Quantum computing stocks IonQ and D-Wave Quantum could deliver massive returns as the industry approaches $72 billion in annual value by 2035. The Motley Fool's Keithen Drury highlights these companies as top investment opportunities, with potential gains reaching 5,233% if they capture dominant market share. Both companies employ different quantum computing approaches - IonQ uses trapped ion technology while D-Wave utilizes quantum annealing.

McKinsey & Company projects the quantum computing market could reach $28-72 billion annually by 2035, with the midpoint at $50 billion. If either company captures 90% market share similar to Nvidia's position in AI computing, annual revenue could hit $45 billion. This would value D-Wave at $400 billion (a 5,233% gain) or IonQ at $400 billion (2,885% gain) from current market caps of $7.5 billion and $13.4 billion respectively.

Investors should note the high risk involved, as success requires overcoming significant technical challenges and stiff competition. The analysis assumes one company emerges as a clear winner while the other fails completely. Drury recommends keeping initial position sizes small, suggesting even a 1% portfolio allocation could generate substantial returns if either stock achieves projected gains. However, neither IonQ nor D-Wave appeared on The Motley Fool's current list of 10 best stocks for investors.