$RGTI · 海外大V持仓追踪

$RGTI 现在是什么情况？

最近有人说了 $RGTI 什么？

下面是最近 8 条提及 $RGTI 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-30中性原文
  $IBM Starling was est. 2029 (cool name btw). Very interesting Foxconn is flagging quantum commercialization in 2030 from their conference. 2027 prototyping. Just some helpful timelines for the $QBTS $RGTI $IONQ bros out there Quantum is something I’m not as familiar with, but just in investing standpoints since it’s popular, maybe h2 2028, h1 2029 is a good time for quantum frontrunning unless there’s some random breakthrough? Whatever is happening now looks way too early. Typically not a good idea to serve as the dilution in the prototyping phases. But just sharing interesting notes I came across in terms of 2030 timelines for quantum computing commercialization timeline ests.
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• 2026-04-16中性原文
  Sorry but I’m convinced $LWLG is the current $RGTI of photonics. I have zero clue… How they’re valued at $1.8B. Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly, and testing… Is valued less at $1.4B? $SIVEF, the laser source for $JBL and $MRVL was 1/3rd their valuation earlier this week? Feels like dumb money institutions went into the wrong name off a development test agreement. I have no open positions, just confused
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• 2026-04-15看多原文
  $ALRIB is my favorite for that sector, especially now that markets found out $MSFT Quantum buys from them. It's still a bit early, but the machine sellers benefit from the entire R&D capex cycle today and you don't need to pick between $IONQ, $RGTI, $QBTS, $GOOGL or others winning.
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• 2026-03-24看多原文
  US Chip ACT Funding is one of the largest signals. For importance to America National Security. Lesser known list: 1. $SIVE ($330m) 2. $AKTS ($920m) 3. $BLG ($34m) 4. $QUBT ($1.65B) 5. $RGTI ($5.27B) 6. $MRAM ($210m) 7. $SKYT (Acquired) 8. $PDFS ($1.35B) 9. $ATOM ($177M) 10. $SLVC ($227M) 11. $NVTS ($2.12B) 12. $WOLF ($750m) 13. $ALMU ($234m) 14. $ACLS ($2.6B) DIRECT FUNDING | DoC CHIPS PMTs: 1. $WOLF (Wolfspeed): $750 Million 2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ DIRECT FUNDING | Federal R&D Contracts: 4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab) 5. $QUBT - Direct DoC/NIST contract for TFLN PICs DoD Microelectronics / Sub-Contractors 6. $SIVE: $11.6 Million (NEMC Hub) 7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub) 8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS) 9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub) 10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC) Adjacents: 11. $ATOM: Member of the SWAP Hub 12. $NVTS: Embedded partner in the SCMC Hub 13. $PDFS: industry partner in the CA DREAMS Hub 14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs -> Electromagnetic Warfare (EW): $51 million allocated across 6 projects. -> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects. -> 5G/6G Wireless Communications: $42 million allocated across 5 projects. -> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects. -> Quantum Technology: $32 million allocated across 4 projects. -> Secure Edge Computing / IoT: $25 million allocated across 4 projects. Just a warning: Being important to US technology (eg. Wolfspeed) does not translate to being a good investment. Was just doing research into $SIVE CHIPS act funding and decided to see what other lesser known companies got grants or were beneficaries too.
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• 2026-02-18看多原文
  Decided to go long on $INFQ. Infleqtion is a brand new Quantum Computing IPO that I've been watching. Quantum names like: $IONQ ($11B+) or $RGTI ($5.1B) typically command large premiums (trapped-ion/superconducting qubits). But, Infleqtion is the first public pure-play in neutral-atom quantum computing. While most others are speculative, Inflection already has use cases as their quantum sensing division + products like quantum optical clocks, RF receivers, and inertial sensors, are utilized by NASA and the US military. I've been erring on the side of caution on Quantum Computing names, as Quantum especially, is not valued based on traditional P/E, P/S. But the technology + national security risks are monumental, and foreign governments are pouring money into the space. And $INFQ seems to be head of the game. As a result, I personally decided allocate a small percentage toward Infleqtion ( $INFQ ) as exposure to quantum computing.
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• 2026-02-18中性原文
  If you've read my previous posts, I've been bear posting $IONQ, $RGTI, $QBTS since the dawn of time. However, just from industry discussions, everyone I've talked to seems to know it's coming. It's feels like a matter of time, whether it's 2 years or 5. I've been watching $GOOGL Willow and other breakthroughs, but there hasn't been any pure play exposure I thought it was worth to take the risk on. But decided to pull the trigger with $INFQ. As for "applications" it's largely national security and doesn't feel very commercial. Eg. breaking encryption, so Governments have a huge incentive to fund research into this area. But you can see other applications with $INFQ + quantum sensing.
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• 2026-02-13中性原文
  There are two companies that don’t care about market crashes. $APP down 19.7% $DNKG down 19.4% $PINS down to 19.1% $ASTS down 15.21% $RDW down to 13.1% $USAR down 12.4% Silver down 11.6% $OSS down 9.58% $RGTI down 8.85% $RDDT down 6.8% $RKLB down 5.4% $APPL down 5.09% Gold down 3.4% SPY Index down 1.54% Sandisk up 7.21%. The other biggest gainer? Walmart, up 3.78% today. You have a fwd 2027 p/e ~7 memory company growing net income at triple digits y/y. And a bath towel reseller growing in line with inflation sitting at 46 p/e, outperforming the market. Markets are starting to make less and less sense.
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• 2026-02-02中性原文
  Markets are seeing liquidation cascades. Silver's crash is now extending into other markets like Crypto and US/Foreign stocks. Here's what's happening: And here's what to expect from: - $BMNR (Crypto) - $RKLB (High-Beta) - $SNDK (AI) - to Samsung (Foreign). The "Warsh" Fed Chair nomination was the initial trigger that caused the selloff as markets viewed him as a "Hawk" -> Quantitative Tightening. However, this is a mistake as the fed chair is likely aligned with Trump's policies, and his recent stance is dovish short term + rate cuts, due to AI. However, the technical reason for the selloff was CME + Exchange controls forcing margin liquidations on Silver. As silver crashed 33% intra-day, institutions are forced to liquidate other names and hedge. So, we're seeing both: 1. Fear Contagion - when a safe haven metal plummets this much, this causes a panic across other sectors. 2. Flight to Safety - investors panic-sell "risky" assets and stocks / move to U.S. Dollar and Treasury Bonds. To play defensive: - It's best to reposition speculative names into FCF/profit generating long positions aligning with these new policies. - Names like $GOOGL, $NVDA down to $MU, $TSM, $JPM, Samsung, and others stand to benefit the most. - Stocks that are already at lows (with strong expected FCF) from $PYPL to $SNAP that are being sold off even more present decent recovery upside. Especially since the Fed chair is expected to be bullish for many sectors from AI to Banking, with rate-cuts fueled by AI growth + productivity. For a warning: - More speculative small cap names (that don't generate massive FCF) from $ONDS to $RKLB may be more at risk due to correlation to high-beta sector selloffs. - Leveraged funds like $BMNR with iliquid assets (eg. $200M in Mr. Beast's company) to speculative names like $QBTS or $RGTI may finally see a reset/wipeout. - Foreign market names like $JD to $BABA or emerging market names like $MELI may be impacted from a liquidity drain. But of course, day-traders may have a field day timing rebounds on high-beta names (eg. if $ETH flash crashes 12% to $2.1K -> recovery to $2.3K). That being said this is not saying "Sell High-Beta". This is just a warning to people with margin on high-beta sectors now that given Ethereum's flush from $3k+ down to $2.18k: There's considerable risk if there's an extended selloff on high-beta stocks. (I've been personally looking at Ethereum as a proxy). This is just personal market opinion, but generally as midterms come up + more expected rate cuts + earnings coming out higher than ever (eg. $SNDK's blowout), it's good to remain extremely bullish on the market. And it's just a matter of time before markets see a green V recovery before midterms. Fundamentals haven't changed but optics have and short-term liquidity have.
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