u/Agreeable_Message835 ·
Reddit — r/ValueInvesting
· July 18, 2026 at 17:09
· ⬆ 16 pts
· 💬 52 comments
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Summary
The post asks for the best quantum computing stocks for a 5–10+ year horizon, listing pure plays (IonQ, Rigetti, D‑Wave) and large tech firms (IBM, GOOG, MSFT, NVDA).
The author’s thesis is cautious: pure plays have high risk/valuation, while big tech offers safer but diluted exposure; NVDA is viewed as an infrastructure beneficiary.
Quality assessment: This is an informal discussion request, not well-researched DD; it’s a mix of speculation and surface-level observation.
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What are the best quantum computing stocks for the next 5-10+ years
I’ve been researching quantum computing as a potential long-term investment (5–10+ year horizon) and would appreciate some feedback from people who have followed the industry longer than I have.
So far, the companies that seem to come up most often are:
IonQ
Rigetti Computing
D-Wave Quantum
IBM
Alphabet (Google Quantum AI)
Microsoft
Nvidia (through quantum software and infrastructure)
My initial thoughts are:
**IonQ** appears to have one of the stronger commercial stories, but the valuation already reflects a lot of future optimism.
**Rigetti** seems higher risk but could offer greater upside if its technology executes.
**IBM, Alphabet and Microsoft** feel like safer ways to gain quantum exposure, although quantum is only a tiny part of their businesses.
**Nvidia** may benefit regardless of who wins, by supplying hardware and software infrastructure.
For those with experience following this space:
Which companies do you think have the strongest competitive moat?
Are there any businesses I’m overlooking?
If you were building a 10-year portfolio, would you own the pure-play companies, the large tech firms, or a combination of both?
I’m interested in understanding the investment case rather than just chasing hype.