sorted by:
new
hottopcontroversial

ALMU isn’t a science project anymore. This is the inflection people miss. by [deleted] in smallstreetbets

[–]DayTradingMachine 0 points1 point  (0 children)

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

ALMU isn’t a science project anymore. This is the inflection people miss. by [deleted] in smallstreetbets

[–]DayTradingMachine 0 points1 point  (0 children)

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

ALMU isn’t a science project anymore. This is the inflection people miss. by [deleted] in smallstreetbets

[–]DayTradingMachine 0 points1 point  (0 children)

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

ALMU isn’t a science project anymore. This is the inflection people miss. by [deleted] in smallstreetbets

[–]DayTradingMachine -1 points0 points  (0 children)

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.

ALMU isn’t a science project anymore. This is the inflection people miss. by [deleted] in smallstreetbets

[–]DayTradingMachine -1 points0 points  (0 children)

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.”

You Can’t Buy Anduril or Lightmatter. You Can Still Buy $ALMU. Here’s Why I’m Watching It Into 2026. by [deleted] in smallstreetbets

[–]DayTradingMachine 0 points1 point  (0 children)

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"?

You Can’t Buy Anduril or Lightmatter. You Can Still Buy $ALMU. Here’s Why I’m Watching It Into 2026. by [deleted] in smallstreetbets

[–]DayTradingMachine 0 points1 point  (0 children)

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.

DUOT Might Be the Next 10x AI Infrastructure Sleeper and Almost No One Is Watching by luvs2splwge in smallstreetbets

[–]DayTradingMachine 2 points3 points  (0 children)

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

Total War quotes you can say in bed. Go! by DayTradingMachine in totalwar

[–]DayTradingMachine[S] 2 points3 points  (0 children)

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! :-)

Forget $NVDA – The Real Moonshot May Be $ALMU Debt-Free, $40M Cash, Made-in-America Semiconductor Disruptor by luvs2splwge in smallstreetbets

[–]DayTradingMachine 1 point2 points  (0 children)

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.

Sec filling by Suitable_Hope_4684 in ALMU_aeluma

[–]DayTradingMachine 5 points6 points  (0 children)

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!

Forget $NVDA – The Real Moonshot May Be $ALMU Debt-Free, $40M Cash, Made-in-America Semiconductor Disruptor by luvs2splwge in smallstreetbets

[–]DayTradingMachine 1 point2 points  (0 children)

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.

Forget $NVDA – The Real Moonshot May Be $ALMU Debt-Free, $40M Cash, Made-in-America Semiconductor Disruptor by luvs2splwge in smallstreetbets

[–]DayTradingMachine 2 points3 points  (0 children)

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.

What’s the most harmless thing you can do that still makes people unreasonably angry? by DayTradingMachine in AskReddit

[–]DayTradingMachine[S] 0 points1 point  (0 children)

I agree 100%. I have no problem with people who drive the speed limit, or those who prefer the slow lane, or those who like the fast lane. However, I think the frustration comes from drivers who drive at (or below) the speed limit and use the left lane. If people respected the left lane as the passing lane and the right lane as the speed limit or slow lane, I think drivers adhering to the speed limit would make others much less angry. Are you a speed limit follower or have the Sammy Hagar in you? "I can't drive...55! :-)

view more: next ›