Rigetti Computing - CW27

Quantum stocks had themselves a day 🔥

Quantum Computing Sector Explodes: US Government's $2 Billion "National Team" Investment Reshapes the Competitive Landscape

On May 21, the US Department of Commerce announced that under the CHIPS Act framework, it will allocate a total of $2 billion in grants to 9 quantum computing companies in exchange for government equity. This national strategic-level targeted investment directly ignited sector sentiment. Rigetti Computing (RGTI) surged over 50% cumulatively this week, and the entire quantum computing sector entered a highly active state.

Leading Giants: Direct Policy Beneficiaries, Strongest Fundamentals

The biggest winner in this round of funding is IBM (IBM), receiving $1 billion in federal grants and raising another $1 billion itself to build the Anderson quantum wafer foundry, officially establishing its position as the national strategic core leader in quantum computing. It followed the main trend higher today. GlobalFoundries (GFS) received $375 million in grants to establish a multi-modal domestic quantum foundry. Together with IBM, they are the two leading quantum hardware manufacturing infrastructure giants prioritized for government support, showing active intraday performance. Although Alphabet (GOOGL), Google's parent company, was not included in the list of direct beneficiaries this time, its Willow quantum chip has achieved the milestone of error correction below the threshold. It stands alongside IBM at the technological forefront, and its quantum commercialization timeline is highly watched by the market. Driven by the main trend sentiment, its share price continues to attract capital. IonQ (IONQ), as the purest listed quantum computing leader on Nasdaq, has set a global record for two-qubit gate fidelity with its trapped-ion approach and has Amazon's strategic shareholding endorsement, making it the preferred target for institutional allocation in the quantum sector.

Mid-Tier Targets: Funding Catalyst Combined with Performance Validation

D-Wave Quantum (QBTS) received approximately $100 million in federal investment. On the day the news was announced, its stock price surged over 14% in a single day. Its FY2025 revenue grew 179% year-over-year, making it a mid-term target with performance support amid this round of policy catalysis. RGTI received about $100 million in grants to expand its superconducting quantum computing architecture. Catalyzed by the news, it rose over 12% that day, and its cumulative gain this week ranks among the top in the sector. According to reports from media like Motley Fool, its scarcity as a pure-play superconducting hardware vendor is being repriced by the market. Infleqtion (INFQ), pursuing the neutral atom route, has received about $100 million in federal investment. Its existing customers cover the US Army, Navy, Air Force, and NASA, with revenue continuing to grow. It strengthened today along with the sector. Microsoft (MSFT) is taking an independent route in topological qubit R&D, aiming to launch a quantum product before 2029. Its hybrid quantum-classical computing layout is comprehensive, and its market cap provides a safety margin, making it suitable for conservative investors as a peripheral allocation in the quantum sector. NVIDIA (NVDA) launched the NVQLink quantum-GPU interface and the Ising open-source AI model to serve quantum workloads. It is the "pickaxe seller" infrastructure cornerstone of the quantum ecosystem. As policy enthusiasm continues to heat up, its intraday activity has significantly increased.

Tail-End Small Caps: Highest Elasticity, Also Highest Risk

Quantum Computing Inc. (QUBT), pursuing the photonic quantum route, saw its Q1 2026 revenue skyrocket from $39k to $3.69 million year-over-year. It is a core component of the QPUX leveraged ETF, exhibiting extremely strong short-term elasticity. Xanadu Quantum (XNDU) just listed in March 2026, as the world's first pure-play photonic quantum computing listed company. Its free float is extremely small with novel themes, leading to significant intraday volatility under policy catalysis today. Arqit Quantum (ARQQ) focuses on quantum encryption security, possessing concept-driven elasticity under the narrative that quantum computing threatens traditional cryptographic systems. BTQ Technologies (BTQ) specializes in post-quantum cryptography, and HQ Horizon Quantum (HQ) focuses on quantum software compilation optimization. Both are newly listed small-cap targets with extremely small free floats. Under policy catalysis, violent price swings are likely, but liquidity risks require close attention.

ETF Tools: Efficient Vehicles for Layered Quantum Theme Allocation

Defiance Quantum ETF (QTUM) is the most mainstream broad-based ETF in the sector, with AUM exceeding $4 billion and a Morningstar 5-star rating. It gained 50% in 2024 and 37% in 2025, holding over 80 targets, suitable for conservative allocation. WisdomTree Quantum ETF (WQTM) was jointly developed with Classiq, with a top 10 holding concentration of 44%. It directly holds heavy positions in targets like Rigetti and D-Wave that received federal investment, offering better elasticity than QTUM. Defiance 2X Quantum Leveraged ETF (QPUX) provides daily 2x long leverage on four pure-play stocks: IONQ, RGTI, QBTS, and QUBT. All its components rose over 30% this week, making it the best amplifier for short-term speculation on the quantum theme. Defiance 2X Rigetti Leveraged ETF (RGTX) tracks RGTI's single stock for daily 2x returns, suitable for aggressive traders betting on short-term single-stock catalysts.

Risk Warning: The commercialization process of quantum computing is highly uncertain. Small-cap targets experience severe volatility. Leveraged ETFs suffer from daily compounding decay. This article does not constitute any investment advice.

【Week 5 – My Portfolio Health Check, Quantum stock finally paying off?】

The Trump administration is allocating $2 billion in grants to nine quantum-computing companies, with the U.S. government taking equity stakes. IBM will receive $1 billion, while GlobalFoundries is set to get $375 million; other firms like D-Wave Quantum, Rigetti Computing, and Infleqtion will each receive $100 million. Personally been holding Infleqtion for months, with majority of the time being lower than my cost price. This rally has finally brought the stock slightly above my cost price but the real question is whether this can hold. The Quantum interest is real, but before the business turns profitable, this is still a gamble. @Bridge Buzz SG

Most coverage focused on the USD 2 billion number. The detail worth sitting with: the government isn't just giving grants this time, they're taking equity stakes in the companies. That's a structural shift from the CHIPS Act model. When your largest backer is also a shareholder, their incentive to see you succeed changes. IBM, QBTS, RGTI aren't just grant recipients anymore — they have a government co-investor. 🤔

IBM getting USD 1 billion sounds big until you remember it's a USD 200 billion company. The real story is QBTS and RGTI each pulling USD 100 million at a fraction of that scale — that's potentially years of R&D runway. IBM is the safe way to play quantum. QBTS and RGTI are the high-conviction, high-risk way. Both ran yesterday, but they're very different bets. I know which one I'd rather hold through volatility. 📈

I think there is still a long runway before quantum companies can become profitable. The current surge in stock price is purely speculative and won’t last when traders start taking profits.

c6l.si (SIA) short term technicals look good, bouncing off MA200 line and MACD positive. now is near analysts' target price of 6.60+

time to take some profit?

SIA is Singapore local A1 branded airline. Award of world Top Airline many times. but high crude oil price for long term affect their performance

I understand the hype around quantum computing but markets care about one thing in particular which is profits. And quantum computing is not there yet.

The quantum computing thingy is another pump and dump. Valuations has to be supported by real earning with clear growth instead of pumps from news hype. Just feel that funds need to be rotated from sectors already pumped hard.

D-Wave +33%, Rigetti +31%, IBM +12% all in one day. Government just put $2 billion behind quantum. I'm not waiting for another entry point on this sector. Adding 💪🔥

This is MASSIVE and people are sleeping on it.

The US government just committed USD 2 billion to quantum computing. And the market didn't wait around — IBM surged 12%, D-Wave jumped 33.4%, Rigetti exploded 30.6%. All in one session.

Here's why this is a bigger deal than it looks. Government money is not just money. It's a signal. The same way CHIPS Act funding validated the semiconductor investment thesis and drove multi-year outperformance, a USD 2 billion quantum package tells every institutional investor: this sector is now strategic infrastructure. Start building positions.

D-Wave and Rigetti have been dead-money stocks for the better part of two years. That narrative changed overnight.

I want to be honest about the risk though. These companies are still nowhere near meaningful commercial revenue at scale. This is policy-driven momentum, not fundamentals. If you're chasing QBTS and RGTI at these levels you're taking speculative risk and you need to size accordingly.

IBM is the safer trade. They have actual enterprise quantum hardware deployed today, existing Fortune 500 customer relationships, and they now have government contract flow coming. That's a real business getting a real tailwind.

USD 2 billion doesn't get spent in a day. Contract announcements, hardware milestone releases, research partnerships — each one is a new catalyst. I'm watching IBM closely for the next re-entry. The smaller names I'd only touch on a pullback.

Bottom line: the quantum era just went from "someday" to "now." 🚨📈

Genuine question — is quantum computing actually close to being commercially useful, or are these stocks just moving on policy vibes? I don't want to chase something that's still 10 years from making money. 🙏

Intel was chapter one...

The Trump administration just committed $2 billion to quantum computing

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Rigetti Computing(RGTI.US) Rigetti Signs LOI for Up to $𝟏𝟎𝟎𝐌 in U.S. Quantum Funding