💡 Quantum computers: investing in the future or waiting for a miracle?

Quantum computer stock markets are experiencing a major crash today 📉 ! NvidiaCEO Jensen Huang cooled the optimism of many investors with his estimate that real practical use of quantum computers is still 15 to 20 years away . That statement brought a sharp drop in the shares of companies such as Rigetti Computing $RGTI, D-Wave Quantum $QBTS, Quantum Computing $QUBT and IonQ $IONQ, whose value fell by more than 40 %.

🔥 What is actually happening?
The quantum computing industry was riding a wave of optimism until recently 🌊. Shares of some companies have tripled over the past year, thanks in part to research breakthroughs like December's success of Google. But Huang reminded us of the harsh reality - the technology is fascinating, but far from practical. Most current applications are limited to specific computing tasks, which is not enough for mass deployment.

💬 Huang's comment:
"If we said 15 years, we would be talking about an early start. If we said 30 years, it would be more like the end. But 20 years? That's a likely and plausible number." This statement made everyone rethink expectations and make them question: "Does it make sense to hold these stocks when the returns could be so distant?"

⚖️ Why is the quant future still appealing?
Despite short-term losses, the technology remains a key national securitywhere it could fundamentally impact decryption and military strategy. 🛡️ Analyst Richard Shannon notes that these companies' revenues are likely to grow in the coming years thanks to government contracts, which could be an important catalyst for further development.

🚀 Looking ahead:
Quantum computing has the potential to disrupt the traditional computing business, which is dominated today by players such as Nvidia. This disruption may take decades, but its impact will be revolutionary.

Do you believe in the potential of quantum computing? How long do you expect quantum-focused companies to become profitable? Do you have any representatives in your portfolio?