"Aeluma ($ALMU) just dropped a bombshell hire ONE DAY before earnings tomorrow. CEO's words: rising RFQs + first sales orders underway. Commercialization is starting... and the market is sleeping on it. This could be the turning point. Read why: open.substack.com/pub/pratimanag… #ALMU

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Is Aeluma’s technology replicable? That’s the right question — but most investors frame it incorrectly. This isn’t a device-metric debate. It’s a manufacturing architecture debate. III-V performance plus 200–300mm silicon scalability changes the outcome set. In

Excellent analysis by Yiannis Zourmpanos on $ALMU. This captures the core debate correctly: government validation and technical progress are not equivalent to commercial qualification. The value inflection comes when integration becomes repeatable at scale. Risk is present. High