Tyler Crowe

I'm going to go a little bit off-script for my normal value companies.

I'm going to call them a deep experimental company.

This is Illuma, ticker ALMU.

This is a company that just recently uplisted to the Nasdaq.

It used to be an over-the-counter company.

What it does is, it actually developed a breakthrough in what are called compounded semiconductors.

This is basically the idea of using a

We'll call it a gas layer or crystalline layer over your traditional semiconductor.

We'll call it a breakthrough in terms of trying to build semiconductors for the quantum computing revolution.

These compounded semiconductors basically let them run on less power.

They're more efficient.

It allows them to do a much broader spectrum of things, especially when it comes to sensors.

It's not the first time this type of technology has been implemented, but the way that Illuma has implemented their adding that layer to the semiconductor is actually one of the cheaper ways of doing it.

They've been able to get a consistency that could actually mass market this product versus being this niche specialty product.

If we're looking at investments in the potential quantum space, quantum computing, quantum sensing, things like that, this could be one of those breakthrough moments that would make a lot of the quantum technologies that we have out there today much more affordable.

Obviously, when you have that Javons paradox of once something becomes more affordable, the options for us using it get much greater.

It's still, I would say, not

completely without revenue, but it's basically a pre-revenue company, setting up a lot of deals with DARPA and other government agencies to test what they're doing here.

But I think at the company's relatively small size, this is a really interesting opportunity for people to at least look at to see if this could be something that's big down the road.

That was definitely a stocks on our radar segment worthy of the Monty Python line, and now for something completely different.