[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Framework Investment [@FrameworkWisely](/creator/twitter/FrameworkWisely) on x 4102 followers Created: 2025-07-22 23:23:13 UTC My Barbell Strategy X% allocation to $ALMU: minimal loss if it fails, but 1000x potential if truly disruptive. 1⃣ Founder-led: The CEO of Aeluma is Jonathan Klamkin, Ph.D.. He is the company's founder and director. In addition to his role at Aeluma, he is a Professor of Electrical and Computer Engineering at the University of California, Santa Barbara. Jonathan is the recipient of numerous awards including the NASA Young Faculty Award, the DARPA Young Faculty Award, and the DARPA Director’s Fellowship. The DARPA Director's Fellowship is about recognizing the Best of the Best. The DARPA Director's Fellowship is not an award for which one can directly apply. Instead, it is a highly selective follow-on award bestowed upon the most exceptional performers from the Young Faculty Award program. All these rewards are related to the tech developed at $ALMU. 2⃣ High insider ownership: XXXXX% 3⃣ Won several contracts from NASA, DARPA, THE Department of Defense (DoD), U.S. Air Force, the Office of the Secretary of Defense, and U.S. Navy 4⃣ They figured out how to grow these fancy materials on top of cheap silicon wafers, which dramastically reduces manufacturing cost, XX% reduction. -- Aeluma’s Initial Focus on Automotive LiDAR 5⃣ Optionality: Their tech can be used in consumer-facing sensors, defense, and AI datacenter optics. 6⃣ Revenue and positive profit: Revenue for Q1 2025 was $XXX million, a substantial increase compared to $XXX thousand in Q1 2024, but a decrease from $XXX million in the prior quarter. Aeluma stated that it met its revenue target for the quarter and is on track to meet its annual revenue guidance of approximately $4.4-$4.6 million for fiscal year 2025. Aeluma reported a net income of $XXX million for Q1 2025, a significant improvement from a net loss of $XXX thousand in the same quarter last year and a net loss of $XXX million in the prior quarter. 7⃣ CEO Jonathan Klamkin provided estimates only for the InGaAs LiDAR piece, which is the lowest-hanging fruit in terms of immediate commercialization. --He estimated that given the scalability and 10X cost reduction of Aeluma's solution, they could achieve $XXX billion in revenues by 2030. 8⃣ Low market cap  XXXXX engagements  **Related Topics** [santa](/topic/santa) [$almu](/topic/$almu) [investment](/topic/investment) [Post Link](https://x.com/FrameworkWisely/status/1947799624615367159)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Framework Investment @FrameworkWisely on x 4102 followers
Created: 2025-07-22 23:23:13 UTC
My Barbell Strategy
X% allocation to $ALMU: minimal loss if it fails, but 1000x potential if truly disruptive.
1⃣ Founder-led: The CEO of Aeluma is Jonathan Klamkin, Ph.D.. He is the company's founder and director. In addition to his role at Aeluma, he is a Professor of Electrical and Computer Engineering at the University of California, Santa Barbara.
Jonathan is the recipient of numerous awards including the NASA Young Faculty Award, the DARPA Young Faculty Award, and the DARPA Director’s Fellowship.
The DARPA Director's Fellowship is about recognizing the Best of the Best. The DARPA Director's Fellowship is not an award for which one can directly apply. Instead, it is a highly selective follow-on award bestowed upon the most exceptional performers from the Young Faculty Award program.
All these rewards are related to the tech developed at $ALMU.
2⃣ High insider ownership: XXXXX% 3⃣ Won several contracts from NASA, DARPA, THE Department of Defense (DoD), U.S. Air Force, the Office of the Secretary of Defense, and U.S. Navy 4⃣ They figured out how to grow these fancy materials on top of cheap silicon wafers, which dramastically reduces manufacturing cost, XX% reduction. -- Aeluma’s Initial Focus on Automotive LiDAR 5⃣ Optionality: Their tech can be used in consumer-facing sensors, defense, and AI datacenter optics. 6⃣ Revenue and positive profit: Revenue for Q1 2025 was $XXX million, a substantial increase compared to $XXX thousand in Q1 2024, but a decrease from $XXX million in the prior quarter. Aeluma stated that it met its revenue target for the quarter and is on track to meet its annual revenue guidance of approximately $4.4-$4.6 million for fiscal year 2025. Aeluma reported a net income of $XXX million for Q1 2025, a significant improvement from a net loss of $XXX thousand in the same quarter last year and a net loss of $XXX million in the prior quarter. 7⃣ CEO Jonathan Klamkin provided estimates only for the InGaAs LiDAR piece, which is the lowest-hanging fruit in terms of immediate commercialization. --He estimated that given the scalability and 10X cost reduction of Aeluma's solution, they could achieve $XXX billion in revenues by 2030. 8⃣ Low market cap
XXXXX engagements
Related Topics santa $almu investment