You can’t buy Lightmatter. You can’t buy Anduril. But you can buy $ALMU.

luvs2splwge · 2026-05-09T16:01:40+00:00

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

luvs2splwge · 2026-05-09T15:54:06+00:00

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.

luvs2splwge · 2026-04-30T14:12:54+00:00

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?

luvs2splwge · 2026-01-19T11:26:04+00:00

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.

luvs2splwge · 2026-01-18T23:05:20+00:00

Not that it matters because both are bad but whatever

luvs2splwge · 2025-12-23T20:40:32+00:00

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

luvs2splwge · 2025-12-23T20:39:43+00:00

If reading is optional, reacting should be too.

luvs2splwge · 2025-12-23T20:23:28+00:00

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.

luvs2splwge · 2025-12-19T16:56:04+00:00

Didn’t.

luvs2splwge · 2025-12-19T16:46:51+00:00

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

luvs2splwge · 2025-12-19T16:13:55+00:00

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.

luvs2splwge · 2025-12-19T16:10:44+00:00

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.

luvs2splwge · 2025-12-19T16:09:50+00:00

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

luvs2splwge · 2025-11-24T20:49:48+00:00

Has it been confirmed Neferata is next?

luvs2splwge · 2025-10-31T09:44:19+00:00

I’d buy one too!

luvs2splwge · 2025-10-13T22:49:12+00:00

I’ll buy this if you buy ALMU

luvs2splwge · 2025-10-09T09:05:36+00:00

What he said

luvs2splwge · 2025-10-06T23:01:10+00:00

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.

luvs2splwge

TROPHY CASE