RGTI
Rigetti Computing, Inc.RESHORINGReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
Secured $100M in direct CHIPS Act funding for domestic quantum computing R&D
Validates domestic quantum hardware as critical national security and AI infrastructure
High-beta reshoring play primed for aggressive capital rotation in RISK_ON regime
Although BKSY scored 16 points higher, its score is misleading because the $476M NASA contract is a shared ceiling across eight providers, severely diluting the actual economic impact. RGTI offers a superior asymmetric setup because its $100M CHIPS Act grant is a direct, policy-driven catalyst that validates its quantum technology, making it an ideal high-beta momentum play in the current RISK_ON market regime.
The $100M Department of Commerce award directly ties RGTI to federal AI and reshoring priorities, shifting it from a speculative tech play to a government-backed infrastructure provider.
Trading 63.4% below its 52-week high, the stock offers massive upside convexity as capital rotates into high-beta policy beneficiaries.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-06-22 | AISP | BORDER | $2.86 | $2.80 | -2.10% | N/A | N/A | N/A |
| 2026-06-18 | NPK | DEFENSE | $131.84 | $126.88 | -3.76% | N/A | N/A | N/A |
| 2026-06-16 | PSN | INFRA | $55.66 | $48.65 | -12.59% | -12.59% | N/A | N/A |
| 2026-06-15 | PSN | INFRA | $55.49 | $48.65 | -12.33% | -12.33% | N/A | N/A |
| 2026-06-12 | GEO | BORDER | $28.44 | $29.96 | +5.34% | +4.32% | N/A | N/A |
| 2026-06-11 | ABAT | ENERGY | $3.42 | $2.84 | -16.96% | -8.77% | N/A | N/A |
| 2026-06-10 | SAIC | DEFENSE | $114.23 | $100.60 | -11.93% | -6.57% | N/A | N/A |
| 2026-06-09 | USAR | RESHORING | $20.90 | $22.89 | +9.52% | +4.02% | N/A | N/A |
| 2026-06-08 | HNRG | ENERGY | $16.92 | $17.73 | +4.79% | -2.78% | N/A | N/A |
| 2026-06-05 | PSN | BORDER | $58.72 | $48.65 | -17.15% | -3.44% | N/A | N/A |
| 2026-06-03 | USAR | RESHORING | $27.98 | $22.89 | -18.19% | -27.34% | N/A | N/A |
| 2026-06-02 | PSN | INFRA | $60.84 | $48.65 | -20.04% | -3.83% | N/A | N/A |
| 2026-06-01 | ALMU | RESHORING | $26.21 | $21.84 | -16.67% | -6.56% | N/A | N/A |
| 2026-05-29 | LUNR | SPACE | $43.83 | $21.99 | -49.83% | -33.01% | N/A | N/A |
| 2026-05-28 | RGTI | RESHORING | $27.03 | $21.28 | -21.27% | -10.62% | N/A | N/A |