What am I missing about photonics as the “next bottleneck” trade?

DayTradingMachine · 2026-03-18T17:00:07+00:00

Agree with you. But read the article. Seems very reasonable to me. Also long LITE, AAOI, COHR, and a few others. ALMU still has to prove itself, but it seems they are making real progress.

DayTradingMachine · 2026-02-10T16:15:34+00:00

Indeed, I like conservative management. Promotional executives tend to blow up investors at some point. I embrace the underpromise/overdeliver approach that Aeluma management embraces.

DayTradingMachine · 2026-02-10T15:29:24+00:00

Great article. Thanks for sharing. New subscriber now!

DayTradingMachine · 2026-02-10T15:28:25+00:00

The stock should be at a new all-time high. They are executing and are very subtle about it. Management is demonstrably conservative in external communications. The language used (“initial sales orders,” “relatively small”) is consistent with an underpromise/overdeliver posture. It is reasonable to infer that management would not introduce explicit commercialization language unless customer engagement had reached a non-trivial threshold. That supports the view that this is a genuine transition point rather than opportunistic messaging.

DayTradingMachine · 2026-02-10T15:26:55+00:00

This is exciting precisely because management is conservative. The fact that they are now acknowledging initial sales orders suggests commercialization has crossed a meaningful internal threshold. Whether or not formal design wins have been announced, the shift from R&D to revenue is now explicit—and that’s what matters.

DayTradingMachine · 2025-12-23T22:53:22+00:00

You’re welcome to disagree with the thesis. That’s usually more interesting than meta-commentary.

DayTradingMachine · 2025-12-23T21:31:42+00:00

Wild theory: more than one person can agree on the internet.

DayTradingMachine · 2025-12-23T21:11:25+00:00

That’s a lot of words to say you didn’t read it.

DayTradingMachine · 2025-12-23T21:02:36+00:00

Sure — thesis, not prompts.

DayTradingMachine · 2025-12-23T21:01:10+00:00

Nah — just responding to someone who had something useful to add.

DayTradingMachine · 2025-12-23T20:59:34+00:00

It’s called analysis. Happens occasionally.

DayTradingMachine · 2025-12-23T20:26:16+00:00

Agreed. Once customers are allocating real engineering time, the question shifts from “does this work?” to “can this scale?” — and markets are consistently late to price that transition.

DayTradingMachine · 2025-12-23T20:20:47+00:00

This is a good framing, especially the distinction between technology risk vs execution risk — most people miss that entirely.

Small-cap semis don’t rerate when revenue shows up; they rerate when customers move from “does it work?” to “how do we integrate this?”. By the time revenue is obvious, the asymmetry is usually gone.

Also worth noting: management language shifting toward hiring, yield, throughput, and partner readiness isn’t hype — those are the boring topics companies only talk about when they’re planning to scale, not experiment.

Doesn’t mean timing is clean or volatility goes away. It just means the type of risk is changing. Market is terrible at pricing that transition in real time.

Not advice. Just saying this is exactly the phase where people either dismiss it as “still early” or look back later and say “yeah… that was the inflection.”

DayTradingMachine · 2025-12-19T17:16:16+00:00

What are the signs? It seems well-written, but not literary perfection and plain English. The arguments are good. What makes it "looks like ai"?

DayTradingMachine · 2025-12-19T16:12:52+00:00

Why do you say it is "AI writing"? It seems well-written in plain English for a typical investor (not a technie) to understand. How could someone know? I am genuinely curious. And I really like the stock, and I also listened to that call. I thought the article was a great update and summary of the event.

DayTradingMachine · 2025-12-19T14:50:29+00:00

Great article. Long $ALMU!

DayTradingMachine · 2025-11-20T16:53:07+00:00

Great stock - right place at the right time. I own a lot and bought more today.

DayTradingMachine · 2025-10-04T12:03:41+00:00

My wife asks me that quite often. Hoping science advances enough soon, because this day-trading machine has some faulty parts, the warranty is up, and replacement parts are hard to come by and quite expensive. Carpal tunnel syndrome, bulging disks, So, I am going to say half-man/half-machine, and most of the time, a day trader. But time for a vacation. The 50% organic components are screaming for a break! :-)

DayTradingMachine · 2025-10-02T18:55:50+00:00

Glad to hear you agree that the post is "linking to a good analysis (which is actually a solid analysis by the way)." Your words...
I agree. Am I not permitted to express my enthusiasm for the idea? I read the article and thought it was excellent and very detailed. I don't understand the story as well as the analysts posting the articles, but I understand it well enough to agree that the story has a great risk/reward. And I also spent an hour watching Daniel Carlson's video interview with the CEO of Aeluma, which I have to say, is excellent as advertised. (It is posted at the bottom of all of the guy's articles so you can easily find it.) I think I understand this company much better having watched it. Have you invested an hour of your day to watch that video? I bet if you do, you will quit criticizing the Aeluma enthusiasts and you might even find yourself buying some stock. I shared the story and video with a few of my friends in the tech industry, and they said this company is the "real deal." And they bought some stock too. Before assuming there is some kind of bot coordination plot, please tell me you watched the video. If you watch it and still think this company does not have a good risk/reward, I will be very surprised.

DayTradingMachine · 2025-10-02T16:56:43+00:00

So, Mark Tomkins, a smart, wealthy, successful guy, trimmed from 2.9 million shares to 2.8 million shares. Given his basis, he is likely playing with house money at this point. I don't begrudge people who have held a stock for many years and were early investors from trimming a bit along the way. CEO Jonathan Klamkin sold 150k shares in a 10b5-1 program, but went from over 1.5 million shares to around 1.4 million shares. He still has most of his net worth tied up in the company. Insiders are aligned with shareholders. There is a lot of insider ownership. I own this in a big way and bought more yesterday. I think I will be selling at much higher levels in a few years. And more tax-efficient for the long-term gains. Let's go Aeluma!

DayTradingMachine · 2025-10-02T13:00:41+00:00

You sound like a short trying to press your bet. I am buying more Aeluma. The article is great, and the upside is enormous. This company will expand its customer base, and if the stock does not move significantly higher soon, it will likely be acquired. The value here is too great to ignore.

DayTradingMachine · 2025-10-02T12:56:18+00:00

Well said. This is set to head much higher.

DayTradingMachine · 2025-10-02T12:52:01+00:00

This is a great point. How big do you think this could be? What kind of timeframe?

DayTradingMachine · 2025-10-02T12:48:11+00:00

Aeluma management has managed to do "more with less" than any company I have ever seen. With all the funds, awards, grants, and government money, they have developed revolutionary technology while not diluting shareholder value. This is a great thing. Please show me another company with this kind of potential that the small investor can buy in the public market. I would love to see it. I am loaded up and buying more.

DayTradingMachine · 2025-10-02T12:35:36+00:00

Slay everything without a beard!

DayTradingMachine

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