5- INFQ. Infleqtion.
Brand new to the public markets. Listed on NYSE in February 2026.
Just received $100 million from the same package.
Neutral-atom platform. A different modality than IBM or RGTI.
Smallest float. Freshest name. Biggest catalyst inflection.
4- QBTS. D-Wave Quantum.
$100 million direct award confirmed in the package.
Quantum annealing pioneer with 4,400+ qubits already in production.
Stock jumped 18% on the day of the announcement.
The only public name with a fundamentally different architecture than IBM or RGTI.
3- RGTI. Rigetti Computing.
$100 million direct award and instant validation.
Small-cap pure play with maximum torque to the news.
Stock jumped 15% on the day of the announcement.
Superconducting qubits, IBM's direct competitor at a fraction of the size.
The high-beta play.
2- GFS. GlobalFoundries.
$375 million award. The second biggest in the package.
Manufactures the silicon chips used by multiple quantum players including PsiQuantum.
Without GFS most of the others cannot build hardware at scale.
The picks and shovels of the quantum trade.
1- IBM. The anchor of the entire package.
$1 billion to build America's first purpose-built quantum foundry.
The largest single grant in the deal.
Runs the biggest superconducting quantum fleet on earth.
If quantum has a default winner, this is it.
The Trump administration just put $2 billion into quantum computing in exchange for direct equity stakes.
These are the 5 stocks that benefit the most.
Here they are:
Everyone wanted $MU to dip.
Until $MU dippped 15% in a week.
Then suddenly everyone thinks AI is over.
Guys wake up this is a massive opportunity for returns %
@XavierInvests Microsoft signed a nuclear deal with Three Mile Island. Amazon bought a nuclear campus. Google contracted with small modular reactors. Every major hyperscaler just told you grid power isn't arriving fast enough for their AI buildout