So, stepping back: why is this all happening now? First, the macro picture. Lower interest rates are a huge tailwind for capital-intensive innovation plays. Second, the sector-level correlation. Quantum stocks have historically moved in unison, and when the leaders start moving, others tend to follow. Third, institutional signals—volume upticks, options activity, short-interest reversals—are beginning to show up across the group. None of this guarantees success, but it strongly suggests that sentiment is turning.