Should I Buy Rigetti (RGTI)? Finance YouTuber Analysis

The YouTuber holds Rigetti as part of his individual quantum stock portfolio, which he describes as 'asymmetric bets' on companies with high growth potential. He notes that Rigetti uses superconducting circuits, a different approach to quantum computing, and he invests in it with a small, survivable position, expecting significant returns if the technology proves successful.

“Now, for those of you that would rather own the individual stocks yourselves, let me show you exactly how I do it because I do own all four of these quantum names directly.”

The YouTuber expresses concern about Rigetti's concentration risk, with two contracts representing 63% of its 2026 revenue estimate, and notes that delivery timelines for these have already shifted. He suggests that owning Rigetti is a bet on their ability to catch up with larger competitors like IBM and Google.

“There are two contracts that represent 63% of Rigetti's 2026 revenue estimate. It's an order from India's C-DAC research organization for a 108 qubit system and a Novara QPU hardware. And those delivery timelines have already shifted from the first half to the second half of 2026.”

The YouTuber presents Regetti as a 'pure play' quantum builder with a comeback story and significant government backing. He highlights their pioneering chiplet architecture for scalable quantum systems and strong government contracts from DARPA and the Air Force. Regetti's ownership of Fab One gives them control over the entire quantum chip stack, making them a potential modular platform provider.

“The government is betting big on Regetti. DARPA selected Regetti for their quantum benchmarking initiative to build utility scale systems by 2033.”

The YouTuber views Rigetti Computing as a highly speculative but potentially transformative investment in quantum computing. He highlights a $100 million letter of intent from the CHIPS Act, indicating strong government backing for quantum infrastructure, and notes their in-house processor development. However, he stresses the company is pre-revenue, trading at a very high sales multiple, and carries significant risk as quantum computing technology is still nascent.

“Rigetti is the most speculative stock on our list. Government backing, real technology, and so on.”

The YouTuber suggests buying Regetti Computing due to its ownership of a quantum chip fabrication facility, which provides vertical integration and control over technology. Upcoming catalysts include a new chip launch (Lyra), a $100 million UK government contract, an $8 million India contract, and Nvidia platform integration. Despite current low revenue and cash, the company's R&D investment and unique fabrication process position it for potential significant growth.

“They own their own fab. They have a quantum chip fabrication facility which most of the competitors don't. That means they own the technology sort of Tesla style, right? You vertically integrate and they got a new chip coming out later this year called Lyra.”

The YouTuber is holding Rigetti Computing, which has already seen over 100% gains since their entry. They anticipate further upside towards $160-$190, potentially even 200%, before a potential sell-off or hedging strategy is considered. They caught the trend reversal precisely.

“Rigetti, das ist der Titel, bei dem wir jetzt aktuell gerade mit 101% im Gewinn sind. Zielzone, Oberkante, genau abgegriffen, ne?”

The analyst recommends selling Rigetti Computing, citing its speculative nature with no revenue and significant losses ($351 million over 12 months) despite an $8.4 billion valuation. He argues investors are paying for potential that may not materialize, and the company cannot fund its operations from cash flow, unlike established tech giants investing in quantum computing.

“This is an $ 8.4 billion business. And let's just look at these operations. Total revenue, $7 million over the past 12 months. What's their net income to common shareholders? Negative $351 million.”

The YouTuber avoids Rigetti, a quantum computing company, due to its highly speculative nature. He points to its $3.7 billion market cap with only $9.2 million in revenue and significant free cash flow losses, stating there's no evidence of substantial revenue generation or clear competitive advantage in the nascent quantum computing market.

“Again, this is a very speculative company and quantum computing is likely to be very competitive at least over the next few years and we just simply don't know what the returns on these kind of investments are going to be.”

The analyst advises selling Rigetti Computing, citing its unsustainable operations with low revenue, significant net losses, and negative free cash flow. He questions the company's ability to fund operations without massive shareholder dilution if the market declines, despite its high valuation.

“retti Computing look at the company's valuation today $2.7 billion valuation that's even after the drop in shares... their operations just simply simply don't any sort of valuation near this.”

The YouTuber considers Rigetti Computing (RGTI) a strong runner-up to IonQ, noting its development in superconducting quantum computing and strong partnerships. However, he highlights a concerning negative revenue growth this year and a low cash position, indicating an imminent need for another funding round. He suggests buying after this funding announcement, as it will likely depress the stock price, creating a better entry point.

“That's going to bring the stock price down. That's going to be your time to buy in on this stock, but not quite yet.”

The YouTuber considers Rigetti Computing a strong runner-up, noting its unique full-stack approach with in-house chip fabrication and software development. He points to its contracts, including with the DoD DARPA initiative, and a slightly better cash position than IonQ, expecting significant growth in the coming year despite slower recent revenue development.

“Regetti Computing, ticker RGTI, is a strong runner up in the space with some competitive differences against INQ.”

The YouTuber strongly advises avoiding Rigetti Computing, labeling it as a prime example of bubble market investing. He points out its massive valuation of $2.7 billion on only $12 million in revenue and a 100 times revenue multiple, arguing that investors are buying based on hype and short-term gains rather than any fundamental long-term outlook, which is not yet modelable.

“this is a $2.7 billion company trading for a 100 times its revenue and so why I haven't covered them in depth on the channel is because this all strikes me as the height of bubble Market investing and chasing the hot news into a few stocks not on the basis of a long-term Outlook”

The YouTuber recommends RGTI as a long-term play in quantum computing, comparing its future potential to Nvidia or AMD. He suggests buying on a pullback, anticipating quantum computing to be the next major emerging sector after AI, and believes it will be a 'big dog player' in 5-10 years.

“The pullback is going to be your best entry. But coach just wants you guys to know and understand that you have some plays that are in the quantum computing sector.”

The YouTuber identifies RGTI as an early play in quantum computing, which he believes will be the next major trend after AI, similar to Palantir's early days. He advises accumulating shares at $10.90 or lower for a significant long-term return over the next three years.

“I want you looking at stuff like 1090 or below. Okay, that's what coach wants you looking at if you rocking with me.”

The YouTuber recommends avoiding Rigetti Computing, despite its potential in quantum computing and recent partnerships. He highlights that the technology is still years away from commercial viability and the company's valuation (over 500 times sales with only $11 million in revenue) is extremely speculative and detached from current fundamentals.

“Rigetti now trades at over 5 billion or $5,000 million and in the last 12 months it had a revenue of just 11 million not profit Revenue they trade that over 500 times their sales”