Investing with ChatGPT

One of the most interesting opportunities available to us today is AI. Having all the companies listed in the ChatGPT message in my portfolio, I was curious about its choice. Let’s look at the original text of its response.

If I were choosing from these four — IONQ, RGTI, QBTS, QUBT — I would invest in IonQ (IONQ). Here’s why — plus the risks to watch out for.

Why IONQ Seems Most Attractive

1. Technology Leader and IP

IonQ develops quantum computers based on trapped ions, which is considered one of the most promising approaches in terms of fidelity, coherence time, and potential scalability.
The company is actively expanding its intellectual property portfolio: licenses, patents, acquisitions (for example, Oxford Ionics) strengthen the technological base. IONQ

2. Revenue Growth and Operational Prospects

IonQ’s revenue in the last quarter grew by approximately 80+% year-over-year, indicating strong momentum. StockStory
Forecasts for future quarters also look realistically positive, with the company expecting significant revenue growth. Quantum Computing Report

3. Strategic Acquisitions

Acquiring technology companies, expanding into international markets, strengthening competencies — all this helps IONQ not only develop its core (hardware/software), but also cover adjacent areas (quantum communication, security, sensing technologies). Barron’s
For example, the acquisition of Oxford Ionics is a step toward strengthening ion technologies and expanding into Europe. IONQ Investors

Main Risks and Weaknesses

Of course, IONQ is not without risks:

The company is not yet profitable, with significant operating expenses and losses. StockStory
Large funding volumes through share issuance can lead to shareholder dilution. Seeking Alpha
Commercial maturity of quantum computers (especially general-purpose ones) is still far away. Many applications are still at the research, prototype, and pilot project stages.

Comparison with Others (RGTI, QBTS, QUBT)

RGTI (Rigetti Computing) — has interesting technology, but revenue growth is relatively weaker, large losses, and the company is more sensitive to expectations (fails). StockAnalysis
QBTS (D-Wave Quantum) — specializes in a different architecture (quantum annealing / quantum-analog / hybrid approaches), more niche applications. May be good, but scale/universality is smaller.
QUBT (Quantum Computing Inc) — even more speculative, with a less established technological base and higher risk.