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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 ↗
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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.
Score 22
Comments 38
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