White Brook Capital Partners’ Thoughts on Rigetti Computing (RGTI)

Core Insights - The US economy showed resilience in Q3 2025, with growth driven by high-end consumer spending and significant investments in artificial intelligence [1] - White Brook Capital's Small Cap Absolute Growth Strategy model portfolio exceeded expectations in its first year, while value-oriented stocks underperformed [1] - The All-Cap Portfolio shifted focus to growth companies but remains overweight in value, leading to disappointing performance [1] Company Highlights - Rigetti Computing, Inc. (NASDAQ:RGTI) is involved in building quantum computers and superconducting quantum processors [2] - Rigetti's one-month return was -10.99%, but it gained 586.30% over the last 52 weeks, closing at $30.06 per share with a market capitalization of $9.921 billion on December 04, 2025 [2] - The company is generating $3 million in quarterly sales but has over $15 million in quarterly losses, resulting in an elevated market capitalization of $18 billion, indicating a significant multiple of forward revenue estimates [3]