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$ALMU Optoelectronic, semiconductor, image sensors, wafers, LiDAR
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What are your thoughts on ALMU? They're in the same space and I always see debate around POET vs. ALMU
ALMU photonics is the new quantum.
ALMU, OUST, LWLG, LASR, MRAM, TSEM All interesting
INTC to purchase ALMU or competitor?
i need ALMU to go up bigly
ALMU. It’s what everyone in here hopes POET becomes. Don’t know why it isn’t a more common ticker in this sub.
High end photonics and darpa tech, look into POET and then look at ALMU. ALMU is working on the actual next gen tech after POET, which imo is the “next gen” stuff right now.
NBIS has been written up extensively on reddit and has plenty of room left to run There are plenty of interesting names solving major problems in the photonics industry. POET has been mentioned already. I like ALMU but it has a much higher risk profile as they're earlier in development.
ALMU for sure. Finally getting some hype.
ALMU is just starting
ALMU ripping higher every single day.
Which part? $SKYT or $ALMU?
Regardless - buying CFDs for for ALMU first thing tomorrow
Considered it, but went for ALMU instead as they already show revenue growth, a strong cash position, and R&D contract wins (e.g., NASA, U.S. Navy).
ALMU (Aeluma) — a small-cap semiconductor innovator with advanced sensor/communications tech and strong liquidity that could deliver asymmetric upside as it commercializes niche photonic products. BULL (Webull Corporation) — a rapidly growing digital brokerage platform that’s driving high revenue and customer assets growth with expanding products, improving earnings outlook, and broadening market adoption. SEZL (Sezzle Inc.) — a profitable, high-growth BNPL fintech beating revenue and earnings expectations, raising guidance, and trading at compelling multiples with strong runway in the expanding payments space.
Held this for over a year. Biggest sleeper is $ALMU
Thought ky dumb ass knew how btc and mstr would play out, managed to shitcan my short position before taking any major losses, piling my cash back into Kodal and Global Atomic for now whole i weigh up POET and ALMU
ARBE LAES and less risky, to me at least, ALMU
Thanks for the write up! Their new patent filed on December 9th leads me to believe they're in the final stages of a deal with a major fab. My bet is on Tower Semi. The 300mm wafer patent signifies that they fit together perfectly. Here's my post on it that I shared on Linkedin Aeluma ’s New Patent: The Manufacturability Key to Mass-Market Silicon Photonics? When the GlobalFoundries /AMF news hit, I’ll be honest—it temporarily worried me. For a moment I thought: are they pulling ahead on scalable silicon photonics, and does that put Aeluma behind in the race? Then Aeluma ($ALMU) filed a new patent (Dec 9) aimed at volume manufacturing of compound semiconductor photonics on large-diameter, mismatched substrates—and it did the opposite of what I expected: it quelled those fears and actually strengthened my thesis. The setup: • Tower Semiconductor ($TSEM) is expanding its 300mm silicon photonics / heterogeneous integration capabilities with an eye toward CPO and data-center scale. • Aeluma is building IP around the hard part: bringing III–V-class photonics to 12-inch silicon economics with manufacturable yield. The bottleneck (still the same): Performance isn’t the constraint—scale and yield are. The question is how you get high-performance compound semiconductor photonics onto big silicon wafers without defect-driven yield collapse. My take (hypothesis): This is why I’m increasingly leaning toward a strategic partnership (not a buyout) as the “seal-the-deal” path: • Tower brings the volume manufacturing vehicle and foundry infrastructure. • Aeluma brings differentiated integration IP that could become the performance engine. And yes—this is speculation—but the cadence and positioning feels like the kind of IP groundwork you lay when commercial conversations are already serious. NDAs may already be in place; I can’t prove that, but the pattern fits what you’d expect when partners are aligning process + product roadmaps behind the scenes. What would confirm it (watch-fors): • a named or strongly implied foundry/process partner • language shifting from “evaluation” to design-in / NRE / PO • repeatable wafer-run evidence (yield, scalability) rather than just “it works” Bottom line: In silicon photonics, manufacturability is the moat. This patent reads less like academic progress and more like industrialization intent—and it reinforces why Tower looks like the most logical volume partner on the horizon. #SiliconPhotonics #Semiconductors #CoPackagedOptics #DataCenters #Aeluma #TowerSemiconductor #TechInvesting #ARVR #Mobile https://www.aeluma.com/investors/news-events/press-releases/detail/91/aeluma-files-new-patent-that-enhances-intellectual-property
ALMU, POET, and LWLG are not even close to profitable. Why would you be interested in them?
Check ALMU, maybe there's another way other than InP
But ALMU will be disrupting the entire InP industry by providing scalable high quality photonics with InGaAs implanted on the large 300 mm silicon wafers. They have CalTech geniuses working on scaling it now.
It was a no brainer under a dollar. Right now the biggest no brainer is $ALMU
I think we are still a ways off on needing more energy. During a discussion at the Center for Strategic and International Studies (CSIS), the CEO of NVidia, Jensen Huang emphasized that the primary challenge is the speed of construction and the logistical hurdles involved in building data centers, rather than a fundamental energy shortage itself. He noted, building a large AI data center in the U.S. typically takes around three years due to permitting, environmental reviews, and grid upgrades. This is the real bottle neck!! There are 2 other issues I see with investing any meaningful capital in energy (note I have a small position in OKLO because I like their tech but I don’t think it will see revenues for quite some time ~ 3+ years). First, technology like Nuclear is far from being operationally ready, so investors plowing lots of money in that space will be really making a bet on who or what technology will prevail but won’t make serious returns as that will only come during the commercialization and contract, revenue stage. Second, the better play I believe is to look at the technology that will improve the current energy usage. What will make data centers use less energy. That is, better more efficient design of data centers by hyperscalers. Look at Nebius vs CoreWeave for the answer there. I have bet on Nebius but investors should do their on DD. Next will be to have copper replaced by glass. IE better more efficient energy usage via Photonics. That space has a ton of great companies doing really great things. That to me is where investors should be focused to respond to the threat of energy scarcity. I am invested in 3 main companies there, ALMU, POET and MRVL.
ALMU but not 2026 more like 2030+
What about ALMU? How does poet compare? Doesn’t ALMU have a larger moat in this market? Already has sustainable revenue and government contracts. Not trying to be dismissive but trying to decide between these two stocks in this space.
Man, really good question. I've been looking at both of them. Don't see many people tracking ALMU. ALMU is scientifically intriguing, and has potentially higher multiples in a buyout. POET has a stronger risk adjusted path to returns in the current market. POET is commercially live (800G/1.6T transceivers). The validation from Foxconn and Marvell/Celestial de risks. ALMU is still largely in the "sampling" phase. POET is a bird in the hand, ALMU is two in the bush. I'm going 70 percent into POET for the immediate 1.6T upgrade cycle, 30 percent into ALMU to hedge China supply chain risks and as a long dated call option on photonics.
Wouldn’t you think ALMU a stronger bet in the photonics sector considering insiders are not bailing? Just curious if not why not
Great article. Long $ALMU!
Right now I’m looking into photonic circuits which w are going to need for AI. These circuits use photons instead of electrons to process this makes it cheaper and more efficient etc. Companies like ALMU POET LWLG All good go 10x at least Then You have the giants like LITE COHR BROADCOM That’s where my heads at now. NFA
ALMU and Infleqtion wheelhouse (without the computing angle). Great segment. I’m going to have to dig into this a bit.
DYOR/NFA - HOLO, DVLT, ALMU, HOND (combination next week), NINE (great financials, delisting risk). Happy hunting!
Free up some liquidity to put more into $ALMU
Already fully maxed all free cash and profits on ALMU, CCCX and SCWO. Time to ride.
What makes ALMU stand out from all the other semiconductor companies out there?
ALMU - semiconductors at mass scale for mass utilization
I’ll buy this if you buy ALMU
ALMU and SCWO. ALMU is under the radar chips and sensors, US manufacture, novel process, already deep with DARPA, NASA and DoD. With design wins coming in the next 12-24 months, this one is going to rocket on the back of government contracts. SCWO has been a bit of a meme stock this week, but that doesn’t change the fact that their tech for cleaning up groundwater PFAS is a gamechanger for environmental cleanup. Already executing POCs with the Navy, this is huge because anyone with military background knows that forms water contamination on mobility bases is RAMPANT.
The next company the US government is gonna take a stake in is ALMU made in America baby it is a screaming buy for what they want
I'm liking LFWD. They have been pretty low. They have a few months before their reverse split. Their product seems to be solid, and they have multiple products on top of that. Plus medicare ruled their exoskeleton to be a medical necessity and most of the orders have just been getting approved. They just changed leadership and their new leadership is focusing on revenue. They are doing some kind of contract fab work for the government. They also have been globally building distributor networks, including in the Middle East. Their exoskeleton lets paraplegics walk again. I'm working towards 10k shares while it's below $1 and hoping they avoid a reverse split. Humacyte is a bit riskier. They had a funding arrangement where they sold 7.5% of their revenue, but they recently excersized a call option to buy it back for 95M. Now they don't have cash for this. They have diluted a nice bit. I'm kind of expecting another dilution soon, so I wouldn't buy in right now, but on the other hand, they could be buying that back because they do have "surprise" revenue they will announce at earnings. They have until 12-31 to pay the remaining 45M. Either way, it will let them keep less cash on their books to guarantee the debt. I accumulated a bunch of dirt-cheap options when it crashed a while back, like $1 0.5 calls for Jan 2027. I've watched them go up and down but people were panicking then and trying to cover losses and the liquidity just isn't there if I would have sold them during any of the last run-ups. The management on this company kinda sucks ass right now. But they are the only ones, as far as I know, with a patent and working production facility growing commercially viable body parts. They have a vein right now and have been stacking patents, including one on their process which in my opinion is probably going to be the most important one. They are under constant FOMO attacks from competitors as well. We will see how this one plays out. I just found ALMU yesterday. It looks quite promising, but I wouldn't buy in yet, I'm sure the price is fixing to dump. RKLB is a solid play but too rich for my blood now and lower risk. If you just hold it's a good investment. THAR is one to keep an eye on. Their last data was a prophylactic for opioid overdose that is effective up to 90 minutes. SNOA recently had their product placed at wal-mart. It's a diaper rash cream I believe. It's been consolidating around 4. STSS is volatile but their core business seems to be on the verge of profitable. I'll find out more at the shareholder meeting on the 14th (don't recommend this one, I see a dilution coming from their stupid bitcoin strat). IVDA has some deals coming up and shorts just entered heavy into it. Might run today, I'm not sure. VELO just got a major cert (verified it's a solid cert as I have an engineering background) for their manufacturing. I entered VELO at 3. They have a lot of cooperation and contracts with the US military going on. ZONE just reached profitability for their core business. NUKK is cooking. Not sure exactly what but there is some consolidation and major financial moves coming. It recently hit a low since their first major run-up. I think that's most of my favorites right now.
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.
So ALMU, WOLF, SKYT, who else
Warrants are a standard part of small-cap capital structures. If exercised, they inject capital at higher prices, effectively reducing risk. The important part is that ALMU is sitting on ~$40M cash, no debt, and customer traction that’s expanding. That’s the setup institutions care about.
Just to clarify — ALMU hasn’t done a PIPE. The raise was a shelf offering that was oversubscribed, and they only tapped a fraction of the shelf. That’s very different from a dilutive PIPE structure. Warrants are standard for small-cap financing, but even if exercised, they bring in additional cash to the company — not debt. The net effect is more runway and more resources to accelerate customer programs.
ALMU is potentially central to the data center buildout because it makes quantum dot laser interconnects that are: cheaper to buy, more efficient, more scalable to produce and have a longer lifespan. If token/ watt or computer/ watt are important these guys have a massive opportunity…
Yep — in the early 90s when Jensen Huang co-founded NVIDIA, the headcount was tiny. Most great semiconductor stories start small. The real question isn’t today’s employee count, it’s whether the IP, market timing, and customer traction line up. That’s exactly why ALMU is interesting — outsized tech for a company still at microcap scale.
Raising capital at a premium moment isn’t “dilution” in the bearish sense—it’s ammunition. The $23M raise was oversubscribed and expands the shareholder base, giving ALMU the firepower to intersect customer design cycles, ramp volume production, and convert pipeline engagements faster. With nearly $40M cash, no debt, and DARPA/NASA validation, this isn’t survival money—it’s scaling money. If you’re worried about dilution, you’re missing the point: the pie just got much bigger, and they’re positioned to capture it.
Are retail investors sleeping on $ALMU while institutions quietly accumulate? Or is this just another overhyped microcap story?
ALMU will make a lot of people rich if they see what we see
They’ve just diluted with 1.7 million shares: https://www.stocktitan.net/news/ALMU/aeluma-prices-22-1-million-public-offering-of-common-lklj0m73juw5.html Maybe a good buy in $10-12 range?
I think you're right Poet is positioned well for the transition into co-package optics, which could be a mini gold rush. I'm curious on how long that transition lasts though. I think COHR is already designing optical-only networks for data centers, and then you have potential disruptors in other ways like ALMU. I'm bullish on Poet though, even w headwinds.
ASTS, but the dilution is frustrating. ALMU, OGI, PL.
Solid picks. FEIM I have small position. Checking out ALMU
Aeluma (ALMU) – The Next Photonics Powerhouse? DARPA-backed, AI-Ready, and Under $260M Market Cap Aeluma (ticker: ALMU) might be one of the most asymmetric bets in semiconductors right now. They’re not just another photonics company—they’re tackling one of the biggest bottlenecks in AI, autonomous vehicles, and consumer sensing: how to scale advanced compound semiconductors (like InGaAs) onto silicon. 💡 The Breakthrough: Aeluma can grow high-performance compound semiconductors on large-diameter silicon wafers using CMOS-compatible processes. This allows for scalable production of: • SWIR sensors (critical for LiDAR, smartphones, defense) • Quantum dot lasers (optical interconnects for AI/ML chips) • Photonic ICs (next-gen compute, sensing, imaging) This tech enables a 10x+ cost advantage over current industry methods, collapsing the gap between high-performance photonics and scalable manufacturing—something even giants like Intel, NVIDIA, and TSMC are aggressively pursuing. 📜 Real Government Validation (from image above): They’ve already landed non-dilutive funding and contracts from: • DARPA • NASA • DOE • U.S. Navy • Office of the Secretary of Defense • Microelectronics Commons (CHIPS Act) This isn’t just technical validation—it’s strategic. These agencies don’t back dead-end tech. 📈 By the Numbers: • $3.6M in FY revenue (335% YoY growth) • $1.8B revenue target by 2030 • $0 debt, zero cash burn • Current market cap: ~$200M–$260M range 🚀 Upcoming Catalysts: • Russell Index inclusion • Sell-side initiation • Investor awareness • Potential smartphone, defense, or AI design wins • Commercial announcements expected imminently ⚠️ Risks: • No major commercial design wins yet • Execution and scaling still unproven • Already partially pricing in future growth 🧠 But the upside? If Aeluma’s SWIR or quantum laser tech makes it into mobile, LiDAR, or AI interconnects, this stock could 5–10x from here. The TAMs are massive—and ALMU is U.S.-based, government-backed, and potentially tech-disruptive
Wow, wouldn’t everyone love to know the answer to this. I’m looking at $ALMU. Do your own DD. If I tell you the reasons why I’m interested in it, that won’t help you make your own decision reasonably.
Anyone know whats happening to ALMU today?
My issue with them is they are not profitable yet I am more interested in $ALMU right now. I will buy that at current price. Seems to not be hype and is genuine interest in the stock for potential I will buy $NVTS if the price flatlines around $6 or if it dips below $5
I love this one $ALMU There is a great piece on seeking alpha that explains the company well. 1. Incredible team: NVDIA vet board member, CEO is highly awarded professor at UCSB and runs the foundry there (it is where the initial google quantum chip was made), Shuji Nakamura is a seeder (nobel winner for blue LED), perhaps the most famous patent lawyer in the space as a seeder and advisor. 2. Grants from: DARPA, NASA, DOE, Office of Secretary of Defense, and the NAVY... 3. Excitement is about being able to produce compound semi-conductor materials on large silicon wafers. In other words, they can produce InGaAs LiDAR sensors which are currently made--but very expensive-- for a cheaper cost by a factor of 10X with their tech. On the Quantum Dot Laser Photonics side they can monolithically grow quantum dot laser photonics on silicon which is something others can't do yet. 4. They claim to be the only ones that can do quantum dot lasers using MOCVD. Quantum dot lasers are especially interesting in the quantum computing space. 5. For "how applicable" they can do InGaAs Sensors for: Robotics, self driving cars, consumer (tablets, phones, VR/AR, defense). For example imagine an iphone/tablet that can do face ID in the dark or in direct sunlight? Or LiDAR scanning that works in much higher detail in no light or sunlight conditions? Further, instead of Waymo LiDAR sensors costing like 30K.. they could cost only 3K which will make them practical for normal self driving cars... Obviously having cheap InGaAs level LiDar in robots, cheap drones, soldiers helmets is also interesting. NASA, DOE, the Navy, DARPA, office of secretary of defence, Nobel price winners and NVIDIA vet are paying attention..maybe we should tool!
I'll look into ALMU based off this it seems similar to MVIS which is my current "life changer" stock. Hopefully LiDAR is going to be a big deal going forward
Check out ALMU The “life changing part” is not that they can do InGaAs LiDAR or Quantum Dot Laser Photonics. It is that they are able to do those things on 12 inch silicon wafers. For InGaAs LiDAR that means cheaper cost by a factor of 10d and very large scaleability. For quantum dot laser photonics grown monolithically on silicon wafers this means capability but much better power efficiency—given power demands for AI compute this is a big deal. Then the more extreme potential “life changer” . DARPA gave them a grant to do III-V material transistors o. Silicon. Obviously DARPA does not care about only evolution. They want big breakthroughs. If they manage to do this that is a massive leap in transistor speed and efficiency—and scalable. In addition to DARPA, these guys have a grant from the NAVY, DOE, Office of secretary if defense and NASA. A Nobel price winner as their seeder and a NVIDIA veteran just joined their board… So yea, some smart people are paying attention…
Also the legend himself posted about this a couple years ago and now they’re finally about to go to market https://www.reddit.com/r/wallstreetbets/s/xBhPM1ALMU
$ALMU Index the radar. . Quantum and AI compute laser photonics, next generation InGaAs LiDAR. NVDIA veteran joined their board. Ohh yea and grants from: NASA, the NAVY, Department of Energy, office of the secretary of defense. And a Nobel prize winning seeder…
It is a small microcap for now but I think Aeluma ALMU in terms of raw potential. It is early and only has 100m market cap. They have DARPA, NASA, DOE, Navy and Office of Secretary of Defense grants. They just got on Nasdaq. On top of that they just had a former senior Nvdia exec join their board. They have the tech to do exotic material semi conductors on normal 12 inch silicon which makes them scalable and much cheaper. So for example instead of normal lidar sensors that use visible light—high performance InGaAs sensors that can use non visible light and were previously extremely expensive. On top of that they are able to do quantum dot laser photonics on 12 inch silicon wafers—this has really really significant impact for quantum computing and AI compute. There is a seeming alpha article on this one that explains it better.
I'm currently in ALMU (Aeluma) They're about disrupting the Wafer industry that all Lidar and Image sensors depend on. Their equipment and process are a significant barrier to entry.