Quantum Computing stocks on X

Quantum Computing stocks trending on X

Top stocks by X chatter

FormFactor, Inc.$FORMRising on

Semiconductors

$105.01-7.35%

1Y+150.6%

263 posts1×

Bullish sentiment

The chatter splits between the crypto FORM token — up 30–85% on BNB-chain 4stock momentum and traders sharing +2,630% campaign returns — and FormFactor the equipment name, which is being validated as Samsung's silicon-photonics probe supplier alongside TSMC. Both threads read bullish, with the crypto side louder and more speculative.

Proven numbers

FormFactor makes the specialized probe cards used to test semiconductor wafers before dicing — a critical, high-margin consumable inside every leading-edge fab. The thesis this year is FormFactor becoming the probe supplier for both TSMC and Samsung's silicon-photonics ramps. • The P&L is validating the thesis cleanly: Q2 revenue grew 32% YoY to $226M at a 21% operating margin, with EPS beats of 35% and 24% on the last two prints — surprises that large on consecutive quarters say demand is running ahead of what the Street models in. • The Samsung silicon-photonics validation is the growth vector the market is now extrapolating: owning both TSMC and Samsung for photonics probes locks FormFactor into whichever advanced-node winner takes the AI-logic share. At 91% of its 52-week range and 37% above the 200-day, the setup is late-cycle for continuation, with volume still 1.7x average — buyers are leaning in, not stepping back. CEO Mike Slessor's small $2.6M sale is unusual for the setup but is routine 10b5-1 pacing, not a conviction change. Nov 4 earnings — another 20%+ EPS surprise plus a Q4 guide reflecting Samsung ramp is the trigger; a flat sequential print is the first warning sign.

Alphabet Inc.$GOOGStrong Fundamentals

Internet Content & Information

$336.91-2.32%

1Y+33.8%

2,423 posts1×

Bullish sentiment

X is bullish on a coiled breakout — Alphabet's six-month flat chart is being framed as the base before $400, with TPUs flying to orbit on a Falcon 9 October 1, Gemini 4 "as soon as possible," and Google's custom-silicon deal reportedly steering up to $120B in Marvell revenue. The weight-of-OpenAI's-$1.5T liabilities quip is the only real bear note, and even it reads as cover for a bullish long-cycle case.

Proven numbers

Alphabet is Google Search, YouTube, Google Cloud, and now Gemini — the Mag-7 member with the cheapest multiple going into an AI cycle that's starting to visibly land in the P&L. The stock is coiling right around its 50- and 200-day moving averages into the Oct 28 print. • The P&L is actually accelerating: revenue +22% YoY to $110B last quarter, operating margin lifting to 36%, and $10B of free cash flow in the quarter — not a stagnant mature business, a reaccelerating one. • At 28x trailing earnings and 10x sales it's the only mega-cap AI play trading near its historical P/E — the "Mag-7 catch-up" posters cite is a real relative-value gap vs AAPL/MSFT/META multiples. • The 10b5-1 selling on Sep 25 (Pichai, Porat, Walker, Schindler, Ashkenazi all converting plus F-InKind tax lots) is scheduled, not opportunistic — don't read it as a cluster. The coil breaks higher if Oct 28 earnings confirm Gemini monetization and Cloud operating margin keeps expanding. It breaks lower if ad revenue growth slows against Meta's free AI agent push and the AI-search attribution debate finally cracks the Search moat narrative.

Lumentum Holdings Inc.$LITEStrong Fundamentals

Communication Equipment

$824.13-5.22%

1Y+404.9%

2,568 posts1×

Bullish sentiment

Sentiment is bullish on the optics supercycle — Barclays' FY2028 EPS raised to $40 implies a P/E of just 23, Morgan Stanley reports component vendors sold out for 18-24 months, and the bipartisan Senate bill targeting Chinese transceivers is being read as a Lumentum/Coherent/AAOI tailwind. The sober voice is Jefferies' own caveat that the bill covers only federal procurement, not the private-datacenter demand base.

Proven numbers

Lumentum makes the optical transceivers that move data between racks in AI data centers — the picks-and-shovels of the compute buildout, now up 510% TTM as the entire optical complex has become structurally short of supply. • The P&L is actually catching the chart: revenue grew 90% YoY to $808M last quarter, operating margin stepped up to 21.6%, and Morgan Stanley flags optical vendors sold out 18-24 months — a backlog signal that keeps pricing power sticky. • Valuation is extreme: 139x trailing earnings and 27x sales, but Barclays raised FY28 EPS to $40 — if the ramp holds, the P/E compresses from 139x to roughly 26x on FY28 numbers, which is where the bull case lives. • COO Wupen Yuen executed 15 separate sales in September totaling millions at $920-$950 — the kind of 10b5-1-like regular-interval distribution that's less a conviction tell than a programmatic trim, but still the clearest sign management thinks the easy money is in the price. Accelerating holds while hyperscaler orders keep pulling 800G/1.6T production forward and the US anti-Chinese-transceiver bill creates a tailwind for domestic suppliers. A soft Nov 3 guide, or any specific order push-out from a hyperscaler, is what cools the move.

Alphabet Inc.$GOOGLStrong Fundamentals

Internet Content & Information

$340.59-2.47%

1Y+35.4%

5,345 posts1×

Bullish sentiment

Sentiment is bullish — bulls lean on Gemini token usage up 7x YoY and 1B monthly users, hyperscaler capex revisions up ~$750B since January, and the quirky TPUs-to-orbit launch aboard a SpaceX Falcon 9. The portfolio-of-companies angle ($94B SpaceX stake, $124B Anthropic position) is cited as hidden value. The bear voice is small: one technician targeting $295 downside and a louder background complaint that AI chat is eating search.

Amazon.com, Inc.$AMZNStrong Fundamentals

Specialty Retail

$250-1.87%

1Y+16.6%

8,571 posts1×

Bullish sentiment

Sentiment is bullish — the dominant take is that AMZN under $250 is the "most obvious buy in the market" with 67 buys and zero sells on the sell side, AWS reaccelerating to 37%, and Druckenmiller adding nearly 500k shares. Pushback comes from the Jassy-era fatigue camp pointing to five years of Mag-7 underperformance and a shareholder-dilution complaint. Readers want this stock to break out of its grind more than they fear owning it.

IonQ, Inc.$IONQ

Computer Hardware

$31.28-8.94%

1Y-52.3%

1,818 posts1×

Bullish sentiment

X is loudly bullish on the quantum narrative — Nvidia will install IonQ's Superion 256 at its Boston research center in 2027 (the same Jensen who said 15-30 years not long ago), the DOE roadmap targets fault-tolerance in 2028, and DARPA just signed for 125 Evergreen-05 optical clocks worth $28-58M. One voice points out Jensen already admitted he was wrong; the lone bear is a conviction holder quietly adding at the lows.

Coherent, Inc.$COHR

Hardware, Equipment & Parts

$232.9-7.06%

1Y+100.8%

966 posts1×

Bullish sentiment

X is bullish on Coherent as a core photonics name — Morgan Stanley reports optical vendors sold out 18-24 months, management cites a 3-4 year technology lead with substrate supply locked across five suppliers on three continents, and the bipartisan Senate bill targeting Chinese transceivers is a direct tailwind. Jefferies' AI transceiver forecast (180M units CY27, 245M CY28) completes the setup. The only moderation is a reminder the US bill carves out private datacenters.

Quantum Computing, Inc.$QUBT

Computer Hardware

$6.36-7.02%

1Y-66.1%

452 posts1×

Bullish sentiment

Quantum Computing Inc. sentiment is bullish on quantum-sector strength as government capital targets strategically important technologies. QBTS, IONQ, and QUBT went green out of the gate; three more pairs on the RH-4 launchpad added QUBT alongside AAPL and USDG (Global Dollar) chip market listings.

Rigetti Computing, Inc.$RGTI

Computer Hardware

$11.80-6.57%

1Y-75.4%

678 posts1×

Mixed sentiment

Rigetti sits in a real tug-of-war. The bull catalyst is the US government's $100M equity stake alongside $QBTS and $QNT (with $200M for R&D) — one of several policy-driven quantum wins now stacking up. The bear voice is CEO Subodh Kulkarni's just-disclosed $1.897M share dump per Form 144, framed as "scam style" insider selling into the Trump rally. Both sides real, neither dominant.

D-Wave Quantum Inc.$QBTS

Computer Hardware

$11.78-8.08%

1Y-70.9%

580 posts1×

Bullish sentiment

D-Wave posters cheer the US government taking a $100M stake in $QBTS (and $RGTI and $QNT) alongside $200M for quantum R&D, calling it a fresh policy tailwind. Bulls note the pop is deserved as quantum stops being "the future" and starts being a fundable industry, and cite Jensen Huang publicly talking quantum. One dissenting voice argues QBTS is not at the frontier of the technology and that a "flood the zone" press strategy has failed before.

Arqit Quantum Inc.$ARQQ

Software - Application

$14.02-11.82%

1Y-64.6%

63 posts1×

Bullish sentiment

Chatter is bullish on Arqit Quantum as a post-quantum-cryptography squeeze setup. Bulls describe roughly 55% of float short and 95% ownership held by institutions/insiders on light volume (28K), framing any positive contract or PQC deployment catalyst as capable of driving the stock quickly toward $30-$60. Management is described as having said they are working on contract announcements 'this summer' on the last earnings call. Comparisons to IONQ (which added nearly $500M in market cap in a single session versus ARQQ's ~$420M total).

MKS Inc.$MKSI

Hardware, Equipment & Parts

$214.83-5.99%

1Y+56.0%

63 posts1×

PendingInsufficient posts on X for reliable sentiment analysis.

QUALCOMM Incorporated$QCOM

Semiconductors

$172.11-3.53%

1Y+4.9%

1,448 posts1×

Bullish sentiment

The Qualcomm crowd is bullish on the "AI at the edge" thesis — the Snapdragon Summit, +54% six-month move, a textbook cup-and-handle breaking the neckline on the daily, and framing as the uncrowded alternative to NVDA/AVGO. Longs are modeling $300+ by year-end. The honest counter: one post flags that revenue is down 4%, net income down 25% and EPS down 23% while the stock still ripped — "I'm confused."

Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares$XNDU

Software - Infrastructure

$3.04-8.98%

1Y-64.5%

206 posts1×

Bullish sentiment

Xanadu just released an aggressive photonic-quantum roadmap: 200 logical qubits by 2029, 500 by 2030, 1,000+ by 2031. New funding is closed, milestones are meaningful, and it's on Top Tier Newswire's AI top-long list. Bulls target $15-32 from a $8.50-10 entry zone.

Microsoft Corporation$MSFT

Software - Infrastructure

$529.05-1.93%

1Y+3.4%

6,600 posts1×

Bullish sentiment

X is bullish on a textbook breakout — Azure growth reaccelerated to 43%, the Copilot overhaul added $20 of upside on the news alone, and technicians are calling $520 the trigger for $530-550 next. A $12.45M call spread showed up on the tape. The restraint is confined to one post noting the stock is still flat over 12 months despite +39% in three months, framing it as late-innings catch-up rather than a top call.

Intel Corp.$INTC

Semiconductors

$89.85-5.79%

1Y+143.9%

5,686 posts1×

Bullish sentiment

Sentiment is firmly bullish after a 29% week — the crowd calls this the next leg of the semi rotation, citing $276M in net call buying, Tan admitting Intel can only meet 50% of CPU demand, and 18A reaching credible-foundry status. Technicians are already drawing $140 and $170 targets, and one voice flatly claims INTC "will never be sub $100 again."

Fabrinet$FN

Hardware, Equipment & Parts

$363.51-5.63%

1Y-11.9%

122 posts0.9×

Bearish sentiment

Fabrinet posts lean bearish following the photonics-weekend brief showing FN -23.4% among the sector's largest decliners, and a chart-request post advising waiting for a bounce and higher-low confirmation before re-engaging. One post flags a $1.6M Sept 400 call buy, but overall tone is trading-into-support rather than bullish.

International Business Machines Corporation$IBM

Information Technology Services

$232.14-0.85%

1Y-15.9%

749 posts1×

Mixed sentiment

Sentiment is split — bulls lean on an oversold bounce setup (support at the 0.5 fib with the 200 EMA rejection in play, PT $332), a Seeking Alpha argument that "investors are treating a timing slip like a demand collapse," and the IBM-MRAM FlashCore selection as a structural tech win. The bear voice is a monthly chart technician calling IBM on the verge of breakdown continuation after bulls lost benefit of the doubt on the last earnings print.

Pasqal Holding S.A. Ordinary Share$PSQL

Computer Hardware

$5.67-3.57%

1Y-44.5%

37 posts0.9×

Mixed sentiment

PsiQuantum chatter frames a 60-67% crash from recent highs with warnings about the SPAC structure vindicated, though posters are starting to get interested at the discount. Sentiment splits between those who avoided the FOMO and dip-buyers eyeing the wreckage.

Honeywell International Inc.$HON

Conglomerates

$211.41+0.43%

1Y+5.3%

126 posts1×

Bullish sentiment

Honeywell is bullish on X — prime contractor on possible $750M US sale of 60 AGT-1500 tank engines to Saudi Arabia for M1 Abrams, first-ever quantum magnetic navigation flight completed. Some rotating out of position and taking dividend as final; HONA spinoff dynamics create both readings.

AmpliTech Group, Inc.$AMPG

Communication Equipment

$2.39-6.82%

1Y-37.4%

56 posts1×

Bullish sentiment

AmpliTech posters cite booked backlog of cryogenic amplifiers for quantum labs with a $24M TTM revenue base and multi-year lead times as a scarce-supply story. Chartists flag positive MACD histogram and bottom-formation across a small-cap AI/space cohort.

Horizon Quantum Holdings Ltd. Class A Ordinary Shares$HQ

Software - Infrastructure

$12.49-10.40%

1Y+6.8%

31 posts1×

Bullish sentiment

HQ crypto — Solana memecoin using automated liquidity engine paired with Milk Money community. Up 53.9%, 213 holders (+22 in 24h). Buybacks going into DAMM V2 pools on Meteora paired with Fartcoin and others. Community-momentum crypto bullish.

BTQ Technologies Corp.$BTQ

Software - Infrastructure

$2.16-7.69%

1Y-80.6%

72 posts1×

Bullish sentiment

BTQ Technologies launched Bitcoin Quantum, a live post-quantum network built with BIP-360 — 'no quantum computer can break Bitcoin yet, BTQ's defense is already live.' 2026 expansion spans post-quantum security, quantum silicon and computing, plus QPerfect acquisition and Korea stablecoin pilot. Buyer accumulating $2.73-2.16 zone with $5.89 Q4 target.

Infleqtion Inc$INFQ

Computer Hardware

$8.55-9.81%

1Y-48.6%

462 posts1.8×

Bullish sentiment

Infleqtion is bullish on quantum milestones — the Sqale system entangled 30 logical qubits on 80 physical ones (announced at Quantum World Congress), and UChicago/MIT just tested whether those logical qubits can identify DNA/gene/pathology clues for treatment selection. The DOE roadmap targets fault-tolerance in 2028, with 5-year price target cited at $80. Technician note: $14.54 is the resistance to clear; retest at $11.88 is the alternative buy zone.

Quantinuum Inc. Class A Common Stock$QNT

Computer Hardware

$36.55-0.35%

1Y-39.5%

5,328 posts1×

Bullish sentiment

The crowd is in full god-candle euphoria after $QNT ran roughly 400% in a week on news The Clearing House picked Quant to run its onchain money rails. Holders are posting $1,000 and $10,000 targets with a straight face, and multi-year hodlers are taking a victory lap. The only dissent is a lone voice calling the move topped on saturated volume.

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Quantum Computing stocks trending on X

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