Lightwave Logic Inc (LWLG) オプション

ECOC Slide 20 is the ONLY information you need to understand to know LWLG is a incredible buying opportunity!!

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/0d5d1e3e-2052-00d8-bb2f-2b7a2adf0310?origin=1

On the LEFT is a comparison of LWLG's technology to the touted #1 competitive threat TFLN

On the RIGHT is a comparison to other commercial Polymer materials development companies

To make it EASY PEASY for you, BOTH of these supposed BEST competitors pale by comparison to LWLG!!!!!

LWLG >>>> Fabrication and processing: EASY (foundry compatible) & LOW TEMP (

LWLG is a perfect case study of what happens when you have an unqualified, in over their heads management team (Lebby, Marcelli, Zyskind, others), a complacent and ineffective board of directors, and an intellectually incurious shareholder base that was determined to put on blinders and filter out any signs that things were going wrong.

Having any 1 of those in place is bad news for a company.

Having all 3 in place is a death blow, as we are now witnessing—despite the best efforts of a few posters to sound the warning bell well in advance.

Why would LeMaitre, go out of the gate-tra? Impossible to believe noone wants to be faster, smaller, and save money on electricity.

Sound familiar?
https://www.youtube.com/shorts/LHV-HtmlA2k



X

proto. if yves leaves--not a bad rhyme--how fast will you, can you spin that? will you break your lebby record? that was the fastest most complete
spin job i've read posted after treating man like a cross between Steve jobs and the dalai lama for years. daily. parsing/mining
his every word for gold. impressive, truly.
so you should really have a good shot at crushing your record. i'm behind you 100%. I only wish I could meet you someday, hear
what you have to say about other matters, take your measure because you really have that rarity--unrelenting, limitless self belief. reminds
me of someone else we're all so fortunate to have made the most prominent American.
go proto go!

Again, this PDK may be nothing new.

As I said, we don’t have much in the way of detail on it. But the fact that they’re making it available to select people is good, although I suspect it had been already available for months, but they felt the need to pr something.

Action not words. There are different levels of ‘interest’.

What I meant was they’re not interested enough to have done anything meaningful yet. If they had, we would’ve seen an 8K.

Those are required for material events. Have you seen any?

Action not words. There are different levels of ‘interest’.

What I meant was they’re not interested enough to have done anything meaningful yet. If they had, we would’ve seen an 8K.

Those are required for material events. Have you seen any?

I want to emphasize that the PDK has now officially been released, and this is indeed an acknowledgment of the progress that has been made. This confirmation was not available to us last year, and it is a crucial step towards commercialization. Now, it's time to leverage the interest that exists and I am confident that the steps being taken toward collaboration with the industry are the right direction.

Since you did not dispute the specific differences in specifications, this means that the polymers are indeed performing excellently. I truly believe Le Maitre will secure some key partnerships. Of course, competition is fierce in this industry, and everyone wants the best of the best. But such changes don’t happen overnight. There is pressure, but that is not necessarily bad. it drives progress.
The options taken by LeMaitre in June 2025 still provide the necessary confidence in this regard.

Anybody: What if the rest of the World eliminates their tariffs because of what Trump has done, and he eliminates the recent tariffs imposed?

Sky might not being falling but LWLG has been falling for 3+ years now. $20 down to 0.89. Headwind is more like a never ending hurricane.

Lebby stated they were being dragged along but more like dragged through the mud.

Not impressed so far by the Get'er Done Gang. The man with all the connections can't sell the Holy Grail to anyone in the 7 months he has been with LWLG. Just talk and more talk just like all the other CEOs.

Wrong!!! you are so full of bullcrap constantly!!! Did you NOT listen to Yves most recent interview or are you just a paid Short basher from the lowest of the low Short bucket shop you quoted here ad nauseam even after their report was SUMMARILY REBUKED in SEC documents!!!!! Yves already told investors that EVERYBODY in the Industry is interested in LWLG Polymers because EVERYBODY in the Industry knows they offer the BEST of ALL METRICS!!!!!!

The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.

worth another LQQk, The foundry ecosystem is ready to produce,.our material is much easier than TFLN

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015

in Yves Safecapital interview investors learned that the Tier 1 Design-In cycle is "typically 18-24 months" start to finish including 4 distinct phases, of which Yves told investors he is already well into Phases 1 & 2 which is where the Customer engagement generally inks the Design-In deal, so let's see what comes of the Yves interactions at OFC 2025 March 31-April 3, also let's keep in mind that the Design-In cycle may well be shortening now with the onslaught of increased data requirements of AI, here from the 2024 ASM

How long does it take to design in for a datacenter customer Tier1?

Given G-AI, design in cycles have shortened that range from 20-50% depending on each customer. Our flexible business model allows us to work with OEMs, CMs, and their relationships with foundries.

Yves Safecapital interview also confirms what I have theorized and been posting here the whole time since the Business Strategy changed!!

Lebby was taking on a Herculean task in-house with a woefully understaffed Devices team trying to meet the demands of CUSTOM 4x200 PIC's (listen to Yves starting at 14 mins) of several of the world's largest Transceiver makers on 3 Continents, and although he had these Devices in Qualifications, they were not completed when the Strategy shift occurred, so presumably those Tier 1's were given a head start over the Partners/Customers targeted "from scratch" some of which may have been Tier 1's that Lebby "put on hold" when he was picking and choosing what he called his "Freindly's after the overwhelming success of LWLG 200Gbs modulators on 200mm Wafers with EXCEEDINGLY HIGH YIELDS!!!!

so who are the new Partners/Customers? read my post here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175964182

Nobody was fired like the Shorts want you to believe, these "Integrated Devices" will now be built by MANY companies who do this kind of thing everyday, it's their business after all!!!

The PkM materials have ZERO issues with Reliability & Stability!!!! The Industry has accepted this now already!!!!

Listen to Yves discuss all of this in this interview!!

That PDK is not defined well - they maybe could have PRd that a year ago with the same language.

All I'm saying is the industry is not showing the interest that would at least VALIDATE that they have something the industry wants.

I said this 3 years ago and it is just as true today.

No one cares about PRs like this other than the cult here, but the industry has shown great interest in TFLN and it will continue to improve and be adopted at a much faster rate than EOP probably because of that momentum.

It's sht or get off the pot time and this is the time to worry more than ever. That's just a fact. Get a partnership and THEN get excited. Until then - watch out below because as I said they are in line to be removed from the Russell 2000 and you don't want to see that happen.

..

Looks like someone missed the NVDIA gains. Cope harder

LWLG is still vaporware

The Lightwave Logic update on the PDK on March 28, 2025, confirmed that the technology is technically ready for commercialization. They have made significant progress in optimizing their polymers for use in optical communication, and the PDK is now available for customers and partners. The company emphasized that the next step is to bring the technology to market, which puts them in a stronger position to form partnerships and broadly implement their technology. The update also highlighted the positive outlook for the sector, with growing interest from both investors and industrial players. The progress made by NLM as a competitor is a positive development for the polymer market. This makes it less exotic for adoption, where a new technology must prove itself. That's normal, right? TFLN had to fight its way into the market as well, didn't it? I find it striking that you don't refute the points listed in my list. That suggests you either agree with the specifications or simply lack knowledge of the technology. I agree with the race against the clock. They will have to close partnerships quickly to develop a customer-specific PIC, with a focus on customer-specific. The fact that a second foundry is involved makes it even more interesting, as it facilitates the rollout to others and proves that it can work across multiple foundries.

NVIDIA on its way to $10 towards the bankruptcy of NVIDIA

The poster x needs adjusted...eom

Compliments of Gumby,TZ,Lebby,Junkie,X,Proto and a few others.

Safecapital interview proves insiders don't believe.

On it's way to 50 cents

Vaporware

Yves may have missed his initial reach outs. They may have been we are open and nice to see you, but, reality is sometimes hard fact different.

Could Yves Whistleblow on the way out? The insiders and their Grifting families deseve that. eom

Polariton interview says Plasmonics 400gbs lanes will scale by 2027, they could be the dominant force because they are the only technology that can scale speeds in excess of 1Tb for single lanes in the future, so why not be adopted in 2027

Polariton 1THz modulators can scale!!! listen to the interview, only minor engineering left to be done!!! the science is PROVEN!!! with LWLG INSIDE!!!! Listen starting at 8 minutes Polariton will be the FIRST to have production volumes at 400Gbs lanes, and can extend to speeds in excess of 1Tbs lanes!!! with LWLG INSIDE!!!!

https://picmagazine.net/video/610/Record-breaking_bandwidth_of_1.1_THz_for_plasmonic_modulators

Nokia and @googlecloud are teaming up to revolutionize energy efficiency in telecom networks.

Nokia and @googlecloud are teaming up to revolutionize energy efficiency in telecom networks.

Watch the interview from #MWC25 to learn how this partnership helps reduce energy consumption, optimize network performance, and accelerate the journey toward Autonomous Networks:… pic.twitter.com/spHZHtYUha— Nokia (@nokia) March 20, 2025

Adagium's quoted from Polariton, (Nvidia) InfiniBand 1600G GDR (x4): implemented with 4x 400G per lane channels, 224 GBaud PAM4
InfiniBand 3200G GDR (x4): implemented with 4x 800G per lane channels, 448 GBaud PAM4
Ethernet 3.2TbE: implemented with 8x 400G per lane, 224 GBaud

While the industry is evaluating various electro-optic platforms, Polaritons enables customers today. At OFC 2025 we release new eye diagrams measured of ring resonator modulators measured with 1550 nm devices. O-band 1310 nm are on the way and can be sampled for customers as early as Q2/2025.

Reducing the number of lanes in transceivers improves yield, enhances reliability, and lowers power consumption. With a corner frequency of approximately 145 GHz, our ring resonator modulators (RRMs) support data rates beyond 200 GBaud PAM4 — exceeding 400G per lane.

Our Key Enabling Product

RR4-C145: 145 GHz 4-Channel Ring Resonator Modulator, available for 1310 and 1550 nm

https://www.polariton.ch/products/400g-per-lane

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175933587

A few things.

First, I still believe that Nokia/Infinera are involved silently here based on Lebby interview after inking first commercial deal when asked about what company it was with Lebby said, "it could be a company or more than one company"

Second, with the Mass Commercial Timeline being pushed out 1 year from 2026 to 2027 there is now adequate time for Polariton/LWLG to overcome engineering hurdles to scale volume production of 400Gb lanes (and beyond, what this means is that LWLG's initial Customer was not only a testbed of commercial acceptance/viability, but it has quickly become the lead racer for true next-gen solutions powered by 400Gb lanes in 2027

Keep in mind the phrase "anything you can do we can do better" because it is highly applicable here, Polariton is using "off the shelf (generic) MRR's, and investors have already learned from several of my posts here the LWLG's Polymers can GREATLY ENHANCE MRR technology which is the cornerstone of Inte/Ayars next-gen developments, MRR's have to incorporate individual heater IC's with every MRR to tightly control temperature variations, LWLG Polymers can minimize the need for this if not completely eliminate it, also LWLG Polymers provide another added benefit of reducing the need for DSP

Thirdly, the push to accommodate the MASSIVE needs of AI have greatly accelerated the Timeline for the higher speed lanes, but they also must be able to lower power usage, LWLG Polymers can reduce the overall system power requirements by up to 20% (from Andy B - Arista on low power modulators some time back)

It is interesting to look back at the TImeline of the various modulation speeds that were predominant and the length to time until the next-gen replaced them, let's just say that the time between generations has been GREATLY REDUCED in the last handful of years, and the speed/power requirements for true next-gen are running currently at a pace of roughly 1-2 years!!

You are absolutely pathetic and that is a compliment.

Where have you been? Old data. The latest from OFC is pretty mind-boggling.

Why don’t you put those updates on here? We all know why—pumper, your uncle or dad said no.

I haven't looked at the morning press as I've been watching AI videos, but I bet we start off in panic mode around the world.

It will be interesting to revisit this day 6 months from now.  Everything today is always the worst storm, the highest winds, the worst pandimic, the sky is falling, the hottest day this or that.  Maybe I'm getting old but the world does not end 10 times a week.

I need to look at the "headwinds, tailwinds"  comment as I think it applys here. Lightwave has had many headwinds, now AI is proving to be a tailwind. Looking at buying a Robo dog.
Weeeeeee. It is 9:30

Resetting global trade won't happen without some pain. Leveling the playing field, something we can remember when Japan did this ,,,,, and this country did,,,,,, that country did,,,,,, fill in the blank. Rememer the last time oil was $60?

X

Wrong!!! TFLN is NOT having so much success, it's being pursued by more startups because it's NOT proprietary like LWLG, but that does not make it successful!!!!

Any new material to be successful must be FUTURE PROOF and good for MULTIPLE GENERATIONS!!!

TFLN is TOO LARGE so it is IMPOSSIBLE for CPO!!!

TFLN will NOT be good for speeds above the current 800/1600!!!

TFLN operates at 2V and does NOT eliminate the DRIVER!!!!

TFLN has a COMPLEX process in Foundries!!!!

worth another LQQk, The foundry ecosystem is ready to produce,.our material is much easier than TFLN

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015

in Yves Safecapital interview investors learned that the Tier 1 Design-In cycle is "typically 18-24 months" start to finish including 4 distinct phases, of which Yves told investors he is already well into Phases 1 & 2 which is where the Customer engagement generally inks the Design-In deal, so let's see what comes of the Yves interactions at OFC 2025 March 31-April 3, also let's keep in mind that the Design-In cycle may well be shortening now with the onslaught of increased data requirements of AI, here from the 2024 ASM

How long does it take to design in for a datacenter customer Tier1?

Given G-AI, design in cycles have shortened that range from 20-50% depending on each customer. Our flexible business model allows us to work with OEMs, CMs, and their relationships with foundries.

Yves Safecapital interview also confirms what I have theorized and been posting here the whole time since the Business Strategy changed!!

Lebby was taking on a Herculean task in-house with a woefully understaffed Devices team trying to meet the demands of CUSTOM 4x200 PIC's (listen to Yves starting at 14 mins) of several of the world's largest Transceiver makers on 3 Continents, and although he had these Devices in Qualifications, they were not completed when the Strategy shift occurred, so presumably those Tier 1's were given a head start over the Partners/Customers targeted "from scratch" some of which may have been Tier 1's that Lebby "put on hold" when he was picking and choosing what he called his "Freindly's after the overwhelming success of LWLG 200Gbs modulators on 200mm Wafers with EXCEEDINGLY HIGH YIELDS!!!!

so who are the new Partners/Customers? read my post here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175964182

Nobody was fired like the Shorts want you to believe, these "Integrated Devices" will now be built by MANY companies who do this kind of thing everyday, it's their business after all!!!

The PkM materials have ZERO issues with Reliability & Stability!!!! The Industry has accepted this now already!!!!

Listen to Yves discuss all of this in this interview!!

I like your list, but at this point, it’s almost a pipe dream for EOP.

So many more resources are going into TFLN and they are having tremendous success. EOP is definitely the David versus Goliath at this point with materials.

That wouldn’t be so ominous if we actually had some name brand partners supporting EOP like we have seen with TFLN now for several years.. But not even NML has that yet and they just announced completion of the PIC that lightwave was trying to complete all last year. And where is GFS? I remember everyone was so excited about that a couple of years ago - and Proto was still pumping what Mr Yu said just a few months back. Now he’s gone.

Where is the industry interest?

You gotta look at the reality staring you in the face and only a fool would not look at the fact that we’re under a dollar now and the Russell 2000 reconstituting can make a big difference in the share price. What’s gonna happen when 20 million shares are dumped into the market?

So they must announce something very soon and it better be something more than a no name partner

Wtf has that to do with lwlg?!?!

Ted, is it possible to respond to this email and compare the specifications side by side? As a master of Photonics, I would greatly appreciate your opinion and objections regarding the specifications. You mentioned that TFLN is better in the future than Polymers? These specifications suggest otherwise. I would appreciate your technical insight on this.

worth another LQQk, The foundry ecosystem is ready to produce,.our material is much easier than TFLN

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015

in Yves Safecapital interview investors learned that the Tier 1 Design-In cycle is "typically 18-24 months" start to finish including 4 distinct phases, of which Yves told investors he is already well into Phases 1 & 2 which is where the Customer engagement generally inks the Design-In deal, so let's see what comes of the Yves interactions at OFC 2025 March 31-April 3, also let's keep in mind that the Design-In cycle may well be shortening now with the onslaught of increased data requirements of AI, here from the 2024 ASM

How long does it take to design in for a datacenter customer Tier1?

Given G-AI, design in cycles have shortened that range from 20-50% depending on each customer. Our flexible business model allows us to work with OEMs, CMs, and their relationships with foundries.

Yves Safecapital interview also confirms what I have theorized and been posting here the whole time since the Business Strategy changed!!

Lebby was taking on a Herculean task in-house with a woefully understaffed Devices team trying to meet the demands of CUSTOM 4x200 PIC's (listen to Yves starting at 14 mins) of several of the world's largest Transceiver makers on 3 Continents, and although he had these Devices in Qualifications, they were not completed when the Strategy shift occurred, so presumably those Tier 1's were given a head start over the Partners/Customers targeted "from scratch" some of which may have been Tier 1's that Lebby "put on hold" when he was picking and choosing what he called his "Freindly's after the overwhelming success of LWLG 200Gbs modulators on 200mm Wafers with EXCEEDINGLY HIGH YIELDS!!!!

so who are the new Partners/Customers? read my post here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175964182

Nobody was fired like the Shorts want you to believe, these "Integrated Devices" will now be built by MANY companies who do this kind of thing everyday, it's their business after all!!!

The PkM materials have ZERO issues with Reliability & Stability!!!! The Industry has accepted this now already!!!!

Listen to Yves discuss all of this in this interview!!

More power to you, but your timing is pretty bad right now. Good luck.

yes, 20Million Shorts will be capitulating VERY SOON!! Yves will be inking Tier 1 deals in the near-term and LWLG's disruptive technology will finally be on the road to Ubiquity!!! The deals will come like dominos falling, because LWLG's technology is SUPPERIOR in EVERY METRIC to ANYTHING ELSE!!!! and is has EASE OF INGEGRATION!!!! The Foundry PDK's are at the ready now, and additional Foundries can port these PDK's easily!!!!

The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.


Lightwave Logic Showcases Innovative Optical Technology at ECOC 2024, Wins Industry Award
October 15, 2024

Lightwave Logic, Inc. (NASDAQ: LWLG), a Colorado-based technology company specializing in electro-optic (EO) polymers, made a significant impact at the 2024 European Conference on Optical Communications (ECOC) in Frankfurt, Germany. The company’s participation in this prestigious event underscores the growing importance of innovative solutions to address the escalating demands on network infrastructure.

As data consumption continues to surge due to streaming services, online gaming, and AI applications, network congestion has become a critical issue. Lightwave Logic’s EO polymers offer a promising solution, potentially increasing data transmission speeds by three times while reducing power consumption by a factor of ten compared to existing technologies.

During the conference, CEO Dr. Michael Lebby presented the company’s latest advancements in polymer modulators, demonstrating performance for 200 Gbps PAM4 lanes and initial results at 400 Gbps PAM4 lanes. This technology shows promise for future 800 Gbps lanes, addressing the industry’s need for increased modulation speed and reduced power consumption in optical network equipment.

Lightwave Logic’s collaboration with Polariton Technologies yielded impressive results, showcasing a packaged device with over 110 GHz super high bandwidth packaged electro-optic polymer modulators. This partnership demonstrates the potential for extending silicon photonics performance using plasmonics and EO polymers, with implications for mass commercialization using large silicon foundries.

The company’s innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.

Lightwave Logic’s presence at ECOC and its recent award come amid ongoing discussions with original equipment manufacturers and tier-1 multinational corporations regarding designs, material supplies, and licensing agreements for its EO polymer materials. The company has also entered into a supply-chain collaboration with Advanced Micro Foundry’s Silicon Photonics platform, aiming to accelerate the development of state-of-the-art silicon photonics modulators.

With $29 million in cash reported at the end of the second quarter, Lightwave Logic is well-positioned to finance operations through 2025. This financial stability, combined with its technological advancements and industry recognition, places the company at the forefront of addressing the growing challenges in network infrastructure as AI and machine learning continue to drive demand for higher-speed data transmission.

As data centers worldwide respond to the increasing need for faster and more efficient data transmission, Lightwave Logic’s EO polymer technology offers a potential solution to support the burgeoning demands of artificial intelligence, machine learning, and other cloud-based services. The company’s progress and recognition at ECOC 2024 signal a promising direction for the future of optical communications and data center infrastructure.

https://www.citybuzz.co/2024/10/15/lightwave-logic-showcases-innovative-optical-technology-at-ecoc-2024-wins-industry-award/

The interview, silence, the show, silence...insiders DON'T believe...they only TAKE.
Don't be surprised if Yves leaves...his SILENCE on the insiders' lack of buying was the LOUDEST STATEMENT he could have made! He is being groomed by the likes of the UNadmiral GRIFTER, the marcinobodi GRIFTER and the bocci GRIFTER. With his personality, possibly to WHISTLEBLOW, they MAY have needed the hahahaha, stand-up UNadmiral type, to keep Yves in line...

If they have a to do a r/s, then buying at these levels is probably not a wise idea. Ask the Belgians about Niocorp and how that turned out. This company is just as bad.

⚡ Performance Highlights
TFLN offers excellent performance with bandwidths over 100 GHz and Vpi around 1.5–2V. It's stable and linear, but still relatively power-hungry.

SiPh has more limited bandwidth (~30–50 GHz) and suffers from higher insertion losses and power requirements (Vpi ~4–6V).

EO Polymers can deliver >100 GHz bandwidth with Vpi below 1V, offering ultra-low power consumption and excellent scalability—ideal for AI, HPC, and future datacenter applications.

🏭 Scalability and Manufacturability
TFLN faces challenges in mass production: bonding steps, CTE mismatch between materials, and limited wafer supply (currently dominated by NanoLN in China).

SiPh has a mature ecosystem and is CMOS-compatible, but performance is hitting physical limits.

EO Polymers are fully CMOS-compatible and can be integrated into existing foundry processes, offering a scalable and cost-effective path forward.

📈 Market Readiness
TFLN is gaining traction in 400–800G modules but has not yet solved scalability issues.

SiPh is widely deployed in the market today but struggles to keep up with bandwidth demands.

EO Polymers are still in the pre-commercial stage, but hold strong promise as the next-generation modulation technology—combining high performance with low cost and true monolithic integration.

Why EO Polymers Stand Out
True monolithic integration on silicon

- Ultra-low Vpi (100 GHz)
- Scalable and CMOS-foundry ready
- No dependency on single-source wafer suppliers like NanoLN

EO polymers may provide exactly what the industry needs next. TFLN is strong in performance but limited in scalability. EO polymers—especially from companies like LWLG, could be the key to unlocking efficient, mass-producible high-speed photonics.

Capitulation is very near. Hang onto your hats.

The only thing that’s gonna reverse that would be an announcement with some meaning prior to the Russell index dropping the stock. Last year, I concluded they weren’t close to being dropped because of the market cap. That’s no longer the case this year. Plus if you’re under a dollar you’re not included any longer from what I read.. It’s just not looking good at this point. Of course that could all change, but this is a very, very vulnerable time to be in the stock right now.

You can call this fear mongering if you want, but I truly believe it.

If you really believe in the stock, maybe you should consider selling and buying back within the 30 day wash period or something like that.

I gotta hand it to you guys. The fact that you’re continuing to put on a happy face when it’s clear that TFLN is winning and the most direct competitor NML is surpassing Lightwave in certain respects and we still didn’t get any kind of first partner to at least say “we will at work with you to create a working PIC engine” kind of announcement at OFC and the very real and near term threat of being dropped from the Russell 2000 index — is simply remarkable.

It is a true testament to the incredible level of denial you have. I wish you guys well but man, what world are you living in?

fear & greed game is what cause capitulations, when LWLG hit $20 I told everyone here it had gotten ahead of itself and was clearly a time to sell, and FACT is that I was the ONLY person to do that BTW, back then I used to post routinely that the fair value for Developments and IP to-date was in the range of $5 to $10, and I believe that was correct for that time, currently the 5 year VWAP is around $7 and I believe the minimum fair valuation for Developments and IP to-date is about $8, so the current PPS now is as woefully undervalued as it was woefully overvalued at $20 in 2021

Was 2024 such a horrible year of Developments really? come on people, WAKE UP, at OFC in March 2024 LWLG Demo'd the 200Gbs modulator with world class metrics being produced on large 200mm Wafers, this is something the leading TFLN development company Hyperlight has said they will NOT be able to do for at least 3-5 years from now!! This got so much attention from the Tier 1's, adding a couple dozen NDA's, that Lebby was overwhelmed and had to pick and choose the "friendly's" as he called them to work with, and at ECOC the Industry Insiders voted LWLG for the second year in a row as the winner of the Optical Integration Award because Polymers have "Ease of Integration" and investors know that in late 2024 Lebby reported being in "deepening relationships" with some of the largest Transceiver makers on 3 continents!!! And at the ASM in May 2024 investors learned that PkM-6 and the 4x200 PIC were in Qualifications, and just before his departure in a Podcast Lebby proclaimed that the "Failure Mechanisms" Testing (a FINAL HURDLE OF QUALIFICATIONS) had been proving out to show LWLG's materials being "even more robust" than even he, Lebby had anticipated!!!

The current 800Gbs Transceivers are built with 8 individual EML modulators, there is NO REASON that Transceiver makers could not use 4 LWLG Polymer modulators just the same and get better performance metrics!!

Why the strategy shift?

1) LWLG was woefully under staffed for Device Developments of multiple Tier 1's on 3 continents custom PIC's
2) The Tier 1's Transceiver makers would have felt like LWLG was competition in doing device builds which is what these companies do every day
3) Lebby wanted "full value" for LWLG Polymers, he knew what he had in hand and wanted to as he said "leave nothing on the table", Lebby in essence wanted to be the tail wagging the dog

And so in conclusion, you and all the other investors can either listen to teddybear, punkipoo and the rest of the Short clowns spin their tall tales of failure and capitulate your shares now and they will love you for it, or you can believe what Lebby told investors that he needed "a little more time" to meet is long-standing Timeline to Tier 1 Customer Acceptance as 2024 was coming to an end, today we are only a few months beyond that Timeline that was put in motion as far back as the 2019 ASM and Yves the new CEO has a HUGE reputation in the Industry as a deal maker, and he will most certainly be inking Tier 1 deals here in 2025, the "need" in the Industry has never been greater, AI is rapidly accelerating the processing and transmission of data and the legacy technologies are maxxed out and using extremely high power as these Next-Gen speeds!! LWLG Polymer modulators can be optimized for SINGLE LANE SPEEDS of 1 TERABIT!!

what is key in the r/nvidia announcement this week, lies in the fact, that for the very first time, a leading worldwide conglomerate, along with other partners ($TSMC, $INTC... ) is recognizing the value of photonics in reducing the power use that is constraining the amount of work new #AIFactories can accomplish!

Now, a corollary of this statement, implies that photonics be compatible with CMOS foundries, to meet the volume targets demanded by the industry. The bottlenecks today are not in designing and prototyping (you will see many announcements at OFC25 for #200G/L, even #400G/L ) but in packaging and testing those components at scale (this was the call from Nvidia's Seyedi at Optica PECC conference last November).

Of course, existing base materials, are going to fight like hell to delay when they are kicked out of designs, but the true cost of ownership of the solutions they are introducing is torpedoed by the reliance on various amounts of DSP (Digital Signal Processing: extra power hungry components on the transceivers chips), by the reliance on multiplying the number of lanes (8-lanes, 16-lanes...), which are also incompatible with the power restrictions mentioned above.

The value of $LWLG Perkinamine TM, lies in its core molecular make up:

- It modulates light really fast (holds a world record along with Polariton Plasmonics, into the TeraHerz)

- It saves power to do so: claims up to 90% power saving vs competing solutions

- It is fully compatible with the CMOS chip manufacturing environment: see the PDK portfolio that was achieved in collaboration with the Singapore based Photonic foundry AMF (PR in May'24).

- It is so compact, it saves a lot of real estate on the chip, making room for the designers to pack in more features, if they so desire...

As a start-up, Lightwave Logic had to recently adjust its go-to-market strategy to reach a wider audience, but don't you think Nvidia, along with all the other players in the AI race who recently announced they are launching their proprietary solutions (AMD, Apple, Google, Amazon... along with their various suppliers: Broadcom, Cisco, Marvell, Lumentum, Coherent...) are going to rapidly make use of any solution that gives them an edge? The recent strategy adjustment has a huge benefit: it places the development costs on the competitors in this cutthroat environment.

That's why Yves was brought in, in this commercial race: to make sure that starting in 2025 and 2026, Lightwave Logic gets its fair share of the up to $2.5B serviceable market in which modulators could claim up to 25% of the value at higher speeds!!

Looking forward to what the coming months are going to unveil...

GLTAL

AR.

https://www.reddit.com/r/LWLG/comments/1jfz0yg/jensen_huang_nvidia_silicon_photonics/

🤣You crazy nitwit !

🤣You crazy nitwit !

No not yet have not finished buying shares at these prices, as said got only one share last Friday…

Americans. We need to stop the madness of these tariffs. Call your Congress persons.

JUST IN : THAILAND HAS TEMPORARILY BANNED SHORT SELLING FOLLOWING TRUMP’S TARIFFS

Caracas stock market up. Finally. Lucky communists!

Wow, do you have any more recent articles, please? This is from 2022? We're three years ahead now.

Can’t agree more!

Don't forget to mention Nvidia you absolute whopper

Someone is in denial !!! Call a medic