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RGTI "Science Project, not a Business?" Long-Term "Patience May be Warranted"
Youtubeยท 2025-11-11 23:00
Core Insights - Regetti Computing is currently viewed as a science project rather than a viable business, with revenues declining by 18% year-over-year, totaling only $1.94 million in the latest quarter [2][3] - Despite its small revenue base, Regetti's stock has surged over 2,000% in the past year, indicating significant market excitement, although caution has been advised regarding quantum computing stocks [3][4] - The company is making strides in research and development, particularly with its Suffice 136Q system, which utilizes a chiplet architecture that may provide a competitive advantage in the long term [4] Company Performance - Regetti's revenues are described as "ridiculously small," likening its business model more to that of a biotech firm than a traditional computing company [3][8] - The company's current market position is characterized as one of the smaller players in the quantum computing sector, with potential for growth as the market evolves [6] Market Context - The quantum computing market is still in its early stages, with significant investments and advancements being made by larger players like IBM, which may influence the overall market dynamics [6][9] - The discussion highlights a broader trend in technology investment, with a strong emphasis on AI and data center development, suggesting that these areas may offer more immediate returns compared to quantum computing [11][14] Investment Outlook - Experts suggest that while Regetti may have potential, it is primarily a long-term investment, requiring patience as the technology matures [4][10] - The focus on AI and data center infrastructure is seen as a more promising investment avenue, with companies like Nvidia, Microsoft, and Cisco being highlighted as solid opportunities [14][15]