological breakthroughs of our time.In this video, Lucas Downey and Jason Bodner break down the QTUM ETF and share the top 5 companies that are providing the "picks and shovels" for the quantum computing revolution. Instead of betting on unproven "racehorses," we look at the highly profitable companies supplying the "racetrack" across the five essential layers of the quantum stack:Quantum Control — Advanced Micro Devices (AMD): AMD provides the "brains" and classical computing power needed to orchestrate quantum computers, control qubits, and manage massive workloads.Memory — Micron Technology (MU): As quantum computers solve complex problems at high speeds, they generate massive amounts of data; Micron supplies the advanced memory required by the data centers that will support future quantum systems.Connectivity — Astera Labs (ALAB): With AI data centers relying on tens of thousands of GPUs, Astera develops the interconnect technology that efficiently links processors, memory, and future quantum hardware at near the speed of light.Manufacturing — Lam Research (LRCX): Quantum technologies often rely on photonics chips and nanoscale manufacturing at the atomic level, and Lam supplies the highly specialized tools needed to build these next-generation devices.Precision — KLA Corporation (KLAC): Quantum computing requires absolute precision, as even the tiniest defects can ruin a device; KLA provides inspection systems with electron microscopes that can detect manufacturing inconsistencies smaller than a virus.We also discuss why we are currently avoiding lower-scoring pure-play stocks like Arqit Quantum Inc (ARQQ) and #Rigetti (RGTI) due to poor money flows and a lack of profitability.👍If you found this data-driven breakdown helpful, please like and subscribe to our channel for more unique market insights!🔔Be sure to check out our previous video on Quantum Photonics.📺WATCH➡️https://youtu.be/roc-n8-JDas📅And tune in next week for more coverage on the photonics space, releasing on Thursday at 9 a.m. Eastern.Keep in mind that this content is never personal financial advice.Jason and Lucas both hold long positions in LRCX in personal and a managed account.#QuantumComputing #QuantumInvesting #QTUM #Micron #AsteraLabs #LamResearch #KLACorp #Semiconductors #TechStocks #DataCenters #AI #Photonics #StockMarket #MoneyFlows

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