VEECOVeeco Instruments
0Bull0Bear1Mention
Serenity @aleabitoreddit
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
VEECO is neutral (0 bull · 0 bear)
Mentioned as ALRIB's peer in the MBE duopoly, recently re-rated heavily.
Last spoke: 06/18/2026, 07:43 · no conviction
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- $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.
Ongoing takes on other optical names too
Beyond VEECO, his viewpoint library also covers: