$ALMU

Intel (INTC), GlobalFoundries (GFS), Aeluma (ALMU), and Wolfspeed (WOLF) have seen losses of at least 40% over six months, outperforming the sector's 18% decline. The US government's semiconductor investments, including these stocks, have underperformed, with critics citing historical data on government ownership. Quantum computing stocks like D-Wave (QBTS) and Infleqtion (INFQ) are also part of the portfolio.

Northland initiated coverage on Aeluma Inc. (NASDAQ:ALMU) with an outperform rating and a $16.00 price target, citing potential in AI optical technology. The stock trades at $7.54, below the analyst consensus range. Aeluma reported Q4 2026 revenue of $582,000, missing estimates, and a net loss increase. CEO terminated a trading plan allowing sale of up to 300,000 shares.

Aeluma, Inc. (ALMU) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. As previously reported in our Annual Report on Form 10-K for the fiscal year ended June 30, 2026, on May 23, 2026, Jonathan Klamkin, our President, Chief Executive Officer, and Chairman of our Board of Directors, adopted a Rule 10b5-1 trading arrangement t

Klamkin Jonathan (Chief Executive Officer) sold 100,000 indirectly-held shares of Aeluma, Inc. (ALMU) at $10.53 ($1.05M total) on 2026-10-12 under a Rule 10b5-1 trading plan.

Klamkin Jonathan (Chief Executive Officer) sold 100,000 indirectly-held shares of Aeluma, Inc. (ALMU) at $13.35 ($1.34M total) on 2026-09-21 under a Rule 10b5-1 trading plan.

Aeluma (ALMU) reported Q4 2026 revenue of $582,000 and a GAAP net loss of $4 million, or $0.22 per share. Full-year revenue was $4.5 million, down from $4.7 million in 2025. The company is shifting focus to the AI datacom market, investing in manufacturing and hiring, with $56 million in cash reserves. It expects $2.3 million in government revenue for 2027 and is pursuing additional contracts and partnerships.

Aeluma, Inc. (ALMU) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results Signed CHIPS Letter of Intent for up to $30 Million for AI and Advanced Computing Executed New Strategic Agreement With Sumitomo Chemical Advanced Technologies to Expand Relationship and Incr

Aeluma stock rose 7.0% in pre-market trading after announcing a partnership with Sumitomo Chemical Advanced Technologies to develop and manufacture photonics wafers for AI datacom. The company is set to report Q4 and full-year 2026 earnings on September 16. The sole analyst's price target of $30.50 suggests significant upside from current levels.

Denbaars Steven sold 25,000 shares of Aeluma, Inc. (ALMU) at an average of $13.83 ($13.82–$13.84, $0.35M total) across 2 trades over 2026-08-26 to 2026-08-27.

MarketBeat highlights NVIDIA’s broader photonics investment and says the global photonics market is about $1.25T, growing mid-single digits through the next decade, with silicon photonics rising ~30% annually. It profiles Aeluma (NASDAQ: ALMU), citing quantum-dot lasers and a manufacturing method that grows optical-quality substrate on silicon. The article notes Aeluma is pre-revenue, seeks data-center/defense partnerships for design wins and prototype certifications, and targets production and