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ALRIB
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Riber's general meeting notes indicate positive developments, including delivery of a seco
The company is delivering a second ROSIE system to a leading quantum computing player, indicating continued demand for its equipment in the quantum sector, and is intensifying business development for photonics-related products with recorded strong interest, while being part of a duopoly with Veeco that has recently re-rated.
Source: X / @aleabitoreddit ↗The author recaps core European long positions across photonics, semiconductors, and edge
Kinda monopoly in MBE space; exposure to Quantum/silicon photonics; validated by Microsoft Quantum buying their machines.
Source: X / @aleabitoreddit ↗
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