Recently Google announced breakthrough results in their quantum computing research. The 105 qubit chip Willow was able to do calculations that would take the most powerful supercomputer over 10^25 years. This is a remarkable improvement of million quadrillion(10^21) fold over the last 5 years. What is even better is that they demonstrated much better error correction. I expect that the results will be improving at an accelerating pace. The next 5 years we can easily see quantum computers becoming googol(10^100) fold more powerful with even better error correction. I recommend that people have the following portfolio of 18 quantum computing companies with an allocation of 5% each. I believe over the next 5 years, these companies can easily average 100%+ per annum.
- Rigetti Computing (NASDAQ: RGTI)
- Quantum Computing Inc (NASDAQ: QUBT)
- D-Wave Systems (NYSE: QBTS)
- IonQ (NYSE: IONQ)
- Zapata AI (NASDAQ: ZPTA)
- Honeywell Quantum (NASDAQ: HON)
- Alibaba Group (NYSE: BABA)
- Baidu (NASDAQ: BIDU)
- Fujitsu (TYO: 6702)
- Google (NASDAQ: GOOG)
- Intel (NASDAQ: INTC)
- NEC (TYO: 6701)
- Raytheon (NYSE: RTX)
- Toshiba (TYO: 6502)
- Nvidia (NASDAQ: NVDA)
- IBM (NYSE: IBM)
- Microsoft (NASDAQ: MSFT)
- Amazon (NASDAQ: AMZN)
Below is a 1 year chart of these quantum computing companies. Over the previous 1 year, the average performance was 192%.
I should note, that based on the last 5 years, we have seen an increase of performance of quantum processors at above 1,000,000%+ a year. I believe the rate will rapidly increase over the next 5 years to above 1,000,000,000,000,000,000,000%+ a year. Semiconductors have been improving at a pace of about 40% per annum and their companies have returned 25% per annum over the last decade. I believe once we get past a certain error correction threshold in quantum processors over the next few years, the value of quantum computers will rapidly accelerate higher.
Below is the trailing performance of semiconductor ETF symbol SMH.
