Riber's quantum and photonics exposure keeps building: a second ROSIE system is expected to be delivered shortly to a leading US quantum computing player, and business development for its photonics BTO/STO products has drawn strong interest. It forms an MBE duopoly with Veeco, which was recently re-rated heavily. x.com 

Riber's 25% share price drop reflects sentiment, not the business, so the bullish thesis is intact. Much of the slide is collateral damage from IQE's meltdown and broader sector cooling, magnified by thin small-cap liquidity. Riber is the global leader in molecular beam epitaxy, order visibility stays very high as chipmaking shifts to GaN and InP, and it supplies upstream enablers like IQE and Soitec. No other upstream semiconductor play offers this technical edge at such a lean market cap. … Show more

Riber should not be bought because the bullish claims about it outrun its financial statements. Reaching €120 million in sales this year looks impossible when there is not even guidance yet. Bulls cite 19 orders for the ROSI 2 platform, but only two have been reported, and the annual report says ROSI 2 is still in the design phase. The stock's 30% drop shows fundamental reality reasserting itself like gravity. x.com  x.com  x.com  x.com 

Rigetti Computing and Infleqtion are too speculative to own because neither has a moat yet. Bernstein flags both as high risk-reward quantum plays, but its own note says it is far too early to declare a winner and that different modalities have distinct strengths, so a new architecture could make their hardware obsolete. Quantum is also highly capital-intensive: Rigetti's roughly $590 million in cash is a runway being burned, not operating profit. For a quality investor, both are a pass for now. … Show more

AI is accelerating quantum computing by attacking its real bottleneck, real-time error correction, a pattern-recognition task deep learning excels at. DeepMind's AlphaQubit cuts errors 30% versus the best fast classical decoder, and Nvidia is productizing the layer with Ising, NVQLink and CUDA-Q as the core toll road. Alphabet, IBM and Microsoft add lab exposure, Rigetti and IonQ pure-play upside, and FormFactor, MKS and Keysight sell shovels. AI may also eat quantum's early chemistry uses. … Show more

Riber could become a steady compounder if foundry orders arrive, though the stock has run past fundamentals and rivals may cap its market. Its MBE order from QD Laser is bullish, as MBE is more precise for quantum-dot epitaxy, but ETRI researchers showed MOCVD makes QD lasers cheaper with better yield, and Riber has no MOCVD hedge. If TSMC, Intel or Samsung adopt Veeco and imec's 300mm BTO process over ROSIE 2, Riber is boxed into a niche, so it needs a firm ROSIE 2 order from one by Q4 2026. … Show more

IonQ, Rigetti and Infleqtion are the next stocks Trump is effectively calling, now that he says the US aims to have a quantum computer for scientific discovery by 2028. His earlier signals preceded big gains in Intel, Dell and Micron. x.com 

Rigetti Computing is one of three massive sub-$20 plays like IonQ, with three catalysts. Its Lyra processor targets 336 qubits and 99.7% two-qubit gate fidelity, a realistic path to demonstrable quantum advantage, possibly by late 2026. It holds a C-DAC India deal and is pursuing a UK 1,000+ qubit deployment; a DoD or NATO contract would validate it as a national-security asset. Deeper integration with Nvidia, Google or Microsoft would turn grant revenue into recurring subscriptions. x.com 

Quantum computing is a race whose winners get pricing power over the hardest problems; Google's CEO says quantum is where AI was five years ago. IonQ leads with Q2 revenue of $80.1 million, up 287%. D-Wave alone is in commercial production; Rigetti grew revenue 173%. IBM targets fault tolerance in 2029, Alphabet's Willow began the cycle, Xanadu is photonic, Infleqtion has federal backing, Quantum Computing Inc. is speculative, Arqit sells post-quantum security; an ETF holds the field. x.com  … Show more

IonQ, Rigetti and D-Wave are not worth owning except at basement-level valuations because quantum computing still does not solve commercially useful problems at scale. Government R&D money has flowed for over 30 years and is spread across the field; it is not an investment thesis, and AI-scale capital is nowhere close. Physics and engineering barriers remain and timelines keep shifting, possibly 5-15 years out, so the sector likely bleeds out more. Classical AI is the real revolution. x.com  … Show more