Nigam Arora says investors "don't know" the science behind quantum computing. He believes the trade swelled too much, too fast, saying the sell-off is justified following Nvidia (NVDA) CEO Jensen Huang's comments. Nigam later discusses Sealsq Corp. (LAES) and IONQ Inc. (IONQ) to highlight volatility in quantum and other speculative trades. However, he thinks it is possible for quantum A.I. to crack crypto encryptions in 5 years.