Aeluma: The AI Optical Inflection Trade
Source: SeekingAlpha
2026-05-25 09:26:48 ET
Investment Thesis
The AI infrastructure boom has already created obvious winners across GPUs, hyperscalers, and networking. However, I believe the next bottleneck is shifting toward optical infrastructure needed to move data efficiently across massive AI clusters. That is where Aeluma ( ALMU ) becomes interesting....
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Aeluma: The AI Optical Inflection Trade
Aeluma Inc.
NASDAQ: ALMU
ALMU Trading
-8.85% G/L:
$21.42 Last:
953,530 Volume:
$22.69 Open:
ALMU Latest News
May 21, 2026 07:00:00 am
Aeluma CEO Jonathan Klamkin to Receive Prestigious Indium Phosphide and Related Materials Award
ALMU Stock Data
$300,159,959
12,056,936
9.92%
22
N/A
Semiconductors and Equipment
Technology
US
Goleta
