The quantum-computing trade is facing a valuation reset as investors demand clearer evidence of commercialization. Over the past few months, pure-play quantum computing stocks have come under pressure despite technological milestones, partnerships and government backing. The market is essentially skeptical about one key issue: quantum progress is accelerating, but the revenue and earnings needed to justify lofty valuations remain further out. Yet the broader quantum space has been performing much better than the pure plays. The Defiance Quantum ETF QTUM, which holds a diversified basket spanning quantum, AI, semiconductors and technology infrastructure, delivered more than 40% growth over the past six months.
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