Buy
8
Hold
0
Sell
3
Watch
5
Superconducting quantum computers with own chip fab - almost nobody else does. Revenue $4.4M last quarter, up nearly 200%. 100+ qubit system live on Amazon, Microsoft and other clouds. Chiplet architecture approach. Received government stake (one of nine companies). Over $500M cash, no debt. Suggested entry in high teens to $20 post-earnings base.
Good retest buy opportunity. If it holds above Friday's low of ~$20, the risk/reward is favorable with a first target around $26.
Quantum computing company with $100M letter of intent from the CHIPS Act, 5-year cash runway, quantum processors available on AWS. Extremely speculative — only $4M quarterly revenue, trading at 700x sales. Shows a potential breakout pattern. Felix calls it the most speculative stock on the list.
Extended and hit a big supply zone where buyers are underwater; needs to consolidate and break out higher before buying.
Pure quantum play focusing on superconducting quantum systems. Smaller company with higher volatility and higher risk. Could move violently if quantum adoption accelerates.
Host says 'we love RGTI' and notes it's a 'moonshot 20 pick' for members. Receiving $100M in federal quantum incentives.
Rigetti is described as the pure quantum exposure play, focusing on superconducting quantum systems. The host notes it's volatile and has challenges but is the go-to name for investors enthusiastic about quantum. He explicitly tells viewers to 'pay attention to it.'
RGTI is mentioned as a quantum computing stock that posted double-digit gains on $2 billion government grant news.
Has the most accurate quantum chips on Earth (99.9% two-qubit gate fidelity), owns its own fabrication facility, has Nvidia partnership, $250M Quanta deal for commercial manufacturing, UK government $100M contract, India $8M contract. Felix says he'd rather pay $20 for Rigetti than its current ~$14 price, indicating he sees value at higher prices post-breakout. Revenue is only $7M (down 56%) making it a technology story not a revenue story.
Gate-based superconducting quantum computing, same approach as Google and IBM. $5.8B market cap pre-revenue leader in quantum. Host compares quantum's trajectory to AI from 2018-2024, suggesting RGTI could be a true multi-bagger. Nvidia hosted quantum day at GTC, all major hyperscalers racing on quantum. Torque score 9/10.









