TYRANNY: Governments Ban Quantum Computer Exports (Huge Opportunity for Investors?)

Good morning everyone and happy Tuesday!

I’ve got to admit, yesterday was quite a good day in the markets eh? The bullish sentiment is clearly still present as stocks had a great start with the S&P and Nasdaq clinching more ATH’s…

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However, it wasn’t all good for everyone in the market. Because lawd have mercay… even after all the legal stabs from the Senate, and the millions in fines, Boeing still can’t get its ish together. Get this: Yesterday morning at the LAX, a United Airlines 737 Boeing LOST a wheel after take off. It legit lost a wheel folks…

(Source: X) 

You can’t make this up. But while I would love to spend all of this morning dissing Boeing and its business plan full of ignorance and catastrophic mishaps…Today, we have something far more interesting to dive into as multiple governments around the globe are reportedly banning the exportation of quantum computers.

(Source: New Scientist) 

Yes, those mysterious, ultra-powerful machines that are set to take us from lame ChatGPT errors and generic answers to real life iRobot America. 

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Obviously, this follows up on yesterday's issue (which you can check out here), simply because in the tech world, AI can’t evolve or continue to grow without quantum mechanics. 

Yet, governments have secretly decided to huddle together and slap odd restrictions like a cap on quantum bits and error rates as if they are trying to limit the sale of sports cars that can go over 200mph and promise zero engine hiccups. Not gonna happen. 

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But here’s where it gets really, really interesting friends: No one is spilling the beans on why they’ve all of a sudden put these restrictions on quantum computers in the first place. Odd? Hell yeah it’s odd. 

(Source: Data Fort) 

The UK, France, Spain, and the Netherlands have all jumped on this bandwagon, each echoing the same, cryptic regulations. But just when you thought this was some EU-exclusive club, Canada popped up like, “Hey, we’re in too!” And we all know things have just gotten real when the friendly Canadians join the smoky backroom deals to aye…

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But here’s another tidbit that’s sparking my curiosity gauge on the matter: When pressed for details, the UK government pulled the classic “national security” card. Because, you know, nothing says “mind your business” like invoking national security. 

(Source: Make a meme) 

Meanwhile, the French Embassy hinted that the limits were set to avoid potential “cyber risks.” They even name-dropped the Wassenaar Arrangement—a pact designed to control the export of military tech. So, quantum computers are now in the same league as weapons? Talk about instantly escalating things…

(Source: Yahoo Finance) 

Yet, this has gotten the scientific community (the guys diligently reading and working on this stuff instead of living a normal life) scratching their heads in confusion. Because right now, Quantum computers, as they stand today, are like the toddler version of what they could become. They’re still learning to walk, let alone run at speeds needed to crack encryption codes or launch cyber attacks. Which is why the big brains in academia are basically saying, “Why the panic, bro?”

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However, while these governments continue to enforce their shady tactics and the scientific community demands for answers… Here's the cue to pay attention if you’re an investor. 

According to reports, as the AI frenzy continues to flourish and bring inexperienced investors out of the woodworks (like my degenerate Uncle), the quantum computing market is projected to grow at a whopping 30.7% CAGR from 2024 to 2031, eventually becoming a multi-billion dollar industry. 

(Source: Yahoo Finance) 

The reason is simple: this tech is the backbone of emerging fields like AI and machine learning. Where the power to compress massive datasets into tiny qubits and solve complex problems faster than you can swipe right on Tinder is ungodly. 

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But as an investor, it gets even more simpler in terms of supply and demand. As much as we all want to be the next Warren Buffet and Charlie Munger, the market cannot or will not ever escape the natural physics of this economic rhythm. 

(Source: Quizizz) 

When an industry faces high demand levels, with very little supply to ship, prices skyrocket. When an industry is facing little demand with high levels of supply available, prices drop. See? It’s that simple. Not really but you get the point… 

But still, it doesn’t take a genius to see the opportunity that these governments are igniting as they restrict the exports of the main technology that will drive AI further into advancement. 

(Source: Giphy) 

And right now, small and large companies (as mentioned here) all over the market are already making their moves to innovate, adapt, and revolutionize the tech world more than we could ever imagine with quantum computing. 

So with that said, what’s the takeaway here this fine Tuesday?

It’s time to nut up and look to take advantage of the quantum future. Every investor dreams of catching the next Amazon, Google, and Apple…Yet, one could very well be right under our noses in the quantum computing industry. 

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But again, I’m no fortune teller here. And while I may one day come back to you saying “I told you so”... don’t listen to me. Act accordingly and do your own due diligence to see what’s right for you.

In the end,  there’s no doubt this banning of exporting quantum computers could potentially end up igniting a massive opportunity for tech investors. So stay tuned… because things are getting spicy friends. 

(Source: Giphy) 

Stocks.News holds positions in United Airlines, Amazon, Google, and Apple as mentioned in the article.