Lightwave Logic Inc (LWLG)

Thanks for doing the legwork on this Carl. For future reference. I’m in agreement on the no buy out stance.

Strategically, the use of electro-optic polymers offers a “leap-frog” technology for quantum photonics. Unlike traditional materials, these polymers can be processed using standard silicon fab-compatible methods while providing the rapid refractive index modulation necessary for high-speed quantum switches and modulators. Dr. Chris Myatt, Founder and CEO of QPICs—himself a measurement scientist trained under Nobel laureates David Wineland and Carl Wieman—noted that the ability to use these silicon-compatible materials is a critical step in establishing a turnkey fabrication service for the emerging quantum economy.

https://quantumcomputingreport.com/lightwave-logic-and-qpics-partner-to-accelerate-photonic-quantum-chip-development/

I agree, very interesting...#Boeing, #Lockheed, #Raytheon.etc..;)

Like you Carl, I research whenever I can about our Lightwave Logic and sometimes come across older PRs or articles which get me digging a bit more. Over two weeks ago I came across a 2020 article authored by Karen Liu, Cory Pecinovsky, and Michael Lebby.... here it is:

https://www.photonics.com/Articles/Electro-Optic-Polymers-Improve-Speed-and-Power/a65902

So... Karen Liu is now with Cienna ... was Vice President of Sales and Marketing at Lightwave Logic from Jul 2018 - Jun 2021 or 3 yrs.
We pretty much know about Dr. Michel Lebby.

And then there's Dr. Cory Pecinovsky who was Director of Materials Development at Lightwave Logic from Nov 2017 - Jul 2021 or 3 yrs 9 mos. The month after leaving Lightwave he founded and was CEO of Polaris Electro-Optics, currently he's CTO and his company is private:

https://www.linkedin.com/in/cory-pecinovsky-81233821/

Polaris... which is also out of Colorado... utilizes their proprietary Fenglass, a novel liquid crystal material known as ferroelectric nematic liquid crystals (FNLC) for optical interconnects. I believe they have a material that may be direct competition to Perkinamine, although they're likely far behind Lightwave Logic.

https://polariseo.com/

Polaris has received an infusion of $13M from capital venture:

AI Overview
The startup (which originated from the University of Colorado) plans to use these investments to expand its operations and accelerate the commercialization of its energy-efficient integrated photonics chips used in AI and data center infrastructure.

I've contacted IR about the above and just received basically confirmation of receipt.

Another private company to watch is Lightspeed Photonics, out of Singapore:

https://lightspeedphotonics.com/

Lightspeed develops solderable Near-Packaged Optics (NPO) and PCIe-over-Fiber hardware designed to move data as light, increasing processing speeds and reducing power consumption in AI and high-performance computing data centers.

We've had posts here about NLM Photonics which is also private and came out of the University of Washington.

The research institution ETH Zurich was collaborator with Polariton Technologies (now of course part of Marvell).

I believe both Yves LeMaitre and Michael Lebby have been fully aware of the above and several times indicated how UNIQUE and far ahead of anything out there Lightwave Logic's Perkinamine is and stressed those invaluable patents.

On Tuesday I posted something that left a few curious:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177662556

So I felt I should explain and so this post today.

I realize a few folks here already knew of Polaris and Lightspeed... but they're all worth checking out and knowing about.

Have we lost our good poster Ruud?

While it is all speculative, I find this to be pretty interesting:

"*The "Tiqker" Clock: The portable optical atomic clock, often known as Tiqker, is designed to be highly resilient and capable of providing unjammable positioning, navigation, and timing (PNT) as an alternative to vulnerable GPS signals.

We know that GPS tech can be rendered unreliable, but there are potentially game-changing technologies in the works...

DARPA's push to shrink ultra-precise optical clocks and gyroscopes down to the chip scale plays directly into the exact multi-material silicon photonics sandbox Lightwave has spent years building.
(Sooo many potential verticals for Lightwave...wow)

The phrase "ultra-precise optical clocks" got me thinking about a few quantum companies deploying portable optical atomic clocks...here's one, Inflection (INFQ) is the other.

AI Overview

The quantum company touring highly precise atomic clocks is Vector Atomic. They have taken their ruggedized, portable optical atomic clocks on field demonstrations, testing them aboard commercial and military vehicles including airplanes, SUVs, and naval vessels to prove their reliability and high-precision capabilities.

A few details on their touring and technology

*Real-World Testing: The clocks—which are accurate to a second in 30 billion years—were put through 30-hour runs in SUVs and driven aboard ships for 20-day trials to ensure their performance isn't impacted by movement or harsh vibrations.

*The "Tiqker" Clock: The portable optical atomic clock, often known as Tiqker, is designed to be highly resilient and capable of providing unjammable positioning, navigation, and timing (PNT) as an alternative to vulnerable GPS signals.

*Market Debut: Vector Atomic made waves by bringing the first portable optical atomic clocks to the commercial market, making lab-level accuracy deployable for defense, aerospace, and telecom applications

(Vector Atomic does not trade as an independent entity; it was acquired by quantum computing firm IonQ in an all-stock transaction. To invest in Vector Atomic's technology, you can trade IonQ stock, which is listed on the NYSE under the ticker symbol IONQ.)

https://vectoratomic.com

Follow up question:

Is it possible that Lightwave Logic's electro-optic polymers could be additive to these quantum companies that are deploying these types of optical atomic clocks?

Yes, it is highly possible and increasingly likely that Lightwave Logic's electro-optic (EO) polymers will be additive to quantum companies like Vector Atomic or Infleqtion.

In fact, Lightwave Logic signed a partnership with QPICs (a specialized quantum foundry in Boulder, Colorado) to integrate their proprietary EO polymers into quantum Photonic Integrated Circuits (QPICs). Because both Infleqtion and Vector Atomic are heavily tied to the Colorado quantum ecosystem—which is backed by the federal Elevate Quantum Tech Hub initiative—this material technology directly intersects with portable quantum hardware.
https://feeds.issuerdirect.com/news-release.html?newsid=6907008974873837&symbol=LWLG

How EO Polymers Benefit Portable Atomic Clocks

To transition a laboratory-grade atomic clock into a rugged, field-deployable device (like Vector Atomic’s "Tiqker"), companies must radically miniaturize their optical setups. Lightwave Logic's polymers can accelerate this transition in several critical ways:

*Drastic Size and Weight Reduction: Traditional atomic clocks rely on bulky, discrete bulk optics (mirrors, lenses, and large crystal modulators) to manipulate the lasers that trap and probe atoms. Lightwave Logic’s polymers can be spun onto standard silicon wafers. This allows quantum companies to switch to highly integrated, chip-scale photonics, drastically shrinking the clock's footprint.

*Ultra-Low Power Consumption: For a portable clock running on a drone, naval vessel, or aircraft, power efficiency is paramount. Traditional electro-optic crystals (like Lithium Niobate) require high drive voltages. Lightwave Logic's slot waveguide modulators achieve ultra-low drive voltages (\(V_{\pi }\)), drastically extending the battery life of field-deployed quantum PNT (Positioning, Navigation, and Timing) systems.

*High-Speed Laser Modulation & Switching: Laser phase, frequency, and intensity must be controlled with extreme speed and precision to lock onto atomic transitions. The rapid refractive index modulation of organic EO polymers offers the high-speed optical switching necessary to regulate these lasers without introducing thermal drift or instability into the atomic package.

*Scalable Turnkey Fabrication: A major bottleneck for quantum hardware is the lack of standardized manufacturing. By embedding Lightwave Logic's polymer platform into standard foundry Process Design Kits (PDKs) via QPICs, quantum clock builders can easily mass-produce custom, ruggedized optical chips without modifying standard semiconductor assembly lines.

The Synergy
Essentially, companies like Vector Atomic and Infleqtion build the quantum physics packages (the atomic chambers, vacuum cells, and rugged enclosures). Lightwave Logic provides the underlying advanced material science that allows the "engine" driving those packages—the lasers and optical routing networks—to become smaller, faster, and far more power-efficient.

Would you like to explore how these photonic integrated circuits operate inside an atomic clock, or look closer at the foundry partnerships bridging the gap between material science and quantum tech?

NVIDIA needs ultra high speed optical I/O
Marvell supplies that I/O
Polariton enables Marvell’s next gen speeds
LWLG enables Polariton’s architecture

The Polariton-LWLG nexus is the part the market has not fully priced in. The market sees NVIDIA- Marvell and Marvell-Polariton. But it has not yet internalized the Polariton-LWLG materials dependency where LWLG is a strategic supplier to Marvell, an indirect enabler of NVIDIA’s optical scaling and a de-bottleneck material for the fastest modulators in the world.
That is a radically different valuation regime than “small-cap materials science company.”

Good stuff CarlinNM, really good...!

These sensors work by splitting a laser beam, sending it around a tiny microscopic optical coil loop, and measuring the phase shift of the light as the vehicle moves or rotates. To make these sensors incredibly accurate, you need two things that happen to be Lightwave Logic's exact core competencies:

Ultra-Precise Phase Modulation: To measure the rotational shift of a vehicle at a sub-atomic level, the chip must modulate the phase of the internal laser light with zero jitter and absolute clarity.

Massive Power Reduction: DARPA wants these sensors to fit onto hand-held soldier equipment, small drones, and artillery shells. Traditional optical modulators (like Lithium Niobate) require high drive voltages, which drain batteries rapidly and generate extreme heat. Perkinamine's sub-1-volt drive capability ($V_\pi$) allows these military sensors to operate on a fraction of the power footprint.


While Lightwave's primary near-term revenue will come from commercial AI data center interconnects (like the Marvell/Polariton ecosystem), defense aerospace PNT sensors represent a highly lucrative, high-margin secondary market. DARPA's push to shrink ultra-precise optical clocks and gyroscopes down to the chip scale plays directly into the exact multi-material silicon photonics sandbox Lightwave has spent years building.

I'd be stunned if there were an acquisition announcement this year and I certainly don't oppose a buyout at some point in the distant future. Part of my concern is my cost basis and selling price, as I'm not one of the fortunate investors who owns this at a sub-$1 value. If an acquisition happens too soon, some investors might experience unanticipated tax ramification that eat up the pps gains. I continue to believe there are more untapped verticals for the company to pursue before any buyout might occur. In a perfect world, I'd like to see Lightwave being the acquirer, as opposed to the acquiree LOL! I don't see a hostile acquisition anywhere on the horizon. It would be tough for an interested party to accumulate enough shares to pull it off. I just hope to see Lightwave realize maximum market saturation before I have to write a check to Uncle Sam. 😁

I go long term on a lot of shares over the next few weeks. Then a bunch more in December. It feels good to cross over to the lower tax bracket. I see very little risk of being bought out in 2026. 

On the Defense topic, this is something I came across last week related to DARPA, so I fed it to Gemini. The reason it drew my attention, is because we KNOW that Lightwave has been working on a collaboration with NIST, even though Lightwave never made a public announcement a couple of years ago. The clue was the NIST PR that mentioned Lightwave, DARPA and a number of defense contractors a couple of years ago. While defense applications are not something Lightwave has publicly discussed, I do believe it is reasonable to assume the NIST research is ongoing.... While Lightwave has NEVER publicly mentioned this collaboration, it isn't a stretch to believe it is ongoing. It also isn't a stretch to believe that whatever their involvement is, it may not be just a circumstance of NDAs. If it IS ongoing, Lightwave's involvement might be considered "Classified"....

From Gemini:

Is this something Lightwave might be involved in? https://www.google.com/amp/s/defence-blog.com/darpa-wants-to-replace-gps-dependence-with-new-class-of-sensors/%3famp

Yes, Lightwave Logic’s Perkinamine™ technology is a highly viable candidate for involvement in this specific DARPA initiative, though it would be as a critical sub-component supplier rather than the primary military contractor.

The DARPA initiative described in the Defence Blog article centers on a massive defense priority: Position, Navigation, and Timing (PNT) in GPS-denied environments. Because adversaries can easily jam or spoof satellite signals, the military wants to replace GPS dependency with ultra-precise, chip-scale inertial navigation systems (INS) and atomic/optical clocks embedded directly onto military hardware.

Lightwave Logic’s specific electro-optic polymer portfolio fits perfectly into the physical architecture required to build these new sensors.

1. The Physics: Why DARPA's New Sensors Need Photonics
To build a sensor that tracks a missile, drone, or aircraft's exact position without GPS, you cannot use mechanical gyroscopes anymore—they drift too much over time. Instead, DARPA is relying on optical gyroscopes (like Interferometric Fiber Optic Gyros - IFOGs) and chip-scale atomic clocks.

These sensors work by splitting a laser beam, sending it around a tiny microscopic optical coil loop, and measuring the phase shift of the light as the vehicle moves or rotates. To make these sensors incredibly accurate, you need two things that happen to be Lightwave Logic's exact core competencies:

Ultra-Precise Phase Modulation: To measure the rotational shift of a vehicle at a sub-atomic level, the chip must modulate the phase of the internal laser light with zero jitter and absolute clarity.

Massive Power Reduction: DARPA wants these sensors to fit onto hand-held soldier equipment, small drones, and artillery shells. Traditional optical modulators (like Lithium Niobate) require high drive voltages, which drain batteries rapidly and generate extreme heat. Perkinamine's sub-1-volt drive capability ($V_\pi$) allows these military sensors to operate on a fraction of the power footprint.

2. How Lightwave Would Be Involved: The Defense Pipeline
DARPA does not buy raw chemicals directly from Lightwave Logic. DARPA awards massive prime contracts to Tier-1 defense aerospace giants like Honeywell, Northrop Grumman, Raytheon, or Lockheed Martin, or to national laboratories like Sandia or Draper Labs.

Lightwave's involvement would mirror their commercial foundry strategy:

Because Lightwave has successfully integrated its PDK 1.1 into open semiconductor foundries, a defense prime like Honeywell can design a next-generation optical gyroscope layout using Lightwave's polymer slot modulators, and have it printed at a trusted foundry.

The Strategic Alignment
DARPA projects are notoriously demanding when it comes to environmental ruggedness. Historically, critics doubted polymers could handle the intense military temperature specs (ranging from $-55^{\circ}\text{C}$ to $125^{\circ}\text{C}$). However, Lightwave's recent engineering focus on its Generation 4 Encapsulation protocol directly answers this challenge by hermetically sealing the polymer molecules from structural degradation.

While Lightwave's primary near-term revenue will come from commercial AI data center interconnects (like the Marvell/Polariton ecosystem), defense aerospace PNT sensors represent a highly lucrative, high-margin secondary market. DARPA's push to shrink ultra-precise optical clocks and gyroscopes down to the chip scale plays directly into the exact multi-material silicon photonics sandbox Lightwave has spent years building.

This is the original PR from 11/17/2022 from NIST that mentioned Lightwave Logic:

https://www.nist.gov/news-events/news/2022/11/nists-chip-calibration-methods-advance-semiconductor-research

Due to lack of news, this seems to be a pretty slow weekend on this message board. Things to ponder while we wait...

There is frequent suggestion by some shareholders that one of the Big Dogs may attempt to acquire Lightwave. I know that a number of investors support a buyout, but I don't, unless it's for a sh!tload of money involving stock in the acquiring company, as opposed to a cash buyout. A cash purchase could have serious tax ramifications for Lightwave investors and I'd rather see the company saturate the market in the current and FUTURE verticals before any buyout were to occur. Lightwave is still in its infancy.... The company has additional potential verticals that aren't even the focus of the biz plan yet. Telecom, Defense, Medical, Lidar, etc...

Regarding LWLG being acquired and tax ramifications, this is what Gemini has to say:

When a company you own stock in is acquired, the tax consequences depend almost entirely on the form of consideration you receive (cash, stock, or a mix) and the account type where you hold the shares.

Farther

Here is the breakdown of how these scenarios typically play out.

1. All-Cash Acquisition (Taxable)
If the buyer pays cash for your shares, the IRS treats this as a standard sale of your stock.

TurboTax Support - Intuit

The Trigger: This is a "realization event." You are treated as having sold your shares for the acquisition price on the day the deal closes.

The Calculation: Your gain or loss is the difference between the cash received and your cost basis (what you originally paid). Farther

Tax Rate:

Long-term: If you held the stock for >1 year, you pay the preferential capital gains rate (0%, 15%, or 20%). Cavitch Familo & Durkin

Short-term: If held for ≤1 year, the gain is taxed at your ordinary income tax rate.

2. All-Stock Acquisition (Tax-Deferred)
In a "stock-for-stock" merger, the acquiring company issues its own shares to you in exchange for your old shares.

Farther

The Advantage: This is generally structured as a tax-free reorganization under Section 368 of the IRS code. You do not owe taxes at the time of the merger. Macabacus

Cost Basis Carryover: Your cost basis from the old company "carries over" to the new shares. FartherExample: If you bought 100 shares of Company A for $1,000 and they are swapped for 50 shares of Company B, your cost basis for the new 50 shares remains $1,000.

When do you pay? You only pay taxes when you eventually sell the new shares.

3. Mixed Consideration (Cash + Stock)
Many deals offer a combination (e.g., $10 cash plus 0.5 shares of the buyer for every share you own).

The "Boot": The cash portion (called "boot" in tax law) is usually taxable immediately as a capital gain. Wall Street Prep

The Stock: The stock portion remains tax-deferred. You generally only recognize gain up to the amount of cash received. Fourscore Business Law

4. Cash in Lieu of Fractional Shares
Even in "tax-free" stock deals, you will likely receive a small amount of cash because companies rarely issue fractional shares.

Tax Treatment: That tiny check you get for 0.42 shares is taxable as a capital gain. You must report it on your tax return, even if it’s only a few dollars. SoFi

Key Exceptions & Nuances
Scenario Tax Implication
Tax-Advantaged Accounts If you hold the stock in a 401(k) or IRA, the acquisition has no immediate tax impact, regardless of whether it's cash or stock. Taxes are only paid upon withdrawal from the account.
Employee Stock Options If you have unvested options or RSUs that "accelerate" and vest upon acquisition, the value is often treated as ordinary income (W-2 wages) rather than capital gains.
Wash Sale Rule If the company is acquired at a loss and you buy shares of the acquiring company within 30 days, be careful not to trigger wash sale rules that could defer your ability to claim the loss.
Summary Checklist for Shareholders:
Check the 1099-B: Your brokerage will send this at year-end. It will show the "proceeds" from the acquisition.

Read the Investor Relations "Tax FAQ": Usually, the acquired company will post a "Form 8937" on their website, which provides the exact instructions on how to report the merger for tax purposes.

Identify your "Lots": If you bought shares at different times, you may have different tax outcomes for each "lot" of stock.

Disclaimer: I am an AI, not a tax professional. Tax laws can vary by jurisdiction and specific deal structure. Always consult a CPA or tax advisor for your specific situation.

A Community of billionaires is not necessarily a community of humans.

NVIDIA bought a $2 billion equity stake in Marvell on March 31, 2026, as part of a strategic partnership focused on AI infrastructure, silicon photonics, and custom ASICs. The investment was widely reported by major financial news outlets, including CNBC and Yahoo Finance.
With Marvell now owning Polariton with Lightwave inside to reach worldclass performances, Nvidia’s equity stake in Marvell, Marvell’s and Nvidia foundry relationship with TSMC, it seems inescapable that Nvidia, TSMC and Marvell are connected to Lightwave through Polariton’s plasmonics and micro ring modulators. I expect an announcement when Nvidia approves and announces one of these days its new product roadmap including bandwidths well over 200 G per lane!

Yves said "as we are engaging more and more Foundries, and more and more Customers" listen in the Q&A starting at 35 minutes for 2 minutes



So, how many Foundries has LWLG "ported" it's PDK into at this point, my guess is at least the following
1) AMF
2) SilTerra
3) Tower
4) Global Foundries (acquired AMF)
5) Samsung (unnamed #1)
6) TSMC (unnamed #2)

and remember Yves said there are several Foundries WAITING TO BE ONBOARDED but LWLG doesn't have enough engineering resources to accommodate them as this time!!
LWLG presented ECOC Product Focus September 2025

12:40 – 13:10 Silicon photonics foundry compatible EO polymer hybrid modulators: From material to high reliability products ready for prime time

PRIME TIME READY!!!!!

Robert Blum, Lightwave Logic Inc

The development of EO polymers has progressed significantly over the past decade, and the materials now show stable performance at high operating temperatures with unparalleled electro-optic coefficients that result in compact modulators with very low drive voltages. We will show how proper encapsulation ensures high reliability for devices made in a standard silicon photonics fab, and how devices made on these processes have an advantage at 200G and 400G per lane applications with a roadmap to much higher speeds. A standard silicon photonics PDK makes it easy to implement these components into next generation devices for transceiver and future CPO applications.

https://www.ecocexhibition.com/product-focus-session-information/

And with all the highly accredited additions to the LWLG team lately coming from the higher echelons of the Tier 1's investors know this rocket is set to launch soon!!!

14 Million GRIFTER Shorts need to return the shares back to the RIGHTFUL OWNERS!!!

Retail 90% OWNERSHIP of LWLG and GROWING!!!! Shorts will NEVER get the shares they need to COVER until the PPS sets NEW HIGHS over $20

TWO HEAVYWEIGHTS from AMAT recently joined forces with LWLG!!!

Transceiver/AI Systems/Hyperscalers ARE Big Boys!!!! Big Boys are implementing at 200gb lanes and NOT waiting for 400gbs, that's how IN DEMAND with the giant companies that LWLG is TODAY!!!

Now let's talk adoption. Um what kind of
customer attraction are you seeing now
and where are you on the journey from
evaluation to actual design wins?

listen to it at 16:40
https://www.techarena.ai/content/lightwave-logics-robert-blum-on-polymer-optics-for-ai

Yeah. Yeah, we're seeing we're seeing
very broad traction from you know
transceiver companies making
transceivers like the 1.60 gig
transceivers that I mentioned earlier,
to AI companies who make entire
AI systems, to the Hyperscalers.

We're in the design win cycle with
several customers, right? what
is interesting actually, what surprised
me is that they don't wait for 400G.
They're starting now with 200 G already
because they see value in that, right? I
mean we're uh um you know I mean it's
it's interesting to see because seems
like some of the existing legacy
materials like just silicon photonics or
Indium phosphide they're already you know
struggling with 200g
and uh so um so customers are designing
products with the polymers
based on that and um and obviously for
400g uh um there is a real use very large urgency to move to polymers right and it's not going to stop at 400g

POWER PLAYS pointing to LWLG’s imminent success!!

1a) Nvidia invests $1 Billion in Nokia
1b) LWLG new CTO from $10+ Billion NOKIA Division, Most recently, Dr. Chowdhury served as Vice President Strategy and Chief Technology Officer of Network Infrastructure for Nokia where he led the development and execution of the technology roadmap and long-term strategy for a $10 billion annual revenue business group spanning IP routing, optical, access and subsea communication systems
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177351281

2a) Nvidia invests $2 Billion in Coherent
2b) LWLG VP of Engineering Lance Thompson,
Leader | Optical Communications | Transceivers | Sub assemblies | Devices
Director, Transceiver Engineering
Coherent Corp. · Full-time
Apr 2022 - Sep 2025 · 3 yrs 6 mos
Fremont, California, United States
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177351234

Tom Zelibor said, If anyone thinks this is not happening without a material that is different needs to think differently
-Tom Zelibor is former Chairman of the Board LWLG
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177354595

3a) Nvidia invests $2 Billion in Lumentum
3b) Yves LeMaitre
CEO & President
For 10 years, he held roles of increasing responsibility through multiple acquisitions at Oclaro (acquired by Lumentum), ultimately becoming Lumentum’s Chief Strategy Officer. He was key to positioning Oclaro as a leader in optical connectivity and driving growth of indium phosphide lasers in datacenter segments (now generative AI front-end networks).
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177351275

4) Other Notable POWER PLAYS by LWLG

Robert Blum from AMAT, Manoj Manjare Reliability Director from INTC, and Jeremy Belin Process Equipment Engineer from INTC, all of these recent hires have defected from these giant companies to join LWLG can mean only one thing!!!!! LWLG is going to be HUGE!!!!!

Blum >>> https://www.linkedin.com/in/robertblum/
Manjare >>> https://www.linkedin.com/in/manoj-manjare/
Belin >>> https://www.linkedin.com/in/jeremy-belin/

read the comments on Blum's hire here (incredible!)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177351257

5) Dr. Sundar Ramamurthy
Semiconductors and Energy Expertise
Applied Materials - General Manager
28 yrs 7 mos
His role required extensive alliances with leading semiconductor foundries and packaging partners, supporting their technology roadmaps—especially in heterogeneous integration, a key enabler for chiplets and advanced packaging architectures.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177351263

6) AMF Foundry where LWLG had its 1st Operational PDK on 200mm Wafers was recently acquired by Global Foundries, Global Foundries and all signs point to them working to port the LWLG modulator PDK onto their 300mm platform

7) SilTerra Foundry where LWLG had its 2nd Operational PDK on 200mm Wafers just announced and where Broadcom is a known Customer I would not be surprised for a similar acquisition to be made by one of the giants like TSMC, Samsung, or Tower still this year

SilTerra's LinkedIn post regarding LWLG available PDK:
https://www.linkedin.com/posts/silterra-malaysia_were-pleased-to-announce-a-new-collaboration-activity-7434547066800041984-bq8D?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAM5EMwBudTIAes5_-mX6XEQVYMdF8Tfft8
Arjun Kantimahanti, among the Likes on SilTerra post was previously Senior VP and Chief Business Officer of SiTerra and currently he is R&D Engineer (Optical Systems) at Broadcom
https://www.linkedin.com/in/arjun-kantimahanti-aa58531b4/

8) LWLG & Tower release the news that they are now in partnership, this is HUGE as Tower is one of the dominant leading Foundries in the Silicon Photonics Industry
https://feeds.issuerdirect.com/news-release.html?newsid=4869288289552768&symbol=LWLG

9) LWLG & Global Foundries release the news that they are now in partnership, this is HUGE as Global Foundries is one of the dominant leading Foundries in the Silicon Photonics Industry
https://feeds.issuerdirect.com/news-release.html?newsid=7318089205591333&symbol=LWLG

10) Marvell acquisition of Polariton (LWLG Inside) !!!
https://www.marvell.com/company/newsroom/marvell-acquires-polariton-advancing-future-of-optical-connectivity.html

Huang said, adding that AI agents have the capability of performing tasks with little human intervention, leading to demand “going through the roof” for Nvidia (NVDA) and Marvell." He added that Marvell’s role in providing microchips and the necessary infrastructure to power data centers and cloud computing was the reason the company is “so essential.”
“That’s why you’re (MRVL) going to be the next trillion-dollar company,” Huang said to Murphy.

At the end of March, Nvidia announced a $2 billion investment into Marvell as part of a partnership to allow customers to use parts from both companies to develop AI infrastructure and to support collaboration on silicon photonics technology, which uses light to transmit data.

https://www.marketwatch.com/story/nvidias-huang-said-marvell-could-join-the-trillion-dollar-club-and-the-stock-immediately-surges-39c31f03

The recent rise in share price had nothing to do with LWLG either.

#scam

Interesting things to find out by researching... telltales ... just need time.

Interesting “subtitling” of ongoing events, thanks!

If you like it at ten, you will love it.... eom

Yesterday's selloff had nothing to do with LWLG fundamentals and everything to do with macro and sector events. Broadcom reported 143% year-over-year AI chip revenue growth but declined to raise its full-year guidance, which was enough to disappoint a market that had priced in perfection. That triggered a sector-wide unwind that took the Philadelphia Semiconductor Index down over 10% across two sessions and erased roughly $1 trillion in AI-related market cap. On top of that, the May jobs report came in at 172,000 new jobs against a consensus of 88,000, which effectively buried any remaining hope for Fed rate cuts this year and sent yields higher. High-multiple growth and small-cap tech names in the AI ecosystem got hit hardest. That is exactly the category LWLG trades in on a volatile tape.

There was zero company-specific news driving the LWLG decline. The Form 4 small share sales earlier this week were routine tax-withholding transactions tied to a vested RSAs, not discretionary exits.

The LWLG investment thesis remains fully intact. Stage 3 customer activity, the Tower Semiconductor silicon photonics pipeline, the active lead-customer licensing negotiation, and the broader TAM expansion story are all unchanged. Noise like yesterday is frustrating but it creates opportunities for those who understand what they own.

Sitting tight, watching the catalysts, and adding with the little free capital I've got at the moment as I view this pullback as an opportunity.

The "Like" by this gentleman caught my attention..;)

Al D'Avanzo
Former Federal Reserve VP | IT Operations, Data Centers, Resilience, Risk & Transformation Leader
New York City Metropolitan Area

Federal Reserve Information Technology
25 yrs 8 mos

Vice President
Full-time
Jun 1994 - Jan 2020 · 25 yrs 8 mos

Business focused technology leader with a track record of building high performance IT organizations. Accomplished operations, process and automation leader with a sustained performance of providing high quality IT services to the mission critical businesses of the Federal Reserve System. A proven history of providing high quality, stable, resilient and reliable technical services while consistently driving improved effectiveness and efficiency.

*************

AI Overview

The Federal Reserve Information Technology (FRIT) organization is the national IT backbone for the Federal Reserve System. Headquartered within the Board of Governors in Washington, D.C., and led by CIO Jeff Riedel, FRIT develops, delivers, and maintains the critical technical infrastructure supporting U.S. monetary policy, payment systems, and financial supervision.

Yes, they are "GRIFTERS" at lwlg too...Just doing my part for the shareholders...

But, really, IDCC only has 25M shrs outstanding. They are amateur GRIFTERS compared to these multi generational GRIFTERS. There was a recent retiree who GRIFTED his Career there. Unreal, yet a company precedent set in stone...eom

i see the footnote now in slim jims link.

i see the footnote now in slim jims link.

https://www.sec.gov/Archives/edgar/data/1325964/000107997326000783/xslF345X06/ownership.xml

Your wrong. It's the PFO acquiring RSUs according to the company's stock incentive program. They don't vest until at least next year. It's not that hard to read a Form 4. It helps to read the footnotes.

Form 4 looks like an insider buy.

Correct me if I am wrong, but appearrs to be a spouse acquiring shares?

Today's market review:

AI Overview

Financial professionals categorize market declines into specific thresholds:

Dip: A minor, temporary decline of less than 10%. These are normal and happen multiple times a year.

Correction: A drop of 10% to 20% from a recent peak. These typically happen about once a year and are usually tied to specific economic or sectoral adjustments.

Crash: An abrupt, violent drop of 10% or more in a very short window, often accompanied by heavy selling volume.

Bear Market: A decline of 20% or more measured over an extended period (months or years).

The primary difference is speed and psychology. A downturn or bear market can take months or years to unfold, whereas a crash is characterized by intense, fear-driven selling and market freezes (such as the triggering of NYSE circuit breakers) occurring in days or even hours.

The market downturn today qualifies as a sharp daily dip or severe pullback that is pushing the tech sector into a short-term correction, but it does not meet the criteria for a market-wide crash or a bear market.

On Friday, June 5, 2026, a hotter-than-expected May jobs report sparked heavy selling—particularly in technology and artificial intelligence sectors—as investors worried about persistent high interest rates.

How Today's Major Indexes Fared

Nasdaq down -4.18% or -1,121.53 points considered a Severe Dip/Sectoral Correction
S&P down -2.64% or -200.57 points considered a Moderate Dip
Down Jones Industrial Average down -1.35% or 695.15 points considered a Minor Dip

Why Today Was Not a Crash or a Bear Market

Not a Market Crash: While the tech-heavy Nasdaq suffered its worst single-session drop in over a year, a true market crash requires a sudden, panic-induced collapse of 10% to 20% or more across the entire market within days. Today’s drop was concentrated in tech rather than a systemic market failure.

Not a Bear Market: To enter a bear market, major indexes must drop 20% or more from their recent record highs. Even with today's losses, the S&P 500 is still up roughly 7.9% for the year, and the Nasdaq remains up 10.6% year-to-date.

A market downturn becomes a crash when it transitions from a routine, gradual decline into an abrupt drop of 10% to 20% or more within a matter of days. While a downturn implies general cooling, a crash is defined by sudden panic, widespread sell-offs across all sectors, and evaporating liquidity.

Key Drivers Behind Today's Slide

The May Jobs Report: The U.S. Labor Department reported that employers added 172,000 jobs in May—nearly double what forecasters predicted. While good for the economy, this "hot" data signaled to Wall Street that the Federal Reserve will likely keep interest rates higher for longer.

Surging Bond Yields: Treasury yields jumped following the jobs data, reducing the appeal of richly valued growth stocks.

The Semiconductor Rout: Major AI leaders bore the brunt of the damage. Nvidia fell 6.2% and Broadcom plunged 7.9% following weak guidance earlier in the week, dragging down the rest of the sector.

There may be much writing about today's activity over the weekend (glad it's Friday) ... let's cool off ... and have a great weekend!

By the way, IDCC management was also called a bunch of "grifters." There you go...

Wow, what happened after I last posted... but thanks daniel for replaying the mid-day posting from Lightwave Logic!

And seeing among the 60 "likes" so far company members 'liking' it... including (in order of "like"):

Rosa Nguyen
Aref Chowdhury
Lara C. (hired last month, Key Account Manager)
Clint Calli
Ana Q.
Ashish Gandhi (new hire - Fabrication Process Engineer)
Yves LeMaitre
Nancy Fritz
Craig Ciesla (Board member)
Robert Blum

I’m not feeling it either wasn’t planning on selling next week or next month either. We’ll see what tune you’re singing later this year when it’s making new highs.

The GRIFTING INSIDERS don't feel this. Think about that! The don't take any personal risk! Eom

Amen 

We heard the same from the shorts “the sky is falling” last year at $3. Glad I did not listen then.

I agree.

I agree.

It's always good to invest in your own demise. When you look at how much energy these Technologies use, like cryptocurrency, Bitcoin mining, data centers, it's totally insane.

That’s old news duh!!!

AI may be dangerous to humanity a financial channel statement a moment ago.

Duh read what broadcom announced. That affects this sector specifically despite the whole Market being down which adds to it. With that information I would expect this sector to stay down for quite some time. Bummer.

Not just sector,duh.whole mkt is down.I got 5k shares here to add .

I would love to see this stock get smashed as I have funds coming in soon. Bullish on the company but want a shot at the common. The options are crazy expensive to deal with.