How today's highly valued AI stocks can turn into the next IBM like turn around

I've been interested in learning about the future of quantum as an investor eager to learn. I recognize that today, quantum is still in the early early EARLY stages, so this isnt some post to have everyone dump all their money into QNT, but i was curious if there was any overlap between today's highly valued and priced AI stocks like MU, AMAT, ASML, LCRX, etc that could have a future when capex cools off, or when AI hype cools off (or bursts) and I do think there is a potential future in quantum.

If there is a bubble burst, these stocks will probably crater, but i think they also have a potential future in quantum (if quantum can scale and go commercial...another big if)

ASML - high NA EUV lithography needs to be used in quantum processing

AMAT - advanced material engineering and atomic layer depositing are crucial to create stable qubits

MU - makes memory that will also be crucial for quantum computing in specific technical environments.

To me, I can imagine a future in 2036 where people talk about all these old fashioned companies that had a good run but are thoight of how we think of legacy companies today...old fashioned and I can see a scenario where companies like these are the next IBM in the next 10-20 years....IBM was able to come back from the dead to return as a big name in AI, cloud, and enterprise software

What im definitely NOT saying is that any of the companies benefiting from the hyperscalers and AI boom are a good value now, but i can imagine a future where companies like these are remembered for having their run and its all over, when in fact I think these wide moat experts could be huge value plays in the next decade or so

Im looking to learn more, so this is more of a thought experiment at this point and im hoping that if the quantum revolution comes, ill be prepared to invest early and often