ALRIB
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历史观点（4 条，最新在上）
- English · 原文$ALRIB general meeting notes came out today. -2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US. - They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest. Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure own Riber), with exposure to Quantum. Positive development overall.中文 · 翻译$ALRIB 股东大会纪要今天出炉了。 - 第二套 ROSIE 系统预计很快就会交付给美国一家“领先的量子计算玩家”。 - 他们也在加大对光子学领域 BTO/STO 应用产品的 BD 力度，并表示收到了热烈的兴趣。 背景补充一下：他们和 Veeco 是 MBE 双寡头，Veeco 最近股价重新估值大幅提升（披露：本人持有 Riber），且都涉及到量子领域。 总体来看是积极的进展。
- English · 原文Still have my $AXTI, and positions in others I haven’t mentioned as much like $ALRIB or $LPK. Axt different reason though, one part is dilution concerns, so there’s some newer float structure risks. Other part is not wanting to cause more export controls by talking about some things中文 · 翻译$AXTI 我还是拿着，另外还有一些我平时提得没那么多的仓位，比如 $ALRIB 和 $LPK。 不过 Axt 的情况不太一样，一部分是担心稀释，所以存在一些较新的流通盘结构上的风险。 另一部分呢，是不想因为聊某些事情，招来更多的出口管制。
- English · 原文@0xMonney I'm happy $ALRIB has been doing well. It's up around 188% or so since I went long.中文 · 翻译@0xMonney 我很高兴 $ALRIB 最近表现不错。从我建仓做多以来，大概涨了 188% 左右。
- English · 原文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中文 · 翻译欧洲的量子/光学/玻璃瓶颈正在疯狂爆发？ $ALRIB 上涨 8.35% $LPK 上涨 3.21% $IQE 上涨 5.68% $SOI 上涨 4.98% 顺便说一句，LPKF 的 CEO 在市场上买了自家股票，这对散户来说是个不错的信心信号。 更多 CEO 应该这样做，哪怕只是小额买入。https://t.co/BwxBnd2wDm