Many quantum computing investments disappoint due to unrealistic expectations.
I discovered this while analyzing quantum technology companies for my investment portfolio.
The challenge isn't just about technological progress anymore.
Many hyped quantum companies lack solid revenue streams or clear commercialization paths.
Through my analysis, I've found that focusing on established tech giants with quantum divisions offers better risk-adjusted returns.
I now use a three-tier approach: evaluating core technology patents,
analyzing commercial partnerships, and assessing current revenue streams.
The real differentiator? Looking for companies that balance quantum research with practical applications -
maintaining a healthy mix of current business operations and future quantum potential. This is what many investors overlook.
December 12, 2024