How today's highly valued AI stocks can turn into the next IBM like turn around

I've been interested in learning about the future of quantum as an investor eager to learn. I recognize that today, quantum is still in the early early EARLY stages, so this isnt some post to have everyone dump all their money into QNT, but i was curious if there was any overlap between today's highly valued and priced AI stocks like MU, AMAT, ASML, LCRX, etc that could have a future when capex cools off, or when AI hype cools off (or bursts) and I do think there is a potential future in quantum

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