Top 8 Stocks to BUY NOW (High Growth Stocks)

so this is my actual stock portfolio and in this video we'll be going through my top eight stocks to buy now and we'll look at the top stocks in four different categories Quantum AI Cloud growth stocks and fintech including one stock that's up 50% in the past year but looks like it could be ready to double in price so to start off with let's show how my portfolio is done so far to put my money where my mouth is so if we go to get Quin we can see that year-to date my portfolio is up

around $14,000 about 5% and if we zoom out a little more in Charles Schwab we can see that over the past one year it's up 58% and over the past 2 years it's up 136% now Charles Schwab does also include money that you add to the account so these numbers are a little bit higher than they are in reality but that rise has come with some really big swings up and down in price which tends to happen when you invest in high growth tech stocks like I tend to invest in I prefer investing in what

I know and since I'm a solution architect for Fortune 500 companies technology is what I know best and for everything else I have index funds so I'll show you how much I have invested in each stock as I go and at the end of the video I'll show you every other stock I own that I couldn't cover so starting with a semiconductor stock that is benefiting from the current AI Revolution but unlike stocks like Nvidia this stock is only up 67% in the past year and may have substantial upside from here so when it comes

to a new wave of Technology like AI it's important to understand a company's products and not just their numbers because outsize returns like investors saw with Nvidia or Microsoft happen when you cross the right technology with the right opportunity before it happens so broadcom has been a consistently under the radar player in the semiconductor space despite some high-profile investors buying into them amid the recent competition between China and US chip makers but their products are core to the current AI Tech boom that is happening and they have been making some pretty interesting plays in the

semiconductor market so to understand what broadcom is doing in the current market let's take a look at their product so broadcom is a semiconductor and Hardware stock but they also produce software and they provide services to other businesses so let's use this chart to understand how broadcom is playing in these three areas and how that might affect their stock price going forward especially given the company's much cheaper price relative to companies like Nvidia so this chart shows the waves of innovation that come with a new tech Trend this Tech Trend was for the mobile internet

so that whole wave kicked off with the semiconductor stucks qual car and arm inventing these new mobile chips then a few years later you had the infrastructure wave these were the companies like Samsung and Apple that built the physical Hardware devices and then the biggest wave came in the form of software and services when companies like Google and Amazon built on top of these mobile platforms and today we're seeing broadcom Play across all three of these areas in the next wave of innovation which is AI so broadcom plays in the semiconductor space a lot of

the new metaverse chipsets from meta are coming from broadcom and those new Google design tpus have a lot of broadcom Technology inside of them as well they are building the AI infrastructure that other model creators and app developers in general will run on top of especially after their $69 billion acquisition of VMware and then software and services they are very involved in the software space and they provide B2B services to other businesses but more recently broadcom has gotten even more ambitious they've turned their sites onto potentially buying up a big piece of Intel potentially splitting

them with Taiwanese tsmc which could potentially give them control over Intel's entire chip design business and if any company wants to become big enough to maybe someday compete with Nvidia big moves like this might be what it takes now this deal is focused on kind of splitting Intel where the design would go to broadcom and the physical manufacturing would go to tsmc but if the US government isn't happy with a Taiwanese company owning really the only fabricators in the US especially given current tension with China it's possible broadcom might just buy the entire thing which

if you've seen my last video talking about Intel I think would be a huge win for the company because us-based fabrication is going to become a bigger and bigger issue of governmental support and I think the US government is going to pour billions of dollars into subsidizing us-based fabrication so given broadcom is clearly very serious about continuing to expand and given their relatively cheap price compared to a lot of other AI stocks broadcom's a serious consideration for anyone looking to get in on the continuing AI Tech Trend but that leads us to stock number seven

which is a company that's in close partnership with broadcom currently has over a $3 trillion market cap and whose products statistically you've probably used at some point in the past 24 hours I know I've caught myself writing way too many emails using their tools while sitting on the toilet don't judge me it's a quiet time when I get to right so I'm talking about Microsoft who's well known for both their personal and business focused software and computers Microsoft teams Microsoft Azure Microsoft Office plus their huge stake in chat GPT maker open AI has positioned this

company as one of the biggest tech stocks in the world but everyone already talks about Microsoft's cool AI Tech and given the fact that open aai is actually shifting their AI compute over to SoftBank from Microsoft Azure over the next decade I don't think AI is the area where Microsoft's real potential lies with a company this big there's so many people looking at it that the only way you can find an edge is to find some piece of the company that the market is undervaluing for some reason so I want to focus on the two

unique aspects of Microsoft that could break Microsoft out of this one yearlong 0% rise holding pattern that they've had over the past 365 days so the two key ideas I want to cover is how the Microsoft ecosystem works Works to make all their products more valuable together and then how that leads to their next generation of big products that could actually move the needle on their stock price and make investors some potential returns so to First understand Microsoft we really need to understand the Microsoft ecosystem this company is engaged in all aspects of technology I

mean we have it here on their website AI Cloud productivity Computing gamings and apps Microsoft is almost more like a tech ETF than an individual company at this point the idea is to appeal to all sides of the market they want to have solutions for businesses including Microsoft Azure and their AI Tech and they want to have solutions for individual customers like selling them PCS or providing gaming services to Xbox but what makes this company different from a tech ETF which would just be a big basket of tech stocks like say the NASDAQ is that

this company is able to use each new piece of technology to make their existing ecosystem more valuable so let's just take AI as an example let's say that you're a company that already uses Microsoft Office and you also use Windows PCS for your day-to-day work well if you're now able to add something like Microsoft's AI on top of this suddenly you can build things like taking all the documents you have in Microsoft SharePoint and being able to ask questions about them directly within Microsoft teams or maybe you could build a fature where if someone's talking

on a call the AI could be proactively giving you suggestions for useful documents that could help out in the conversation you're having now these are kind of just madeup product use cases but the point is there are very few companies that even have the capability of making something like this possible maybe Google could compete with them on the personal user side but on the business side Microsoft is probably the biggest player in this area and so because of that AI improvements will actually benefit Microsoft more than the competition because for them AI is a feature

rather than a product and that's kind of the theme here with Microsoft which also ties in with the second idea of why Microsoft stock could rise so we know that nextg products will tend to make Microsoft's existing ecosystem more valuable but then the question becomes what are the nextg products that aren't already factored into the stock price AI has been out for a little while but I think the big area for Microsoft is actually cyber security so Microsoft is already one of the biggest players in the world of cyber security which is a market that

is expected to grow at 75% over the next half decade to a total of $22 billion by 2025 and with the rate severity of new cyber attacks only increasing as time goes on cyber security is becoming something that companies can't ignore and if a company is already using Microsoft products to make them more productive well the easiest lift might just be to use Microsoft cyber security as well now the company's stock price has basically been trading sideways for an entire year but I think a big reason for that is if we zoom out a little

bit the stock is up 150% over the past 5 years with these sort of big swings up followed by stagnation or even a decline followed by another swing upward Microsoft tends to move in these big chunky moves and I think this is why if we look at the company's financials despite the fact that they are growing their revenue fairly consistently at around 15% per year the company's stock price grows way faster than that and then doesn't grow at all for a period of time which is why for me I think that this is a stock

that over the next 5 years will go up fairly reliably even if it doesn't move too much in the short term but while these AI companies have been making big splashy headlines there's another stock that's happy to quietly build the infrastructure that all these AI companies will need and quietly make a fortune so this first growth stock has made me around $125,000 so far and is up over 100% in the time that I've owned it but I think that's just the start compared to what's possible here so if you wanted to build an app today

maybe one that uses AI how would you go about doing that well you could download an AI model write some code on your computer to run it and then be able to run it on your machine but how do you then scale that to hundreds or even thousands of users well a lot of people would turn to the hyperscalers Amazon web services Microsoft Azure or Google Cloud which provide the ability for you to host your app on their data centers and give it access to everyone in the world but if you wanted to build a

free app in a few seconds without locking yourself into one of those big hyperscalers that's where a company like Cloud flare comes in so in my previous video on my top 4A AI stocks a few months back I showed how I was able to build an AI that could recognize cats in a few seconds using their technology and Cloud FL is betting that a lot more people will want the ability to create these kind of apps extremely quickly in the future so it's this whole concept of apps or microservices basically you create one service that

does one small thing really well and isn't this big massive monolithic thing that tries to solve every problem think of the difference between a simple text messaging app and a giant communication tool like Facebook one solves one problem very narrowly and one tries to do everything everywhere all at once and nowadays especially given the growth in AI even though most things that end in aai don't actually do anything like the California Gold Rush the people who make the most money aren't the people actually digging for gold it was the companies that sold the shovels to

the people who were mining for gold and that's exactly what cloud flare is doing they're selling the tools that make it possible for people to build applications and AI or otherwise so let's see how cloudflare fits into the accelerating rate of tech startups launching new apps what their technology actually does and why this stock that's up 50% in the past year could double over the next few years so let's start with the technology since that's what's going to ultimately Drive the value so if we imagine a new tech startup is kind of like driving a

truck where the trailer is filled with whatever value you're trying to get to your customer well if you're a small company you're not going to build your own highways or create your own Rail lines you're going to use ones that were already created by someone else so cloudflare is like the company that's building the roads and infrastructure that makes it easy for you to get your value that you created to your end customer and in this case Cloud flare also controls all the traffic lights and traffic cops that control this infrastructure so people used to

talk about the internet as the Super Highway of information but considering this technology is really built on cobbled together pieces from the 1960s Sometimes using the public internet is more like driving on a dirt road full of potholes but Cloud Flare's goal is to make the internet itself work better kind of like building a new super highway that runs alongside the dirt road yeah you can take the dirt road if you want to and it'll get you there eventually but if you're really trying to build the best of the best apps using their super highway

is way faster this is why the company boasts that 95% of users in the world are within 50 milliseconds of their network with 35% of the Fortune 500 as paying C customers and that is kind of cloud Flair's bread and butter but they've gone far beyond that in recent years they realize that if everyone's already using their infrastructure because it's faster and more versatile than the big hyperscalers well they can also build services to just make building apps easier kind of like providing a rental car service that you can drive on their roads but what's

interesting about Cloud flare is even though they have these massive customers in the Fortune 500 their model is to basically offer their tools for free to developers let the Developers fall in love with their products and then have them bring them to their managers and directors at their different companies so that it comes from a groundup approach recommended by the developers to company leadership it's like the world's largest premium app so why does this matter for investors well in kind of the same way that Nvidia rode the demand for blockchain and then later for AI

to eventually become a much bigger company Cloud Flur is poised to ride the wave of app distribution and security doesn't matter what new techn Trend comes out could be AI could be Quantum could be whatever it's all going to require some way to reach the final user and the more of these Technologies come out the more companies will be looking for a service like Cloud flar to help them get them to their customers now this company is a very solid growth stock they've grown their revenue at 42% compounded since 2019 and that's while maintaining 77%

Gap gross margins so not only is the company growing quickly as they grow the company should become massively more profitable because they have such high gross margins in the first place which is why if we look at the company's net income which is just a fancy name for profit we can see that while they lost money a year ago that number has slowly crept closer and closer to positive and in very near future they will become a profitable company so solid growth improving profitability Rock Solid vision for the future this is why cloudfare has been

one of my top Holdings for several years but even Cloud flare is now becoming a fairly large company but this next stock is a much smaller growth stock that looks a lot like Cloud flare did a few years ago and they're actually growing even faster than Cloud flare but first growing a business is all about growing sales and managing sales efficiently can be just as important as making them which is where today's sponsor pipe Drive comes in pipe Drive is the sales first CRM built by salespeople for salespeople helping you track leads manage deals and

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again a few months later and then do it again a few months after that your best bet would be to invest in a company that is chronically undervalued by the market who then keeps blowing their earnings out of the water so monday.com is a stock that's up 38% over the past year and unlike some of the other companies we've looked at they're sitting at around a $15 billion market cap so they have a lot of room to grow from here if their product and their numbers tell us a good story so let's go over what

monday.com products do how their numbers look and then what they're doing for the future that could cause this stock to double from here so monday.com talks about themselves as made for work designed to love which as markety as that sound basically their job is to make it easier to do work which is especially important with remote working still being a major part of the economy so whether you're a project manager trying to keep track of where a project stands or maybe you're a software developer who needs to keep track of where their tickets are monday.com

tries to make these as easy as possible so that you're not spending all your time managing your work and you're actually just working the company has some big customers including Holt that owns caterpillar Universal music group and even Coca-Cola and what's interesting about this stock is because they are used to make companies more efficient companies are very unlikely to cancel their monday.com subscription once they're signed up because if a product is making you money you tend to keep paying for that product so the best way to understand if Monday actually has a good product that

can carry them far is just look at their numbers so I really like this chart from Main Street data that shows the company's Revenue over time we can you can see how back in 2020 they were making about $32 million in Revenue in a given quarter and it has just consistently in almost a perfectly straight line grown quarter over quarter to their most recent revenue of $250 million in a quarter which means they've now reached a revenue run rate of over $1 billion and that isn't just growth at all costs if we look at the

company's numbers they've grown their revenue 30% year-over-year but they've done that with a 115% dollar based net retention R when it comes to growth stocks especially in software this is one of the most important metrics that I look at because it basically says for every dollar a customer spends on Monday this year they can expect that same customer to spend $115 next year this is just builtin growth that fuels the company going forward without them even needing to acquire new customers and on top of that the company is sitting on 89% gross margin so they

have a lot of profitability built in and they have positive free cash flow so if we look at thean comp's net income which is basically a fancy word for profit it's inconsistent they make money most quarters but some quarters they're still in the negative but what I think is more important is if we look at their free cash flow the company is consistently bringing in a positive amount of cash every quarter that matters because if there's an economic downturn for whatever reason cash becomes way more important than profit because profit is just kind of on

paper it can be faked it can be pulled in from the future but cash is tangible you can use it to reinvest in the product to buy back shares if they drop too much to acquire competitors when the market is down cash is King and that additional cash allows Monday to invest in their future products so Monday is really focused on avoiding becoming a Super rigid off-the-shelf solution or needing companies to make super complex custom software instead their work OSS platform is designed to be a platform that can act as the core work for all

companies and something that I think is pretty cool is they actually show us exactly what update they're releasing going back way in time if anyone's a software developer or they've worked in product launches this is a really nice way to let your customers know what is actually happening in your company so one of the big areas Monday has been focusing on not surprisingly is AI they recently released their AI blocks feature where the idea is you can map out some process that you have to do every day and figure out are there certain tasks that

AI can automate for you for example if you're a project manager trying to manage a bunch of different products AI can help assign the the right people to the right tasks or if you're a software developer it can help you proactively determine if there's a bottleneck in the process you have planned out what I like about Monday is the way they think about AI isn't as this magical thing that we're going to sell that is going to solve all your problems instead they're looking at their existing product and all of the pain points that their

customers have brought to them and saying okay AI can solve these specific problems and so we're just going to offer them the ability to use it if they want to everything goes toward making the platform better for their customers which over time should cause customers to spend more money on the platform as the companies grow and to refer new customers to their platform which is how a growth stock really gets off the ground I currently own 70 shares in monday.com valued at just over $22,000 and it's up around $99,000 overall for me and I'll show

you exactly how much I've invested in all my stocks at the end of the video but next let's get to two stocks that are operating in one of the most important technology development areas of the next decade fintech and no I didn't name the channel after these kind of stocks I just like finance and I like technology but regardless fintech is an area that has a ton of opportunities for investors so sofa is a stock that long-term investors love and short-term investors hate which is kind of the goal with every stock that I own I

really don't focus on the shortterm and I like to own stocks for 5 to 10 years which is what I've been doing with Sofi Sofi stock price is up 68% over the past year which is really incredible but over the last couple months since around December the stock has basically traded sideways and gone down a tiny bit so I own just under 3,000 shares in this company which is now up well over 100% for me up $223,000 but let me walk through the reasons that I am still highly invested in this stock and what I

think could be the Catalyst for this Stock's growth in the future so everything was Sofi starts with their products Sofi is kind of like three businesses in one you have their lending business where they offer things like student loans and mortgages you have their financial services which are things like the Sofi app and Sofi credit card and you have their technology platform which is the technology infrastructure backbone that underlines everything that they do as well as some other fintech companies including some companies that people might call Sofi competitors so Sofi products have a very clear

Target if we just look at the insane amount of products that they have on here a lot of their focus is on younger users who make well above the average income and sofi's goal is to get these users while they're young and then as those users make more and more money and build their wealth Sofi becomes their default bank which is why over the years that I've owned this stock they've gone from basically a glorified lending company to a company that now has a real banking services they have their own investing app they have their

own credit card they might not be the leader in any one of these categories individually but in terms of the cohesiveness of all their products Sofi stands Head and Shoulders above almost any other company that is similar to their size and the reason selfi offers so many products is what's known as the financial services productivity Loop their goal is to bring on new users with financial services like maybe selfi money or selfi invest and then once they have those users they can upsell them into more valuable areas of the company like Sofi personal loan or

a student loan or even a home loan and so their competitive Advantage is they can land a customer very cheaply but then they have the more valuable products to make those customers worth more eventually becoming the One-Stop shop that all of their members can go to and this all ties in with sofi's secret weapon which is their ecosystem kind of like Apple's Walled Garden approach Sofi tries to make it so that once you're in the Sofi ecosystem it's just easier to use more of their products for example if you set up autopay on your credit

card or direct deposit into your Sofi account they can give you free stocks in the Sofi invest app or if they see through Sofi relay their personal finance app that you're someone who pays their bills on time they might give you a discount on one of their student loans and we can see how this ecosystem is growing sofi's number of members we can see that back in 2020 the company had 1.8 million members and we can see that now in 2024 they have nearly 10x that number of users to over 10.1 million users up 34%

year-over-year and while that percentage growth is lower than some of the member growth they've had in the past that's simply because of the law of large numbers as a company gets bigger it takes a larger and larger number to grow the same percentage but in absolute values this is the most members they've ever added in a single year and because sofi's customers tend to sign up for multiple of sofi's products it's why their total number of products being used is 14.7 million up 32% year-over year and so with this financial services productivity Loop running and

adding more members to the Sofi ecosystem the next step for Sofi is to become a truly bonafied bank and it's this area that I see some discussion around around Sofi that I think gets a little distracted a lot of focus is on whether Sofi has launched any new products recently and this I think is kind of where sofi's been headed all along so unlike the majority of smaller fexs in the US Sofi is actually legally a bank after the company purchased Golden Pacific Bank back in 2022 and banks have always been built on trust even

if you go back hundreds of years the biggest banks have always been the ones that people have the most confidence in and so for selfi playing in the fintech area which has a lot of small companies then a lot of them aren't that great their goal is to build their brand as much as possible they've done this with big tent pole projects like launching Sofi stadium in LA but the biggest way they're building their brand is just to focus on what the customer actually wants customers don't care if you're a lending financial services and Tech

platform company all spun into one they just want products that make their lives easier and so as investors as long as the company becomes more profitable over time which we can see on Main Street data they have finally reached profitability and we see their number of members continue to consistently grow it's a good sign that things are all okay with the company now eventually they're going to reach a scale where their number of members can't keep increasing exponentially and when that happens our focus is going to be on the number of products that are growing

and making sure that that number continues to grow as SOI cross sells each customer onto more and more products now the reason at the start of this segment I said Sofi is a long-term investment and not a short-term one is because in the short term Sofi tends to attract attention especially after they have a big runup like they did last year from shorter term investors who only want to invest for 6 months or so but Sofi doesn't take a short-term view of their own growth or profitability they want to get young customers now and grow

with them over the next 20 30 40 years to become a new competitor to the Legacy Banks now that doesn't mean we just invest in the company and forget about it for 40 years we want to make sure that the company continues to grow that their products don't decline in value and that the company isn't burning a bunch of money unnecessarily on things that don't improve the customer experience which leads us to our next stock which is also in the fintech industry but where Sofi is focused on disrupting Legacy banks in the US this next

stock is kind of focused on building new Financial systems that didn't necessarily exist in their countries so for this next talk we need some background the power center of the financial world is always shifting at one point it was primarily based in Europe today it's based in the us but we saw a fundamental shift in how World Financial systems worked when China which at the time had the biggest population on Earth first entered the digital age and the companies that helped with that launch made their investors a ton of money over the years but this

next stock is focusing on two countries which combined would have the fourth biggest population in the world and it is betting on on the economic potential of these countries as they become bigger and bigger players in the digital space so Brazil and Mexico are two Latin American countries which have a very high percentage of their country in urban populations and they are both countries that are rapidly embracing fintech Technologies to enable the banking infrastructure in their countries and one of the biggest companies that is driving this fintech revolution is newbank now newbank is a stock

that I've owned for a little while and it is probably the most volatile stock that I have in my portfolio we've seen their stock have jumps as high as 34% in a couple weeks as well as massive drops as as much as 35% in a month even in just the year to date they've seen a 34% rise and they've seen a 20% drop in the couple months that we're into in 2025 so I want to talk about both what this company does as well as how I would play this stock as an investor because I

think you have to be a little bit careful with this one not to get caught after a dip and end up selling for a loss so new bank calls themselves the largest digital Financial Services platform in the world but in a lot of ways they're more of a super app on newbank you can do things like manage digital payments order groceries and deliveries set up your cell phone service and even book travel these types of apps aren't as common in the United States but they are fairly common in a lot of countries and newbank is

one of the biggest players in Brazil so if we go to this company's dashboard we can actually see that their total number of customers has grown grown to 114 million in their most recent quarter and remember the entire population of Brazil is only around 200 million and with this incredible growth that the company has seen they've seen their profitability Skyrocket and their revenue literally go through an exponential rise as it starts to level out back in 2020 this company made about 216 million in Revenue in their most recent quarter they made nearly $3 billion in

Revenue that kind of growth just doesn't happen with fintax in the United States and that's part part of the reason why this stock has been so volatile is their incredible growth and with that growth comes a lot of potential and I just want to give a quick shout out to Main Street data who makes these dashboards I really appreciate the fact that they actually pull in metrics that are relevant to the specific company and aren't just generic and I've actually started working with the platform to try to make it even better for investors and become

a part owner and these dashboards are totally free you can pay for extra features if you want but I think it's worth checking out if you get a chance but when it comes to newbank they're also kind of victims of their success the company's now reached a scale where they can't just continue to expand in Brazil where they first started out and so that's where their focus has been shifting more and more to International expansion the company recently expanded into Mexico and they've done extremely well in that market adding an additional 20 million customers over

the past year with 10 million of those customers coming from Mexico just 5 years after it first launched in that country but that's only the starting point of new bank's master plan as they start to saturate the existing Brazilian Market their only options are to offer more products and to offer them to more countries that have different customers they haven't reached yet Mexico was the test point to this and they've also focused on broadening their portfolio into cell phone and travel services but now the company is preparing to scale up their products and services globally

the company doesn't want to just compete in these individual local markets they want to become a major player on the Global Financial board and to do that they just need to keep on following the strategy that they have so far they have great products those products are very well localized to individual markets cuz you're not going to sell the same thing in Brazil as you will in Mexico as you will in the US and so as long as the company doesn't mess something up atrociously they seem to have a lot of roadway in front of

them to just continue executing and growing now that being said you have to be a little bit cautious when investing in a stock like this because of these huge Rises up and down part of this volatility I think is due to the fact that this company is based outside the US and investors especially big hedge funds tend to be a little bit more risk averse when it comes to those companies so they're more likely to sell off of bad news personally new bank is a smaller position for me I currently have around $115,000 invested in

it and while I'm in the green it's only up about $2,000 overall for 14% but even with a relatively small percentage of my portfolio in this stock these huge swings in price can still have a big impact so I never recommend you just buy one of the stocks you see in my video but investing means knowing yourself really well and if you're someone who finds themselves getting upset or emotional about a stock dropping and then Rising again this might not be the best stock for you and if you're someone who is okay with a stock

going down for a quarter or even two quarters in a row and it doesn't even bother you well then a stock like this might be more palatable it's not going to fit into everyone's portfolio which is always why it's so important to do your own research before buying any of the stocks that I talk about but let's move from the super risky fintech stock to a company that I think has one of the best chances of dominating in the new tech trend of quantum Computing so Quantum Computing it's a technology that has a lot of

confusion around it currently and whether it's actually useful for anything or if it ever will be so let's look at some of the data around this Tech Trend and then look at two stocks that are going to benefit massively from this trend so first off the quantum technology Market is still very small as of 2022 which is a little bit old data but was still under a billion dollarss back then but it is expected to grow very very quickly at a compound annual growth rate of over 22% through 2030 and like all Technologies it's going

to follow an s-curve where it grows extremely quickly at first before eventually taking off creating trillions of dollars in value and then eventually reaching maturity and leveling out we are still somewhere down here before the takeoff phase so the question on everyone's mind is when will Quantum Computing have its AI moment and I think it's still a few years in the future but as we push the limits of what classical Computing is able to do quantum computers will start out with a couple specific use cases the first big one is cyber security we've known for

a long time that a powerful enough quantum computer would be capable of hacking traditional encryption methods basically making all data before we developed Quantum resistant algorithms open to everyone on the internet and after that we'll see use cases in areas like Pharmaceuticals and Logistics and of course defense so our first quantum do is kind of a strange company to associate with an emerging technology IBM is one of the oldest computer companies on Earth their Founders put together the company in the early 1900s and for most of the 1900s this company was one of the leaders

in inventing new computer Technologies but in more recent years IBM hasn't had the same kind of stock growth that we've seen from other technology companies over the past 10 years the stock has only risen 70% Which is far below what the overall stock market has done and in fact if we zoom out more the stock has had periods of basically decades where the stock hasn't increased at all because the company just hasn't been innovating and so IBM was looking to break that Trend by becoming one of the earliest big investors in Quantum technology so now

that we've covered generally what Quantum Computing will be used for in the future let's look at what IBM's Quantum Tech looks like today and what their opportunities could be in the future that could cause the stock price price to rise so IBM has actually had Cloud accessible quantum computers for quite a while at this point I've actually played around with their quantum computers in the past and one of the big benefits that this company has is IBM does run their own cloud it's not as big as Google cloud or Amazon web services or Azure but

it does mean they have the ability to create their own Hardware as well as their own software kkit I believe it's pronounced let me see if actually find the pronunciation here K kit K kit kis kit okay so kis kit is basically the software library that IBM created to make it easier to interact with quantum computers a quantum computer you can think of just like a traditional computer you have ones and zeros basically a switch on or switch off but with a quantum computer you have something known as a qit which has the ability to

be on off or both at the same time now the way you can use this is by using some complicated math to run certain kinds of programs but not every software developer wants to be an expert in Quantum Computing and that's where kis kit comes in the software comes with a bunch of packages that make it so that you can write your code in languages you might already know and then it does the work of Translating that so a quantum computer can understand it there's a lot of companies that are working on launching similar tools

but kis kit is one of the most used in the world as of late 2024 they had seen over 7 million downloads and over 600,000 users of the platform creating more than 3 trillion Quantum circuits it's quantum's most popular software that currently exists and it's because IBM was so proactive in getting in on this space IBM is also the leader in having some of the first Cloud accessible quantum computers which means you can take out your regular laptop log into the internet and basically access a quantum computer on demand from your home the company calls

out on their website that they are now firmly in the era of quantum utility meaning there are very specific problems that quantum computers can be used for to and then the next question is going to be how does this scale over time to become a big enough business for IBM that it moves the needle and I actually list it all out right here I won't go through this graphic in detail because there is a lot of detail here but ultimately the plan is going to be build more of these high-scale quantum computers and build these

Quantum data centers that can be used by companies around the world a lot of companies today will build their own data centers once they get big enough rather than paying for someone else's data center when it comes to Quantum data centers were a long way out before a company like I don't know Walmart wants to run their own Quantum data center at least for the first few years it's just going to be too specialized and so that gives an opportunity for a company like IBM to grab market share early on and so then what does

that mean for IBM's stock price well if we look at the company's valuation we can see that their forward PE ratio is 24.2 which is basically average for the software and IT services industry it's maybe a little bit on the cheaper side and so if you compare this to other big competitors in the quantum space like say Microsoft or Google those companies are trading for substantially higher PE ratios which means if IBM is able to break out of their slump of relatively mediocre earnings for the last decade this is the big cloud provider stock that

I think has the most potential to rise due to the Advent of quantum Computing but IBM is still a quarter of a trillion dollar company so next let's get to a smaller Quantum stock that is a lot more risky has a lot more potential for the stock price to rise in both the short and long term and after this I'll show you every stock that I currently hold in my portfolio so when it comes to the quantum Computing Market there's kind of three layers to it at the bottom you have the physical quantum computers being

built one level above that you have all the semiconductor work including testing and Automation and at the top level you have software but it's all built on this Hardware Foundation of actually designing quantum computers it might seem strange to us today since all computers are basically built the same way nowadays but quantum computers are so early on that there's different designs for how you should actually build them this next company takes a fairly unique approach to how they build quantum computers so that they can both scale in size as demands for Quantum Computing increase and

keep them stable despite the computers becoming bigger because when you're dealing with Quantum everything is incredibly random and it's like trying to build a computer out of Legos while B bouncing on a trampoline so I've put a little bit of money into the stock so far and it is down off my initial buying price but the eighth stock on our list is ionq and you can watch my video on the top three Quantum stocks to get a full breakdown of that stock and as promised here is every stock that I currently own and make sure

to follow me on Instagram at realtech I post daily content over there including stock breakdowns and lists of how every company that I own is currently performing and if you like these stock breakdowns make sure to watch this video next for a deep dive on the top three three Quantum stocks to buy now