Why Big Tech Is Betting on Quantum VIEW IN BROWSER BY ANDY SWAN, FOUNDER, LIKEFOLIO Electric vehicle makers are searching for better battery materials that improve range and reduce charging time… Logistics companies want faster, more accurate ways to optimize delivery networks… Financial institutions are looking for tools that can process millions of interrelated variables to improve portfolio performance… These problems are resource intensive and computationally complex. Quantum systems are being developed to address that complexity through a fundamentally different architecture – and they are achieving unthinkable results. Quantum technology isn’t just the stuff of science fiction. It’s very real. And it’s improving rapidly. Billions in public and private capital are already flowing into the space. Institutional players are securing their foothold. But retail investors? They remain largely on the sidelines. That disconnect creates opportunity – one we can take advantage of. Recommended Link | | | | Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he’s sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new “Sell This, Buy That” broadcast. Click to stream now… |  | |
But First: How Does This All Work? Every computer today is built around bits. A bit holds a single value, either a zero or a one. That’s all it can ever be. Every photo, app, or spreadsheet is created by arranging long strings of these bits. Quantum computers are different because their building blocks are qubits. A qubit can hold more than one value at once. It can behave like a zero, a one, or a mix of both. This ability comes from quantum physics, and it allows qubits to explore many possibilities at the same time. The effect multiplies when qubits are linked together in a system. 
That structure makes quantum computers useful for problems that involve many variables and many potential outcomes. Instead of trying each option one at a time, a quantum system can evaluate many options together. This helps researchers model new materials, simulate supply chains, or test thousands of investment combinations more efficiently. These are real-world problems with serious commercial value. And now is the time to pay attention. The quantum computing market is expected to generate upwards of $50 billion in annual revenue by 2035. Industry use cases are emerging across chemicals, financial modeling, drug discovery, logistics, and mobility. More than $1 billion in revenue is expected this year alone, as hardware deployments and application-layer software begin to scale. Major private players are taking note. Nearly $2 billion in funding flowed into quantum startups last year. 
Source: McKinsey & Company Equipment, software, and platform providers are actively partnering with defense clients, cloud operators, and industrial firms. Governments are ramping up investment as well, with more than $10 billion in new quantum spending already announced this year. Big Tech is already placing major bets: - Microsoft’s (MSFT) Azure Quantum is expanding enterprise trials
- Google (GOOGL) is scaling error-corrected quantum chips
- And Amazon.com (AMZN) offers on-demand quantum computing access through its Braket platform.
These investments are backed by dedicated research teams and billions in long-term infrastructure planning. Retail investors still aren’t paying full attention. But they should be. Quantum Is Overlooked – for Now Stocks tied to quantum adoption remain lightly covered and lightly traded. Rigetti Computing (RGTI), one of the few full-stack quantum pure plays, trades below $150 million in market cap with thin institutional coverage. Stocks that sell critical infrastructure used in quantum environments still appear on almost no retail radar. These companies are largely absent from popular exchange-traded funds (ETFs), too. Quantum-adjacent names don’t appear meaningfully in ARK Innovation ETF (ARKK), Invesco QQQ Trust (QQQ), or other tech-heavy retail portfolios. Most AI- and chip-themed ETFs are still centered on megacaps like Nvidia (NVDA) and Advanced Micro Devices ( AMD). Thanks to LikeFolio’s social insights, we can tell you that Google and Reddit (RDDT) trends suggest mainstream interest has yet to peak (though it is rising). Search interest in “quantum computing” is minimal compared to terms like “Nvidia stock,” “Bitcoin,” or “AI.” Retail attention has surged into the obvious plays but has yet to turn to quantum. 
Even as capital flows in, headlines stay buried. Quantum startups raised nearly $2 billion last year, with an additional $10 billion in public-sector investment already announced in 2025. These figures exceed early-stage AI investment levels from 2016–2017. Yet very few investors are tracking this shift. Quantum Is Following a Familiar Pattern Enterprise adoption is building, capital is flowing in, and early-stage winners are beginning to separate from the pack. As it does, we’re following our own familiar strategy – leveraging LikeFolio data to identify the under-the-radar names gaining traction before the rest of the market catches on. But while Google and Microsoft draw the headlines, the public market opportunity lies further down the chain. That’s where we’re focused at LikeFolio – and where we’re leading MegaTrends subscribers to the next potential winners. What you just read was the introduction to our June MegaTrends issue, where we dove into the tremendous commercial opportunity behind quantum and the top picks on our radar. Each month, our members receive a comprehensive report on a macro trend impacting consumer-facing stocks and the “hidden gem” opportunities that could ride those tailwinds to stratospheric heights. Whether it’s the tiny quantum computing picks capitalizing on rapidly improving technology – the theme of last month’s issue… the “Next-Gen Disruptors” applying direct-to-consumer (DTC) strategies to the market’s most entrenched industries… or the most compelling opportunities in nuclear energy… We let our members in on the hottest investor trends of the year – and the stocks that could be best positioned to benefit. June’s Quantum Computing report included two hardware pin-action names and one full-stack quantum player already delivering systems to national labs. That third player has rocketed more than 50% since our coverage after one of its quantum models achieved an impressive new milestone. “If quantum computing gains commercial momentum in the coming years like we predict it will, [this stock] could move faster than many expect,” we said at the time. It’s already gaining, but there’s a lot of runway left to go. Quantum computing is still flying relatively under the radar for most investors, as you saw today. And that’s our favorite place to be: Ahead of the crowd. Until next time, 
Andy Swan
Founder, LikeFolio | 
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