So why all the price volatility on these stocks?

The market cannot price what it does not understand.

Quantum computing is a complex and rapidly evolving field, operating across multiple domains like quantum hardware, software integration, and algorithm development. Its potential spans near-term breakthroughs, such as optimization and simulation solutions, to longer-term goals like solving problems currently impossible for classical computers. Investments are pouring in from governments, private companies, and venture capital worldwide, fueling this “quantum race.”

Yet, the price volatility in quantum stocks reflects the market’s struggle to value something so nuanced and future-oriented. The timeline for significant commercial impact varies widely, creating uncertainty.

Worldwide Quantum race is only heating up

Quantum computing is a race where only the strongest, most innovative players will emerge victorious—and Rigetti is positioning itself strategically in the sphere. With their full-stack approach, Rigetti holds all the “infinity stones” needed to dominate: hardware, software, and integration capabilities that can flexibly scale to meet real-world challenges.

Today’s speech by Rigetti’s CEO couldn’t have come at a better time. The market has been watching closely, and the message is clear: Rigetti is not just surviving; they’re thriving. The CEO outlined a confident plan rooted in flexibility, scalability, and execution. Here’s why I believe Rigetti is poised to emerge as a leader in the quantum race:

• Full-Stack Advantage: Unlike competitors that focus on niche areas, Rigetti’s approach combines hardware innovation with seamless software integration. This holistic strategy gives them a competitive edge in solving real-world problems at scale.

• Scalable Vision: The CEO emphasized their ability to adapt and scale as the quantum computing landscape evolves. Their strategy isn’t just about tech—it’s about building an ecosystem that can grow alongside the industry.

• Renewed Confidence: Market sentiment is shifting, and today’s speech reflected a clear, actionable roadmap for growth. The energy was palpable, and the focus on collaboration and execution is exactly what Rigetti needs to win.

• Momentum in Rebound: After facing challenges, Rigetti is showing resilience. The focus on scalability and partnerships highlights their ability to pivot and thrive in a rapidly changing environment.

• Four years of operating costs on hand and continued competition for contracts: Financials looking solid for a stable, young, growth company in a rapidly evolving field.

• Innovation and dexterity: Exploring different processes and approaches positions Rigetti to deliver a full suite of quality hardware, software and cloud quantum solutions.

Rigetti isn’t just playing the quantum game—they’re rewriting the rules with a comprehensive approach that addresses the entire stack. As quantum computing becomes a transformative force across industries, I’m confident Rigetti has the potential to emerge as a true winner.

What are your thoughts on their full-stack strategy and today’s announcements? Are we witnessing the start of Rigetti’s next big leap? If you're interested in Quantum for the long term like me, i'm making videos here - just started this channel, feel free to pop in! lots going on in the industry right now. https://www.youtube.com/@TheQuantumBull

Microsoft

Google, now Microsoft, are investing heavily into the space. This is not 15-20, or 30 years away.

https://azure.microsoft.com/en-us/blog/quantum/2025/01/14/2025-the-year-to-become-quantum-ready/

Price action

This is and will continue to be a volatile sector and stock. If you're long on quantum, focus on building positions now. The train can leave the station at any moment.