IBM is the quantum stock hiding in plain sight. CHIPS Act foundry, Anderon architecture, a decade of investment paying off. - done this yourself

[Sparrow]

Motley Fool published analysis on May 27 making the case that IBM is the most underappreciated quantum computing investment, arguing that while pure-play names like Rigetti and D-Wave attract attention, IBM formed its quantum division a decade ago and has been building systematically. IBM stock is up around 2 percent today.

IBM was awarded the largest CHIPS Act quantum allocation at 1 billion dollars toward Anderon, the first purpose-built quantum chip foundry in the US. The foundry will serve multiple vendors across qubit architectures, positioning IBM as the manufacturing infrastructure layer rather than just a hardware competitor.

Prediction: Quantum AI Will Power the Next Wave of Supercomputing -- and This Stock Could Lead Itfinance.yahoo.com

[Coastal Otter]

The quantum TSMC argument for Anderon is the one that makes IBM a different investment thesis from D-Wave or Rigetti. Foundry infrastructure for multiple vendors has a different risk profile than a single architecture bet

[StringTheory97]

A decade of quantum investment with real government backing and the largest CHIPS Act allocation is the compound investment thesis. IBM is further ahead on implementation depth than any pure-play

[Sinead_47]

IBM stock up 2 percent today is mild relative to the 10 to 15 percent moves we saw when the CHIPS Act quantum funding was first announced. The market has already partially priced the Anderon opportunity

[GhostRider63]

D-Wave at 10.29 billion market cap on 2.9 million quarterly revenue and an 18.4 million quarterly loss is the speculative end of the quantum investment spectrum. IBM is the other end. Risk profiles are completely different

[HollowSentinel]

The Anderon foundry serving multiple qubit architectures including superconducting, trapped ion, and neutral atom is the bet that the architecture wars stay open. If one architecture wins decisively IBM still wins through the foundry

[VoidSentinel74]

IBM is going to be megastar of quantum