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北京时间·🕒 发布 04-09 16:42:30时区推断·⟳ 抓取 06-03 20:38:32回填·⚡ 决策 06-17 08:28:05·132.6 天前
KOL 推测微软是 Riber (MBE设备商) 的秘密量子计算买家
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$MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don…
不做 MSFT.US
量子计算研发设备采购对微软庞大体量无实质业绩影响，纯噪音。
不做 ALRIB.US
Ticker 错误，Riber 实际在 Euronext 上市 (ALRIB.PA)，ALRIB.US 无法交易；且事件仅为 KOL 基于 LinkedIn 的未证实推测，缺乏一手来源。
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原文全文
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$MSFT looks like a secret buyer of Riber
< $ALRIB > for Microsoft Quantum.
The broader market and algorithms likely don’t know this connection yet.
MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics.
But the long-term implications are sizable if Microsoft Quantum:
-> Are starting to buy from this European equipment manufacturer
Quantum is still very early and risks to early stage industries are material.
But since this company looks like an $AIXA for Quantum and trades at a profitable ~27x est. forward P/E, as a duopoly for MBE with $VECO, it looks interesting.
From open LinkedIn intelligence, having a US hyperscaler use Riber MBE equipment to fab frontier quantum chips.
At the very least helps validate the company’s importance as a technology.
And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.
< $ALRIB > for Microsoft Quantum.
The broader market and algorithms likely don’t know this connection yet.
MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics.
But the long-term implications are sizable if Microsoft Quantum:
-> Are starting to buy from this European equipment manufacturer
Quantum is still very early and risks to early stage industries are material.
But since this company looks like an $AIXA for Quantum and trades at a profitable ~27x est. forward P/E, as a duopoly for MBE with $VECO, it looks interesting.
From open LinkedIn intelligence, having a US hyperscaler use Riber MBE equipment to fab frontier quantum chips.
At the very least helps validate the company’s importance as a technology.
And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.
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