This Is An (EARLY) Once-In-A-Lifetime Opportunity

Folks, if you missed Palantir or Nvidia, I believe this will be much bigger. Over the last years, I've humbly brought you many of the craziest runners of today at a fraction of current trading prices. Palantir, Advanced Micro Devices, Applied Digital, NVIDIA, Marvel, Micron, even Nvidia, but we were a bit late on that one. Now, all of these names had one thing in common. Wall Street hated them. Wall Street said they were overvalued. And then as Wall Street said that, what did they do? They bought them up to new highs. Now, I strongly believe this whole thing is going to happen all over again, but to one specific sector, and that sector is quantum. In today's video, I'm going to break down exactly what quantum actually is and why this is one of the biggest opportunities of the decade, the size of the prize and where all the money is suddenly pouring in from and why. Secondly, we're going to cover the big tech giants quietly trying to conquer the space, the Googles and IBMs that are pouring billions upon billions of dollars to develop this type of technology. And third, we're going to break down the pure play names that I believe are going to be the biggest wealth generators over the next five to 10 years in the space. This is where I believe you're going to find the real asymmetric upside, and we're going to break down each of the stocks that are right in the middle of this massive technology wave. And then finally, we're going to move on to our sponsored segment. And then it's going to be time for our sponsored segment on Enview Medical. Take a simple F-E-E-D on the NASDAQ. They've built an FDA-cleared electromagnetic navigation system that lets doctors visualize exactly where they're going during procedures in real time, solving a problem that injures thousands every year. I'll present the company and why you may want to take a look at it. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, so what exactly is QuantumCharlie? Well, think about a normal computer, your laptop, your phone, the servers running every app you touch. Well, underneath it all, it stores information as bits, and a bit is strictly one thing at any moment, a zero or a one, off or on, nothing in the middle. Now, a quantum computer throws that rule entirely out. It runs on qubit, and a qubit doesn't have to be zero or one. It can hold both at once. Okay, Charlie, but why does that matter? Well, think about this. Imagine a giant maze. A normal computer walks the maze one path at a time, hits a dead end, backs up, tries again, dead end, backs up, tries again. Well, a quantum computer, you see, walks every path in the maze at the same time and tells you the way out almost instantly. What does this mean in practice, Charlie Charlito? Well, there are endless problems that are impossible or incredibly slow for today's machines to solve. With this kind of technology, a whole new world is open. Now, last year, when we were presenting on quantum, people said, this is all just theory. It's never gonna happen. It's all just hype. This is not true. Earlier this year, D-Wave published a result in the journal Science where one of its machines solved a problem in minutes that would have taken the Frontier supercomputer at Oak Ridge, one of the most powerful machines humans have ever built, close to a million years to solve, using less than a dollar of electricity. Okay, Charlie, that's great. But how big is the total addressable market, the TAM, the Tammy McTammy? Well, the number people keep pointing to is $850 billion of economic value by 2040. McKinsey says four industries alone— automotive, chemicals, finance, and life sciences— could capture over a trillion dollars in value by the middle of the next decade. Pretty much anything you can think of is going to be positively impacted by quantum. But of course, if you've been in the stock market for any given period of time, you know that there's two different parts of a stock and its valuation. There's number one, the actual business, the fundamentals of that business. And then there's number two, the amount of money that's actually flowing into it. Well, the money is pouring into quantum right now at an unprecedented pace. And it's coming from three faucets. On May 21st, the U.S. Commerce Department signed letters of intent to put roughly $2 billion into nine quantum companies under the CHIPS Act. And in exchange, the government is taking an equity stake in each one. And that's on top of the existing National Quantum Initiative, which was reauthorized with another $1.8 billion, plus $625 million across five Department of Energy quantum research centers. Faucet to big tech. The biggest, richest companies on the planet are no longer dabbling. IBM just committed more than $10 billion to quantum over the next five years. I'll get into Google, Microsoft, Amazon, and NVIDIA in a minute. But the point is the best funded research labs on the planet are all pushing on the same door at the same time. And that door is quantum. Faucet through the global race. This is one of the ones that nobody is pricing in right now. And this is something that, by the way, we forecasted happening a year ago. And now all of that is starting to come true. China just named quantum the number one priority in its new five-year plan, ahead of AI, ahead of everything, and is funneling something like the equivalent of $17 billion into regional quantum funds. In fact, the day after Washington announced that it's going to be putting $2 billion into quantum, well, Chinese stocks actually pumped about 20%. Why? Well, because they knew that Beijing was sure to respond to Washington. The UK has also committed two and a half billion pounds over a decade and just added two billion more. Europe has put in over 11 billion euros. Japan, Australia, Korea, everybody's in. Globally, communulative investment in quantum has blown past $50 billion. Now, why exactly does every government in the world care so much about quantum? One word, and that word is encryption. There's a moment people in this field called Q-Day. The day a quantum computer gets powerful enough to crack the encryption that protects your bank account. Military communications. Private or classified information. Basically, the entire internet. And whoever gets to Q-Day first wins this war and ultimately gets to write the rules. So before we get to the little players, you have to understand who the heavyweights are because these are the ones that have the biggest cash right now outside of government, and these are the ones that are creating massive waves that the little players are going to be able to ride on. For starters, Google. This is one that keeps making the headlines, and for good reason. Their willow chip, 105 qubits, pulled off the holy grail of the field. Something called below threshold error correction. In plain English, the eternal problem with quantum computers is that qubits are fragile and error prone. And historically, the more you added, the more errors you got. Willow completely flipped that. They showed that adding more qubits actually reduced the overall error rate. That's the unlock the entire industry has been trying to chase for 20 years. And it's all happening right now, and Google is a big part of why that's happening. Last October, Google ran what they call a verifiable quantum algorithm called Quantum Echoes, and reportedly this came in at thousands of times faster than the best classical supercomputer in history. Next, we've got IBM. Nobody has a more detailed, more public roadmap to quantum than IBM. They've got a stack of processors with bird names, Nighthawk, Loon, Kookaburra, each one targeting a piece of the fault tolerance puzzle of quantum building toward a system they call Starling that's meant to deliver large-scale, error-corrected quantum computing by 2029. They just put $10 billion behind it, and they grabbed the single biggest slice of that government money, a billion dollars to build a quantum chip foundry up in Albany, New York. Next, Microsoft. So Microsoft is chasing something called a topological qubit, their Majorana chip. The bet is exotic. If they can pull it off, these qubits would be naturally protected from errors at the physics level, which would massively reduce the overhead that's slowing everyone else down. The catch? The underlying physics is still unproven at scale, and as of now, they haven't demonstrated the full thing working, but they are throwing lots and lots of money in that direction. And then you have Amazon. AWS has its own chip built around error-suppressing cat qubits. Like Google and Microsoft, it's a rounding error on the balance sheet, but it means when quantum becomes a cloud service, Amazon intends to rent it to you And then NVIDIA, the sneaky one here. Here's the thing. NVIDIA isn't actually building a quantum computer at all, but they're building the connective tissue for it, a technology called NVQ-Link that bolts quantum processors directly onto their GPU supercomputers plus a software layer everyone's adopting. The picks and shovels play. NVIDIA doesn't have to bet on which qubit technology wins, trapped ion, superconducting, neutral atom, whatever, because every one of them needs to talk to NVIDIA's chips to be useful. Okay, now it's time for the part that everybody's waiting for, the pure play small players that could shock a lot of people over the next 3, 5, 10 years. I believe if you're going to find the next Palantir, the next Applied Digital, the next NVIDIA, well, you have to be playing the asymmetric pure play bets that are very low right now and are trying to address a market that is very, very large over the long term. Now, as with every asymmetric bet, you have to understand they are asymmetric for a reason. Every pure play name that is working in quantum right now, most of these companies have massive amounts of revenue and they're growing massively, but they're still going to be losing money for a very long time. So when you're valuing these companies, you have to keep that in mind. They are in the investing in themselves stage. Now, for context, we've been talking about quantum for more than a year now. And while a lot of the quantum names are up year over year, they're up nothing compared to what they can be up in the next 3, 4, 5, and 10 years. And quite frankly, all of the use cases that we talked about a year ago for quantum, well, they're way more backed and validated by actual money today. And yes, some of these stocks are up a lot year over year already. Some of them we called out at lower valuations just a year ago or so. And quite frankly, while I believe many of these will be many multitudes higher in 3, 5, 10 years, the truth is that if you head into a bear market, if you head into a risk-off sell-off, which will happen probably multiple times over the next 3, 5, and 10 years, well, a lot of these are going to be cut down in price. And that's why you want to be very aware of each of these stocks, but also be choosy in terms of your entry price. You don't need to FOMO into anything, right? This is a very high potential, but high risk basket. So you want to make sure that you're building a little bit extra margin for error by not overpaying for these stocks. And so I'm going to present each of these stocks where they are in the race and potential zones that I believe would be fair entry points. Now, if you are a member of Charlie's Playbook or you are a part of any of our memberships, well, you've probably seen some of these names come up again and again on the Moonshot 20 list and in terms of many of our research reports, because this is an area that I'm super excited about. Number one, IonQ. If quantum has an NVIDIA, the name everyone benchmarks against, it's this one, Trapped Ion Technology. And unlike most of the field, it's an actual business. So what does IonQ actually do? Well, they build trapped ion quantum computers, the simplest way to picture it. Instead of etching qubits onto a silicon chip like the one in your laptop, well, IonQ takes individual charged atoms, suspends them in midair inside a vacuum using electromagnetic fields and then hits them with precisely tuned lasers to do the computing. Each atom is a qubit and because they're identical by nature, well, IonQ's qubits tend to be cleaner and more stable than rival approaches. And unlike most of the field, this is a very beautiful business. Last quarter, revenue was up some $65 million, is up 755% year over year. First pure play quantum company ever to cross 100 million in annual revenue. They raised full year guidance to 260 to 270 million and they're sitting on about 3.1 billion cash. Now their strategy is very, very interesting. They want to control the entire pipeline end to end the way Apple stopped renting off the shelf processors and started designing its own silicon. That's why they're buying SkyWater, a US-based defense accredited chip foundry for about $1.8 billion. They're buying themselves a secure domestic supply chain and a direct line into government work. Now in terms of the price, it's already run from the mid-twenties up towards the eighties and back to the high fifties. That's a pretty damn violent range. The area that gets more interesting to me is on weakness back towards its longer term moving average, roughly the high forties to low fifties zone. Number two, Rigetti Computing RGTI. Now Rigetti goes the opposite direction from IonQ. They actually build superconducting quantum computers, which means actual physical chips cool to a hair above absolute zero, colder than deep space. So electricity flows through them with zero resistance and quantum behavior can emerge. It's the same kind of approach that IBM and Google are using. What makes Rigetti unusual though is that they own their own chip fab. Almost nobody else does. So they're not waiting in line at someone else's foundry. They actually design, build and iterate on their own hardware under one roof. Revenue last quarter was tiny, about 4.4 million, but up nearly 200% and ahead of expectations. The actual story here is the technology. They launched their 108 qubit CFIS system built from 12 interconnected nine qubit chiplets now live on Amazon, Microsoft and other clouds. The chiplet idea is the key here. Instead of trying to build one giant perfect chip, you snap smaller reliable pieces together. The same trick that kept the semiconductor industry scaling. Owning the fab means they iterate their own clock. In terms of the pricing, this thing ran from the high teens after earnings up towards the mid twenties on government stake news. It was one of the nine that got a government stake and it ripped over 46% in May. They've got over a half a billion dollars in cash and no debt to fund the build out. I think the more disciplined entry zone for this guy is back towards the high teens to 20 post earnings base where it actually consolidated rather than after a 40% plus rip. I think that would be a fair area to play it. Number three, D-Wave QBTS. D-Wave's core technology is quantum annealing, a machine built for one specific job. Finding the single best answer out of a near infinite set of options. Cleanest way to picture this is a ball rolling across a vast bumpy landscape and naturally setting into the lowest valley, which represents the optimal solution. It's a specialist, not a do everything computer. In terms of some practical jobs it's built for, well, think about an airline rerouting every plane and crew after a storm, a bank rebalancing a portfolio against thousands of competing rules, a utility balancing a power grid second by second, and companies are paying for this already today, which is a big use case. They've got a hundred plus customers, about 588 million in cash, and analysts are clustered up in the high 30s to 40s. With it back around the low 20s after its own pullback, the risk reward here is a bit more balanced than it was at highs, but this is a believe the bookings convert to revenue bet and that's not guaranteed. And so I think that when you're looking at the stock, you do want to get something maybe in the high teens. Name number four, Inflection. This is one of the more under the radar ones and ones we've been talking about over the last couple of weeks. But the deal with this one is Inflection uses a third flavor of quantum hardware called neutral atoms. Basically unchanged atoms held in place and arranged by lasers, almost like tweezers made of light. It went public in February via SPAC, raised over $550 million. And here's the differentiator. It isn't a one trick company. It's actually two businesses under one roof. You have quantum computing and quantum sensing. Now what's the difference between those two? Well, the sensing side uses the same underlying physics to build ultra precise instruments, and it's already shipping atomic clocks and a 10 or free radio detection with live defense contracts in the US, UK, and Australia, plus a NASA project to fly a quantum gravity sensor into space. So while the computing business matures, there's a genuine defense tech company underneath it, generating revenue. Q1 revenue was about 9.5 million up 14%, and they guide to at least 40 million this year. Now, what price is fair for this? Well, two things put this on my radar. One, the government included it in the $2 billion package, 100 million committed plus an equity stake. Two, Nvidia put Inflection system on its own booth at GTC and integrated it with their NVQ link. Nvidia does not showcase unproven hardware. And so these things, I do believe, create a price floor for the stock. Where that is is another story. The stock has whipped between roughly $8 and $21 in its short life. I find the mid-teens far more interesting than chasing it towards the 20 plus highs. It's the smallest, and I'd say probably one of the riskiest, but it's also the one with the cleanest actual defense revenue plus a quantum lottery ticket combination. Number five, Quantinium. I saved this one for last because it's the most important thing to happen to the sector in years, and it just happened a few days ago. Quantinium is the heavyweight, the Honeywell-backed giant formed in 2021 by merging Honeywell's quantum division with Britain's Cambridge Quantum. It's full stack, which basically means they build everything from the physical hardware all the way up through the software and algorithms that run on it. On the hardware side, they use trapped ions, the same broad family as IonQ, but they claim the highest accuracy in the entire industry with two qubit fidelity above 99.9%. The whole pitch is essentially, look, we're the grownup in the room. On June 4th, it IPO'd on the Nasdaq, priced above its range and raised about $1.68 billion. It opened up about 13% at the time and then probably slid back below its IPO price over the next two sessions. Now, the significance here, well, almost every public quantum name so far came in through the SPAC back door, but Quantinium walked through the front door. It did an official IPO. Now, I'm not a fan of chasing IPOs. I like to give stocks time to actually discover their real valuation and this company is brand spanking new. And so I feel very strongly that you wanna make sure that this company gets some time to actually allow volume to trade in and out of it so that you can see exactly where natural price discovery will take this. Now, finally, if you wanna buy the whole basket and some extra semiconductor names, you could also look into Defiance Quantum ETF, QTUM, which offers you around 80 holdings instead of one. These names are all pretty correlated at the hip and they tend to move very similar to one another. So buying an overall ETF might be an interesting play. Anyways, that caps off this segment on quantum and now it's time to move on to our sponsored segment. Okay, now it's time for our sponsored segment on Enview Medical. Took a simple FEED on the NASDAQ. They're solving one of the most dangerous problems in hospitals that you've probably never heard of. Every year, tens of millions of feeding tubes are placed into patients who can't eat on their own and roughly 2% of them end up in the wrong place. We're talking about tubes going into patients' lungs instead of their stomachs. That can cause a lot of issues and even death. Enview has built an FDA-cleared electromagnetic navigation system that lets clinicians see exactly where the tube is going in real time. No more blind insertion, no more waiting for x-rays. I'll present the company and why you may want to take a look at it. So let me put this into perspective for you. Over 10 million nasoenteric going through the nose feeding tubes are placed annually in the US alone. The global enteral feeding devices market is projected to reach about $4 billion by 2030. That's a massive market. And here's the problem for decades. Most of these tubes have been placed in blind. A nurse inserts the tube, guesses where it is based on feel, and then orders an x-ray to confirm placement. That creates three problems. First, you don't know that the tube went into the lungs until after it's already there. Second, you're exposing patients to radiation. Third, you're creating delays. Critically ill ICU patients waiting hours to get fed because they're waiting for x-ray confirmation. Studies show that x-ray misinterpretation is actually the single largest cause of undetected lung misplacements, accounting for nearly half of all incidents. So what exactly is Enview doing? Well, think of it like a GPS for feeding tubes. Their Enview navigation platform uses electromagnetic tracking technology to show clinicians exactly where the tube is in real time at the bedside as they're inserting it. The system creates a personalized body map of the patient and displays frontal, lateral, and axial view simultaneously. The tube has a built-in sensor at its tip that shows position and direction with no lag. If the tube starts heading towards the airway instead of the esophagus, you see it immediately in correct course. No more blind guessing. No more waiting for x-rays. Enview reports cutting tube placement procedure time in half compared to traditional methods. For critically ill and malnourished ICU patients, getting nutrition faster can be the difference between recovery and decline. The system is FDA 510k cleared for adult use and is already deployed in 38 hospitals across the US. They have their Enview navigation platform, which we just discussed, which is their flagship FDA cleared electromagnetic navigation system for adult feeding tube placement. It displays real time 3D visualization of tube movement and position, eliminates blind insertion risk and supports bedside decision making without repeated x-rays. Then you have pediatric expansion. They were just granted a new US patent in June 2025 for a pediatric feeding tube guidance system. Then you have Enview drive. This is where things get really interesting. Enview announced development of the first intelligent robotic platform for bedside feeding tube and vascular line navigation. Then they have the vascular access expansion. They're planning to leverage the Enview platform for PICC lines in critical line placement. The vascular access device market is currently valued at over $6 billion and is forecasted to grow pretty aggressively. Then they have pain management, syringe divisions and so on and so forth. Now let's talk leadership, and this is important. The CEO is Dr. Doran Besser, who has an MD and took over in June 2025 after Enview merged with Nano Vibranix. The chairman of the company is David Johnson, a heavyweight who previously served as CEO of Conva Tech and played a leadership role in its $4.1 billion sale. They also brought on Mark Waldman as VP of commercial. He has over 35 years of medical device experience and previously grew a neonatal internal portfolio from $39 million to $70 million in just three and a half years. So anyways, you've got this company operating in a massive market and trying to solve a key problem. Now Enview is currently in 38 hospitals. That's less than 1% of the addressable market. That means if they can execute and there's a lot of risks in execution, but if they can execute, well, there's a lot more hospitals they could potentially sell to. Talk about the risks and please pay attention here. Enview Medical is a micro cap company with a very small market cap. It's very volatile. There's liquidity risk, not yet profitable. And on top of that, they might very well need to do dilution in order to achieve their goals. So these are all very aggressive risks to consider. But anyways, in terms of the bull case here, Enview Medical is working to solve a real clinical problem, one that causes patient deaths every year from preventable feeding to misplacements. Their core technology is already FDA cleared, proven in 38 hospitals and backed by a Frost and Sullivan Technology Innovation Leadership Award. They're building a comprehensive internal feeding ecosystem from navigation systems to robotic automation to feeding accessories. The leadership has serious experience scaling medical device businesses. The market opportunity is very large and they're pursuing expansion into pediatric, neonatal, and vascular access, each representing significant incremental opportunity. If they execute on commercial expansion and pipeline development, this could be an early stage play in a space where hospitals are actively looking for solutions. Anyways, if you'd like to learn more about this company, I'll put the link to it down below. Make sure to do all of your own due diligence, be aware of the risks, be aware of everything that they're working on, and come to your own conclusion. And make sure, of course, to read through their SEC filings, which you can find as well with that link down below. Anyways, that caps off today's video. Have a great rest of your day. We'll see you next time.