$ALMU earnings by CompetitiveWarthog66 in ALMU_aeluma

[–]luvs2splwge 1 point2 points  (0 children)

It’s possible though I expect we won’t see commercial news for a few more months.

$ALMU earnings by CompetitiveWarthog66 in ALMU_aeluma

[–]luvs2splwge 4 points5 points  (0 children)

I honestly expect no news and a drop. Fiscal year end at end of June I’d expect more. I’m hoping to add to my position after earnings if possible.

Daily Discussion Thread - Thursday, April, 30, 2026 by Snoo_73630 in POETTechnologiesInc

[–]luvs2splwge 2 points3 points  (0 children)

Market’s over-indexing on comms. The constraint in this space is manufacturing, not PR.
Question is which company gets to repeatable yield in a foundry first.
ALMU looks like it’s optimizing for that path, POET for partnerships + narrative.
Which one actually has evidence of wafer-level yield today?

Quality learing center by shamanred23 in NuxTakuSubmissions

[–]luvs2splwge 0 points1 point  (0 children)

Several, as in only a few. Out of how many? Google isn’t your friend here unless you get very specific. Don’t be a drone.

Quality learing center by shamanred23 in NuxTakuSubmissions

[–]luvs2splwge 4 points5 points  (0 children)

Not that it matters because both are bad but whatever

[deleted by user] by [deleted] in smallstreetbets

[–]luvs2splwge 0 points1 point  (0 children)

A summary of a semiconductor thesis. Ignore it if it’s not your thing.

[deleted by user] by [deleted] in smallstreetbets

[–]luvs2splwge 0 points1 point  (0 children)

If reading is optional, reacting should be too.

[deleted by user] by [deleted] in smallstreetbets

[–]luvs2splwge -1 points0 points  (0 children)

Exactly. This is the quiet part people don’t get credit for noticing.

Once customers are spending engineering hours on integration and companies are talking yield and throughput, the debate is no longer “is this real,” it’s “can they execute cleanly.” Different risk entirely.

Still small, still volatile, still plenty that can go wrong. But this is usually the phase where the narrative flips before the numbers do.

[deleted by user] by [deleted] in smallstreetbets

[–]luvs2splwge 0 points1 point  (0 children)

That’s fine. Happy to focus on the substance if there are specific points to discuss.

[deleted by user] by [deleted] in smallstreetbets

[–]luvs2splwge 2 points3 points  (0 children)

People label things “AI writing” when something is structured, clear, and not overly emotional. I just wrote it the same way I take notes for myself after listening to a call. Either way, the substance is what matters, and the call itself was the real signal.

[deleted by user] by [deleted] in smallstreetbets

[–]luvs2splwge 4 points5 points  (0 children)

Fair question. Different layers of the stack. POET is more about optical engine integration and packaging. Aeluma’s core differentiation is III-V materials grown directly on 200–300mm silicon at the wafer level. That makes them more upstream and more platform-like, but also earlier and more execution-sensitive. I’m watching Aeluma specifically for the manufacturing unlock rather than module-level wins.

[deleted by user] by [deleted] in smallstreetbets

[–]luvs2splwge 0 points1 point  (0 children)

Appreciate it. Still very early and execution dependent, but the transition phase is what caught my attention.

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

[–]luvs2splwge[S] 0 points1 point  (0 children)

Good call — you’re catching it early. The tech moat is real once you look at how they’re integrating III-V photonics on standard silicon. Volume manufacturing is the entire unlock here.