Publicly traded quantum computing firm positioned for long-term shifts in cryptography and materials science.

Up double digits as the quantum computing theme gains traction.

Viewed as a more 'reasonable' player in quantum compared to peers, though skepticism remains.

Investing in RGTI is presented as a long-term, speculative way to gain direct exposure to the high-risk, high-reward development of quantum computing technology.

The speaker is very bearish, advising investors to avoid the stock. It is described as having been 'completely hammered' and is considered a 'short target' with an investment horizon that is 'too far out'.

Provides a pure-play investment vehicle for direct exposure to the high-risk, high-reward quantum computing sector.

Described as an extremely speculative, 'pure narrative trade' that acted as a 'levered AI bet' in 2025. It is a high-risk position detached from current fundamentals.

Listed as a company in the Quantum AI space that is a beneficiary of the government-supported 'Genesis Mission' for AI R&D.

The speaker is extremely bearish, calling it one of the weakest quantum stocks with very low cash per share (~$1.70). He purchased February $10 puts to short the stock.

Mentioned as a stock the host might short, lumping it into the overall negative trend and 'quantum meltdown' in the quantum computing sector.