ALRIB

Microsoft may be using Riber MBE equipment for quantum computing, positioning Riber as a key supplier in the quantum duopoly with Veeco.

Discovery of Microsoft's secret involvement with Riber (ALRIB) for quantum computing, highlighting the importance of MBEs.

Early investment in MBE machine suppliers like ALRIB, ASML, and AIXA benefits from hyperscaler qualification cycles and R&D capex orders before volume production, capturing revenue earlier than downstream players.

MSFT is the hidden hyperscaler customer of ALRIB, making ALRIB a safe play on hyperscaler qualification cycles.

ALRIB is a small-cap company under $1B that supplies directly to hyperscalers. The revelation that MSFT is a secret customer has led to a positive market reaction, driving a slow upward trend.

ALRIB is a profitable MBE equipment company with a duopoly, serving quantum computing and photonics customers, with accelerating order growth.

European frontier companies like IQE, SIVE, ALRIB, SOI, and RPI are undervalued national security gems, with strong YTD performance, but local investors sell at the bottom while American investors benefit. The companies have potential for scaling production for US hyperscalers.

$ALRIB benefits from Microsoft's Quantum computing purchases and the broader R&D capex cycle for machine sellers.

Expects critical chokepoint supply chain companies to compound triple digits as institutional capital pours in, especially $SIVE after Nasdaq listing.

ALRIB is a compelling supplier to hyperscalers for quantum/silicon photonics, with potential triple-digit re-rating due to its profitable duopoly with VECO, low multiples, and hyperscaler buyer MSFT.

Both SIVE and ALRIB are undervalued compared to peers. SIVE is a laser supplier to MRVL and JBL at a $720M market cap while peers like MTSI and LITE are in tens of billions. ALRIB is a supplier to MSFT Quantum and IQE/Fujitsu at a $350M market cap.

Bullish on ALRIB as a key chokepoint for hyperscaler quantum and Quantum Dot programs, with potential institutional interest and Apollo acquisition.

ALMU and quantum dot lasers are too early; instead, machine suppliers like ALRIB, VECO, and AIXA are better positioned to benefit from capex R&D cycles in photonics and AI supply chains.

Investing in EU small caps like ALRIB, LPK, and SIVE to prevent hostile actors from taking over critical supply chain chokepoints needed by America.

European monopolies like LPK (Glass Core Substrates) and ALRIB (Quantum/MBE) are performing well and tend to command higher multiples, indicating a bullish outlook.

Still long ALRIB as machine supplier to MSFT quantum and other quantum dot/silicon photonic applications; at $300M MC may attract institutional attention.