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Jim Cramer gave $SPCX his blessing.

JUST IN: Apple to collaborate with Intel on chip manufacturing

$MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don’t know this connection yet. MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics. But the long-term implications are sizable if Microsoft Quantum: -> Are starting to buy from this European equipment manufacturer Quantum is still very early and risks to early stage industries are material. But since this company looks like an $AIXA for Quantum and trades at a profitable ~27x est. forward P/E, as a duopoly for MBE with $VECO, it looks interesting. From open LinkedIn intelligence, having a US hyperscaler use Riber MBE equipment to fab frontier quantum chips. At the very least helps validate the company’s importance as a technology. And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.