KOL推演量子点设备商Riber受益于MSFT与QD Laser资本支出周期

If you want to trade hyperscaler qualification cycles…

And quantum dot like QD Laser (TYO: 6613) up 226% YTD:

IMO safest way to do it are their unknown MBE machine suppliers like $ALRIB early on.

Then pivot to pure play lasers later when they move from qualification -> volume orders.

I mentioned earlier $MSFT quantum was Riber’s undisclosed hyperscaler customer.

But QD laser (getting popular) is heavily reliant on Riber too for their quantum dot program.

I’m not a fan when it comes time to volume production (eg. $AIXA vs the actual volume producers) since machines don’t capture downstream revenue.

But if you want to benefit from capex R&D cycles… eg. QD Laser absorbing capex costs (paying Riber) to build capacity

$ALRIB, $ASML, $AIXA type companies usually hits the balance sheet much earlier so you don’t need to wait 2-3 years for production orders.