Aeluma (ALMU) up 40% today as they announced a foundry partner, Tower Semiconductor (TSEM). This is one of the bigger signposts we were waiting for. I wrote about ALMU as a speculative pick. Thanks in part to the Substack community (shout out to Alex Trostorff) and my investing circle, we surmised that TSEM would be one of the foundries. Ben Pouladian has posted on TSEM and his thesis on them lines up with mine and now, Aeluma’s. As RICHARD PRATI also noted, it’s not the numbers ($4M contract) that counts, it’s the quality of the signal. ca.finance.yahoo.com/ne…Disclosure: I am long ALMU and TSEM. My post: