Monday, April 6

Aeluma: Optical Platform Market Misprices- Supply Chain Bet, Not Science (ALMU)


This article was written by

Richard Prati has nearly 40 years of experience in equity research and investing, including close to two decades on Wall Street. He co-founded American Technology Research and successfully exited the firm in 2008. His work focuses on identifying inflection points—when companies transition from concept or skepticism into execution, commercial traction, and durable value creation. Coverage often emphasizes underfollowed businesses, non-promotional management teams, and situations where public market expectations materially lag fundamental reality. Investment experience spans public and private markets, with a primary focus on long/short equity, value, special situations, and contrarian opportunities. I look for situations where the narrative hasn’t caught up to the numbers—and often hasn’t caught up to management yet either. Richard holds a BS in Economics from Vanderbilt University and an MBA from the University of Rochester.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ALMU, NVDA, COHR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I own ALMU, COHR, LITE, AVGO, MRVL

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.



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