🐦 推特SerenityV1 · 实盘没法做把握 5/10
北京时间·🕒 发布 04-16 16:32:05时区推断·⟳ 抓取 06-03 20:36:14回填·⚡ 决策 06-17 07:30:06·132.4 天前
KOL喊单MBE设备双寡头Riber(ALRIB)与Veeco(VECO)，蹭微软量子计算概念
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It doesn't need to be detailed with $ALRIB? > Riber effective, profitable duopoly with $VECO on MBE equipment, that tra…
不做 ALRIB.US
Riber为法国Euronext上市公司，美股OTC代码流动性极差、买卖点差巨大，无法有效执行交易
观望 VECO.US
作为MBE设备双寡头有逻辑溢出，但推主核心喊单ALRIB，VECO市值较大且缺乏短期独立催化，仅观望等右侧
不做 MSFT.US
超大盘股，量子计算业务占比极小，不受此KOL推文影响，纯噪音
不做 IQE.US
IQE为设备下游外延片厂商，不直接受益于设备商炒作，且美股OTC流动性差
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It doesn't need to be detailed with $ALRIB?
> Riber effective, profitable duopoly with $VECO on MBE equipment, that traded at low fwd multiples.
> $MSFT Quantum as core hyperscaler buyer of Riber from public information discovery
> $IQE, QD Laser (Quantum dot), IntelliEPI and others using it.
Thought process:
What other companies under $1B supply directly to hyperscalers like $GOOGL to $MSFT for their frontier programs?
And are critical suppliers that can't be replaced?
Can't really name any aside from $AEHR, but that's now $2.3B from $600m...
So thought $ALRIB was compelling for Quantum/Silicon Photonics exposure.
If a profitable ~300m company is powering a hyperscaler's quantum frontier program…
Probably going to get re-rated triple digits over time.
> Riber effective, profitable duopoly with $VECO on MBE equipment, that traded at low fwd multiples.
> $MSFT Quantum as core hyperscaler buyer of Riber from public information discovery
> $IQE, QD Laser (Quantum dot), IntelliEPI and others using it.
Thought process:
What other companies under $1B supply directly to hyperscalers like $GOOGL to $MSFT for their frontier programs?
And are critical suppliers that can't be replaced?
Can't really name any aside from $AEHR, but that's now $2.3B from $600m...
So thought $ALRIB was compelling for Quantum/Silicon Photonics exposure.
If a profitable ~300m company is powering a hyperscaler's quantum frontier program…
Probably going to get re-rated triple digits over time.
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