I've been researching a few high-growth/speculative tech stocks recently and wanted to get some opinions from people here who follow the sector more closely. I currently have investments in the FTSE All-World (Acc) but want to diversifya bit more.
The main companies I've been looking at are:
lonQ (10NQ)
D-Wave Quantum (QBTS)
Palantir (PLTR)
Broadcom (AVGO)
TSMC (TSM)
I'm especially interested in the long-term potential of quantum computing companies like lonQ and D-Wave. understand they're still early-stage, unprofitable, and highly speculative, but the projected growth rates and future market potential seem huge if quantum computing becomes commercially viable over the next 10-20 years.
Palantir also caught my attention because of its Al/data analytics positioning and strong projected growth, although the valuation seems pretty aggressive already.
For those with more investing experience: Do you think these are genuinely strong long-term investments? Are quantum computing stocks still too early/risky to invest in seriously?
Which of these would you actually buy vs just keep on a watchlist? Do you see any of them becoming the "next Nvidia"-type winner, or is that mostly hype?