Think1st
56 분 전
Your thoughts on market reaction, in the general market, when news comes , do we get limited upward movement, because the trend is down in the market
War ,Iran, middle east .inflation etc
Or does the power of lwlg signing contact Trump it all
x993231
1 시간 전
Everyone has to do what they feel is best for themselves, don't second guess and shoulda, wpulda couldas are everywhere in life. I was buying shares last year at some crazy rate, I forget I think it was once an hour, everday until Lebby brought home the bacon. Oh well, not use crying over spilled milk. Depending on taxes it sounds like it worked out for you, cool, cool.
X, 70lb each gently as laying down a sleeping baby.
pitcook
2 시간 전
I agree with everything you are stating here, and crediting you with educating me back when we were on Yahoo about the power of the GOO. We know that, and the brilliant people in the technology industry and other Titans of industry know about the power drain, and the need for more speed.
We have spent tens of thousands of dollars to fly our former CEO and team to 20+ shows around the world, and that anyone who needs to know, knows about Photonics and what we bring to the table.
My honest honest question is why aren’t the Jensons, Gates, Cubans, Bezos, etc., etc. buying our cheap stock at least up to 5% where they would have to declare it, or buying as much as they can, knowing how much money we would save them, and how much profit they could make?
More importantly, why isn’t our company buying back all the stock they can, if nothing else protecting us shareholders who have kept them in business for well more than a decade? Any time insiders or companies buy back their own stock, it shows the investment world that we believe in the products that we have.
prototype_101
2 시간 전
did teddybear LIE and keep POUNDING THE TABLE to investors that Lebby had "failed to be able to make a generic 4x200 PIC"? listen to what Yves says about a generic 4x200 PIC from 17:30 to 18:00, he says there is not any significant difference between the two!!! This of course gives credence to what I said had happened all along!!!! 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
Remember, Lebby had the PkM-6 material for 400Gbs lanes, as well as the 4x200 "Custom" PIC's already "In Qualifications" already in May 2024 as evidenced by Slide #29 (color coded) showing BOTH of these "In Qualification"
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/a669fa0d-6741-ad73-e523-69a20e3cdd15?origin=1
RuudSaltis
3 시간 전
I thought of the shortening cycle aswell! It’s not even April and we are already have the Design-in product! Yves was sand bagging with the 18-24 months…. Ramp can start maybe already end of this year. Several interesting companies have to scratch behind their ears… this could go much faster, like the product: faster, saving energy , easy to implement, saving heat problems, no cooling problems, less costs and prepared for years to come…. Interesting, very interesting. Heard that someone sold all and is buying back quickly ….
Interesting week ahead!
prototype_101
5 시간 전
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 happens 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!!
prototype_101
6 시간 전
worth another LQQk, Proto, Another example of Nvidia acknowledging the work at LWLG is the inclusion of the 400G/L-based modulators in the presentation Nvidia gave last October at PECC which placed LWLG's 400G at the forefront of a set of competing solutions for future nodes...
We' have critical meetings coming in a couple weeks at OFC25 to set LWLG on a breakthrough trajectory in the Datacom / Telecom vertical!
March was the six-month anniversary of Dr. T Connelly joining our BoD and his work should soon become visible with the activation of separate licensed verticals to LWLG's business plan...
We have money in the bank into 2026.
News on the way,
GLTAL
AR.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175941461
2024 ASM slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.
Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/a669fa0d-6741-ad73-e523-69a20e3cdd15?origin=1
Also note that from Yves presentation on 1/9/25 slide #10 shows Nvidia as a company featured in BOTH the outer circle of Optical Transceiver Suppliers and the inner circle of Silicon Photonics Engines PIC's, it is most likely that Lebby had been focused on working with the companies shown in the outer circle as he had said "working with some of the largest Transceiver companies in the world" where the shift in Business Strategy Yves is more likely to be working with companies in the inner circle
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/4f259d6a-5d07-5eb6-c171-5aa079ec9bda?origin=1
Nvidia, like other major players in the tech industry, is keenly interested in advancements in optical interconnect technology, especially as it relates to AI and data center operations. Here's a breakdown of how Lightwave Logic's polymers fit into this context:
The Need for Speed and Efficiency:
- The rapid growth of AI and data-intensive applications is driving the demand for faster and more energy-efficient data transmission.
- Optical interconnects are crucial for meeting these demands, and companies like Nvidia are heavily invested in improving this technology.
- Nvidia, like other large tech companies, are dealing with the growing power consumption that comes with the optical portion of their systems.
Lightwave Logic's Polymers:
- Lightwave Logic's electro-optic (EO) polymers offer the potential for higher speeds and lower power consumption compared to traditional materials.
- These polymers are designed to improve the efficiency of optical modulators, which are essential components in optical interconnects.
- ightwave logics technology is being shown to be able to achieve very high data rates, which is something that companies like Nvidia need.
Nvidia's Interest:
- While direct, public statements from Nvidia specifically confirming their intent to implement LWLG's polymers may be limited, it's clear that Nvidia is very interested in the technology that LWLG is producing.
- Information shows that Nvidia is aware of the power consumption problems that optical transceivers are creating in data centers.
- The advancement of the technology that LWLG is producing, is very applicable to solving the problems that Nvidia is facing.
- The industry in general is moving towards the technology that LWLG is producing, and Nvidia is a large player in that industry.
In essence, Nvidia is actively involved in the ecosystem where Lightwave Logic's technology is highly relevant. Therefore, it is reasonable to conclude that Nvidia is interested in the advancements that Lightwave Logic is making.
prototype_101
6 시간 전
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/
x993231
7 시간 전
The demand is here, Jenson at NVDA is finally willing to let EO links speed up the AI Factories and do their 'generative' AI work. In the past when one requested something from a data center, it only searched the available data. What 'generative' AI does, is creates new original context by linking things together that would not have been looked at in the old Data Center world. It does get things wrong though and sometimes builds on that false assumption so it needs to be corrected, to "learn" where it went wrong. Like it or not, that is the new world that we live in.
Back to Jenson at NVDA, so he just told us that demand for data increased 100 fold in 1 year, but available electrical power did not, so "compute" is limited by the available power.
While lightwave doesn't compute (do math) it frees up power which in a round about way enables more GPU's by efficiency moving the data in, out and around what we used to call Data Centers. It is a force multiplier.
Lightwave was left out of the first generation of NVDA EO hardware, but IMO we will see it applied to future chips to speed them and yes, reduce the power. There will be many vendors competing for that NVDA dollar and they will need Perkinamine, we are off to the races.
The world is changing big time just as Lightwave has its polymer ready. Remember the years of runs through the data centers and hours of testing, many took that as a failure, nope it is called development, I call it achieving a stated goal.
X.
x993231
18 시간 전
Thanks and wow, i was hoping someone would take the time to explain it all. I'm as physically tired,,, I haven't been like this in years, biceps are actually hard again, lol true.
X. Some don't like the man thing, I don't mean to offend. Folks that are goofing off, do something it is spring.
stockgambler1
23 시간 전
Gemini A I created this: Based on the words listed in the attachment, Lightwave Logic Inc. (LWLG) appears to be a company focused on Electro-Optic (EO) Polymers and their integration with Silicon Photonics for applications in the Data Center, DataCom, and TeleCom industries.Here's a breakdown of how the words relate to Lightwave Logic Inc.: * Electro Optic Coefficients: This is a key property of EO polymers that determines their efficiency in converting electrical signals to optical signals. Lightwave Logic's core technology revolves around developing high-performance EO polymers. * Polymers: This directly refers to the type of material Lightwave Logic utilizes for its active photonic layers. * EO Polymer Enable Silicon Photonics: This phrase explicitly states the company's approach: using their EO polymers to enhance the capabilities of silicon photonics. * Mission to Augment/Integrating EO Polymers with Silicon Photonics: This likely describes the company's primary goal and business strategy. * PDK " has been Implemented " in 2 Silicon Foundries: This suggests that Lightwave Logic has made progress in making its technology accessible for integration into standard silicon chip manufacturing processes. PDK stands for Process Design Kit, which is essential for foundries to manufacture chips based on a specific technology. * Convert Electric to Light (EO): This describes the fundamental function of the EO polymers in their technology. * Silicon Photonics: This is the platform that Lightwave Logic aims to enhance with its polymers. Silicon photonics uses silicon as an optical medium for various applications. * Data Center, DataCom, TeleCom, Networking Applications: These are the primary markets where high-speed optical communication technologies enabled by silicon photonics and EO polymers are crucial. * 200 Gbps, 400 Gbps: These data rates represent the high-bandwidth requirements of the target markets, which Lightwave Logic's technology aims to address. * Bandwidth, Bandwidth Limitations: These terms highlight a key challenge in data communication that Lightwave Logic's high-performance polymers can potentially help overcome. * Bottlenecks: This refers to limitations in current technologies that Lightwave Logic aims to alleviate with its solutions. * Power Consumption: This is a critical factor in data centers and communication networks, and advanced materials like Lightwave Logic's polymers can potentially offer energy efficiency advantages. * Open Eyes, NRZ, PAM4, PAM8: These refer to different modulation formats used to encode data onto optical signals. The fact that these are listed suggests Lightwave Logic's technology is relevant to high-speed data transmission using these methods. * ALD, Poling, BOEL, SI-PICS: These are likely related to the manufacturing processes and integration techniques used with EO polymers and silicon photonics. * ALD: Atomic Layer Deposition, a thin-film deposition technique. * Poling: A process used to align the chromophores in EO polymers to achieve electro-optic activity. * BOEL: Back-End-of-Line, referring to the later stages of semiconductor manufacturing where interconnects and other layers are formed. * SI-PICS: Silicon Photonics Integrated Circuits. * Scaling Up, Wafer and Chip: These terms indicate the company's focus on manufacturing and commercialization of its technology at scale. * Seamlessly Enhance Semiconductor Foundry: This reiterates the goal of easy integration of their technology into existing chip manufacturing infrastructure. * Stability, Encapsulation, Etching, Patterning, Generative AI, Multiple Generations: These likely refer to aspects of material science, device fabrication, and potentially the use of AI in designing or optimizing their technology for long-term reliability and continuous improvement. * Charge Carrier Effects, Polariton: These are more technical terms that might relate to the fundamental physics and mechanisms of their EO polymer technology.In summary, Lightwave Logic Inc. is a company deeply involved in developing and promoting the use of its proprietary electro-optic polymers to significantly improve the performance of silicon photonics for high-speed optical communication in various data-intensive industries.
tradero
1 일 전
This is what YL said in January
“... We are in various stages with our materials and technology. We are making constant improvements, but we have stressed to the technology team that it is important to lock down on one primary material to provide data, prove its efficacy, reliability and quality to potential customers and that's exactly what we are currently doing..."
and again
Question: Are there any technical problems that our partners or customers are waiting for Lightwave Logic to resolve before that can start such as stability, integration or scaling up?
"...As I mentioned earlier in my other comments, we're in various stages with our materials and technology.
And as you might imagine, we're constantly making improvements. But it's always important if you're trying to prove the efficacy and reliability and quality to potential customers that you need to lock down to 1 material, and that's exactly what we're doing..."
prototype_101
1 일 전
LWLG VWAP 1.23 up 20% on 3.6million shares, and scumbag clown Shorts with a series of dinky trades in the aftermarket presumably from/to related BS accounts drop it to 1.12 hoping to trick the Longs into thinking this was the closing price, too funny really, these lying scumbags will DO/SAY literally ANYTHING to try and convince Longs to sell their shares!!
NEWS FLASH!! It will be the Shorts who will be capitulating to the Longs as Yves begins to ink the Tier 1's deals in 2025!!
Yves LeMaitre, who recently took over as CEO of Lightwave Logic from Michael Lebby, argues that the next two years will be the most critical for success. The technology has been proven, but are the customers ready to take the risk?
https://www.lightcounting.com/research-note/february-2025-the-ironman-marathon-for-new-optical-materials-394
Data Center Front-End Networks & AI Back-End Networks plus the many other Verticals including Computing, LIDAR, Sensing (Medical), Space (Satellite), etc will be enabled using LWLG's Polymers, investors don't be conned by the Shorts this technology has been sought after by all the biggest companies for the past 40+ years and is worth MANY BILLIONS $$
Lebby just before his departure in a podcast CONFIRMED that LWLG Polymers passed the "Failure Mechanisms" testing's with flying colors, which is a Final Testing Requirement done in QUALIFICATIONS just before the technology gains Customer Acceptance!!!
This is HUGE!!!! read all about it here,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175609637
The Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc
IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!!
Grifter Shorts Must Return 20 MILLION Borrowed Shares!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!!
If Shorts think that 109 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 109 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day LWLG drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 20 MILLION SHORTS HAVE COVERED BEFORE YVES INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Scope08
1 일 전
I seem to remember, something along those lines, but can't remember exactly.
I don't believe we were made aware of the metrics of each Perk iteration.
Let's say there's a slider from 1 to 5, which details Perkinamine version traits.
Some versions of Perk are 1 heavy on the slider. Some are 5 heavy. Some are in the middle (3).
Depending on whether an application requires 1 heavy attributes or closer to 5 heavy attributes....that's the version they would choose for the customer's specific needs.
Perk 5 may cover more bases, and thus be more universal.
Other Perk versions may be reserved for highly specific needs.
Concentrating on one, (or two), versions of Perk, may have been implemented to allow for a more concentrated commercialization focus.
Multiple versions of Perk could equal cart before the horse.
Difficult to say, without knowing just how different the variants are.
Is one totally different than the other....or just a little bit different.
I doubt they threw the "shelved" variants in the dumpster though. (perhaps X can check)
Most likely simply placed in reserve until needed.
Again, layman opinion here.
Scope08
1 일 전
My understanding is that each variant of Perk, meets different metrics, and has been tailored to have different strong points and deficiencies.
Also not sure if Perk 6 was available at the time Polariton partnered with LWLG.
It's logical they would have been informed about it though, when it was developed.
Either Polariton didn't need it, (Perk 3 was perfect)....or Perk 3 met Polariton's needs equally or better than Perk 6 for this application....or LWLG kept Perk 6 up their sleeve.
Understand this is my very rudimentary understanding, and should be subject to correction by those with a better grasp.
x993231
1 일 전
F'in wise guy, dude of dudes, yes I think it is still part of the equation, but lightwave will not make them, for a small fee they can use the patent use it and pay a royalty.
I opened up the milk this morning, remember when you would fold back the milk carton to open? I was asked to invest in the screw top, I didn't because I couldn't see the future in it. I think the royalty was 1 penny per container.
Welcome back, hoping life has done you well.
X