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北京时间·🕒 发布 04-08 22:42:02时区推断·⟳ 抓取 06-03 20:38:45回填·⚡ 决策 06-17 08:33:16·132.5 天前
KOL挖掘微软量子部门秘密采购MBE设备，指向Veeco(VECO)等双寡头供应商
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So the easter egg: $MSFT Quantum appears to be an undisclosed hyperscaler... That is secretly buying from a company tha…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +4%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+18%(清仓) · 止损 -7% · 时间止损 3日
失效/反转 公司澄清未向微软量子供货或MBE需求证伪
不做 MSFT.US
MSFT为买方，采购少量研发设备对其3万亿市值毫无弹性，无交易价值
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原文全文
展开原文 · 1,159 字
So the easter egg:
$MSFT Quantum appears to be an undisclosed hyperscaler...
That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking.
-> Microsoft Quantum posted photos
-> Zoom in to top left and magnified
-> Prime Ribs machine checks out?
It's a duopoly in the MBE space with $VECO for quantum machines (think $AXIA for photonics but for Quantum).
They reported earnings today:
-> It's profitable. ~25 P/E ratio after ER release.
-> Very healthy balance sheet
-> Used for adjacents, like silicon photonics (eg. Fujitsu's quantum dot spinoff)
-> IntelliEPI (aside from $MSFT) well known buyer
Some followers reached out about this name (not taking any credit for DD or finding it). Disclosure: I found their ideas interesting and have positions.
-> Full Credit to @latent_value7 finding $MSFT links
-> Credit to @TheSarge_ for bringing the name to my attention early on
A reminder: Even though I share these cool ideas, I don't recommend anyone take positions based on my posts.
I'm just impressed that people on X found that a hyperscaler buying from a tiny company for their frontier quantum program.
$MSFT Quantum appears to be an undisclosed hyperscaler...
That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking.
-> Microsoft Quantum posted photos
-> Zoom in to top left and magnified
-> Prime Ribs machine checks out?
It's a duopoly in the MBE space with $VECO for quantum machines (think $AXIA for photonics but for Quantum).
They reported earnings today:
-> It's profitable. ~25 P/E ratio after ER release.
-> Very healthy balance sheet
-> Used for adjacents, like silicon photonics (eg. Fujitsu's quantum dot spinoff)
-> IntelliEPI (aside from $MSFT) well known buyer
Some followers reached out about this name (not taking any credit for DD or finding it). Disclosure: I found their ideas interesting and have positions.
-> Full Credit to @latent_value7 finding $MSFT links
-> Credit to @TheSarge_ for bringing the name to my attention early on
A reminder: Even though I share these cool ideas, I don't recommend anyone take positions based on my posts.
I'm just impressed that people on X found that a hyperscaler buying from a tiny company for their frontier quantum program.
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