The YouTuber suggests Honeywell is a 'sleeper' in the quantum space, noting its involvement across all three quantum sectors (architect, integrator, facilitator) through its Quantinuum venture. Despite its quantum efforts not significantly moving the needle for the large company currently, its low PE ratio, consistent revenue, and dividend make it an attractive long-term watch list candidate.
“Overall I think that Honeywell may be a sleeper in the quantum space where it may be going unnoticed for a year or two and then get a lot of upside when people start to recognize all that they're doing” — ▶ 15:00