IBM getting USD 1 billion sounds big until you remember it's a USD 200 billion company. The real story is QBTS and RGTI each pulling USD 100 million at a fraction of that scale — that's potentially years of R&D runway. IBM is the safe way to play quantum. QBTS and RGTI are the high-conviction, high-risk way. Both ran yesterday, but they're very different bets. I know which one I'd rather hold through volatility. 📈
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