I Made 20x on Quantum! This Is the Fund I'd Buy

Reasoning: Brian explicitly states he 'do[es] own all four of these quantum names directly,' including IonQ, which is also a major holding in WQTM and CQTM. He describes his individual holdings as an 'asymmetric lane' – small, survivable bets with the potential to 'genuinely explode.' He cites a compelling example of $4,000 invested across these four names two years ago growing to $84,000 today. IonQ is noted as the only pure-play quantum company with 'meaningful revenue yet.' He considers the current market setup, even after a pullback in quantum, to be attractive for investment.

Reasoning: As a sponsor, Brian describes Telescope Innovations (TELF) as a $45 million company that brings AI and automation to science. He highlights its recent deployment of a third self-driving lab internationally and notes that the stock has doubled since he first mentioned it in January. He emphasizes its potential to dramatically reduce drug development costs from $900 million to approximately $300 million and extend patent windows, stating it is 'the kind of setup worth sharing that investors look for.'

Reasoning: Brian highlights that only 4-6% of QTUM's holdings are pure-play quantum, with a significant portion in AI, data, and semiconductor companies like Micron and Intel, leading to substantial overlap with broad tech ETFs. However, it provides valuable exposure to approximately 15% foreign companies (e.g., MediaTek, Tokyo Electron) not typically found in US index funds, making it a 'solid choice' for a broad machine learning and global semiconductor supply chain fund. Brian ranks it #3 because it's 'mostly buying chip stocks, not quantum.' The fund has an expense ratio of 0.4% and is up over 45% year-to-date.

Reasoning: Brian identifies WQTM as the 'cleanest version' for concentrated, honest quantum exposure, ranking it as his number one pick. It is designed to be pure-play quantum, with over 20% of its fund invested in the four leading pure-play companies: IonQ, Rigetti, D-Wave, and Quantum Computing Incorporated, which are also its largest positions. He notes its less than one year of history (launched October 2025) and potential volatility, but trusts it as the 'cleanest long-term way to own this whole space today,' especially for adding genuinely new exposure beyond broad tech funds. The fund has an expense ratio of 0.45% and is up over 50% year-to-date, though this return is based on a short and 'hot window.'

Reasoning: Brian ranks CQTM as his second choice, highlighting its status as the newest (launched May 2026) and cheapest dedicated quantum fund at 0.35% expense. It is actively managed and highly concentrated, with IonQ and D-Wave making up almost half of its 18 holdings. He appreciates its broader mandate that includes post-quantum security companies, which offers a 'real near-term revenue angle.' He notes its positives are being cheap, focused, and having a different problem-solving approach. The only reason it's not his number one is its very short history, and he wants to see it 'prove itself just a little more.'

Reasoning: Brian issues a strong warning against QPUX, classifying it as a 'leveraged fund' (2X Daily Long Pure Quantum ETF) that 'resets every single day.' He explicitly states it is 'not built to be held for the long haul' because 'that daily reset quietly eats away at your money' due to leverage decay, particularly in volatile sectors. He provides a stark example: a $1,000 investment would have diminished to $180 in six months. It charges a steep 1.29% expense ratio and is only suitable for active day traders, not long-term investors. He unequivocally advises staying away from it completely.

Reasoning: Brian explicitly states he 'do[es] own all four of these quantum names directly,' including Rigetti, which is also a major holding in WQTM. He describes his individual holdings as an 'asymmetric lane' – small, survivable bets with the potential to 'genuinely explode.' He cites a compelling example of $4,000 invested across these four names two years ago growing to $84,000 today. Rigetti uses superconducting circuits, a distinct approach to quantum computing. He considers the current market setup, even after a pullback in quantum, to be attractive for investment.

Reasoning: Brian explicitly states he 'do[es] own all four of these quantum names directly,' including D-Wave, which is also a major holding in WQTM and CQTM. He describes his individual holdings as an 'asymmetric lane' – small, survivable bets with the potential to 'genuinely explode.' He cites a compelling example of $4,000 invested across these four names two years ago growing to $84,000 today. D-Wave uses quantum annealing, a unique approach to quantum computing. He considers the current market setup, even after a pullback in quantum, to be attractive for investment.

Reasoning: Brian explicitly states he 'do[es] own all four of these quantum names directly,' including Quantum Computing Incorporated, which is also a major holding in WQTM. He describes his individual holdings as an 'asymmetric lane' – small, survivable bets with the potential to 'genuinely explode.' He cites a compelling example of $4,000 invested across these four names two years ago growing to $84,000 today. This company is built around photonics, another distinct approach to quantum computing, though Brian notes it is currently 'facing a securities fraud lawsuit right now.' He considers the current market setup, even after a pullback in quantum, to be attractive for investment.