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$ALMU Optoelectronic, semiconductor, image sensors, wafers, LiDAR
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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.