U.S. Quantum Computing Stocks' Dip Seen as Long-Term Opportunity - 조선일보

By Lee Hai-woonPublished 2025.12.01. 05:200“As quantum computers and artificial intelligence (AI) advance, demand for Bitcoin is expected to fade. The ultimate winners will be ‘new technology stocks.’”Kim Hak-joo, a professor at Handong University’s AI Convergence Studies Department, dubbed the ‘4,000% Man’ for generating a 4,000% return through investments in unlisted companies, said in a recent interview with this newspaper. Kim, who graduated from Sogang University’s Business School and earned a master’s in business administration from the University of Edinburgh in the UK, previously served as head of Samsung Securities Research Center, chief investment officer (CIO) at Woori Asset Management, and a member of the Korea Exchange’s Listing Deliberation Committee. A video of his appearance on *Chosun Money* earlier this year, where he recommended ‘RIGETI Computing’ and ‘D-Wave Quantum,’ recently went viral, surpassing 600,000 views. He will deliver a lecture titled “In the New Cold War Era, How Will AI Change the World?” at the ‘2026 Korea Wealth Management Expo’ in SETEC, Daechi-dong, Gangnam-gu, Seoul, on the 19th–20th of next month. Registration for his lecture is free via the expo’s website (https://chosun-moneyexpo.co.kr).- ‘RIGETI Computing’ and ‘D-Wave Quantum,’ which showed triple-digit growth rates since the start of the year, have fallen approximately 30% over the past month, leading to claims that ‘quantum computing investments are just a meme.’“The surge in quantum computing stocks stemmed from hope that errors could be drastically reduced—a breakthrough achieved by this year’s Nobel Prize-winning physicists. People are interested in AI because it speeds up calculations. But the ‘ultimate calculator’ is quantum computing. And AI’s development helps reduce quantum computing errors. The Wright brothers failed to fly in 1901 and said, ‘Human flight seems impossible in my lifetime.’ Yet they succeeded two years later. The era of AI and quantum computing will arrive faster than expected.”Professor Kim Hak-ju /Chosun Ilbo Money YouTube capture- Some argue that instead of small stocks, investors should focus on ‘Google’ or ‘IBM’ for quantum computing exposure.“For big returns, invest in pure-play companies where quantum computing dominates their business. The U.S. Department of Defense is most interested in quantum computing—and they’ve contracted with ‘RIGETI Computing.’ While volatility will remain high, I expect long-term victory.”- With Bitcoin’s price plummeting nearly 20% over the past month, some claim, ‘The era of making money with Bitcoin is over.’“Bitcoin is often called ‘digital gold,’ but I disagree. Gold shines, making people want to own it. Does Bitcoin shine? It has scarcity but no intrinsic value. Current Bitcoin demand stems from money laundering. However, as AI and quantum computing advance, this can be easily bypassed.”- ‘Circle,’ a leading stablecoin issuer pegged to fiat currencies like the dollar, saw its stock plummet over 40% in the past month.“The U.S. government now allows various companies to issue stablecoins. Will people use stablecoins issued by JP Morgan or Circle? JP Morgan likely has higher trust. Thus, Circle’s first-mover advantage is fading. In the stablecoin market, the value of coins connecting these issuers will rise—namely ‘Ripple (XRP).’”- Michael Burry, the real-life model for *The Big Short* who predicted the 2008 financial crisis, recently argued the ‘AI bubble theory.’“Burry claims AI is growing excessively through debt. But if this growth is efficient, it’s not a problem. The dot-com bubble’s output was website creation—not capital-intensive. Now, AI builds data centers, requiring massive investment. Losses may occur, but slowing this pace will cause bankruptcies. We cannot afford to slow down.”- What will your lecture at the expo cover?“The U.S.-China new cold war will accelerate AI development, which will transform the world. For example, modern factories are called ‘dark factories’—dark because they’re unmanned. Production facilities no longer need to be near commuting areas; they can be built far away. The challenge is power grids, so independent power sources like small modular reactors (SMRs) are rising. The key to high returns is seeing trends before others. Understanding technological directions is crucial for successful investing.”▶To watch the *Chosun Money* video on portals like Naver, copy and access the link below.https://youtu.be/SsAR4WjClT8▶To apply for the wealth management expo:https://chosun-moneyexpo.co.kr/· This article has been translated by Upstage Solar AI.