Quantum Pure-Plays & Photonics Enablers

The Pentagon's roughly $350 million quantum push is a fresh federal demand signal. It favors pure-play quantum hardware builders and the photonics and test suppliers behind them, which are different from the mega-cap cloud wrappers North already holds. The basket pairs listed quantum specialists with IBM and Honeywell, which run their own quantum programs, and with laser and probe-card suppliers. Catalysts: - 2026-10-13 Why IonQ may capture more of the Pentagon quantum budget than D-Wave (IONQ) (https://finance.yahoo.com/technology/ai/articles/pentagons-350-million-quantum-push-121000522.html) Launch basket (equal weight): IONQ, QBTS, RGTI, IBM, HON, COHR, LITE, FORM Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.