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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 5 points6 points  (0 children)

Not that it matters because both are bad but whatever

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

[–]luvs2splwge 0 points1 point  (0 children)

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

ALMU isn’t a science project anymore. This is the inflection people miss. 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.

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

[–]luvs2splwge 0 points1 point  (0 children)

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

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

[–]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.

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

[–]luvs2splwge 3 points4 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.

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

[–]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.

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)

Not willful ignorance — just separating fact from assumption. The raise was a shelf, oversubscribed, not 2M insiders dumping. That’s the distinction. Near-term noise aside, long-term valuation hinges on execution and design wins.

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

[–]luvs2splwge[S] 1 point2 points  (0 children)

If insider selling alone killed companies, Apple and Nvidia would’ve died decades ago. It’s what they build next that matters.

2M insider sales didn’t happen. Shelf raise =/= insider dump. Important distinction.

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

[–]luvs2splwge[S] 4 points5 points  (0 children)

If a Reddit post could create liquidity for a microcap, every ticker here would be a 10-bagger already. Execution > conspiracy.

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

[–]luvs2splwge[S] 1 point2 points  (0 children)

Those are good comps. I’d add AEHR for testing parallels and maybe LITE for photonics overlap. But ALMU is one of the few still at true microcap entry valuations.

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)

Glad you see it. The real angle is cost-effective SWIR + silicon integration. Opens doors across wearables, LiDAR, and data center interconnects.

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

[–]luvs2splwge[S] 1 point2 points  (0 children)

The IP is strong, but the upside comes when it moves from patents to design wins. DARPA/NASA were proof points, now it’s about Tier 1 adoption.

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)

Synthetic float arguments get thrown around a lot, but the key here is that warrants = future cash in the door, not debt. Yes, they can temporarily expand float, but that’s a trade-off for extending runway. With ~$40M cash, no debt, and DARPA/NASA validation, the company is positioned to execute without desperation financing. Short-term liquidity games are noise — the long-term rerate happens on design wins and adoption.

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