QuantumPhotons

こんにちは

[QuantumPhotons @GaNPhotons]

@PepInvestStocks A$15 in the next 5 years, severely under-looked atm

[QuantumPhotons @GaNPhotons]

🎯 The Bottom Line
$BLG is one of only a handful of pure-play Gallium Nitride (GaN) suppliers globally. They don't need to put the legacy titans out of business; they are simply positioning themselves to choke off the supply of next-generation critical components.

[QuantumPhotons @GaNPhotons]

🧵 The BluGlass $BLG ($BLG.AX) Thesis: The Asymmetric Bet
First-mover alignment with a massive secular trend. Why a tiny semiconductor foundry is sitting at the absolute center of the global quantum and defense infrastructure boom.
👇 A deep-dive

[QuantumPhotons @GaNPhotons]

deployment.
3️⃣ The Commercial Inflection Point
Management has formally signaled the transition out of R&D validation and into true commercial scale-up. The catalysts are hitting simultaneously:
Pipeline Conversion: An active 29-project pipeline valued at US$100M+.

[QuantumPhotons @GaNPhotons]

@Pentosh1 "shovels" for this gold rush. They own a proprietary low-temp manufacturing process (RPCVD) and a captive Silicon Valley fab they stole for pennies on the dollar. They are deeply embedded in a US$100M pipeline including the US Defense CLAWS Hub.

[QuantumPhotons @GaNPhotons]

@Pentosh1 $BLG (ASX). The ultimate asymmetric hardware bet on the quantum/defense cycle. The Thesis: The market is guessing which quantum computer wins, but the real play is the optical infrastructure. BLG manufactures the high-power visible laser chips that act as the foundational -

[QuantumPhotons @GaNPhotons]

@PhotonCap visible laser chips from BLG to drive their miniaturization roadmaps. Definitely a listed "picks and shovels" play worth adding to the radar.

[QuantumPhotons @GaNPhotons]

@PhotonCap racks. The ultimate validation of this? both Infleqtion and TOPTICA itself actually placed a initial purchase order with BluGlass earlier this year for custom GaN lasers. It turns out the private giants building those 19-inch racks are actively sourcing their cutting-edge -