https://k4i.com/tags/short-thesis/ Recent content in Short Thesis on k4i.com Hugo en-us Fri, 22 May 2026 00:00:00 +0000 https://k4i.com/the-short-case-for-quantum-computing-stocks-is-now-fully-loaded/ Fri, 22 May 2026 00:00:00 +0000 https://k4i.com/the-short-case-for-quantum-computing-stocks-is-now-fully-loaded/ <h2 id="the-setup">The Setup</h2> <p>Four quantum computing pure-plays — D-Wave Quantum (QBTS), Rigetti Computing (RGTI), Quantum Computing Inc. (QUBT), and IonQ (IONQ) — closed Thursday&rsquo;s session up 33%, 30%, 19%, and 12% respectively on a single catalyst: a Department of Commerce announcement of $2.013 billion in CHIPS Act letters of intent across nine quantum firms. QBTS and RGTI each received LOIs of up to $100 million. QUBT and IONQ received nothing. All four moved as a single basket.</p>