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Rigetti Computing: Quantum Cash Pile Changes Everything
Seeking Alpha· 2025-07-15 16:30
Core Insights - Rigetti Computing (NASDAQ: RGTI) has significantly outperformed the S&P 500, with a return of over 44% since the last coverage [1] Company Analysis - The previous analysis focused on Rigetti's market opportunity and a major deal with Quanta [1] - Current analysis emphasizes the company's leadership and management, highlighting a proven track record in scaling businesses and smart capital allocation [1] - Rigetti demonstrates consistent revenue growth and credible guidance, indicating strong financial health [1] Market Positioning - The company possesses a strong technology moat and first-mover advantage, which are critical for market disruption [1] - Rigetti benefits from network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health - Rigetti shows sustainable revenue growth with efficient cash flow and a strong balance sheet, ensuring long-term survival [1] - The company avoids excessive dilution and maintains financial strength, which is essential for risk management [1] Investment Methodology - The investment strategy focuses on identifying high-conviction opportunities with a balanced portfolio construction [1] - Core positions (50-70%) are high-confidence, stable plays, while growth bets (20-40%) are high-risk, high-reward opportunities [1] - Speculative investments (5-10%) are aimed at moonshot disruptors with massive potential [1]
X @TechCrunch
TechCrunch· 2025-07-15 14:36
Rwazi raises $12M Series A to help companies with consumer insights and intelligence | TechCrunch https://t.co/M1DqJhN3ek ...
Brinker International Is Starting To Look Like A Double Dipper For Me
Seeking Alpha· 2025-07-15 10:02
Thesis : A recent decline in Brinker International's share prices makes EAT an even better value. Efforts to improve efficiency and consistency should help the company sustain strong growth and could provide a foundation for later expansion.Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for ...
Broadcom's Hidden AI Backbone Unfolds
Seeking Alpha· 2025-07-11 15:00
Group 1 - The market currently views Broadcom (AVGO) as a typical semiconductor company benefiting from AI capital expenditures, but this perspective is outdated and potentially risky [1] - The analysis emphasizes the importance of identifying high-potential investment opportunities that can yield significant returns while managing risks effectively [1] - Key factors for investment consideration include leadership and management effectiveness, market disruption potential, financial health, and valuation metrics [1] Group 2 - Leadership and management analysis focuses on proven business scaling, smart capital allocation, and consistent revenue growth [1] - Market disruption is driven by strong technology advantages, network effects, and penetration in high-growth sectors [1] - Financial health is characterized by sustainable revenue growth, efficient cash flow, and a robust balance sheet [1]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-09 01:10
RT Jus Riffin’ (@jusriffin)This Tuesday at 2PM EST we’re Riffin' with @Tyler_Did_It live on the show.He’s been a force on Fomo Hour, The Lucky Lead, and Under Exposed, and now he’s pulling up to chop it up with us.We’re talking real journeys, market insights, and what’s happening behind the scenes in Web3.Powered by @RugRadio ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-09 01:09
RT Tommy (@Tommyf902)I’m amazed how the awesome work @TezLabApp have put into for @Tesla owners. For all the work they do to give @Tesla owner insightful data about my baby…I mean car…is there any difference? 😅Now I can track my FSD usages here in Canada 🇨🇦Download the app, you won’t be disappointediOS:https://t.co/LHwxwiQYwZAndroid:https://t.co/wXGbknrOSxThanks guys 😚🙏❤️#Tesla #Tezlab #FSD #HW3 #Canada ...
