Gene Inger on BigBear, Rigetti, D-Wave, Ondas, and Veritone. Gene also shares thoughts on Macro backdrop.
In this episode, market veteran Gene Inger returns to dig into BigBear’s earnings, Palantir’s valuation gap, Ondas’ drone pipeline, Veritone’s cash/loss mix, and how he’s positioning around Rigetti vs D-Wave. We also get tactical on monthlies vs weeklies and why patience beats chasing squeezes.
• BigBear.ai (BBAI) – Discussion of board and committee moves, compliance optics, and how transparency can reset credibility. Why Gene thinks institutions watch governance as much as guidance.
• Options approach – Monthlies over weeklies for sanity and better risk control; when he trims into strength and avoids forcing trades around expiration.
• Palantir (PLTR) vs BigBear – Why a premium multiple at Palantir doesn’t automatically transfer to BBAI; what must change before bigger funds step in.
• Ondas (ONDS) – American Robotics and defense-drone angle; how licensing and partner channels could open doors internationally; what he’s watching post-offering.
• Veritone (VERI) – Non-cash losses vs operating reality; cash position, churn, and what would signal a healthier uptrend.
• Rigetti (RGTI) – Volatility, open interest concentration, and the next milestones after the 36-qubit system; how he frames the path toward the 100-qubit checkpoint.
• Macro lens – National security funding, enterprise adoption timelines, and why energy/cost efficiency narratives are gaining traction.
This conversation is for education and discussion only. Not financial advice.
0:00 Intro
0:40 Veritone Part 1
3:55 BigBear.ai Deep Dive
30:32 Rigetti and D-Wave
36:36 Ondas Drones – Pipeline, Partners, Post-Offering View
47:55 Gene’s Early Investment in Quantum
50:04 Market Backdrop and Macro
59:34 Veritone Part 2
1:07:00 Gene on X and Closing Thoughts
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