$ALRIB is starting to grow on me.First they have $Microsoft(MSFT.US) Quantum as their core hyperscaler customer. Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE as customers.And it’s profitable + paying dividends…And a genuine duopoly in the MBE space.And accelerating order book growth with a new breakthrough in silicon photonics machines..I keep comparing $Lightwave Logic(LWLG.US) with stuff like Riber, then I keep thinking:Isn’t this just highly compelling at current prices?Source: Serenity

Lightwave Logic

Microsoft

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;