RGTI

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.

**Policy Context:** 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.

**Technical:** Trading 63.4% below its 52-week high, the stock offers massive upside convexity as capital rotates into high-beta policy beneficiaries.