Aeluma: The AI Optical Inflection Trade
Aeluma, Inc. has seen a significant surge in its stock price, increasing by approximately 46% since the last coverage. This rise is attributed to growing investor awareness of the challenges in AI photonics infrastructure, particularly supply chain issues related to indium phosphide. The company has also expanded its customer engagements as hyperscalers seek scalable optics manufacturing solutions.
- ▪Aeluma's stock surged roughly 46% since prior coverage.
- ▪Management highlighted multiyear shortages of indium phosphide in optical networking supply chains.
- ▪Customer engagements increased from around 20 to over 30 as hyperscalers look for scalable optics manufacturing.
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