Quantum computing isn’t just faster computing. It’s a completely different universe of computing power.

While traditional computers process bits as 0 or 1, quantum computers use qubits, which can be 0, 1, or both simultaneously. That allows for massive parallel calculations that classical computers, even the world’s fastest supercomputers simply cannot match.

Boston Consulting Group estimates quantum computing could create $450 billion to $850 billion in global economic value by 2040, showing this isn’t just hype, it’s a genuine economic opportunity.

Why Wall Street Is Loving Quantum Stocks

Wall Street loves real-world adoption. And quantum computing has exactly that.

Amazon’s Braket and Microsoft’s Azure Quantum platforms already allow businesses to access IonQ and Rigetti quantum machines. That means developers and researchers worldwide can run simulations today, not years from now.

Revenue growth is also staggering:

IonQ (IONQ): $39.9M in Q3 revenue up 222% YoY
D-Wave Quantum (QBTS): ~$3.7M in Q3 revenue up 100% YoY

These numbers show real demand and parabolic growth potential, which explains why investors are flocking to these stocks.

The $749 Million Warning: Insider Selling Spells Caution

Here’s the elephant in the room: Insiders are selling big while the hype grows.

Insider net selling over the past year (as of Nov. 7, 2025):

• IonQ: $446.5M
• Rigetti: $45.6M
• D-Wave Quantum: $224M
• Quantum Computing Inc.: $33.2M

Total: $749 million

Even more alarming: three companies saw zero insider buying, while IonQ had only one $2.03M purchase.

Insider selling doesn’t always mean trouble executives may sell for taxes or diversification. But when insiders sell massive amounts at multi-year highs while valuations are extreme, it’s a clear signal to approach with caution.

Valuations Are Sky-High

All four companies have price-to-sales (P/S) ratios above 30, a level historically associated with tech bubbles. Even projected future revenue keeps them above this threshold, suggesting that current valuations may be outpacing fundamentals.

Bottom line: The technology is real, the opportunity is huge, but hype is outrunning reality.

Nvidia’s Physical AI: The Next Frontier

While quantum computing sends warning signals, Nvidia is pioneering Physical AI with Project Cosmos.

This initiative is about AI in the real world robots that move, see, and react autonomously. Analysts predict this market could be worth $30 trillion, up to 74 times bigger than digital AI.

Interestingly, a much smaller company is developing key robotics perception technology, potentially positioning itself as a major winner in the emerging Physical AI sector.

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Disclaimer:

This content is for informational purposes only and should not be considered financial advice. Always conduct your own research before making investment decisions. Investing in stocks involves risk, including the potential loss of principal.