Great overview, thanks. A name I've stumbled on that you should check is Aeluma. New technology that is en route to be game changing. The most significant technical advantage of Aeluma is their ability to grow high-performance compound semiconductors (specifically InGaAs—Indium Gallium Arsenide) directly on large-diameter silicon wafers (12-inch/300mm).
The Problem: Normally, SWIR sensors are made on small, 3-inch or 4-inch Indium Phosphide wafers. This makes them expensive, hard to scale, and difficult to integrate with standard computer chips.
The Solution: Aeluma uses a proprietary process to put that high-performance material on massive silicon wafers used by giant factories (like TSMC or Intel). This leads to a 10x reduction in manufacturing cost and allows for mass-market production that was previously impossible.
Excellent overview of your investing strategy, along with the history of where your portfolio has been and perhaps where it is heading in the future. Very helpful to have all of this information, thanks much!
Great overview of your key positions and strategy. I’m curious to know more about hedging, which I realize will come in time for you. Is there a resource or primer you recommend that I could look into to begin to learn more about it in the meantime?
Good question. YouTube is always a nice place to start. I don’t think heading needs to be complex in my opinion. Many overcomplicate it but just look at some options on SPY for example
Great overview, thanks. A name I've stumbled on that you should check is Aeluma. New technology that is en route to be game changing. The most significant technical advantage of Aeluma is their ability to grow high-performance compound semiconductors (specifically InGaAs—Indium Gallium Arsenide) directly on large-diameter silicon wafers (12-inch/300mm).
The Problem: Normally, SWIR sensors are made on small, 3-inch or 4-inch Indium Phosphide wafers. This makes them expensive, hard to scale, and difficult to integrate with standard computer chips.
The Solution: Aeluma uses a proprietary process to put that high-performance material on massive silicon wafers used by giant factories (like TSMC or Intel). This leads to a 10x reduction in manufacturing cost and allows for mass-market production that was previously impossible.
And they have more breakthroughs!
Good find Steve. I’m not too familiar. I’ll take a look
Excellent overview of your investing strategy, along with the history of where your portfolio has been and perhaps where it is heading in the future. Very helpful to have all of this information, thanks much!
Thanks David - back to schedule today !
Thanks, Oliver. Looking forward to all of this.
Thanks Wolf. Spreadsheet out today
Great overview of your key positions and strategy. I’m curious to know more about hedging, which I realize will come in time for you. Is there a resource or primer you recommend that I could look into to begin to learn more about it in the meantime?
Good question. YouTube is always a nice place to start. I don’t think heading needs to be complex in my opinion. Many overcomplicate it but just look at some options on SPY for example
👏👏👏
Great work 👏