$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