RGTI
Rigetti Computing, Inc.RESHORINGReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
Finalized $100M CHIPS Act funding validates domestic quantum manufacturing capabilities.
Non-dilutive capital injection shifts narrative from speculative R&D to industrial scale.
Severely beaten down, trading 73% off highs with high short interest.
Rigetti offers the most asymmetric setup among the finalists, combining a massive, finalized $100M CHIPS Act award with a deeply depressed valuation. While speculative quantum names have struggled, this direct, non-dilutive government funding provides a hard catalyst that the market has not fully priced in.
The $100M award from the Department of Commerce directly aligns with the CHIPS Act mandate to onshore advanced microelectronics, providing verifiable federal backing.
Trading 73% below its 52-week high and down 17% over the last month, the stock is washed out and primed for a momentum reversal.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | GEO | BORDER | $31.38 | $31.49 | +0.35% | N/A | N/A | N/A |
| 2026-09-09 | CACI | BORDER | $606.85 | $621.17 | +2.36% | N/A | N/A | N/A |
| 2026-09-08 | AGX | ENERGY | $436.78 | $413.74 | -5.27% | N/A | N/A | N/A |
| 2026-09-04 | BWXT | ENERGY | $157.59 | $150.12 | -4.74% | -4.74% | N/A | N/A |
| 2026-09-03 | BWXT | ENERGY | $160.25 | $150.12 | -6.32% | -4.84% | N/A | N/A |
| 2026-09-02 | BWXT | ENERGY | $155.67 | $150.12 | -3.57% | +0.67% | N/A | N/A |
| 2026-09-01 | BWXT | ENERGY | $161.54 | $150.12 | -7.07% | -0.70% | N/A | N/A |
| 2026-08-31 | BWXT | ENERGY | $152.29 | $150.12 | -1.42% | +5.33% | N/A | N/A |
| 2026-08-28 | HDSN | RESHORING | $5.43 | $5.41 | -0.46% | -1.47% | N/A | N/A |
| 2026-08-26 | CLF | RESHORING | $11.54 | $12.06 | +4.51% | +7.63% | N/A | N/A |
| 2026-08-21 | CXW | BORDER | $34.01 | $34.93 | +2.71% | -0.59% | N/A | N/A |
| 2026-08-20 | XE | ENERGY | $18.29 | N/A | +0.00% | N/A | N/A | N/A |
| 2026-08-19 | CXW | BORDER | $31.99 | $34.93 | +9.19% | +6.25% | N/A | N/A |
| 2026-08-17 | KTOS | DEFENSE | $63.29 | $46.98 | -25.77% | -16.15% | N/A | N/A |
| 2026-08-14 | KTOS | DEFENSE | $64.58 | $46.98 | -27.25% | -13.01% | N/A | N/A |