Stocks for Tomorrow - iHandbook
Stocks for Tomorrow

Stocks for Tomorrow

Author: Daniel Yue
Date: 02.04.2026

Holiday Notice: April 3 is Good Friday, market holiday. No Express that day. Daniel Yue will be away from Hong Kong April 6 to 8. Professor Vitaliy will handle comments during that period. Daniel returns to post on April 9.

Stop Watching the War. Start Watching Q-Day.

The war in Iran will have an end one day. What investors need to do now is aim at stocks of tomorrow rather than argue who is right or wrong, who got a pyrrhic victory, who can save face. The United Nations is the real loser here: the nuclear talk started in 2006 under P5+1, and after 20 years, this is the result. Nobody asked them to be a middleman.

Investors are already back to the familiar problem: too many potential stocks to buy, too little capital in hand. Forget the past and look forward. The Artemis Project is one hot topic. Most space industry stocks overlap with military stocks. Refer to The Express of 20260326 for that list.

For retail investors, the sharper focus right now is Q-Day of quantum computers.

What Is Q-Day?

Q-Day is the moment when a quantum computer becomes powerful enough to break widely used encryption algorithms. Emails, bank transactions, government secrets, Bitcoin keys: all compromised. Originally projected for 2048 to 2050. Then revised to 2030 to 2031. In late March 2026, Google publicly shortened its internal migration timeline to 2029, driven by faster-than-expected advances in quantum hardware and error correction.

Traditional computers use bits: 0 or 1, one question at a time. Quantum computers use qubits, which exist as 0 and 1 simultaneously. They ask billions of questions at once. That is why they can decipher all codes. They will not replace traditional computers for everyday tasks. They are specialised accelerators for specific problems, and breaking encryption is one of them.

The Financial Market Impact

When Q-Day arrives, the consequences for financial markets are severe if migration lags: widespread breaches of encrypted communications, forged transactions in banking and DeFi, loss of trust triggering market volatility, and systemic risk across payment systems and derivatives clearing.

Bitcoin faces a specific threat. Early wallets with exposed public keys are most vulnerable. An attacker with a cryptographically relevant quantum computer (CRQC) could derive private keys from public keys. “Store-now-decrypt-later” attacks are already a real risk: adversaries harvest encrypted data today and decrypt it after Q-Day.

The defence already exists. Post-quantum cryptography (PQC) is being standardised now. NIST has finalised four quantum-resistant algorithms. Google is integrating them into Android, Chrome, and its full infrastructure, targeting completion by 2029. Bitcoin and blockchains can upgrade via hard forks. Migration is underway. The clock is ticking but the tools exist.

Also notable: GPT-5 from OpenAI has arrived and passed the Turing Test at AGI level.

NVDA’s Role and What Stocks to Buy

NVDA does not build quantum computers. That is deliberate. Quantum hardware is physics-intensive with extreme engineering challenges. NVDA instead dominates classical accelerated computing via GPUs and enables quantum research through its CUDA-Q platform, NVLink, and the new NVQLink, which connects GPUs with quantum processors for hybrid systems. Think of NVLink as the highway that helps quantum cars reach their destination faster. NVDA benefits from quantum R&D demand without competing in the qubit hardware race.

For retail investors, the quantum opportunity splits into two tiers:

Pure-play quantum hardware: IONQ (trapped-ion), RGTI (Rigetti, superconducting), QBTS (D-Wave, quantum annealing), QUBT (Quantum Computing Inc., photonics). High risk, pre-revenue or early stage. Volatile on news.

Established players with quantum programs: IBM (long-time quantum leader, cloud access), NVDA (infrastructure enabler), MSFT, GOOG, AMZN, HON (Honeywell/Quantinuum). More stable, quantum is part of a larger business.

For broader exposure, the Defiance Quantum ETF gives diversified access. A smart investor runs ahead of the era. Do not copy trade. Know the trend before others do.

Fear and Greed: 15

Fear and Greed ticked up to 15, from 14 the previous close and 18 one week ago. Still Extreme Fear, but edging toward the historical buy signal zone. Watch the 250-SMA on the 3 major indexes. When below it, history says buy the dip. No need to rush before April 6.

What Investors Should Do Now

  • Q-Day timeline confirmed at 2029 — Google has moved its PQC migration deadline forward. Position in quantum-related stocks before this becomes mainstream news
  • Pure-play quantum stocks (IONQ, RGTI, QBTS, QUBT) — high risk, high reward. Small allocation only, do your own research
  • NVDA — the infrastructure enabler for both AI and hybrid quantum-classical systems. Safer quantum exposure via NVQLink
  • Fear and Greed at 15 — Extreme Fear. Approaching the buy zone. April 6 deadline is the key date before committing capital
  • Bitcoin and crypto — early wallets with exposed public keys are most at risk from Q-Day. PQC migration is underway but not complete. Factor this into position sizing

Key Takeaway: Q-Day is no longer a distant theory. Google confirmed 2029. The encryption that protects your bank account, your Bitcoin, and your government’s secrets has a countdown. Smart investors position in quantum enablers and PQC beneficiaries now, before the crowd arrives.

Related reading: Quantum Computer · AI and Moore’s Law · NVDA · Crypto and AI · The Space Economy

Read previous US Stock Express editions here.

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