ALRIB · Serenity viewpoints

Serenity @aleabitoreddit

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Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.

Quick verdict

ALRIB is net bullish (2 bull · 0 bear)

Last spoke: 09/03/2026, 10:34 · conviction 6/10

8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

View History (5, newest first)

09/03/2026, 10:34UTCMentionView on X →
$IQE is actually a quantum dot foundry leader believe it or not. Today IQE announced a purchase agreement with Quintessent (top player in the QD space). “As quantum dot lasers move to customer sampling.” Your QD bros like $ALMU, QD Laser (6613), and others might finally start to see the light of day, with broader commercialization in the next few years. Second order effects are QD machine chokepoints like $ALRIB that might capture more attention. But TAM is typically pretty small on the QD material epi side of things. (No disclosure over $ figure), but good news nevertheless.
06/18/2026, 07:43UTCBullConviction: 6/10REITView on X →
$ALRIB general meeting notes came out today. -2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US. - They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest. Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure own Riber), with exposure to Quantum. Positive development overall.
06/10/2026, 14:23UTCMentionView on X →
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 things
05/25/2026, 14:07UTCBullREITView on X →
@0xMonney I'm happy $ALRIB has been doing well. It's up around 188% or so since I went long.
05/22/2026, 09:53UTCMentionView on X →
European quantum/optical/glass chokepoints go BRRR? $ALRIB +8.35% $LPK +3.21% $IQE +5.68% $SOI +4.98% As a side thought, it’s a nice vote of confidence to retail that the LPKF CEO bought shares off the market. More CEOs should do the same, even if it’s small. https://t.co/BwxBnd2wDm

Ongoing takes on other optical names too

Beyond ALRIB, his viewpoint library also covers:

$SIVE · 249 takes $NVDA · 145 takes $AAOI · 137 takes

All tracked tickers →Institutional, insider & congressional activity →

View History (5, newest first)

09/03/2026, 10:34UTCMentionView on X →

$IQE is actually a quantum dot foundry leader believe it or not. Today IQE announced a purchase agreement with Quintessent (top player in the QD space). “As quantum dot lasers move to customer sampling.” Your QD bros like $ALMU, QD Laser (6613), and others might finally start to see the light of day, with broader commercialization in the next few years. Second order effects are QD machine chokepoints like $ALRIB that might capture more attention. But TAM is typically pretty small on the QD material epi side of things. (No disclosure over $ figure), but good news nevertheless.

06/18/2026, 07:43UTCBullConviction: 6/10REITView on X →

$ALRIB general meeting notes came out today. -2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US. - They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest. Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure own Riber), with exposure to Quantum. Positive development overall.

06/10/2026, 14:23UTCMentionView on X →

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 things

05/25/2026, 14:07UTCBullREITView on X →

@0xMonney I'm happy $ALRIB has been doing well. It's up around 188% or so since I went long.

05/22/2026, 09:53UTCMentionView on X →

European quantum/optical/glass chokepoints go BRRR? $ALRIB +8.35% $LPK +3.21% $IQE +5.68% $SOI +4.98% As a side thought, it’s a nice vote of confidence to retail that the LPKF CEO bought shares off the market. More CEOs should do the same, even if it’s small. https://t.co/BwxBnd2wDm