QNT

The article recommends splitting a $1,000 investment between IQM Quantum Computers and Quantinuum, two lesser-known quantum computing companies. IQM has delivered 23 systems to customers with a 102 million euro backlog, while Quantinuum recently achieved a major error-correction breakthrough with its Helios computer. Both stocks have declined since their 2026 IPOs and are unprofitable, requiring a multi-year investment horizon.

Morgan Stanley upgraded Quantinuum to overweight and named it the top quantum computing stock pick, citing its lead in quantum error correction (Stage 7 vs IonQ's Stage 4) and execution. However, IonQ retains advantages in physical qubit performance and scalability through its microwave antenna technology and strategic acquisitions. Both companies are leading the quantum computing race, with the sector potentially reaching $100 billion by 2040.