Moonshot Arena Event — Quantum Core vs Foundry Titans

Season 0: Builders vs Machines — The Battle for the Future

Story Lead (Myth)

The Arena opened in January 2026.

On one side stood Quantum Core — rewriting the laws of computation, bending physics into code.
On the other stood Foundry Titans — forging the physical world, turning ambition into factories, rockets, and energy systems.

This was not a clash of hype.

This was a clash of foundations.

Arena Battle (Stocks)

Quantum Core

RGTI, QS, ARQQ, BTQ, LAES

Quantum Core arrived with inevitability.

• RGTI & QS define the hardware frontier of quantum computing
• ARQQ, BTQ, LAES secure the future against a post-quantum world

Quantum is slow.
Quantum is expensive.
Quantum is unavoidable.

Foundry Titans

RDW, VELO, AMPX, ENVX, ELVA

Foundry Titans answered with execution.

• RDW builds the orbital backbone
• VELO forges the additive manufacturing engine for aerospace and defense
• AMPX, ENVX, ELVA anchor the industrial energy stack

Foundry doesn’t promise the future.
Foundry builds it.

Outcome

Stalemate

Quantum proved relevance.
Foundry proved necessity.

This war will be decided by who can turn possibility into durable businesses.

Stock Battle — Fundamental Battle

Rigetti Computing (RGTI) vs Redwire (RDW)

This is where the myth meets reality.

Business Model

RGTI
Vertical-integrated quantum hardware company building superconducting quantum processors and cloud-accessible quantum systems.
Revenue today is early, lumpy, and research-driven.

RDW
Space infrastructure platform: spacecraft components, satellite systems, in-space manufacturing, and defense programs.
Revenue is real, diversified, and growing.

Edge: RDW

Financial Strength

RGTI

• Heavy operating losses
• High R&D burn
• Balance sheet dependent on capital markets

RDW

• Material revenue base
• Improving gross margin trajectory
• Path toward operating leverage

Edge: RDW

Technology & Moat

RGTI

• Owns superconducting quantum IP
• Real hardware, not slideware
• Strategic relevance to governments and hyperscalers

RDW

• Deep integration into space & defense supply chains
• High switching costs
• Program-level moats

Edge: Stalemate (Quantum owns physics. Foundry owns execution.)

Strategic Relevance

RGTI
If quantum works, Rigetti matters.

RDW
Space and defense infrastructure matters regardless.

Edge: RDW

Valuation & Long-War Positioning

RGTI is a call option on physics.
RDW is a compounding infrastructure platform.

One is optionality.
The other is inevitability.

Stock Outcome

Promotion: RDW
Stalemate: RGTI

RDW earns promotion for execution, durability, and relevance.
RGTI holds its ground as a strategic long-war contender.

Why It Matters

This is the shape of the future:

Breakthrough technology alone does not win.
Durable businesses win.

Quantum Core needs Foundry Titans to become real.

And Foundry Titans will quietly decide
which moonshots survive.