QTUM - Defiance Quantum ETF

Positioned as a lower-risk way to gain exposure to the quantum computing ecosystem, betting on infrastructure (semiconductors, memory, networking) rather than picking a single winner. The host presents it as a foundational play.

Provides exposure to quantum computing, which the speaker believes will be a massive industry. Up 19% YTD, outperforming the S&P 500. Priced at $133, more affordable than most individual AI stocks. Top holdings include Intel, MU, and Teradyne.