Added to YB: 2026-03-06
Pitch date: 2026-03-04
ALMU [bearish]
Aeluma, Inc.
Author Info
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Company Info
Aeluma, Inc. develops optoelectronic and electronic devices for sensing, communication, and computing applications in the United States.
Market Cap
$348.0M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-67.13
P/E
-109.47
EV/Sales
59.39
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Aeluma (ALMU): The Semiconductor Mirage in Goleta
ALMU (short): Site visit reveals ~3,000 sqft facility (dental office size), ~4 visible employees, $350M valuation. FY25 rev $4.7M (mostly govt contracts), Q3 commercial rev just $41K. FY26 guide $4-6M. Shares +50% diluted YoY to fund ops. Insiders selling aggressively (CEO sold $2.8M, 10% owner dumping continuously), zero insider buys. No named fab partner despite scale claims. FinTwit hype stock moves on sector sympathy vs fundamentals. 13 employees can't compete w/ Lumentum/Coherent scale.
Read full article (9 min)