Dan Romanoff

In this discussion, guest Dan Romanoff, a Senior equity research analyst at Morningstar who specializes in emerging technologies, dives into the quantum computing landscape. He explains the surge in quantum stocks fueled by major tech announcements but warns that mainstream adoption is still far off. Dan contrasts quantum technology's long timeline with AI's immediate demand and discusses the potential $200 billion market. He advises investors to focus on established tech giants for exposure while being cautious about pure-play quantum stocks.