Alex Trostorff | Substack
Swamp Thing
Stone Village Swamp Man
By Alex Trostorff
· Launched 2 months ago
Alex Trostorff
@quantumpoint
Stone Village Swamp Man
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ALMU just hired its volume-manufacturing brain.
Aeluma named Brendan Moran — 18 years at Lumileds, most recently Sr. Director of R&D — as VP of Engineering this morning. Read past the bio: his entire track record is industrializing compound-semiconductor photonics at consumer scale. 25+ products into high-volume manufacturing, 4B+ units, …
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[The Soitec Phase-Out and the Race for the Next iPhone Imager
The setup nobody is connecting
Swamp Thing](https://quantumpointpartners.substack.com/p/the-soitec-phase-out-and-the-race)
[aeluma.com
Aeluma Names Brendan Moran Vice President of Engineering
Key Appointment to Drive Product Development and Commercialization Across Growing Markets GOLETA, Calif., June 23, 2026 (GLOBE NEWSWIRE) --…...
Two weeks ago I made the case for Westwater ($WWR) as America’s domestic graphite chokepoint — and argued the whole thesis turns on two things most people miss: it’s a processing bottleneck, not just a mining one, and the deciding variable is who funds it — non-dilutive government and export-credit money plus offtakes, not dilutive equit…
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[America's Source: Why Westwater Resources (WWR) Is the Domestic Graphite Chokepoint
QUANTUM POINT PARTNERS — INVESTMENT RESEARCH
Swamp Thing](https://quantumpointpartners.substack.com/p/americas-source-why-westwater-resources)
SpaceX is public. I’m not buying. Here’s why—and where I actually put the money.
SpaceX IPO’s at $135 this morning. If you didn’t get shares in the book, you’re hearing about a 3x-normal retail allocation, pre-IPO access down to ~$2K brokerage accounts, and a structure that has “distribution event” written all over it.
The company is excep…
Ready. Set. No! The $1.75 Trillion SpaceX Starting Gun
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The Ouster receipts keep stacking — and I’ve rebuilt the full thesis.
Since I published “Ouster Is the Future of Autonomy,” the case has only compounded:
→ Sandvik × Rio Tinto — AutoMine (the stack that runs on Ouster perception) is extending to autonomous open-pit drilling at a third mining supermajor’s operations in Western Australia.
→ G…
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Ouster Is the Future of Autonomy. Part 2
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Alex TrostorffJun 9
Aeluma. One manufacturing engine, many markets. The SAM Report
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Alex TrostorffJun 2
ASP Isotopes: The Western Enrichment Chokepoint Nobody Is Pricing
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This primer from aurelionresearch.substa… is one of the most thorough breakdowns of the fertilizer supply chain I've seen — and it reinforces a thesis I published earlier today in quantumpointpartners.su….
The headline risk everyone's watching is nitrogen. Urea. Hormuz carries 49% of global seaborne urea exports and US Gulf granular urea …
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War, Oil, and the Great Rotation — The Scorecard
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The Ouster thesis keeps compounding.
Two weeks ago: REV8 launches as the world’s first native color lidar — color science from Fujifilm embedded directly into the silicon, not bolted on with a camera and a calibration algorithm. Every point born with color. 48-bit depth, 116 dB dynamic range, performance from 1 lux to 2 million lux.
This w…
[Ouster Is the Future of Autonomy.
Ouster Is the Future of Autonomy and the Eyes of the AI Economy
Swamp Thing](https://quantumpointpartners.substack.com/p/ouster-is-the-future-of-autonomy)
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