The Hybrid Revolution: Why the Sell-Off in Quantum Stocks Unveils True Value Creation!

The recent sell-off in quantum and high-tech stocks may initially seem like a rejection of the next technology boom, but it is more of a reassessment of the timeline. Increased uncertainty, a "risk-off" mode in the markets, and a VIX at a multi-week high have particularly pressured growth-focused "long-duration" stocks like IonQ, Rigetti Computing , and others, while large players such as Microsoft, Alphabet , and Amazon also suffered from profit-taking. At the same time, a clearer picture of future value creation is emerging in the background...