ALMU and APLD: Two Bets on AI's Physical Layer — Photonics and Data Centers
Rajeswaran Thangeswaran··9 min read·
#stocks#investing#ALMU#APLD#photonics#ai-infrastructure#data-centers#speculation
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.
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