ALRIB

19 atoms · 跨 9 天 · 首见 2026-04-15 · 最近 2026-05-28

三色: 🟦 fact 8 · 🟥 take 11 · stance ▲12/▼0/◆2

来源: X 19

时态: fresh:13 · aging:4 · stale:2

标签: 好数字:9 · 好观点:9 · 好思考:3

叙事 (narrative) (4)

• 2026-04-16 [老化中] · 描述为关键瓶颈
  Fun time for critical chokepoints like $ALRIB, $SIVE, and $SOI recently in Europe.
  tags: 好思考 · → daily
• 2026-04-18 [老化中] · customer
  $MSFT Quantum supplier as well as $IQE/Fujitsu quantum dot arm supplier
  tags: 好观点 · → daily
• 2026-04-15 [老化中] · 与VECO在MBE类别形成双头垄断
  holding a duopoly in the MBE category with $VECO.
  tags: 好观点 · → daily
• 2026-04-15 [老化中] · 有新SiPH设备
  This combined with new SiPH equipment
  tags: 好观点 · → daily

预测 (forecast) (5)

• 2026-05-25 · 市值预测
  $ALRIB will end up $1.8B-2.2B MC by H1 2027.
  tags: 好数字·好观点 · → daily
  value: qty=1.8B-2.2B · date=H1 2027
• 2026-04-16 · 价格预期
  I do expect it to double again
  tags: 好思考 · → daily
  value: direction=up · qty=double
• 2026-04-19 · 处于机器供应端受益 AI 资本开支早期
  look at machine suppliers like $ALRIB, $VECO or $AIXA or that level
  tags: 好观点 · → daily
• 2026-04-16 · 预期股价继续上涨
  Probably expect them all to compound another triple digits from here, even after all their rallies.
  tags: 好观点 · → daily
  value: direction=positive
• 2026-04-16 · 预期股价翻倍以上
  Probably expect them all to compound another triple digits from here, even after all their rallies.
  tags: 好观点 · → daily
  value: qty=triple digits · direction=positive

立场 (position) (2)

事实 (fact) (8)

• 2026-05-28 · 股价区间
  $ALRIB: $5 -> $15
  tags: 好数字 · → daily
  value: qty=15
• 2026-05-25 · 涨幅
  $ALRIB is up around 188% or so since I went long.
  tags: 好数字 · → daily
  value: qty=188%
• 2026-05-25 · 日涨跌幅
  $ALRIB +6,5%
  tags: 好数字 · → daily
  value: qty=+6.5% · date=2026-05-25
• 2026-04-22 · 股价日涨幅
  $ALRIB +5.8% - (MBE / Quantum)
  tags: 好数字 · → daily
  value: qty=+5.8% · date=2026-04-22
• 2026-04-18 · market cap
  $ALRIB is ~$350m
  tags: 好数字 · → daily
  value: qty=$350m mc
• 2026-04-15 · 股价涨幅
  After $ALRIB, the $MSFT Quantum supplier went up 113%, that hit 15 different longs.
  tags: 好数字 · → daily
  value: qty=113%
• 2026-04-15 · YTD 涨幅
  $ALRIB up 258% YTD
  tags: 好数字 · → daily
  value: qty=258% · date=2026-04-15 YTD
• 2026-04-15 · P/E降至远期26
  their earnings sent their P/E down to fwd 26
  tags: 好数字 · → daily
  value: qty=26

时间轴 (近 20)

• 2026-05-28 · fact · 股价区间 · → daily
• 2026-05-25 · forecast · 市值预测 · → daily
• 2026-05-25 · fact · 涨幅 · → daily
• 2026-05-25 · fact · 日涨跌幅 · → daily
• 2026-05-11 · position · 持仓状态 · → daily
• 2026-04-27 · position · duopoly in Quantum MBE · → daily
• 2026-04-22 · fact · 股价日涨幅 · → daily
• 2026-04-19 · forecast · 处于机器供应端受益 AI 资本开支早期 · → daily
• 2026-04-18 · fact · market cap · → daily
• 2026-04-18 · narrative · customer · → daily
• 2026-04-16 · forecast · 价格预期 · → daily
• 2026-04-16 · forecast · 预期股价继续上涨 · → daily
• 2026-04-16 · narrative · 描述为关键瓶颈 · → daily
• 2026-04-16 · forecast · 预期股价翻倍以上 · → daily
• 2026-04-15 · fact · 股价涨幅 · → daily
• 2026-04-15 · fact · YTD 涨幅 · → daily
• 2026-04-15 · narrative · 与VECO在MBE类别形成双头垄断 · → daily
• 2026-04-15 · fact · P/E降至远期26 · → daily
• 2026-04-15 · narrative · 有新SiPH设备 · → daily

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