
ALMU and APLD: Two Bets on AI's Physical Layer — Photonics and Data Centers
One is a $340M photonics microcap with $1.2M in quarterly revenue and a NASA quantum-dot contract. The other is growing revenue 139% year over year with a $36 billion AI data center backlog. Both are speculative. Both are how AI actually gets built. Here's why I'm buying both.









