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[AELUMA] Quantum Photonics / PICs - Partnerships with NASA and Tower Semiconductor
What are some Moonshot stocks you believe in?
ALMU isn’t a science project anymore. This is the inflection people miss.
You Can’t Buy Anduril or Lightmatter. You Can Still Buy $ALMU. Here’s Why I’m Watching It Into 2026.
NVDA Jensen Huang's Keynote - Silicon Photonics ($ALMU)
NVDA Jensen Huang's Keynote - Silicon Photonics ($ALMU)
NVDA Jensen Huang's Keynote - Silicon Photonics ($ALMU)
ALMU v POET high potential plays. ALMU is a sleeper
Forget $NVDA – The Real Moonshot May Be $ALMU Debt-Free, $40M Cash, Made-in-America Semiconductor Disruptor
$ALMU – Aeluma’s Big Bang: Lab Genius, Boardroom Black Hole?
$ALMU – You can’t buy Anduril or Lightmatter… but you can buy Aeluma
YOLO’d My Future on ALMU – Up 70% and Too Deep to Quit
🚀 YOLO’d My Future on $ALMU – Up 70% and Too Deep to Quit 💎🙌
Is Anyone Tracking $ALMU’s Short Positioning Before Benchmark Conf + Earnings?
$ALMU – Why Is a $300M Photonics Company THIS Heavily Shorted Right Before Its First Earnings Call?
$ALMU about to melt up - big short interest, and potential $AAPL catalyst
Aeluma (ALMU) is X10 any way you look at it (semiconductor / AI datacenter / defense / quantum etc.) Providing a fundamental core principles solution (letting silicone chips grow their own quantum dot lights to transfer data at light speed).
Aeluma (ALMU) – The $250M Microcap Bringing Night Vision to Your Smartphone and Optical I/O to AI Chips
$ALMU Optoelectronic, semiconductor, image sensors, wafers, LiDAR
Mentions
Thanks to some fancy trading throughout the day I've been able to recover from my morning QQQ stupidity. My ALMU position ain't doing so hot still though - caught me off guard, wasn't paying attention to it and didn't realize it dumped on me.
Anyone still creaming over ALMU?
ALMU will be a 10x bagger. Very early still
ALMU and LWLG for photonics. And Weebit Nano for potential flash successor.
Fuck it, buying APH, OCC and ALMU tomorrow.
Anyone look into ALMU? Any reason I shouldn’t buy?
ALMU You're still early.
Here's a couple that fit into the "advanced materials" sector but also fit into today's push into photonics. ALMU - currently transitioning from R&D to commercialization, their quantum dot photo detectors utilize III-V semiconductor materials made of Indium and gallium arsenide grown on a Si substrate. LWLG - These people have a proprietary polymer that achieves extremely high electro-optic (EO) coefficients that can "modulate" light (sort of like modulating RF) at very high speeds with very low energy consumption. Not quite as far along commercialization-wise as ALMU but certainly worth checking out.
DAMN, missed ALMU morning dip opportunity
ALMU dip opportunity
Aeluma $ALMU \- Photonics \- Japanese Nobel Prize Investor \- DARPA contracts \- NASA contracts \- 500 million MC [https://pratimanagement.substack.com/p/aeluma-a-microcap-with-game-changing?utm\_source=share&utm\_medium=android&r=4bkx0i&triedRedirect=true](https://pratimanagement.substack.com/p/aeluma-a-microcap-with-game-changing?utm_source=share&utm_medium=android&r=4bkx0i&triedRedirect=true) [https://www.reddit.com/r/ALMU\_aeluma/](https://www.reddit.com/r/ALMU_aeluma/)
I'm not saying now is a good time to buy, but ALMU should probably be on your watchlist.
ALMU earnings after hours
Aeluma $ALMU \- Photonics \- Japanese Nobel Prize Investor \- DARPA contracts \- NASA contracts \- 500 million MC [https://pratimanagement.substack.com/p/aeluma-a-microcap-with-game-changing?utm\_source=share&utm\_medium=android&r=4bkx0i&triedRedirect=true](https://pratimanagement.substack.com/p/aeluma-a-microcap-with-game-changing?utm_source=share&utm_medium=android&r=4bkx0i&triedRedirect=true) [https://www.reddit.com/r/ALMU\_aeluma/](https://www.reddit.com/r/ALMU_aeluma/)
ALMU. 500M market cap.
LWLG and ALMU I’m hoping to be the next ones up.
ALMU Semiconductor Photonics 500M MC Japanese Nobel Prize Investor DARPA contracts Nasa contracts
What do you guys think about ALMU? It's breaking out. This could be a juicy one.
I bought shares at $7.97 after the news and sold $8 CC and kept my shares. Then they pumped to 9 something and I dumped them. I'm keeping an eye on them but ALMU is the better small cap photonics play IMO.
$ALMU going back to ATH from this morning
Not sure why ALMU is still pumping, but I will accept my blessings
Dumping $POET and moving on to the new hotness, $ALMU.
ALMU is a photonics company with an IP advantage that will allow cheaper manufacturing and faster production than anyone else in the market. Once they’re trusted by the hyperscalers they will easily be able to undercut everyone else in the market on price and speed. The reason the stock hasn’t taken off yet is because they are still proving they can scale. But there are several very promising signs that commercialization is around the corner and they have an all star team of ex-nvidia, intel, Kyocera, etc. experienced industry experts working on the transition and recently announced a partnership with tower and sumitomo. Despite all this progress they are still only $350 market cap. To put that into perspective, LITE and COHR are both about $60B market cap, so it has the potential to be a 200x+ over the next 5 years.
There is a Cramer inverse ETF. It's not really doing that well. It's more of a meme than actual alpha. Anyway regarding POET that's been the issue from the start they are kind of scammy as far as photonics goes, I'm not saying it's a scam but it's closer to it than many others. I was in poet briefly last year so I've done research. I'm in ALMU now for what it's worth give me quantum dots over big lasers :D
ALMU next to pop after POET
ALMU is a photonics play that has a 2014 Japanese physics Novel Prize winner as an early investor. The company has DARPA and NASA contracts. DYOR.
ALMU. You guys will thank me later. Seriously, look into it
Everyone dogged me for pumping Intel at 19. “Poor nana” I believe was the saying. My rationale was that a) chips act and govt backing meant they weren’t going anywhere b) Taiwan is one fart away from China taking it. Thus we need onshore fabs for national security C) a fab in AZ and Ohio (right down the road from Anduril’s arsenal 1) meant they were integral again for our national security and future And then of course when Lip Bu Tan was placed at the helm it was a no brainer. I’ll take trash talking any day to just sit and wait to prove everyone wrong ALMU is bout to do the same. See yall at the top
Yup. If you want to gamble on silicon photonics it would be better going in on ALMU. A much smaller market cap for potentially ridiculous growth
FEIM - will be the next huge stock to run in the defense sector. Low float, getting into satellite contracts. ALMU- scalable photonics that can reliably give 300 mm photonic wafers a real life. POET- the absolute next LITE photonic stock- waiting for sales to start in 2027-2030 it will easily 10x.
ALMU getting orders!!
And LWLG & ALMU for higher risk higher reward
what to watch tickers KODK AAOI CRBP ALMU [https://www.optionmillionaires.com/april-6th-2026-watch-list/](https://www.optionmillionaires.com/april-6th-2026-watch-list/)
Agree with you. But read the article. Seems very reasonable to me. Also long LITE, AAOI, COHR, and a few others. ALMU still has to prove itself, but it seems they are making real progress.
So why aren't you bullish on ALMU?
ALMU has recently hired some heavy weights.
Silicon Photonics to Quantum Networks - March 17 OFC Conference - Loading up on $LWLG $POET $IONQ $RGTI $INFQ $ALMU $MRVL [https://www.youtube.com/live/8VDiel-1FsE](https://www.youtube.com/live/8VDiel-1FsE)
ALMU wafers will be the talk of 2026
ALMU Photonics play pre revenue.....
ALMU is projecting $2 billion SAM by 2030 from their earnings call, they'll get a significant marketshare by 2030. The current marketcap is at $350 million, if they were to get 25% marketshare you are still looking at 1 P/E at $500 million MC but high growth companies will trade at high P/E. The only problem is this is a long term hold to realise these gains.
Might be a generational short on ALMU
watching ALMU and AEHR
Da fuq happened with my $ALMU and $AEHR today
Bought ALMU off the back of this as a lotto play. Been in and out for a while.
ALMU gonna be the new POET in photons
ALMU is an interesting speculative name I have a small position in. SKYT was one I bought at the beginning of the year and then another company bought it already. I would be a *little* cautious in this market and not just focus 100% on what the next speculative success might be. Just IMHO.
how come ALMU dropped AH?
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