A 10 Bagger Like This May Never Happen Again

Fin Tek•Aug 17, 2026

Summary

Kuran states that the quantum computing industry is at a pivotal turning point, mirroring the early days of the internet where selecting the right winners is crucial for long-term gains. Kuran notes that the market is expected to add between $1 trillion and $2 trillion in value across various industries by 2035. Kuran emphasizes that the most successful investments will be companies with real products and revenue today, rather than those relying on 'vaporware' promises.

IONQ: Kuran explains that IonQ uses a unique trapped-atom architecture which offers high stability for industries like defense and finance. Kuran reports that IonQ achieved $80 million in revenue with 287% year-over-year growth, though Kuran cautions that much of this growth stems from acquisitions. Kuran views IonQ's vertical integration into sensing and networking as a strategic move to dominate the emerging ecosystem.

QNT (Quantinuum): Kuran describes Quantinuum as a pure-play contender focusing heavily on error correction with its new Helios machine. Kuran highlights a partnership with Oracle to bring quantum capabilities to the cloud, making the technology more accessible to laptop users. Kuran warns that this stock represents a binary outcome, likely resulting in either a massive win or a total loss, prompting Kuran to wait for more quarterly data before investing.

COHR (Coherent): Kuran identifies Coherent as a profitable 'picks and shovels' play that provides essential laser and photonic systems for the quantum supply chain. Kuran notes that the company is already printing significant profit, with $250 million in net income, driven largely by AI data center demand. Kuran believes that as the quantum market matures, Coherent is perfectly positioned to provide the precision optics required for hardware stability.

GOOGL (Alphabet): Kuran views Google as a leader in quantum research that has been laying the groundwork for the industry since 2012. Kuran explains that Google's strategy involves integrating quantum computing with its existing AI models to improve predictive capabilities. Kuran considers this a safer, diversified investment compared to startups, as the company has the scale to commercialize breakthroughs globally.

IBM: Kuran mentions IBM as an established player in the quantum space that offers a more stable alternative to speculative stocks. Kuran notes that IBM has a long track record in the industry and remains a relevant part of a balanced quantum portfolio. Kuran suggests that IBM's valuation makes it an attractive holding for those wanting exposure to the sector's growth without extreme volatility.

Mentioned Stocks

GOOGL

Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran recommends Google as a diversified way to gain exposure to quantum breakthroughs without the risk associated with small startups. Kuran notes that Google's Quantum AI division is a leader in the field and that the company is successfully spinning off or investing in innovative ventures like Sandbox AQ. Kuran believes that Google's massive scale and integration of quantum with AI make it a resilient long-term holding.

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IONQ

Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran is positive on IonQ due to its massive 287% year-over-year revenue growth and its strategic shift toward vertical integration. Kuran highlights that the company's trapped-atom technology is particularly well-suited for high-stability applications in defense and finance. Kuran notes that IonQ's entry into quantum networking and security through acquisitions like Skywater builds a 'pick and shovel' business foundation.

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IBM

Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran states that IBM is a core quantum stock that Kuran personally owns. Kuran notes that while IBM may not offer 10x returns as quickly as smaller peers, it is a stable and historically significant player in the industry. Kuran includes it as a recommendation for investors seeking a more balanced and established exposure to quantum technology.

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COHR

Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran views Coherent as a top-tier investment because it is a profitable company providing critical components for both AI and quantum infrastructure. Kuran points to a $250 million net income and 30% growth as evidence of financial strength. Kuran argues that Coherent's precision optics are essential for quantum systems that operate at extremely cold temperatures or require signal transmission over long distances.

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QNT

Sentiment: HOLD

Reasoning: Kuran describes Quantinuum as a high-potential but high-risk binary play. While Kuran acknowledges their industry-leading error correction and Helios machine, Kuran explicitly states a plan to stay on the sidelines for one or two more quarters to see a longer track record. Kuran mentions that since the company's revenue is not yet recurring, the risk of a significant drop remains if they cannot scale effectively.

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