$ALMU
Almu (quantum dot / photonics technology company)3/10Does he own it?
No first-person ownership language at any point — no buying, holding, adding, or sizing. He repeatedly lists ALMU as a far-out, future-generation quantum-dot name alongside others, and even frames it as years away with low technology readiness. Pure thematic coverage, not a stated position.
His thesis
He frames ALMU as a quantum-dot/photonics play tied to the InP bottleneck and AI-buildout supply-chain theme, and a CHIPS-Act beneficiary (~$234m, affiliate in CA DREAMS/MMEC hubs). But he consistently positions it as a future-generation architecture that is years out, with low technology readiness, contrasting it unfavorably against near-term volume-ramp names. Interesting long-horizon thematic exposure rather than an actionable near-term pick.
How his view evolved
Introduced as a third-order InP-bottleneck/quantum-dot beneficiary, then repeatedly slotted as a multi-year-out, next-gen name. By the latest tweets he explicitly downplays it as too far away versus names ramping volume sooner.
Key points
- Listed as a quantum-dot future-generation photonics name, not a current pick
- Cited as a CHIPS-Act beneficiary (~$234m) and hub affiliate
- Repeatedly flagged as years out with low technology readiness
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $ALMU on X ↗