Analysts are pointing to quantum computing as the next big tech trend, with commercial viability expected around 2030. McKinsey thinks it could be a $72 billion annual market by 2035. Big players like NVDA, GOOG, and MSFT are already building out capabilities, but smaller pure-play companies might offer more upside. Two names getting attention are IonQ (IONQ) and D-Wave (QBTS). IonQ is currently leading with its ion trapping tech and just reported a 429% YoY revenue increase. D-Wave is taking a more specialized approach using quantum annealing to focus on optimization problems. Since early-stage tech is risky, keeping exposure low around 1 to 3% of a portfolio makes sense.