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Last November, I told members inside the Trinity Trade chat to start building positions in Rigetti Computing (RGTI). 

The stock was trading just over a dollar. The thesis was straightforward. Quantum computing represented an emerging technology sector with massive institutional attention, government backing, and the kind of volatility that creates real trading opportunities.

What followed was exactly the kind of price action you want to see when positioning early in a nascent sector. We saw an explosive rally into 2025. 

The moves were dramatic. We're talking triple-digit percentage gains within weeks on several names across the quantum space. These weren't small wins. These were the kinds of trades that can define a year.

Then came the pullback at the start of 2025. Sharp. Fast. The kind that shakes out weak hands and gets skeptics shouting about bubbles bursting. Over the past couple of weeks, we've seen another leg down. The stocks have come back to earth. The "I told you so" crowd is out in full force.

I understand the skepticism. When stocks rip 100% to 300% in a matter of months, people naturally get nervous. They see parabolic moves and assume the end is near. But that perspective misses the bigger picture entirely.

Understanding the Pattern

I've studied these charts closely. This isn't my first rodeo with emerging tech sectors. Sharp corrections after massive rallies are completely normal for high-beta names. This is exactly what healthy consolidation looks like in a sector that's still finding its footing.

We've seen these same patterns play out before in quantum stocks. The volatility isn't a bug. It's a feature. When you're trading stocks in the early stages of transformational technology, you get wild swings. Capital flows in aggressively when momentum builds. It exits just as quickly when profit-taking begins or when sentiment shifts.

What typically follows these sharp pullbacks is a period of sideways action. The stocks build a new technical base. They digest the gains. They consolidate. Then the next leg higher eventually emerges when the next catalyst arrives.

That's exactly what I'm expecting now.

The Reality of Trading Quantum

We've had tremendous success trading quantum computing stocks in 2025. 

There have been some stops along the way. There have been entries we missed. That's trading. But the trades that worked delivered spectacular returns.

The key has been maintaining a level-headed approach. I'm not getting caught up in the emotional extremes. I'm not declaring this a bubble ready to pop entirely. I'm also not blindly chasing every rally hoping for easy money.

The approach is measured. We identify strong technical setups. We size positions appropriately. We take profits when the risk-reward no longer favors staying long. We cut losses when we're wrong. We stay patient during consolidation periods.

This sector requires discipline. The moves are violent in both directions. You can't get emotional. You can't fall in love with positions. You have to respect the volatility and trade accordingly.

Why This Theme Isn't Going Anywhere

Quantum computing is still in its infancy. We're witnessing the earliest stages of a technology that has the potential to revolutionize computing as we know it. The applications span cryptography, drug discovery, financial modeling, artificial intelligence, and countless other fields.

The Trump administration has signaled clear intentions to make strategic investments in quantum technology. This isn't just private capital flowing in. This is government backing at the highest levels. That creates a runway for continued development and institutional involvement.

Will there be more bubbles? Absolutely. Will they inflate and burst repeatedly over the coming years? Without question. That's how emerging tech sectors evolve. We saw it with the internet in the late 1990s. We saw it with cryptocurrencies over the past decade. We'll see it again with quantum computing.

The difference between making money and losing money in these environments comes down to recognizing the pattern. You want exposure to the theme. You want to participate in the rallies. But you have to be smart about entries and exits. You can't assume the music will play forever.

What's Next

I don't expect quantum to be a major theme into year-end. At least not right now. These high-flying names need to rest. They need to consolidate. The technical bases need time to form properly.

But 2026 is a different story. The quantum computing theme will get even bigger. The "bubble" will inflate again. There will be new catalysts. New developments. New price action. New opportunities.

I'll be watching closely. I'll be looking for the same kinds of technical setups that worked so well in 2025. I'll be ready to position when the risk-reward favors taking action. And I'll keep Trinity Trade members informed every step of the way.

Quantum computing represents a rare opportunity to trade the ground floor of transformational technology. The volatility will continue. The skeptics will keep calling it a bubble. The believers will keep chasing rallies.

I'll be somewhere in the middle. Trading the charts. Managing risk. Taking what the market gives.

That's where the real money gets made.

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