The US government just took equity in an American tech giant and almost nobody is framing what it me

Added: 2026-05-29

[00:00:00]The Trump administration just quietly took an ownership stake in a technology most Americans still think belongs in a sci-fi movie. And the tickers it just put a federal floor under aren't the ones that retail is buying today. The Commerce Department is dumping $2 billion into nine quantum computing companies.

[00:00:17]And IBM got the biggest check to build the first US quantum foundry on American soil. This is not a grant. Washington is taking equity. IBM wrapped 12% on the news and Global Foundries had a 52-week high. And the small quantum names that retail's been chasing, so RGTI, QBTS, IONQ, they got a story that they didn't earn. If you own any quantum name, any chippier ETF, or anything inside QQQ, the US government just did to quantum what it did to semiconductors with the Chips Act. And the people who understood the Chips Act early made the trade of a decade. When the federal government takes equity instead of writing a grant, it's not subsidizing a sector, it's picking who survives. The hype names ran on Reddit. IBM and Global Foundries just got handed the manufacturing layer the entire industry has to run through. That is not a trade, that is a moat with a flag planted in it. And here's what's happening on Upside right now. Only one in 29 people own IBM, but the ones who do aren't traders. A third are pure buy and hold. The average holding period is over two years. And then the last 30 days it's been all buys and zero sells.

[00:01:22]The same wallets quietly stacking on IBM are also holding TSM and JP Morgan.

[00:01:27]Infrastructure foundry and capital.

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