RGTI
Rigetti Computing, Inc.RESHORINGReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
Secures $100M CHIPS Act funding for domestic quantum computing manufacturing
Validates transition from speculative R&D to critical national security infrastructure
High short interest and massive drawdown create explosive short-squeeze potential
RGTI offers a textbook asymmetric setup, combining a massive, verifiable policy catalyst (CHIPS Act funding) with a deeply depressed technical baseline. The market continues to price it as a speculative quantum play, ignoring its new status as a federally backed domestic manufacturing asset.
The $100M definitive agreement with the Department of Commerce directly aligns with the administration's strategic push to onshore advanced semiconductor capabilities.
Trading 74.5% below its 52-week high with 17.7% short interest, RGTI is primed for a high-beta momentum reversal in this resilient RISK_ON regime.
The $30M international defense contract is a routine award rather than a US policy-shift catalyst, limiting its broader thematic tailwind.
Routine VA task order lacks the structural policy-shift magnitude of a new federal funding program, and heavy infrastructure names have recently struggled to catch momentum bids.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-09-15 | GEO | BORDER | $31.26 | $30.85 | -1.31% | N/A | N/A | N/A |
| 2026-09-14 | DRS | DEFENSE | $35.91 | $35.91 | +0.00% | N/A | N/A | N/A |
| 2026-09-11 | RGTI | RESHORING | $15.27 | $14.79 | -3.14% | N/A | N/A | N/A |
| 2026-09-10 | GEO | BORDER | $31.38 | $30.85 | -1.69% | N/A | N/A | N/A |
| 2026-09-09 | CACI | BORDER | $606.85 | $631.18 | +4.01% | +4.01% | N/A | N/A |
| 2026-09-08 | AGX | ENERGY | $436.78 | $393.72 | -9.86% | -11.00% | N/A | N/A |
| 2026-09-04 | BWXT | ENERGY | $157.59 | $145.66 | -7.57% | -4.74% | N/A | N/A |
| 2026-09-03 | BWXT | ENERGY | $160.25 | $145.66 | -9.10% | -4.84% | N/A | N/A |
| 2026-09-02 | BWXT | ENERGY | $155.67 | $145.66 | -6.43% | +0.67% | N/A | N/A |
| 2026-09-01 | BWXT | ENERGY | $161.54 | $145.66 | -9.83% | -0.70% | N/A | N/A |
| 2026-08-31 | BWXT | ENERGY | $152.29 | $145.66 | -4.35% | +5.33% | N/A | N/A |
| 2026-08-28 | HDSN | RESHORING | $5.43 | $5.21 | -4.05% | -1.47% | N/A | N/A |
| 2026-08-26 | CLF | RESHORING | $11.54 | $12.15 | +5.29% | +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 |