Quantum Computing stocks on X

Quantum Computing stocks trending on X

Top stocks by X chatter

Lumentum Holdings Inc.$LITERising on

Communication Equipment

$914.76+2.21%

1Y+590.1%

1,490 posts+5%

Bullish sentiment

Overwhelmingly bullish. CEO Michael Hurlston's Deutsche Bank guide of '$40 of earnings power' in FY2028 versus sell-side ~$33 dominates, alongside a 'huge uptick in our order book,' capacity 'about 30% behind what our customers want,' and LTAs locking CW-laser supply through 2030. Bulls also cite the $87M InP wafer reservation with $AXTI through 2031 as crowding out competitors. Skeptics flag Form 4 insider selling and a 42x PE stretched versus cheaper $MU.

Proven numbers

Lumentum makes lasers and optical components for AI data centers, telecom networks and 3D-sensing consumer devices. The stock has 6.6x'd over the past year as the AI-optics thesis — that every hyperscaler cluster needs vastly more optical interconnect — converted into real earnings and locked-in demand through the end of the decade. • Revenue growth is compounding: Q3 was $808M, up 90% YoY, with operating margin expanding to 22% from ~1% a year ago — this is a business converting AI capex into P&L, not a story stock still waiting to be believed. • Management's FY28 EPS guide is the crux: CEO Michael Hurlston publicly guided to $40 of FY2028 earnings power against a $33 consensus, on OCS and continuous-wave laser demand locked through 2030 — a rare public over-consensus signal from a company running well. • NVIDIA's $2B investment is more than validation: it's a strategic anchor that assures the ramp and gives buyers a reason to underwrite the $50-60B FY28 revenue path bulls model. • The recent 6% pullback is a cool-off, not a break: an insider sold ~40k shares for $33M, but the buyer side saw new institutional positions add (Bluefin Capital), and the tape sits at 80% of the 52w range — no signal of distribution. The setup keeps extending as long as OCS and CW-laser demand keeps translating into P&L and NVIDIA's next-gen platform continues to pull optics content — November 3 earnings is when the FY27 shipment ramp becomes visible. What invalidates: a delay in the CPO transition schedule, or a customer-concentration disclosure that reveals the ramp rests on one hyperscaler.

Amazon.com, Inc.$AMZNRising on

Specialty Retail

$259.77-2.50%

1Y+15.3%

6,074 posts+8%

Bullish sentiment

Sentiment leans clearly bullish, anchored by Evercore's price-target hike to $355 on agentic-AI evidence, the expanded AWS-Nvidia deal to deploy two million additional GPUs through fiscal 2029, and AWS growth accelerating to +37 percent. Bulls flag Amazon's Anthropic stake as a masked catalyst before any IPO. A cautious camp cites heavy insider selling from Bezos and Jassy, an unfilled 9.2% gap below, and worry that $220B in capex is wrecking free cash flow.

Proven numbers

Amazon runs the largest US cloud, one of the largest retailers, an ad business north of $50B, and a logistics network that is now getting fully automated. The interesting shift this quarter is that AWS has moved from 'a hyperscaler' to 'the hyperscaler picking up Nvidia's next 2M GPU order,' and the stock has begun to reflect it. • The AI-cloud tie-up is a hard commitment, not slideware: Nvidia's announcement that AWS will deploy an additional 2 million GPUs through Q2 FY29 gives Amazon a multi-year lock on the scarcest capacity in tech, and 1% data-center vacancy for the third year running is what turns that lock into pricing power. • The base business is huge and still working: Q1 came in at $181.5B of revenue on a 52% gross margin and $2.82 EPS, with the trailing four quarters averaging above 50% gross — this is a $600B+ retailer plus a >$100B cloud plus $50B+ of ads, all of it compounding rather than stalling. • The forward math still leaves room: analysts model ~$826B of revenue and $9.44 EPS this fiscal year, pinning the stock at roughly 28x forward — a full but not extreme number given Alexa's agentic push into purchase-intent, Project Tetromino automating delivery stations, and Peter Thiel's book allegedly going 28% AMZN. The Oct 29 print is where AWS growth reacceleration and margin have to show up in numbers, not commentary; a soft AWS quarter, or evidence that Bezos's ongoing selling is dragging on with no offset, would put the recent breakout in question.

AmpliTech Group, Inc.$AMPGRising on

Communication Equipment

$3.37+0.30%

1Y-17.2%

130 posts-6%

Bullish sentiment

Sentiment has flipped decisively bullish after a brutal earnings-driven drawdown, with holders celebrating a $7.3M follow-on O-RAN 5G order from an Asian mobile carrier and three competitive GaAs design wins for a phased-array satcom platform. Multiple posts call the bottom, pointing to CEO insider buys and roughly $13.3M in Q3 purchase orders versus $8M all of last quarter. Cautious chart voices flag overhead resistance, but bulls dominate.

Comeback attempt

AmpliTech Group is a $147M-market-cap communications-equipment micro-cap building components and systems for O-RAN 5G, satellite ground stations, and phased-array SATCOM. It's the classic small-cap turnaround with a fresh order print. What changed in August: • The $7.3M O-RAN 5G follow-on matters: came from an Asian MNO and resolved the bureaucracy delay that caused management to pull guidance — specific risk retirement plus concrete order print. • Subsidiary AGMDC won three competitive phased-array SATCOM design slots — for a $147M-cap, three simultaneous wins is a real order-book expansion. • Insider signal is exactly what you want: CEO Maqbool bought $42K open-market days after the earnings drop — small in dollars but for a $147M cap, buying into weakness is the cleanest signal. • Q1 revenue grew 49% year-on-year to $5.3M, op margin still -30% — real growth off a small base with operating leverage still coming. • Position is coiling: 20th percentile 52w, 41% below the 50-day (severe) and 13% below the 200-day — recent selloff violent, so the coil is more bounce-off-lows than base-forming. • Total $13.3M orders this quarter (nearly double previous) — deal book accelerating. The November 11 print is what defends the reversal — Q3 revenue reflecting the Asian-MNO order plus phased-array-SATCOM revenue-recognition timing keeps the coil intact; another guidance pull or dilutive raise breaks it back to the $2.50 support.

Microsoft Corporation$MSFTStrong Fundamentals

Software - Infrastructure

$507.29-1.22%

1Y+0.4%

4,445 posts+9%

Bullish sentiment

Sentiment is emphatically bullish, with Microsoft "just 7% away from ATH's" after a "+30% in 30 days" rip. The catalyst mix is heavy: the first operational Vera Rubin NVL72 rack live, Azure "crossed $100B annually" growing 43%, and hyperscaler capex projected "$800B in 2026 and $1.3 trillion in 2027." Skeptics are mostly regretful "if only I did do it" laments, while options desks stack $5M put sales and "$36M $MSFT 510 Strike Calls."

FormFactor, Inc.$FORMStrong Fundamentals

Semiconductors

$100.61-1.07%

1Y+253.9%

242 posts+13%

Bullish sentiment

Chatter is dominated by crypto FORM traders celebrating a 30-40% run, a clean weekly breakout-and-retest and expectations of a 2x move in the short to mid term. On the equity side, a single fundamentals post argues NVDA's reduction in HBM4 usage should push more DDR5 capacity online, framing that as a net positive for FormFactor and Rambus. The tone across both interpretations is uniformly upbeat with no notable pushback.

Alphabet Inc.$GOOGStrong Fundamentals

Internet Content & Information

$335.41-2.18%

1Y+58.2%

2,126 posts+9%

Bullish sentiment

Bulls dominate as traders point to Alphabet up roughly 25% since Buffett's disclosed stake, a valuation cheaper than Microsoft on 1.5x the growth, and Waymo's custom TPU-class chip built on TSMC 5nm. Data-center vacancy near 1% and TPU-shipment ramp estimates get framed as durable tailwinds, while chartists watch a tight two-week base above the 200-day for a breakout. The main pushback is that the Street already bakes in 22.5% revenue growth, so any earnings-beat selloff would be a gift.

Alphabet Inc.$GOOGLStrong Fundamentals

Internet Content & Information

$339.35-2.09%

1Y+60.6%

4,132 posts+8%

Bullish sentiment

Sentiment leans firmly bullish on the back of Buffett's disclosed $4B stake, Waymo pushing into Munich, TPU v8 being pitched as built "for the world," and Wolfe modeling $105B+ TPU revenue next year. Traders like the $340 base and are stalking a breakout above $350–$355, with Cloud growth and stakes in SpaceX and Anthropic cited as underappreciated. Skeptics flag Alphabet FCF turning negative in 2027–2028 on capex, an FTC probe of YouTube, and a Rulli congressional sale.

Coherent, Inc.$COHR

Hardware, Equipment & Parts

$277.83-0.49%

1Y+216.4%

762 posts+5%

Bullish sentiment

Sentiment is decisively bullish. Bulls anchor on the NVIDIA "$3.1 billion" stake, a "market-leading AI data center customer" CPO purchase order that uses Coherent's in-house indium-phosphide lasers, and the PhotonLink launch at ECOC on September 21. Price targets clustered at $500 for 2027 keep getting reiterated through the photonics selloff, which posters treat as a dip-buy. The stated bear case - optics being a commodity with margin pressure - is largely dismissed.

IonQ, Inc.$IONQ

Computer Hardware

$39.31+0.28%

1Y-8.6%

1,249 posts-0%

Bullish sentiment

IonQ chatter runs dominantly bullish into the September 8 Analyst Day, citing '84 optical terminals on orbit' via Skyloom, the Delfosse team's 408-logical-qubit error-correction paper running on laptop cores, insider selling that 'stopped' in 2026, and a new Treasury quantum-readiness task force. Bulls stack the SkyWater, Oxford Ionics, and Lightsynq deals as building 'the only US-based full-stack quantum foundry.' Bears push back that 'shorts keep printing' and call quantum 'utter garbage,' but volume is one-sided long.

Infleqtion Inc$INFQ

Hardware, Equipment & Parts

$13.07+2.11%

1Y-21.5%

469 posts+9%

Bullish sentiment

Infleqtion draws heavy bullish attention on a $20M NASA follow-on for the Quantum Gravity Gradiometer Pathfinder, framed as 'almost half of $INFQ's own revenue expectations for 2026,' plus the launch of Japan's first operational neutral-atom quantum computer using an Infleqtion QPU. Traders target $16 on a 'weekly hammer close' and stack government wins alongside Q2 revenue up 116% YoY to $12.6M. A minority bear brands the whole sector a 'scam'; the corpus otherwise skews long.

Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares$XNDU

Software - Infrastructure

$10.75+2.28%

1Y+25.7%

39 posts-8%

Bullish sentiment

Sentiment on Xanadu Quantum is decisively bullish — the anchor is a CAD $195M federal commitment to build the "Inception" 158,000-sq-ft photonic-quantum manufacturing, packaging and testing facility in Toronto, framed as Ottawa backing the domestic quantum supply chain. Bulls tie in the ongoing Mitsubishi Chemical EUV/semiconductor materials work as real industrial validation, and one poster flags short interest above 65% as the squeeze fuel on any next positive trigger.

Intel Corp.$INTC

Semiconductors

$89.51+0.04%

1Y+269.7%

4,087 posts+4%

Mixed sentiment

Intel chatter splits sharply. Bulls anchor on Pelosi's disclosed $1.5M buy at $92, Nvidia's roughly $30B 13F stake, HSBC's target lift from $100 to $200 on foundry inclusion, and Tom Lee's basket add, with tape traders eyeing '111, 125, 140.' Bears counter with S&P 500 deletion risk, a working 'bear flag' pointing to $80, Cramer's 'sell semis' call, and complaints that shares are 'down 18% since Lip Butan refused to use bond markets and diluted shareholders.'

Quantum Computing, Inc.$QUBT

Computer Hardware

$8.23+0.98%

1Y-45.3%

210 posts+9%

Bullish sentiment

The read on Quantum Computing is bullish but respectful of resistance — bulls note a fresh weekly "North Star" signal on the Meridian system that would confirm above ~$9.20 (where the positioning shelf meets a resistance band), and one flow-tracker mapped a plan of "holds 8.47, sees 8.73, through 8.88, sees 9.00" that ran roughly 6% on the day. Chartists give QUBT an "A for accumulation" but note it is right at resistance, and holders push a low-volume August thesis for a break above $10.

Arqit Quantum Inc.$ARQQ

Software - Application

$19.88-0.80%

1Y-28.3%

20 posts0%

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).

Rigetti Computing, Inc.$RGTI

Computer Hardware

$15.66+0.45%

1Y+0.9%

445 posts+11%

Mixed sentiment

Rigetti's thread pits multi-bagger bulls against zero-target bears. Bulls call the $12.73-$6.89 zone the last accumulation window before an $85+ target and see a weekly symmetrical-triangle breakout at $20-25 opening $30+. Skeptics quote 'PT $1.6', invoke Sabine Hossenfelder's 'failure of quantum computing is sinking in,' and warn of certain 95-100% losses. Italy annulling IBM's Salerno tender award (where Rigetti/Tea Tek/Treq finished second) is the only fresh non-technical spark.

International Business Machines Corporation$IBM

Information Technology Services

$233.87-0.73%

1Y-3.2%

424 posts+7%

Bullish sentiment

Sentiment tilts bullish. Bulls anchor on the closed HRL Laboratories acquisition 'to Accelerate the Future of Quantum', the new dual-architecture IBM Z/Arm processor at '5.6GHz… about twice the speed of comparable INTC and AMD chips', and a 'nice flag break' targeting the $256-$289 gap fill. Traders swing September calls and cite weekly MACD 'curling to the upside'. Cautionary notes stay technical: stubborn $242 resistance and one 'love hate' holder trimming.

QUALCOMM Incorporated$QCOM

Semiconductors

$170.42+3.79%

1Y+7.4%

631 posts+4%

Bullish sentiment

The chatter frames Qualcomm as an underappreciated edge-AI and data-center play, with posters citing High Bandwidth Compute promising 6x HBM bandwidth at the same power, the Modular acquisition and Chris Lattner as a CUDA challenger, a doubled FY2029 non-handset revenue target to $40B, and Citi flagging roughly 55% upside on a 15x forward multiple. Options desks note aggressive Sep 170 call buying. Bears point to Samsung's Exynos 2700 beating next-gen Snapdragon and Xiaomi's in-house Xring O3.

MKS Inc.$MKSI

Hardware, Equipment & Parts

$256.24+0.19%

1Y+151.3%

28 posts0%

PendingInsufficient posts on X for reliable sentiment analysis.

D-Wave Quantum Inc.$QBTS

Computer Hardware

$17.20+1.27%

1Y+8.5%

399 posts+9%

Mixed sentiment

D-Wave's thread reads mixed after CFO John Markovich's resignation effective September 2, framed by the company as retirement unrelated to accounting. Skeptics call the departure a 'bailing before fraud exposed' tell and point to Sabine Hossenfelder's 'failure of quantum computing' argument. Bulls counter with the Trump administration's $2B equity-stake commitment to quantum names, a Treasury quantum-readiness task force, and an IonQ/QuantumBasel energy-efficiency measurement.

Fabrinet$FN

Hardware, Equipment & Parts

$412.93-0.35%

1Y+23.0%

338 posts+2%

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.

Amplitech Group, Inc. Series B Right$AMPGZ

Hardware, Equipment & Parts

$0.214-12.78%

1Y-28.6%

1 posts0%

PendingInsufficient posts on X for reliable sentiment analysis.

Honeywell International Inc.$HON

Conglomerates

$213.53-1.79%

1Y-1.9%

113 posts-2%

Neutral sentiment

Neutral read on a thin, five-post corpus with little directional conviction. One trader flags a "Great 3 year trading channel" projecting the top of it by year-end; another calls the "consistency" of the chart interesting. A midday market check has HON as a Dow mover at +1.8%. A longer thread digs into the HONA aerospace spin-off's $15.85B debt load rather than the parent's outlook.

BTQ Technologies Corp. Common Stock$BTQ

Software - Infrastructure

$3.04-8.71%

1Y-51.7%

40 posts-3%

Bullish sentiment

Sentiment is bullish, driven by a run of catalysts: a Korean partnership with the roughly $6B ITCENGLOBAL group opening banks, government and enterprise doors, and the hire of a former Samsung Knox security lead to push QCIM toward commercialization. Followers frame post-quantum security as a market still "in the very early innings." One skeptic mocks the paid promotion around "week old news" and jabs at the analyst pumping it.

Horizon Quantum Holdings Ltd. Class A Ordinary Shares$HQ

Software - Infrastructure

$14.81-2.44%

1Y+26.6%

59 posts+34%

Bullish sentiment

The corpus is thin and dominated by promotional meme-coin content around a Solana project rather than substantive equity discussion. A recurring "HQ DAILY BRIEFING" style thread touts rising holder count, expanding liquidity pools, and the "Liquidity Engine," while a smaller thread treats "$HQ that $IONQ invested in" (Horizon Quantum) as a quantum-computing play. Stance is uniformly bullish and community-driven; fundamentals discussion is essentially absent.

Quantinuum Inc. Class A Common Stock$QNT

Computer Hardware

$50.10+0.36%

1Y-17.0%

1,050 posts+4%

Neutral sentiment

The corpus is entirely about Quant Network, an enterprise-blockchain cryptocurrency that shares the $QNT ticker with Quanterix, and nothing here concerns the biotech equity. Community posts are relentlessly bullish, spotlighting an upcoming SIBOS panel featuring JPMorgan, TD and The Clearing House, the ECB Pontes launch scheduled for September, Bank of England Synchronisation Lab work, and a new US multi-ledger settlement patent granted to Quant.

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Lumentum Holdings Inc.$LITERising on

Communication Equipment

$914.76+2.21%

1Y+590.1%

1,490 posts+5%

Bullish sentiment

Proven numbers

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Quantum Computing stocks trending on X