
The man who predicted the 2008 crash and 2020 says today's soaring markets are NOT a bubble - they're something far stranger and more dangerous.
He says it's about to change everything you know about money.
Two simultaneous technology revolutions are creating what analysts call a once-in-a-decade investment opportunity. AI infrastructure spending is exploding while quantum computing stocks deliver four-digit returns. Here's how to position your portfolio.
CoreWeave just secured $14.2 billion from Meta Platforms for AI infrastructure through 2032, bringing total contracts to $22.4 billion. Citi analysts project the AI infrastructure market will consume $2.8 trillion from 2025-2029. Meanwhile, quantum computing stocks have delivered extraordinary gains: Rigetti Computing up 2,800%, D-Wave Quantum up 2,715%, IonQ up 833%.
This isn't speculation—it's infrastructure being built and technology reaching commercial viability.
Meta's $14.2 billion commitment reveals a crucial insight: the world's largest tech companies cannot build AI infrastructure fast enough. CEO Mark Zuckerberg is allocating $72 billion annually to AI, yet Meta still needs massive GPU capacity from providers like CoreWeave.
This creates multiple winners. Nvidia (NVDA) supplies the GB300 chips. Meta (META) gains computing power for AI dominance. Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN) race to secure capacity. CoreWeave operates 28 data centers with 10 more under construction—stock up 260% year-to-date.
B. Riley analyst Craig Ellis raised quantum computing price targets following breakthrough announcements. IonQ now targeted at $100, D-Wave at $33, Rigetti at $35. Ellis notes "former frontier technology is rapidly advancing toward integrated capability and commerciality."
The progress is measurable. IonQ achieved 99.999% one-qubit gate fidelity—only one error per 100,000 calculations. D-Wave partners with NASA on a 100,000-qubit system. The market is projected to grow from $3.52 billion in 2025 to $20.20 billion by 2030—a 41.8% compound annual growth rate.
Core Holdings (40-60% of tech allocation):
Meta Platforms (META) and Nvidia (NVDA) for direct AI infrastructure exposure. Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN) for diversified cloud exposure.
Growth Positions (20-30%):
IBM (IBM) for quantum exposure with dividend safety. Cloud ETFs: CLOU and SKYY for broad-based participation.
Speculative Plays (5-15%):
IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) for aggressive growth potential. Size carefully at 2-5% each given volatility.
The infrastructure is being built today. Meta's $14.2 billion deal is just the beginning. Citi's $2.8 trillion projection suggests years of growth ahead. Quantum stocks are up thousands of percent, yet analysts are raising—not lowering—price targets.
The opportunity exists because we're early. Once infrastructure is complete and quantum computing is mainstream, growth normalizes and valuations compress. Early positioning matters.
AI spending could slow. Quantum computing faces technical risks. Valuations are elevated. That's why allocation matters. Core positions in cash-generating businesses provide safety. Speculative positions should be sized to withstand 50%+ drawdowns.
Two computing revolutions are converging. The contracts are signed. The technology works. The question isn't whether this represents opportunity—it's whether you'll position to capture it.