McKinsey Just Called a Tipping Point. Our Data Called It First.

Quantum computing stocks got crushed after last year's massive run. In fact, they’re trading lower today. Most investors have moved on.

We haven’t.

LikeFolio has been tracking a quiet resurgence in Main Street interest across the three leading pure-play quantum names — and this week, McKinsey dropped a report that confirms exactly what our data has been showing.

They're calling it a "commercial tipping point." Over 300 companies are already spending real money on quantum. $12.6 billion in startup investment poured in last year alone.

We broke down the three names we're watching, where the demand signals are strongest, and which setup has 88% implied upside.

→ Read the full quantum breakdown on LikeFolio.ai

Plus: Credit card delinquencies just hit 13.1% — levels we haven't seen since 2008.

Nearly $800 billion in balances are now held by debt-stressed consumers.

That kind of stress creates losers, but it also creates winners.

We found four bullish signals across fintech and lending names that are positioned to benefit from the reshuffling — including two where the gap between consumer demand and Wall Street skepticism is unusually wide.

→ Read: Who wins and who loses as consumer credit cracks

Two big themes. Eight tickers. The data is moving — don't sit on this one.