🐦 推特SerenityV1 · 实盘没法做把握 3/10
北京时间·🕒 发布 04-14 17:00:05时区推断·⟳ 抓取 06-03 20:37:06回填·⚡ 决策 06-17 08:01:21·132.5 天前
KOL吹捧Riber(ALRIB)在MBE设备领域的双寡头地位及量子与硅光子客户
📄 原文Serenity↗ 原文
$ALRIB is starting to grow on me. First they have $MSFT Quantum as their core hyperscaler customer. Then they have Quan…
不做 ALRIB.US
Riber正股为巴黎上市的ALRIB.PA，ALRIB.US大概率为OTC粉单或归一化错误，流动性极差无法操作；且KOL喊单小盘股波动大、易被出货。
不做 MSFT.US
仅被提及为量子计算客户，微软市值巨大，单一MBE设备供应商的订单对其基本面和股价毫无影响，纯噪音。
不做 IQE.US
仅被提及为光子学客户之一，非推文核心标的；且IQE正股为伦敦上市的IQE.L，IQE.US流动性差，无操作价值。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 489 字
$ALRIB is starting to grow on me.
First they have $MSFT Quantum as their core hyperscaler customer.
Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE as customers.
And it’s profitable + paying dividends…
And a genuine duopoly in the MBE space.
And accelerating order book growth with a new breakthrough in silicon photonics machines..
I keep comparing $LWLG with stuff like Riber, then I keep thinking:
Isn’t this just highly compelling at current prices?
First they have $MSFT Quantum as their core hyperscaler customer.
Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE as customers.
And it’s profitable + paying dividends…
And a genuine duopoly in the MBE space.
And accelerating order book growth with a new breakthrough in silicon photonics machines..
I keep comparing $LWLG with stuff like Riber, then I keep thinking:
Isn’t this just highly compelling at current prices?
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。