$ALRIB

Does he own it?

Explicitly lists ALRIB among "functional monopolies that I own" and says he's holding all regardless. Repeatedly names it a "core European long," states he's holding anyway, and gives a personal entry-to-current track record (~5 to ~15). No explicit portfolio percentage is ever disclosed.

His thesis

Riber is a profitable, dividend-paying MBE-equipment maker in an effective duopoly with VECO, trading at modest forward multiples. Core edge is OSINT discovery that Microsoft Quantum is an undisclosed hyperscaler customer, plus exposure to quantum-dot lasers, silicon photonics and customers like IQE and QD Laser. He frames it as a sub-1B-cap chokepoint powering a hyperscaler's frontier quantum program, due for a multi-hundred-percent re-rating as institutions discover it.

How his view evolved

Began as one of many low-profile "random names" he covers; warmed to it ("starting to grow on me") as the stock rallied, then folded it firmly into his owned "monopolies" and core European longs, still calling it undervalued at the end.

Key points

• Owns it as part of his European 'monopoly' basket; holding despite volatility
• Central catalyst is OSINT-sourced claim that Microsoft Quantum buys Riber's MBE machines
• Still viewed as undervalued given duopoly status and quantum/photonics exposure

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $ALRIB on X ↗