$ALRIB
Riber S.AHow his view evolved
Every substantive take he's posted on $ALRIB, newest first — each labelled with the stance he expressed at the time.
- Jun 10, 2026Bullishconviction 3/4
@MosheFeins48329 Still have my $AXTI, and positions in others I haven’t mentioned as much like $ALRIB or $LPK. Axt different reason though, one part is dilution concerns, so there’s some newer float structure risks. Other part is not wanting to cause more export controls by talking about some
View on X → - May 28, 2026Bullishconviction 3/4
@reedy1991 I mean all my European longs from $SOI, $IQE, $RPI, $SIVE, $ALRIB followed this trend if we just look at chart. Long term they’ve all ended up directionally right, and now they’re all up hundreds of percent. I don’t control or trade volatility with $XFAB, but interested in
View on X → - May 25, 2026Bullishconviction 3/4
@0xMonney I'm happy $ALRIB has been doing well. It's up around 188% or so since I went long.
View on X → - May 11, 2026Bullishconviction 3/4
@0xMonney Nothings changed with $ALRIB, just no new news. I still have my long positions.
View on X → - May 4, 2026Bullish
@nirmatanirmatan $ALRIB is taking its time to do makeup
View on X → - Apr 29, 2026Bullishconviction 3/4
@iktjon There’s no new news with $ALRIB, I’m still long. I’m just letting markets price it in, not giving any targets. I do think at $300m MC, the machine supplier to $MSFT quantum, and other quantum dot programs like QD… and silicon photonic applications might get some
View on X → - Apr 27, 2026Bullish
European “monopolies” like $LPK (Glass Core Substrates) have also been going brrr lately. $ALRIB is technically a duopoly but it’s there too… (Quantum / MBE) Then there’s some over in Japan like Towa for (HBM4/compression molding) too that I own. Usually monopolies get https://t.co/M4T17lE9vE https://t.co/RRbEdumohA
View on X → - Apr 23, 2026Bullishconviction 3/4
There's a reason I spotlight EU small caps. This my investment thesis that I haven't publicly stated yet. And I hope people spend the time to read: From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical. It's to https://t.co/z6R7kPAnQt
View on X → - Apr 23, 2026Bullishconviction 3/4
There's a reason I spotlight about EU small caps. This my investment thesis that I haven't publicly stated yet. And I hope people spend the time to read: From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical. It's https://t.co/z6R7kPAnQt
View on X → - Apr 16, 2026Bullishconviction 3/4
Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB Not including https://t.co/63r1Neszva
View on X → - Apr 16, 2026Bullishconviction 3/4
Wow $SOI is now the 16th name... I've done a mininthesis post on that returned over 100% Year to Date. The most recent two were $ALRIB and $RPI. Why does everything around me keep doubling? https://t.co/ttgmKWEhhU https://t.co/80ER5kLKuk
View on X → - Apr 16, 2026Bullishconviction 4/4
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 https://t.co/EAtSowBIqF https://t.co/u7lnRBOW0m
View on X → - Apr 16, 2026Bullish
My $IQE call… might actually outperform my legendary $AXTI thesis soon? It’s only been 2 months: Now it's up over +316% after institutions started publicly buying… and keeps going up. Fun time for critical chokepoints like $ALRIB, $SIVE, and $SOI recently in Europe. https://t.co/hKBanq1YKp https://t.co/rRCORshRmj
View on X → - Apr 15, 2026Bullishconviction 3/4
Out of curiosity. Why do Europeans hate their own markets? If you look at all my core longs: $IQE up 837% YTD $SIVE up 385% YTD $ALRIB up 258% YTD $SOI up 208% YTD $RPI up 107% YTD It’s just endless salt coming from local analysts and reporters. But they’re the national
View on X → - Apr 15, 2026Bullishconviction 3/4
Yep… How did I call out and long. FIFTEEN DIFFERENT STOCKS. 8+7. 9+6. 10+5. After $ALRIB, the $MSFT Quantum supplier went up 113%, that hit 15 different longs. That returned Triple Digits year to date??? No paywall, and I've posted everything before it moved. Hard https://t.co/EWmN6fsf1J https://t.co/46Ja3PqScM
View on X → - Apr 14, 2026Bullishconviction 3/4
$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. https://t.co/9o1ZZTIXNb
View on X → - Apr 13, 2026Bullishconviction 3/4
Turns out markets like it when they find out $MSFT is your secret customer? I don’t know many companies under $1B supply directly to hyperscalers. $ALRIB looks like it’s on a slow victory march upward after information discovery. https://t.co/palenXPLJS https://t.co/aKz2f6tMyR
View on X → - Apr 11, 2026Bullishconviction 3/4
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 -> https://t.co/ViESdGJDn9 https://t.co/meosCcd2nB
View on X → - Apr 9, 2026Bullishconviction 3/4
$MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don’t know this connection yet. MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics. But the long-term implications are https://t.co/NEWD2ZFbht
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