Aeluma — photonic/semiconductor chips for sensing and AI
| Filed | Form | Activist | % of class | Conviction | |
|---|---|---|---|---|---|
| 2026-01-02 | SCHEDULE 13D/A | McCarthy Lee | 1.5% | Low | filing |
“It's highly nuanced, and I'll explain why it's not late, but late to some: Photonics is the newest supercycle (maybe H1 into H2 2025 was the start). Then there's many different architectural changes in each supercycle: -> $LITE, $COHR, Innolight, $AXTI and these names led the first I did a thesis post on mentioning all four of them as the largest beneficiaries (all are up 500-1000% 1Y) -> $…” post →
| Date | Tweet |
|---|---|
| 2026-04-25 | It's highly nuanced, and I'll explain why it's not late, but late to some: Photonics is the newest supercycle (maybe H1 into H2 2025 was the start). Then there's many different architectural changes in each supercycle: -> $LITE, $COHR, Innolight, $AXTI and these names led the first I did a the… → · 2384 likes · 483,574 views |
| 2026-01-23 | 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 becomes re-rated anyway. There's two separate bottlenecks, one is all the precursors and feedstock (which $AXTI / Vital owns, ~80% or so c… → · 16 likes · 11,715 views |
from2028 — cross-site stock view. Rebuilt at publish time.