$ALMU mention timeline

Aeluma. Every tracked FinTwit mention of $ALMU, newest first. 174 mentions since the first on Aug 29, 2025. See the price chart.

July 2026 · 2 mentions

Jul 7
AlmaCap — Lots of names getting brutally wiped out across the market today, Samsung Preferreds outperforming most AI picks as expected… > Extremely defensive position, with the FY27 PE mult…↗
Jul 3
Gaetano — I am quite bullish $CIEN at these levels. When I stress test the optical investment universe trying to find durable companies, Ciena is consistently a top 3 for me. I have posted…↗

June 2026 · 3 mentions

Jun 16
Gaetano — With all the actions being taken around InP I can only imagine the types of interest / conversations that $ALMU is having If only they were 2 years further along… They have the…↗
Jun 9
CK Capital — With $AMPG now being a multibagger from when I called it out here are a few more from this year. $NBIS $KRKNF $AAOI $PENG $BE $LWLG $CPSH $ALMU More to come.↗
Jun 2
Gaetano — If you don't like a stock Whether it's $SIVE $POET $ALMU $LWLG $AAOI etc. Maybe just don't buy it Rather than shorting it NFA of course.↗

May 2026 · 20 mentions

May 28
AlmaCap — $TSEM, $SOI, $ALMU, $LPK all up massively since I posted this. Hope it helped. Also, a brief primer on why glass (LPK): https://t.co/SAnp9Y3EQm↗
May 28
AlmaCap — $SOI (SOITEC) earnings yesterday and $IQE earnings this morning are a window into what we can expect across the photonics industry. We're still very early to the photonics / CPO s…↗
May 26
AlmaCap — 6 from 7, not bad: if you had evenly distributed across the basket after my tweet yesterday you would have made 8.96% - basically 1 years S&P 500 gains. Alternatively, you could…↗
May 25
AlmaCap — $LPK and $SIVE, European high beta names, ran very hard today. I think this is a tell for what's coming if sentiment on an Iran peace deal holds (no more war pls). Here are the hi…

April 2026 · 44 mentions

Apr 30
BULL OF BRITAIN — "I expect a euphoric rally" Up 120% since. I was one of the first people to ever post about $ALMU. The recent rally basically blew up the entire bear case - They have no foundry…↗
Apr 30
BULL OF BRITAIN — @JB_Invests $ALMU lol↗
Apr 28
BULL OF BRITAIN — @PolarizingLit $ALMU also got a TSEM deal. It's all speculative, the reason I chose most these names are because they are already proven past RnD↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain... We have know the plays for months, institutions are foll…

March 2026 · 23 mentions

Mar 28
InvestmentGuru — The Photonics and Optical sector— Full Breakdown - Light. Speed. Fiber. Lasers. Infrastructure layer- $CIEN — High-speed optical networking equipment $GLW — The fiber optic ca…↗
Mar 26
PhotonBull — @FinnStockinger Most confident in $SOI right now. Higher r/r would be $GHH or maybe in the future $ALMU↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom Photonics — using light instead of electricity — is emerging as the solution. Photonics Ecosystem 1️⃣ Silicon Photonics & Opti…↗
Mar 20
InvestmentGuru — Photonic cheat sheet Photonics play $LITE $COHR $AAOI $POET $LWLG $AEHR $AIXA $ALMU $AXTI $AVGO $CIEN $GLW $CRDO $FN $MTSI $MRVL $NOK $SANM $SMTC $SIVE $TSEM $VIAV These cover…

February 2026 · 41 mentions

Feb 27
Gaetano — 🚨How I construct my Photonics portfolio $AAOI $LITE $COHR $CIEN $GLW etc. For me, diversity is the game. Different parts of the stack have different timelines and catalysts and…↗
Feb 25
Gaetano — 🚨I want to build a high-conviction community $LITE $GLW $COHR $ALMU $POET $CIEN I've been thinking about this alot since I posted. I don't want to be a trading signal. I respec…↗
Feb 25
Serenity — @Racetoamilly IMO $ALMU and quantum dot is prob a few years out. Probably better to look at existing bottlenecks used in hyperscaler supply chains↗
Feb 25
Serenity — @martijnde_boer $ALMU and $POET feel more like science projects while $AXTI, $IQE, $LITE and others are all actively used in hyperscaler supply chains. $POET has a better chance…

January 2026 · 32 mentions

Jan 29
Leveraged Cat — When you’re on a heater you trust your gut, it’s as simple as that. When you’re cold, you get defensive - just so happened that I’m hot and my gut said get defensive Things still…↗
Jan 28
Gaetano — If you’re watching AI data center optics, $AAOI is a must watch. 800G is moving from qualification into real volume, and this is one of the cleanest show me execution setups in th…↗
Jan 27
Gaetano — One of the first things that caught my attention on $ALMU Their CEO stated that it was his ambition to capture a 'majority' of their SAM (4.9B) in 2030 As I have become much mor…↗
Jan 27
Gaetano

December 2025 · 6 mentions

Dec 27
Gaetano — @valleyinvesting Hey man, I don't like to give reccs but I'll just tell you what I have bought from the companies that I publicly talk about. Over the last few months I've bought…↗
Dec 26
mon — These are 10 high-risk, high-reward stocks with market caps under $1bn. 1. $PRME 2. $POET 3. $ALMU 4. $RR 5. $NUAI 6. $SLNH 7. $BZAI 8. $DGXX 9. $ASTI 10. $PPIH I currently hold…↗
Dec 26
TheValueist — $ALMU $LITE $COHR Aeluma: Scaling Semiconductor Integration for AI, Quantum Photonics, and Indium Phosphide Implications Aeluma, Inc. (ALMU) is an emerging semiconductor company s…↗
Dec 26
TheValueist

November 2025 · 1 mention

Nov 7
Leveraged Cat — I'm long $ALMU. At the bottom of a trading range it's been in since June, with positive developments since that time. There is a lot of execution risk in the stock, but they also h…↗

August 2025 · 2 mentions

Aug 29
Leveraged Cat — $ALMU +6.5% roughly since this post https://t.co/qM5pV1m1Qy↗
Aug 29
Leveraged Cat — $ALMU My newest position, good write-up below Impressive relative strength today They are exposed to a lot of topical themes in which they could be a major disruptor Also, TINY…↗

May 18

Gaetano — You can make a lot of money trading high spec stocks In the NYSE/NASDAQ optics space that's typically $LWLG $POET $ALMU Personally, I can't go into any of these with any meaning…↗

May 13

BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks > Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days > $VNP.TO hitting ATH week after week. Best earnings to date.…↗

May 12

Cobra — $ALMU over 100% here 🐍🚨↗

May 11

Gaetano — We need to remind Photonics companies they are overvalued They shouldn't keep going up $LITE ATH $COHR ATH $SMTC ATH $AAOI ATH $CIEN ATH $GLW ATH $ALMU ATH $HUBN ATH $AEHR ATH…↗

May 11

Cobra — $ALMU I was early Now they’re following me https://t.co/GLZgQjA8Bn↗

May 11

Cobra — $ALMU up 100% on these ones https://t.co/tceQLoA0dr↗

May 11

Cobra — $ALMU .50 to .95 here Wow i am HOT↗

May 11

Cobra — $ALMU .50 > .80 now here ❤️🐍↗

May 11

Cobra — With this semi theme this could squeeze crazy $ALMU↗

May 11

Cobra — $ALMU 40 CALL 5/15 @ .50 🐍🚨↗

May 5

Gaetano — $ALMU Is a very exciting stock, to say the least There is massive upside potential if they can commercialize successfully And massive downside risk if they cannot When people as…↗

May 4

AlmaCap — $ALMU, wow that was quick - less than a month and more than a 100% gain. You can also make these insane gains in mega cap memory stocks anon https://t.co/fNmTHi8SgY↗

May 3

Gaetano — @AUKM_42 My personal high risk/high reward would be $ALMU↗

May 3

PhotonBull — A small thesis on $ALMU ($460M): Aeluma is one of the few companies putting compound semiconductors on standard 200mm/300mm silicon. Quantum dot lasers, AlGaAs nonlinear photonics…↗

May 2

BULL OF BRITAIN — @FinnStockinger Good stuff. The $ALMU news has been very bullish, but until it proves to pass RnD. Then it will always be extrememly up and down. QD lasers will be the future 100%.↗

May 1

Gaetano — $ALMU Congrats to all holders on new ATH! What a wild ride it has been. And we are still in the 1st inning of the story. Earnings in 2 weeks will be interesting Historically e…↗

Apr 27

BULL OF BRITAIN — $POET being bad makes $ALMU even more bullish btw 😉↗

Apr 25

AlmaCap — @Robarbarian38 $IQE, $LPK and $ALMU are more speculative - $SOI and $TSEM are probably safer bets. Though expect volatility and size accordingly. CPU is going to be very hot and m…↗

Apr 25

AlmaCap — $IQE, $LPK, $ALMU and $SOI, looking back on some of my best calls from the past month reinforces the important of mapping sectors and supply chains. My detailed research allowed…↗

Apr 23

Gaetano — $ALMU is quite complex And a long dated story I did my best to try to explain what they do as simple as possible And what their potential is if they succeed And how long it w…↗

Apr 22

Gaetano — Posted! $ALMU I dug into: What exactly is Aeluma trying to do? What is the relevance of this news? What progress metrics do we have? What happens if Aeluma is successful? Why cou…↗

Apr 22

Gaetano — $ALMU The news yesterday was important Up 20% today Up 100% in a week But it goes deeper than what the headline said Doing a full writeup now on how to interpret the news, where…↗

Apr 22

PhotonBull — $ALMU is now up ~50% from where I entered just a few weeks ago after the headline, and I have decided to trim this position. My thesis was to see a run similar to $LWLG fueled by…↗

Apr 21

PhotonBull — More good news for $ALMU They received a NASA award for integrated quantum dot lasers ''Quantum dot lasers are increasingly being considered for AI data center interconnect appl…↗

Apr 21

BULL OF BRITAIN — $ALMU - some more good news. NASA have worked with Aeluma for a few years now. If quantum dotting technology goes from speculative to real, they will be the only wafer to withsta…↗

Apr 20

Gaetano — My portfolio has exposure to every level here $ALMU $AIXA $TSEM $AEHR $LITE $SMTC Just to name a few I introduced every company in this stack in a full article Read it here! h…↗

Apr 19

Gaetano — Photonics is a stack! $AXTI $AIXA $TSEM $AEHR $LITE $GLW Here is a clean map of the sector. Please bookmark & share! A laser, a photonic chip, a finished module, and a deployed…↗

Apr 18

Gaetano — One of my biggest mistakes in Photonics... $POET $ALMU $COHR $MRVL $LITE Was having meaningful exposure to pre-commerical companies rather than being predominantly weighted on the…↗

Apr 17

Gaetano — $ALMU It seems like the market likes the announcement from earlier this week If you haven't watched this video, I highly recommend it It is very dense, so bookmark this and come…↗

Apr 15

Gaetano — Watchlist update is live‼️ $lite $mrvl $poet $smtc $sive etc. This is no longer a static piece that gets fully redone every few weeks. It is going to function more like a living d…↗

Apr 15

AlmaCap — Be me: 100s of hours researching photonics supply chain, RF engineering, rockets, space systems, datacenters etc only to be outperformed by a shoe intelligence company $BIRD $AS…↗

Apr 15

Gaetano — $ALMU up 22% today on high volume↗

Apr 14

AlmaCap — @PhotonBull Probably $SOI and $TSEM, both feel safe to me. Not going to get the +60% moves you get on $SIVE and $ALMU though↗

Apr 14

AlmaCap — AI chip packaging is confusing, here's another diagram to help Two types of die live inside the same next-generation package: - Logic die (GPU/ASIC): the compute engine, performs…↗

Apr 14

PhotonBull — There is no stopping this train $ALMU just hit over $18 in premarket trading Hope some of you managed to get in with me at $13! https://t.co/L4X72VQfeq↗

Apr 14

Gaetano — $ALMU Has been shared! https://t.co/3Z2tAfTMDg↗

Apr 13

AlmaCap — $LPKF up c.30% today, I think I know why. $ALMU just announced a foundry partnership with $TSEM. While ALMU itself is III-V on silicon (not glass), it signals the broader AI chip…↗

Apr 13

CK Capital — @investAndForget $NBIS is the big one man, $ASTS too. also great runs from smaller positions of mine like $LWLG and $ALMU↗

Apr 13

Gaetano — I've got alot cooking today 1 - $ALMU brain dump + significance of news (3:00pm PST release) 2 - Undiscovered supply chain play on the Bloomberg data center delay (already poste…↗

Apr 13

Gaetano — $ALMU Is so tight The narrative and stock could flip on a dime. In both directions. All it takes is 1 headline. It will continue to be very volatile until they get reccuring c…↗

Apr 13

AlmaCap — @KawzInvests I was waiting for a foundry partner to hit for $ALMU, market brought the moment I saw this news.↗

Apr 13

PhotonBull — Want to highlight this point here for $ALMU $AXTI should probably trade down on this news and the dilution concerns, but I am not going to touch it. Being able to disrupt $AXTI,…↗

Apr 13

PhotonBull — Now up 50% on the day $ALMU incredible move! https://t.co/h6aViI35lR↗

Apr 13

BULL OF BRITAIN — Hello @DVLT146025 What are your thoughts on the $ALMU news?↗

Apr 13

AlmaCap — Photonics is a bit confusing, hopefully this simplified summary helps. I have positions in $TSEM, $SOI, $ALMU, $LPKF https://t.co/SDKNfKOhS5↗

Apr 13

AlmaCap — $ALMU, up 37% today following TSEM and Sumitomo partnership signals it could be the $AXTI killer https://t.co/yWO0mTXhAf↗

Apr 13

Gaetano — Aeluma Secures More Than $4 Million in Contracts for Quantum Materials and Lasers $ALMU That's a relatively large R&D contract for Aeluma And with a big name like Tower in there…↗

Apr 13

CK Capital — $ALMU just secured $4M+ in US government contracts for quantum dot lasers and quantum nonlinear materials with $TSEM Tower Semiconductor as a manufacturing partner. $ALMU is up al…↗

Apr 13

BULL OF BRITAIN — I wrote dd about $ALMU 4 months ago - for anyone who wants a quick rundown on the company after its recent news with $TSEM↗

Apr 13

PhotonBull — Okay took a small $ALMU position here around $13 Reasoning: -Very cheap and did not run yet, even down 50% from the highs, I am expecting photonics investors to be searching for…↗

Apr 13

BULL OF BRITAIN — Another thing I called months ago $ALMU is finally moving away from a science project and into a real quantum dotting pipeline. These are the only technology capable of withstandi…↗

Apr 13

AlmaCap — I found $ALMU several months back when looking at $AXTI and thinking to myself "this is not good enough" we cannot be this dependent on China.↗

Apr 13

AlmaCap — $ALMU just secured $4M+ in contracts for quantum materials and lasers from NASA, US Navy and DARPA. Their platform grows compound semiconductors on standard silicon wafers — the sa…↗

Apr 13

PhotonBull — This $ALMU news seems interesting Feels similar to how the $LWLG run started off a $TSEM partnership Still highly risky and very speculative, but worth monitoring over the long…↗

Apr 11

PhotonBull — @DVLT146025 @PepInvestStocks @KawzInvests Yeah it seems like the best way to invest in $ALMU is to sit it out or for a big partnership/order etc. to remove a lot of risks↗

Apr 11

PhotonBull — Almost forgot about this but me and @KawzInvests were actually looking at this one a while ago at the end of February. We had looked at $ALMU before as a solution to the $AXTI bot…↗

Mar 16

PhotonBull — @PepInvestStocks $ALMU certainly an impressive technology stack and management team, I am planning to enter when commercialization begins↗

Mar 15

Gaetano — What Photonics companies should I buy?! $LITE $COHR $AAOI $POET $LWLG I get asked this question often. I can't tell anyone what to buy. So instead, let me lay out all the compa…↗

Mar 12

InvestmentGuru — $ALMU – Small Cap to Watch in the Photonics / AI Infrastructure Space $ALMU is an emerging semiconductor company focused on compound semiconductor technology integrated with sil…↗

Mar 11

Kevin Maro — @yianisz Hi @yianisz , did you see the investigation of $ALMU headquarters, looks like a legit scam↗

Mar 9

Black Panther Capital — @CaesarCapitalz $AMPX would be one. $ALMU the other one maybe↗

Mar 8

Gaetano — @NickNemo17 Yeah definitely. $POET is further along so that main thesis breaker for them would be no significant commercial traction by Q1 CY27. I would need to see successful del…↗

Mar 8

Gaetano — My strategy for investing in early-stage companies... I get lots of questions about companies like $POET $LWLG $ALMU etc. These companies appeal to many investors becuase they ar…↗

Mar 8

Kevin Maro — @WallStreetApes $almu lol↗

Mar 4

BULL OF BRITAIN — @crux_capital_ The biggest catalyst you can have in the photonics pipeline at the minute is to be completly U.S based pipeline, who don't require the bottlenecked monopolised resou…↗

Mar 4

Gaetano — @NickNemo17 @martijnde_boer Hey Nick, Alright so I was really happy to see you ask this question because this is what is so exciting about $ALMU and is a core part of the investme…↗

Mar 3

Black Panther Capital — I've initiated 2 new long-term positions. Here's why: Both are long-term. Both are sitting at inflection points the market hasn't priced in yet. 1) $KRKNF - Kraken Robotics: I'…↗

Mar 3

Gaetano — I laid out this hypothesis last week for $LITE & $ALMU The Lumentum chat yesterday gave some more insight Let's dig into it Lumentum is currently facing a massive supply-demand…↗

Mar 3

Gaetano — The $LITE conference with Morgan Stanley had so much insight in it Currently writing up 3 posts: 1 - What Lumentum said about substrate sourcing and what it means for $AXTI 2 -…↗

Mar 2

Black Panther Capital — Added 2 new stocks to my long-term portfolio today. 4-5% on each allocation. One stocks I’ve had before. One is a complete new add. Which two do you think I added. $IBRX $ALMU…↗

Mar 2

Gaetano — When it comes to finding the 'next' photonics trade Like $POET $ALMU $LWLG for example My strategy has evolved a lot over time This post below reflects my own personal strategy…↗

Mar 2

Black Panther Capital — @moninvestor It’s insane. I was eying an oppurtunity in $POET and $ALMU. Will wait for pullback.↗

Mar 2

BULL OF BRITAIN — $ALMU - The news of NVDA investing 2 billion in COHR, to focus on SILICON BASED PHOTNICS, it is exactly why $AXTI was never going to win this race. Jensen already knows copper is c…↗

Mar 1

Black Panther Capital — In 2049 our kids and grandchildren will look back at 2026 and say: “Amazing you lived through those times!” “I wish it was possible to go back and invest in $IREN $NBIS $RKLB $ON…↗

Mar 1

Gaetano — @HyperTechInvest Good question! For me I like to be early with a starter and then DCA as the conviction builds. I'd rather be too early than too late. But that being said, I lea…↗

Feb 25

Gaetano — Well, maybe I was too conservative 😅 Yesterday we saw some big moves $AXTI up 23% $AEHR up 14.3% $LWLG up 13.6% $ALMU up 13.5% $POET up 10.6% $GLW up 4.3% $AAOI up 4.2% This…↗

Feb 24

Gaetano — This is a really great question $AXTI And one worth exploring for all AXT and photonics investors in general This also plays into my investment case for $COHR and $ALMU If you f…↗

Feb 24

Gaetano — @waltek192 Good points Walker! For AXT the China angle is really important to understand as a risk. I detailed some more thoughts here: https://t.co/lh3bqduCxU As far as the pho…↗

Feb 24

Gaetano — $LITE has an InP problem that $ALMU could help mitigate. A thought experiment worth working through... Despite aggressively front-loading a 40% capacity expansion, Lumentum’s Ind…↗

Feb 24

Gaetano — 🚨Photonics Investors, here is my active watchlist! Prices where I would consider initiating or adding Keep in mind that none of this is financial advice or a recommendation and…↗

Feb 23

Gaetano — In a see of red, Photonics holds up $COHR $ALMU $CIEN $AAOI $GLW This is why it was my main theme going into 2026. This is why I want to create this resource. This is such a s…↗

Feb 23

BMSInvests — If I wasn’t full port $ONDS, these are the 10 stocks I’d be buying right now: $PRZO $SOFI $RDW $ALMU $SRFM $XTIA $HYPR $HIVE $TAKOF $KRKNF↗

Feb 23

Gaetano — Is this something you guys are interested in? Photonics specifically! Names like $lite $cohr $poet $almu $axti etc. If so, drop the tickers that you want me to cover! The more…↗

Feb 23

Gaetano — The most bullish data point for $ALMU Aeluma this week went largely unnoticed It was the $AXTI call. The market sees and feel the InP wafer constraint. But is under appreciating…↗

Feb 21

Gaetano — @TheBigDaddyTuna $ALMU Aeluma plays in a few parts of the stack. The whole supply chain above runs on InP substrates. Small, brittle, expensive, geopolitically constrained. Ael…↗

Feb 21

Gaetano — @turboturtle2025 $ALMU Aeluma plays in a few parts of the stack. The whole supply chain above runs on InP substrates. Small, brittle, expensive, geopolitically constrained. Aelum…↗

Feb 20

Gaetano — 🚨Photonics investors! Read this post about $AXTI Demand. Demand. Demand. That's the story over and over. No one can supply enough to meet the demand needed The substrate layer…↗

Feb 20

Gaetano — The $AXTI call has major implications for $COHR and $ALMU I've got 3 posts coming tomorrow First one is already scheduled for the AM about $AXT and general downstream effects Cu…↗

Feb 19

Gaetano — 🚨It's time for a Photonics Q&A $POET $AAOI $LITE $COHR $ALMU Please ask me any specific questions you have From foundational questions To understanding individual companie…↗

Feb 17

Gaetano — <1 Billion $ALMU $LWLG $POET $ALMU - Aeluma Technologies $260m Aeluma is shattering the cost barriers of AI and defense by fusing high-speed light technology with standard silic…↗

Feb 16

Gaetano — This is going to be an Institutional grade memo $POET $ALMU $LITE $COHR $MRVL Way more comprehensive than my DD on X Imagine all the DD for companies i've done on X, but more ex…↗

Feb 15

Gaetano — $ALMU One of my only 'red' photonics positions At current levels, I believe Aeluma provides significant upside potential It still has lots to prove of course and there is risk i…↗

Feb 15

Gaetano — If you are new to my page and interested in Photonics $POET $LITE $COHR $ALMU $AXTI $CIEN This post linked here & the comment section are a great place to start I will also be po…↗

Feb 15

Gaetano — 🚨Photonics Education Saturday! $LITE $POET $COHR $AXTI $ALMU $MRVL Today's topic is Co-packaged Optics (CPO) If you invest in this space, you need to understand why CPO is, when…↗

Feb 14

Gaetano — Photonics investors, you'll want to read this! $POET $ALMU $LITE $CIEN $AAOI This weekend I will post an updated Photonics watchlist Lot's of these names have run a bunch over t…↗

Feb 13

Gaetano — $ALMU Going After Detectors Management has explicitly stated that they do not intend to compete in the high-volume laser market in the near term While there is a shortage of lase…↗

Feb 13

Gaetano — @Kaizen_Investor Throw some photonics in there! $LITE $COHR $AAOI $ALMU $POET↗

Feb 13

Gaetano — Read this before my $ALMU post tomorrow morning Will lay some foundation↗

Feb 12

Gaetano — $ALMU Dropped some bombs during their earnings call If you follow photonics, you'll want to hear this $POET $LITE $COHR $AXTI What has felt like a far away story is suddenly gett…↗

Feb 12

Gaetano — 🚨Let's talk about the state of AI Infrastructure There were lot's of recent earnings + updates that give us insight into the AI trade In this post I will specifically reference…↗

Feb 11

BULL OF BRITAIN — $ALMU Adj. EPS: $(0.04) Vs. Est: $(0.05) Revenue Sales: $1.30M Vs. Est: $1.40M "RFSUNY contract to integrate quantum dot lasers into the AIM Photonics 300mm silicon photonics…↗

Feb 11

Gaetano — There is alot to cover in the AI trade today: $VRT - up 22% after earnings $META - 1GW data center in Indiana $ALAB - down 20% after earnings $ALMU - earnings after market $GFS -…↗

Feb 11

Serenity — @crux_capital_ $ALMU has done well as well. Maybe we’ve found the cheat code to markets. https://t.co/1xCMTl5tkf↗

Feb 10

BULL OF BRITAIN — $ALMU - Recent news and earnings prediction Bouchaib Nessar is a serious commercial operator, not a lab guy. His track record at SCD transforming a niche imaging sensor supplier i…↗

Feb 7

Gaetano — Education Saturday📓 Photonics Glossary and Key Terms If you follow $LITE, $COHR, $POET, $AAOI, $ALMU etc. these are some the terms that you should know that will show up on the…↗

Feb 5

BULL OF BRITAIN — $ALMU - message to the tutes + bears. $38M cash, zero debt, and 10+ years of runway at current burn? The sell-off is not only irrational, its mathematically stupid. NASA, DARPA,…↗

Feb 4

BULL OF BRITAIN — @RichardPrati Solid read. I wrote some $ALMU posts on the subject matter of employee scale, in relation to next earnings. In my opinion its a non-verbal sign, they already have an…↗

Feb 4

Gaetano — wow, what a day Lumentum $LITE We need to break this down, because this call had a ton of signal First, quick context for anyone new to photonics. Lumentum is one of the most im…↗

Feb 3

Gaetano — Yeah😀 $LITE $COHR $AAOI $POET $ALMU “Our forward guidance calls for over 85 percent year-over-year revenue growth, yet we are only at the starting line for two substantial opport…↗

Feb 2

Gaetano — I own two very different photonics baskets that are easy to lump together, so let's differentiate them a bit $LPTH $POET $OPTX $COHR $LITE $KOPN 1 - AI datacenter interconnect. Mo…↗

Feb 2

Gaetano — There in fact was a lot of momentum building when I posted this $POET $LITE $COHR $AAOI $ALMU I look forward to creating another post like this after we get all the earnings call…↗

Feb 1

Gaetano — If you are investing in photonics companies, you need to understand 400G, 800G, 1.6T, and 3.2T. $POET $LITE $COHR $AAOI $ALMU $CIEN An optical transceiver is a small box that take…↗

— High beta selloff kicking up again? I’m watching a number of names closely for adds or new positions. Some are long-duration compounders I’m comfortable holding for years; othe…

Jan 26

BMSInvests — 🔥 Stock Market Fire Sale 🔥 Top ten stocks currently on my watchlist👀🎯 $ONDS $TAKOF $SRFM $RDW $HIVE $ALMU $OSS $DGXX $HYPR $XTIA↗

Jan 24

Gaetano — 🚨Copper crunch Is the viral narrative right now! I'm really interested in the pivot from copper to optics $POET $ALMU $LITE $COHR $AAOI The market is obsessed with copper right…↗

Jan 23

Serenity — @PhotonCap @jukan05 If the moonshot (which is massive price hikes on InP like HBM) fails, then $AXTI increases revenue from capacity expansion from Northland's $100m raise and it…↗

Jan 22

Leveraged Cat — $ALMU crazy that we might revisit this trendline from above (have not redrawn since I first drew it Fall 25'). I didn't really believe it could happen but had too much respect for…↗

Jan 20

Leveraged Cat — more character change in $ALMU following previous spikes higher, the stock has not seen the resiliency it is seeing today i'm out of my swing trade shares but may re-initiate the…↗

Jan 20

Midas — Looking into photonics stocks like $POET $AAOI $ALMU and $LITE. Which one do you believe is the best and why?↗

Jan 17

Serenity — @crux_capital_ Great writeup! I'm sure all players benefit both in engineering workarounds like $POET and $ALMU as well as the bottleneck itself like $AXTI. Lot of opportunities…↗

Jan 17

Gaetano — @aleabitoreddit Great reporting Serenity! Last week I wrote a full article on the positioning of $poet, $almu, $cohr and $axti in regards to the InP constraint Hope you could giv…↗

Jan 17

Gaetano — Pretty much sums up my entire thesis I wrote on the 7th! $POET $ALMU $LITE $COHR Here are excerpts from the full piece - The Infrastructure Crisis Artificial Intelligence creates…↗

Jan 17

Serenity — Executive Order: "President Trump orders HieFo to divest indium phosphide assets" A follow-up report on the Jan 2nd EO shows that President Trump targeted HieFo's InP wafer fabric…↗

Jan 16

CK Capital — Very good write up go check this out!!! $ALMU↗

Jan 15

BULL OF BRITAIN — One last $ALMU post before hibernation. Everyone's focused on rare earths when they talk Greenland. But there's a more immediate semiconductor story hiding in plain sight. China…↗

Jan 14

BULL OF BRITAIN — $ALMU - 9 new job openings currently on their website. Based on employee count they have 12 full-time employees. This increases their full-time output by 75% in a single quarter. W…↗

Jan 14

Serenity — @Skineeman My opinion around $POET and $ALMU is that inp workaround is 2-3 year timeframe in 2028-2029. They dont have hyperscaler qualifications and aren’t in modern ASIC archit…↗

Jan 13

BMSInvests — I’m currently holding 40% cash in my portfolio. I’ve sold all my small positions and trimmed almost 50% of my $ONDS position over the last few weeks. I’m waiting for the next ma…↗

Jan 12

Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout I think of it as 4 buckets Bucket 1 - Executing now. Scaled earni…↗

Jan 11

PhotonBull — @retail_mourinho what is your $ALMU thesis?↗

Jan 11

BULL OF BRITAIN — We are at the inflection point. $ALMU is moving from 'PhD science' to '300mm mass manufacturing.' In a world where light is the only way to break the AI wall, owning the patent on…↗

Jan 11

BULL OF BRITAIN — While $AXTI and $SMTOY are "Geopolitical Hostages" $ALMU is building the bypass. By growing Quantum Dots directly on 300mm American silicon, they aren't just out-engineering coppe…↗

Jan 11

BULL OF BRITAIN — $ALMU - recently spoke of creating an entirely US-based pipeline with Tier 1 and 2 suppliers they are in talks with, that will package and manufacture their 300mm silicon-based qua…↗

Jan 11

BULL OF BRITAIN — Now we get to $ALMU. With the copperwall getting worse and worse every year. The only option the Ai stack has to combat this, is to out-engineer it. This is where Silicon-based qua…↗

Jan 11

BULL OF BRITAIN — 🧵 $ALMU - The 300mm Sovereign Arbitrage.↗

Jan 8

Gaetano — Here is my active and updated photonics watchlist: $AAOI ~$30 $ALMU ~ $17 $ANET ~ $110 $AVO ~ $320 $AXTI ~ $14 $CIEN ~ $170 $COHR ~ $170 $CRDO ~ $120 $FN ~ $370 $GLW ~ $78 $LITE…↗

Jan 8

Gaetano — 🚨Later today I will update my watchlist $POET $LWLG $AXTI $ALMU $LITE $COHR After a day of hard selling across some of these names And a day of big gains for others I want to q…↗

Jan 8

Leveraged Cat — $AXTI is a trade on bottleneck dynamics resolving favorably through export permits $ALMU is an investment in the technology that makes those bottleneck dynamics obsolete↗

Jan 8

Gaetano — The AI Buildout and the InP supply constraint $AXTI $POET $ALMU $LWLG $COHR $AVGO $LITE AXT is seeing a tsunami of demand for their InP wafers with a record $49M backlog as they d…↗

Jan 4

Gaetano — 🚨What Photonics Companies Should I buy?! $POET $LITE $COHR $AXTI $MRVL ... You'll want to save this post. It's no secret that the Photonics trade is here for 2026 Many tickers…↗

Jan 4

Gaetano — @Iamivy05 Bullish $ALMU↗

— $ALMU $LITE $COHR Aeluma: Scaling Semiconductor Integration for AI, Quantum Photonics, and Indium Phosphide Implications

Dec 25

mon — List of stocks to add to your watchlist, heading into 2026. Space: $ASTS, $RKLB, $PL Data Center: $IREN, $CIFR, $NBIS, $SLNH Solar: $ENPH, $TE, $ASTI Rare Earth: $UAMY, $UUUU, $N…↗

Dec 16

Gaetano — 🚨Layer 2B drops tomorrow at 7:30am EST. $ASPI $XOM $GLW $ALMU $LEU $CRS Layer 2B focuses on the physical materials underneath AI hardware and why they matter more as systems scal…↗