jeunke22
2時間前
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!
prototype_101
3時間前
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
prototype_101
3時間前
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
WandererHero90
7時間前
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.
12yearplan
9時間前
Good point but going back to the land - living in harmony within the natural world, the web of life that supports all living things including the organs and arteries of the planet is not an option. Not sure why humans are that dumb on one hand and on the other think they are that smart - which is dumb too, lol..
So, what option(s) do we have left?. What is available to us that is in line with our true nature and limitations as a species?. A la, the scorpion hitchin' a ride across the river on a frog.
BINGO!.. "The Technological Fix!".
Lucky for us it is an idee fixe and with us a long time. We survived HAL 9000, global thermo nuclear war, the greed of day traders and finally; like humanities main fault (hubris) Broadcom just relearned better to under bravado to over perform next earnings call lol.. Don't worry, be happy:
tkg
10時間前
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.
DJknows
20時間前
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!
cedarcap
1日前
Today's Wall Street Journal
A Short Seller’s Fraud Conviction Is Spooking Wall Street
Traders who bet on stock-price declines worry prosecutors are equating their tactics with market manipulation
By
Dave Michaels
June 3, 2026 10:00 pm ET
Andrew Left sitting at a table with a television in the background.
Short seller Andrew Left was convicted of securities-fraud charges. Alfonso Duran for WSJ
Many of the loudest voices on Wall Street belong to investors who talk their own books. An unexpected trial verdict could keep many of them quiet.
Short seller Andrew Left’s conviction this week on securities-fraud charges has shocked an influential niche of the stock market whose calling card is its ability to affect stock prices. Activist short sellers release reports on companies that they say are overvalued or hiding information from shareholders, then cash in on the selloffs their ideas sometimes induce.
But federal prosecutors argued that Left corrupted the business model by scheming to trade quickly around his statements on social media, where he had a huge following. He misled others by starting to exit a trade minutes or hours after saying he was betting against a stock, in effect doing the “opposite” of what others expected him to do, prosecutors said.
They didn’t stop there. Prosecutors also persuaded a jury to convict Left on charges related to long positions in stocks including Nvidia that he said others should buy but then quickly exited after their prices rose.
Wall Street is now wondering how much short sellers—and even the much larger group of investors who tout stocks as good buys—can say on social media, TV or in other public appearances without fear of legal scrutiny. Investors aren’t legally required to disclose their trades or future plans in minute detail, but some now wonder how long is sufficient to hold a position they have touted before they can start to close it.
“If you’re somebody who believes you’re going to have an impact on a stock, you have to think twice about how you trade around a position that you speak about,” said Nate Koppikar, portfolio manager at short-selling hedge fund Orso Partners. “That has to be the softest interpretation.”
Left’s lawyers said the conviction is likely to dissuade some traders from disseminating opinions out of concern that prosecutors will question how firmly they hold them. The charges didn’t explicitly allege that Left made overt false statements, only that his tweeting and trading revealed an intent to manipulate.
“The prosecution’s theory is that truthful statements to the market can amount to fraud,” said lawyer Eric Rosen, who represented Left. “That runs afoul of well-settled Supreme Court precedent, tramples the First Amendment, and will chill honest opinions about public companies.”
Left said he never misled people with his commentary. After the verdict, he said the “jury got it wrong” and that he planned to continue fighting.
Claire Brown, whose hedge-fund management company Aristides Capital has done short activism, said the prosecution of a short seller in the current environment stuck out, particularly as the Justice Department has scaled back white-collar enforcement and the president has pardoned people who faced criminal charges.
“We’ve kind of gotten used to white-collar crime being completely normalized, so any prosecution for violation of securities law feels like selective enforcement,” said Brown.
The verdict could hasten the decline of firms that specialize in short selling, which has been under way for years due in part to a yearslong bull market and the proliferation of meme-stock rallies that hurt bearish investors. Short sellers borrow shares from another investor and sell them, hoping to buy back the stock at a lower price and profit.
There are 31 activist short-selling firms that published research so far in 2026, down from 55 in 2020, according to research firm Breakout Point. Prominent short sellers such as Jim Chanos and Nate Anderson have wound down their firms. Bill Ackman and Dan Loeb are among the fund managers that soured on betting against individual stocks.
Left, the founder of Citron Research, gained fame for shorting big companies including Evergrande, one of China’s biggest property developers, which collapsed two years ago. He sometimes published under Citron’s name research that other funds conducted, according to prosecutors.
Prosecutors focused on a series of trades that he made from 2018 to 2023. Several of the companies he shorted, or bet against, turned out to have real challenges. Many involved companies that Left tweeted about but that weren’t the subject of detailed research reports.
John Sutter, a lawyer who represents short sellers, said he has heard from several clients worried about how the verdict’s impact could affect them.
“I don’t think this makes short selling illegal, but I don’t think the trial gave us enough to say what it does mean,” Sutter said.
The Justice Department celebrated the verdict after years of looking into whether short sellers distort markets with noisy, misleading campaigns. Bill Essayli, the top federal prosecutor in Los Angeles, on Monday appeared to equate all short selling with market manipulation, prompting traders to say that prosecutors misunderstood the activity.
“He used media appearances and his company to illegally influence share prices and make quick profits, known as shorting,” Essayli said of Left on X.
Essayli later said in a statement that “short selling is not a crime.”
Lightning_Rod
1日前
AI bubble? (Part 2)
1. Massive capital spending
Large technology companies are spending hundreds of billions of dollars on AI infrastructure, especially data centers and chips. Much of the current AI economy depends on the expectation that future demand will justify these investments.
Critics worry that:
Companies may be overbuilding capacity.
AI revenues may not grow fast enough to support the spending.
Profit margins could shrink as AI becomes commoditized.
2. Startup valuations
Some AI startups have reached valuations of tens or even hundreds of billions of dollars despite relatively limited revenue histories.
Historically, when investors price companies based primarily on future growth rather than current earnings, bubbles become more likely.
3. "AI washing"
Just as companies once added ".com" to their names during the internet boom, some firms now emphasize AI in marketing regardless of how central it is to their products. tors can have difficulty distinguishing genuine technological advantages from marketing.
What makes AI different from a classic bubble?
1. Real products are already being used
Unlike many speculative technologies, AI systems are already creating measurable value:
Software development assistance
Customer service automation
Medical image analysis
Content creation
Scientific research
Enterprise productivity tools
Examples include products from OpenAI, Anthropic, Google, and Microsoft.
2. Revenue is substantial
Many leading AI companies are generating significant revenue rather than relying solely on speculation.
That doesn't guarantee valuations are justified, but it distinguishes today's environment from some historical bubbles.
3. Productivity gains appear genuine
Organizations are reporting real productivity improvements in coding, document creation, research, and support functions.
The debate is often about how large these gains will become, not whether they exist at all.
L_R
Lightning_Rod
1日前
AI bubble? (Part 1)
The short answer is: there are signs of hype, but it's not clear that AI as a whole is a bubble.
Some reasons people think there may be a bubble:
1) AI-related companies have attracted enormous amounts of investment.
Valuations of some startups have risen very quickly.
Businesses sometimes market products as "AI" even when the practical value is uncertain.
Expectations for near-term profits may be higher than what some companies can realistically deliver.
2) Some reasons people think it's different from a classic bubble:
AI is already generating real revenue for companies.
Major firms such as OpenAI, Microsoft, Google, and NVIDIA are deploying AI at large scale.
AI tools are being used in software development, customer support, research, healthcare, and other industries.
The underlying technology has demonstrated capabilities that are genuinely valuable, even if some expectations prove overly optimistic.
A common view is that there may be an AI investment bubble around certain companies and valuations, while the underlying technology itself is likely to remain important and transformative—similar to how the internet experienced a bubble in the late 1990s, yet ultimately changed the world.
L_R
WooptdooU
1日前
The 1st GREAT MAY DELAY delivered by Yves, has set in, but remember, it's not His fault. He wants NO RISK (doesn't risk his own money) and NO BLAME (it's the industry, hahaha).
So, no blame, no risk, hmmm? It just doesn't add up to the American way of doing business. Pity, really.
Will he leave with a second MAY DELAY?
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