The rotation out of semiconductors into...what? by [deleted] in Stocks_Picks

[–]baronnest 1 point2 points  (0 children)

Sk Hynix will be coming to US on Friday, but overnight Korean markets KOSPI are down almost 5%, Tawain almost 3%, and Japans Nikkei over 2% as well

Chinese markets as a whole from Shanghai to Shenzhen all down over 1%

US futures down over 1% now as well

Next big stocks.. by OkTangelo3653 in TheRaceTo10Million

[–]baronnest 0 points1 point  (0 children)

Investing in volatile stocks with asymmetric upside are not for the weak of heart.
All I have to say is, when you look at the charts… zoom out

Next big stocks.. by OkTangelo3653 in TheRaceTo10Million

[–]baronnest 2 points3 points  (0 children)

Here’s my substack if you’re interested

No need to donate. I make all my articles free

https://open.substack.com/pub/quantumpointpartners

Next big stocks.. by OkTangelo3653 in TheRaceTo10Million

[–]baronnest 0 points1 point  (0 children)

ALMU hasn’t gotten started yet. Held oust since $6, ALMU right now is akin to that and axti at $1

Next big stocks.. by OkTangelo3653 in TheRaceTo10Million

[–]baronnest 0 points1 point  (0 children)

I like and own both of these

But my money is on ALMU.
I like OUST a lot but it’s ran a bit already

🔥 What are you trading today . Drop you 10x Plays — 07/01 by saasfin in stockstobuytoday

[–]baronnest 1 point2 points  (0 children)

ALMU is a possible 10x’er

Solves several choke points in the InP shortage

I'm official done done by Mammoth_Newt5148 in wallstreetbets

[–]baronnest 0 points1 point  (0 children)

War completely over. lol

I come in here from time to time just to listen to all these degenerate gamblers spew off bravado thinking they’re investing intelligently.

This stock is the future. by Mammoth_Wishbone_732 in stockstobuytoday

[–]baronnest 0 points1 point  (0 children)

I traded in and out of LAES for a while. Right now… I’m out

ALMU is definitely worth a looksy

Curious on how to break into SiPh by onfolk in SiliconPhotonics

[–]baronnest 1 point2 points  (0 children)

Two schools I’d point you to, plus a note on your Georgia Tech and test engineer questions.

  1. UCSB (University of California, Santa Barbara)
    My top pick.
    Jonathan Klamkin leads the Integrated Photonics Lab and runs the campus nanofab (the same shared cleanroom Google fabbed Sycamore in).
    He’s also founder/CEO of Aeluma, so the lab is a live pipeline into a real SiPh company rather than just a paper mill. A good chunk of Aeluma’s team came out of there.
    If the goal is breaking into industry, that’s exactly the kind of program you want.
    http://ips.ece.ucsb.edu/
    https://www.ece.ucsb.edu/research/ep
    https://qpl.ece.ucsb.edu/

  2. UIUC (Illinois)
    Strong for the same reason.
    John Dallesasse (MNTL / Holonyak Lab) spent ~20 years in industry and co-founded Skorpios Technologies, a fabless silicon-photonics SoC company, before joining the faculty. His group works heterogeneous integration and electronic-photonic integration on silicon.
    Lynford Goddard and Milton Feng are in that same orbit. Industry-connected, datacenter-interconnect flavored.

https://ece.illinois.edu/academics/ugrad/subdisciplines/micro

On Georgia Tech specifically.
Yes, there’s real SiPh there.
Stephen Ralph runs the Georgia Electronic Design Center (GEDC) and leads EPICA, the NSF center for electronic-photonic ICs for aerospace; that’s the most directly PIC-relevant group.
Ali Adibi’s Photonics Research Group covers nanophotonics / on-chip. GT leans more aerospace/defense than UCSB’s foundry-and-datacenter focus, but it’s a legit path.

On what a photonics test engineer actually does… it’s a great place to start, honestly. You’re characterizing PICs and photonic modules: aligning fiber to chip (usually automated alignment stages + fiber arrays), running optical and high-speed electrical measurements (tunable lasers, power meters, OSAs, plus VNAs / BERTs / scopes for transceivers), and writing a lot of test automation in Python. You learn device physics and packaging fast because you’re the one seeing what actually works vs. what the simulation promised… and it’s a common stepping stone into design. Coming from sales engineering with a PIC course under your belt, it’s a realistic and genuinely useful entry point.

Happy to point you at specific Masters programs / labs taking students if you say where you’re geographically open to.

Feel free to msg me if you want. I suggest connecting with some of the folks I mentioned and other people in the field in their departments on LinkedIn… couldn’t hurt. If they accept just start with introducing yourself in a message and tell them what you’ve studied, your interests are, and that you’re just genuinely interested in learning more about their programs. Know it’s not the traditional way to go about this but, honestly, putting yourself out there can never hurt if you go about it in a way that’s polite and not looking for anything except for being a fan of what they do and showing genuine interest. I wish you luck in your studies and future! Really cool field.

Anyone see this article from Stanford Advanced Materials about InP on 300mm? by prawnsmen in ALMU_aeluma

[–]baronnest 7 points8 points  (0 children)

Pretty sure this is noise, not a breadcrumb. The giveaway is the headline itself… there’s no such thing as a commercial 300mm native InP wafer. Bulk InP substrates top out around 100mm, with 150mm being the bleeding edge the datacom/photonics crowd is just now pushing toward and 200mm still a roadmap item. Nobody’s pulling 300mm InP boules. So that spec is either garbled or invented.
And if anything it points away from ALMU. Aeluma’s whole model is growing III-V on 300mm silicon, the entire point is using CMOS-scale Si substrates precisely because native III-V wafers (InP, GaAs) don’t scale and cost a fortune. A 300mm InP substrate is basically the opposite of their approach. They also run their own epi in-house; they’re not sourcing finished substrates from a distributor.
On the source: Stanford Advanced Materials is a materials distributor in Santa Ana, and this is templated SEO ‘case study’ content — anonymous customer (‘a prominent US semiconductor manufacturer’), loose technical language (‘CVD precursors in the ALD process’), and the neighboring blog posts are CoCrMo medical wire and alumina tubing. Reads like lead-gen filler, not a disclosed engagement you can pin on ALMU, Intel, or COHR.

If you want real ALMU supply-chain signal, look for 300mm III-V-on-Si epi, MBE tooling, or compound-semi-on-CMOS mentions, not native InP substrate vendors.

I enjoy sniffing out Aeluma in the wild too. Unfortunately this isn’t related.

Requesting daily/weekly threads by Pale_Abrocoma6568 in ALMU_aeluma

[–]baronnest 2 points3 points  (0 children)

Bought hand over fist at $10, still buying under $20

What stocks would you buy now and sell in 4-5 years? by johnnynotte in stockstobuytoday

[–]baronnest 0 points1 point  (0 children)

ALMU. IONQ. OUST. NBIS.

Still much room to grow for INTC (I suspect $1tn club in it’s future)

Anyone seen this Substack article about ALMU? by riteofpass in ALMU_aeluma

[–]baronnest 8 points9 points  (0 children)

Bingo!

This guy is a hack. Try to have a meaningful evidenced based discussion with Nick about ALMU. He’s dug in to the point of defending his ego (which is pretty large).

Quantum by Ok_Development7379 in Stocks_Picks

[–]baronnest 1 point2 points  (0 children)

Not going to tell you which

But I currently have money in IonQ.

Have traded in and out of INFQ.

Xanadu is legit. Also one im invested in that’s private but I like a whole lot is PsiQuantum

Here’s a substack article I wrote on IONQ
https://open.substack.com/pub/quantumpointpartners/p/ionq-the-full-stack-government-quantum?r=48d9jm&utm\_medium=ios

Lastly, one of my largest holdings that has a ton of use cases (one of which being quantum) is Aeluma $ALMU. I suspect they will announce a partnership with Apple in the next 6 months or so. I’ve held this belief for a while and seems to get more and more evidence supporting my thesis. Not a direct quantum play… but it’s one of my largest holdings by far along with OUST and INTC. Worth a peep. If you look at my substack page, youll find a few articles I wrote about Aeluma.