What are the "picks and shovels" for quantum computing?
u/Miamiownz ·
Reddit — r/ValueInvesting
· May 01, 2026 at 13:14
· ⬆ 22 pts
· 💬 38 comments
| View on Reddit ↗
AI Summary
Summary
The post asks for "picks and shovels" companies in quantum computing, analogizing the gold rush. Author lists pure-play quantum firms (IonQ, Rigetti, D-Wave) and big tech (Google, IBM) but seeks suppliers of enabling technology.
No specific companies or data are provided; the author is soliciting ideas rather than presenting a thesis. The post is a discussion starter, not a researched investment thesis.
Quality assessment: Noise – lacks data, analysis, or personal conviction; purely speculative inquiry.