Should I Buy Rigetti Computing (RGTI)? Finance YouTuber Analysis

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.” — ▶ 21:50

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.” — ▶ 7:30