
I break down high-tech companies to help you invest in the best growth stocks | Former @MITLL rocket scientist turned full-time investor | $7M AUM (and growing)
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Truly terrifying $INTC
If you think the AI trade is over, think again. Even by the most conservative estimates, next year will be insane:
Let’s talk about quantum computing: $IBM $RGTI $IONQ $QBTS
IBM’s Quantum System Two is at VivaTech 2026 — and it might be the most important piece of hardware most investors walk past.
Here’s why it matters, without all the industry jargon:
1. It’s modular. Instead of one big “hero” chip, System Two is built to connect multiple quantum processors into a single machine. That’s how you scale in the real world: add modules, not reinvent the whole system every time.
2. It’s production-grade, not a science experiment. The “quantum chandelier” isn’t just for show. It’s a cryogenic housing designed to sit at the heart of a rack-style setup you can maintain, upgrade, and eventually deploy in something that looks like a modern data center.
3. It targets real money problems. IBM is pointing this at chemistry, materials, and hard optimization problems — things like better batteries, new drugs, and complex logistics. Even a small edge here can have a huge impact.
4. It’s built to evolve. As better quantum chips arrive, they can be swapped into the same system instead of starting from scratch. That’s how you turn R&D progress into a compounding platform.
The bottom line for investors is simple:
$IBM isn’t just talking about the future of quantum. They’ve built the box it’ll run in. As quantum computing becomes a real economic force over the next decade, Quantum System Two is their ticket to that upside along with companies like $RGTI $QBTS and $IONQ
Jeff Bezos at VivaTech 2026: the future of cloud is in orbit.
• Constant power via sun-sync orbit
• Infinite cooling
• The only question: cost.
The question for investors is when, not if. Let’s see who gets there first.
Yann LeCun (former Chief AI Scientist at $META) likened AI to the printing press at VivaTech 2026:
“AI is fundamental technology that governments tell us is dangerous but can’t be stopped. Those who try will be relegated to the same kind of obscurity.”
🎤 Mic dropped.








