Expert: The Nvidia-Driven Selloff in Quantum Computing Stocks Is a Reason to Double Down on These 4 Names

Nvidia (NVDA) CEO Jensen Huang and Meta (META) CEO Mark Zuckerberg’s recent comments about quantum computing’s timeline sent shockwaves through the industry’s pure-play stocks. But for investors with a sizeable risk appetite, the selloff in quantum computing names like Quantum Computing (QUBT), D-Wave Quantum (QBTS), IonQ (IONQ), and Rigetti Computing (RGTI) could set the stage for strategic acquisitions by tech giants looking to establish their footprint in this highly disruptive segment. 

During his keynote at CES 2025, Huang suggested that practical quantum computers are likely 20 years away, which has caused the shares of major players to plummet. Soon after, D-Wave’s CEO Alan Baratz quickly contested Huang’s timeline, asserting that his company already delivers commercial quantum computing solutions to clients like Mastercard (MA).