ALMU
0Bull0Bear1Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
ALMU is neutral (0 bull · 0 bear)
As a quantum dot player, ALMU may benefit from the broader commercialization of quantum dot technology.
Last spoke: 09/03/2026, 10:34 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
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- $IQE is actually a quantum dot foundry leader believe it or not. Today IQE announced a purchase agreement with Quintessent (top player in the QD space). “As quantum dot lasers move to customer sampling.” Your QD bros like $ALMU, QD Laser (6613), and others might finally start to see the light of day, with broader commercialization in the next few years. Second order effects are QD machine chokepoints like $ALRIB that might capture more attention. But TAM is typically pretty small on the QD material epi side of things. (No disclosure over $ figure), but good news nevertheless.
Ongoing takes on other optical names too
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