10 Best Quantum Computing Stocks to Buy and Hold for 5 Years

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3. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders: 219

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Quantum Computing Stocks to Buy and Hold for 5 Years. On October 2, Morgan Stanley lifted the price target on the company’s stock to $270 from $210, while keeping an “Overweight” rating, as reported by The Fly. As per the firm, Alphabet Inc. (NASDAQ:GOOGL)’s shares have moved from doubt to leadership in the AI race. The analyst believes that as the pace of innovation ramped up, the DOJ remedy was even more benign than bulls expected. Furthermore, the analyst added that amidst growing positive GenAI adoption signals throughout multiple business lines, the tone of investor discussions has quickly shifted.

The firm believes that Alphabet Inc. (NASDAQ:GOOGL) has become an AI Winner, which it thinks is right. Moving forward, the earnings revisions will be crucial. The firm will be focused on upward revisions, mainly in Search and GCP, hinting at faster search as well as cloud growth from Gen AI.  Willow, Alphabet Inc. (NASDAQ:GOOGL)’s latest quantum chip, has state-of-the-art performance throughout a number of metrics, enabling 2 major achievements. First, Willow is capable of reducing errors exponentially as it scales up using more qubits. Second, Willow performed a standard benchmark computation in under 5 minutes, which would have taken one of today’s fastest supercomputers 10 septillion years.

SaltLight Capital, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:

“To illustrate our approach to navigating these uncertainties, we turn to our recent investment in Alphabet Inc. (NASDAQ:GOOGL), which exemplifies balancing innovation risks with established strengths.

Innovator’s Dilemma: Google is grappling with an Innovator’s Dilemma as it protects its $200 billion search business from a significant technological shift. To put it plainly, Google Search’s primary purpose is to act as a ‘match-maker’, guiding users to the best source for their query on the open web. However, artificial intelligence is changing this role, with AI handling much of the searching, synthesis, and answering for the user, reducing the need to visit destination websites to gather information. A natural tension is emerging.

Humans naturally gravitate towards the path of least resistance, increasingly depending on AI to undertake cognitive tasks for them. This development poses challenges for content providers and for Google itself, which derives advertising revenue from these interactions…” (Click here to read the full text)

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