Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Oh that reminds me, I have an idea for this year's meeting.
X
It will be interesting to see if they do a quick dip below 4 bucks at the close and those calls loose out. If I understand it correctly they would need to exercise them in the next 15 minutes?
I'm showing the shorts returned 20k shares today, up 17 cents. Just about the 1k bumps the price a penny thing I talk about.
Even if you say 10k per penny it gets us to $21 plus $4 bucks or $25.
I'm thinking about trying to offer the shorts 100k shares at $25, so they don't totally get smoked.
X
Thanks, you sent that to me one time and I didn't "get it", I'll have to play around with it.
X
Thanks I need to print it and read it.
Supporting AI with new optical modulators To cope with surging internet traffic, datacenters can be upgraded with electro-optic polymer modulators. This technology requires no changes to the rest of the infrastructure and has performance headroom to
support continual upgrades for decades.
BY MICHAEL LEBBY, CHIEF EXECUTIVE OFFICER, LIGHTWAVE LOGIC
OK so there were 172k sells at the open, throw them away because they were a controlled dark trade.
Currently 218k shares sold deduct those 172k at the open = 46k "sells"
Currently 34k "buys" that leaves a delta on the buy side of 12k shares
Stock is up 16 Cents.
Do the math 21,000,000 shares short 12k more buys than sells up 16 Cents
there are 1,750 of those 12k buys x .16 = $280
If I'm off by a factor of 10 that is $28 + $4 = $32
X Wow I still pinch myself 21,000,000 shares that need to be bought back at some time.
They need to convince someone to sell them 21 Million shares, lets say they are somehow able to convince someone to sell them 172k shares per day, folks that is 122 day or 6 Months. But who is going to give them their shares, the company does not have any need for cash, no debt and no warrant overhand to suppress prices.
I need to look at the options numbers. What if the shorts were using options that are expiring today to hedge their bets? That would leave them open to a boatload of risk and more expense if they purchased new ones. Hmmm
Interesting I just looks and Every single Option that I hold is in the money today, that is first and yet the stock price was higher than this when I bought them. Demand is exceeding supply there too.
Thanks for posting that, I missed the details.
X
You need to watch some YouTube videos.
Options are rewarded to board members and other in exchange for their service, they have an expiration date so that if not exercised they lose the shares they were rewarded. Typically, executives exercise a warrant and sell enough to cover the taxes.
I'm not sure what options being exercised you guys are referring to.
X
We won't know that for a while, follow me now.
For the next 2 months we are still under T+2
So while today (3/15) is the end of the Finra reporting period for today's date the actual trades were made 2 days ago.
The Finra report that would include these shares will be out on April the 9th.
That trade this morning was "arranged" by the broker.
IMO if a short was involved in that trade it would have been a standing order to cover shares in the dark pool when the price is under $4.00
X That was how large players can sell or buy without affecting the price on the street. They work it either up or down to where they want them do the trade. Like it or not that's life guys.
You will notice that 172k were sold at the open, immediately absorbed by the market. Price only dropped 2 cents, then someone buys a couple hundred shares up 4 cents.
Lets do the math on that Lets say the shorts cover 2 hundred shares and the price moves up 4 Cents.
21,000,000 short 10,500 buys at 4 cents Thats $420 buckarooskis.
Someone is accumulating, bigly.
X
Shame on you, you are short and make up lies to try and scare others.
Fact, there are no reliability or stability issues, that statement is 100% totally made up. Period
I could not live my life that way, certainly you are capable of doing something honest with your life.
For Shame, For Shame
X
Here is some of KCC's work
Modulators for 200G per lane are 100% needed. Ask anyone in the industry…
There’s only 4 options: InP, TFLN, BTO, and EOP. I’m not including silicon because they can’t do 200G with PAM4.
InP based transceivers are hitting the market first with initial deployments this year. Compared to EOP, InP is more expensive, higher loss, suffer from chirp, consume more power, and are not scalable past ~100Ghz.
There have been TFLN prototypes but no indication of deployments. Also a January white paper from a TFLN leader provided insight into some issues they’re having. Compared to EOP, TFLN is like InP but even more complicated to manufacture. Bandwidth can go a bit higher and a bit less power consumption.
BTO is the least mature and I’ve seen no evidence of any work with BTO modulators for pluggable transceivers. The only advantage of BTO is the higher EO activity. However, in time it is projected that the r33 for EOP will surpass that of BTO. In-device r33 is already getting close.
None of the above categories are proprietary materials where one company dominates like LWLG does with EOP.
None of the above categories except EOP utilize standard tooling inside existing silicon foundries.
Looking into the future…ONLY EOP or BTO can provide the path to the 400G per lane that is already being discussed for the roadmap in a few years. EOP will naturally win this battle simply due to the cost advantages. Even the head of Silicon Photonics at Nvidia recently said BTO is “super expensive”.
This was Lightwave supplying their magic EO polymer to a 3rd party, it worked like a charm and proved that other companies could triple the speed of their devices and it set a world record.
Oh it is real and it is happening at last, just as Lebby said we see the 8x100s, now we see 4 x 200s at Google and NVDA in line for deployment. Just as Lebby said. I'm not saying that they contain Lightwaves polymer but they will be soon enough.
X perfect place, perfect time, perfect solution.
We will get bought out, this board will end. You will see ; ).
Ok, fair enough then.
Good luck with that. I can only say that you will see that China is not and will NEVER be involved here.
X. Shorts need to do some homework.
Well, you kind of need to read the rules of the disclosure exemptions for the U.S. military that are required. I'm not saying one way or the other, but please do your homework on the coatingings of a stealth bomber or tech in military satellites.
X. Hint "PAST" I know why that sentence is there. Keep learning.
Lebby is following the OLED playbook.
We will be bought out, I'll betcha.
X
Agreed, it is a huge step for the industry. However if there is one person that understands the entire industry it is Lebby. Certainly not a short or a self-appointed non industry person like Punkin.
Funny everyone I know that has ever personally questioned Lebby agrees.
I'd love to see anyone doubting that posting on here have a 5 minute conversation with Lebby.
X
85k dark at close is 10% of 850k traded for day.
Matches expectations.
X
I buy when others sell. It infuriates some that I do that. To me it just makes sense.
I'm just waiting this out. This AI thing is real and it is happening.
X. Waiting
Resilience matters. I know someone posted that earlier I could not find the post to credit them?
Regulating emotions and expressing feelings in appropriate ways. Focusing on the things you can control instead of dwelling on what you can not change.
If you give up, you will never succeed.
X.
I got some $3.97s and $4.03, so call it $4.00
I haven't had luck filling calls today, but that ok.
This shall pass folks.
As always, average over time, you can get better dealskis.
X. Market is Down
Shorts can hold on for decades if they want to. I always point out that they will have a hard time covering over a short period of time. Sorry if you mis understood the situation and thought that they they had to cover. As long as they want to pay interest to whoever they borrowed the shares from, and as long as whomever they borrowed them from, doesn't call them back, as long as there isn't a buyout, or dividends paid, they can remain there holding the shares they borrowed and sold paying the interest. They don't make money until they return them. It is hard for most to understand. If you've ever bought 100k of shares in a day here you would "get it"
X
Quick
Mark 129. 3/14/2024 11:25 ish
You are always welcome, I got some $4.03s earlier. I may grab some more it depends how I feel. It kinda feels to me like the period right before it went from 60 cents to 20 bucks in a few short months.
Have a good day it is going to be 75 here, dang, good day to get outside.
X
09:30 So there is a 12k Sell at the open dropped it 2 cents. Imagine that you are a long that needs to sell some shares, why would you sell 12k shares immediately at the open? Lil Play by play that makes many nervous and that is exactly why they do it.
09:40 just 5k on the buy side totally erased that 12k opening play by the manipulators.
They are now at 25k more sells than buys and the price is even on the day, that tells you.
Oh so if there was someone that actually sold 12k in the first few seconds had they waited a few minutes they could have made $240 bucks more.
OK let me look it is 09:49 27k more sells and it dropped 4 Cents to $4.08 Im going to fish for some at oh say $4.03
Actually, you almost have it right, he will tell them what they have and say due to the lab expansion and request from the industry for characterization that further details are now available for several versions of Perkinamine under NDA.
Good Point
X Oh and I'm sure that he will mention the new patents.
I would say that perhaps Tesla could use this in a few ways in self driving cars it could use Lightwaves Polymer in their Lidar Sensors, (but Elon has said publicly that he wants to do 100% visually, but I say snow and fog?). They also may want to use it to speed up communications though, and as you point out perhaps Lidar in avoiding space junk because the vast majority of new satellites come from SpaceX, which is aiming to have at least 12,000 operational Starlink broadband satellites in low Earth orbit in the near term and has applied for approval for 30,000 more. SpaceX has said it has procedures in place to move Starlinks out of the way of trouble.
"To accomplish safe space operations in a scalable way, SpaceX has developed and equipped every SpaceX satellite with an onboard, autonomous collision avoidance system that ensures it can maneuver to avoid potential collisions with other objects,"
X Excellent point there are 3 or 4 uses that Elon may consider just off the top of my head, but there are more.
It is coming folks.
It is in fact 2024, you are cortect their, March of 2024. However, Lebby did not promise anything for OFC that I'm aware of. If he did, please provide a link to it. I only know of 1 person attending the conference. I doubt they will post what they figure out. We'll get their, sometime, I'm not one to time things, nor chase them.
Oh wise one please give us a pick of a stock that if we bought today will outperform this. It must have volume to support decent size buys, not some sub penny stock. Let's say $1 million dollars a day trade average for the past 3 months or so, that is less than half lightwaves dollar volume
Thanks
X
156k total shares traded at 2 PM, oh boy.
Here we go, weeeeee
X
Well we'll see who's right.
X
For the first time in a long time, we see a greater buy at the open and the price dropped 2 cents, upon further review you can plainly see that the ask was $4.18 however the trade was recorded at $4.16, which "appears" to have dropped the price but what actually happened was (by design) someone pushing for a negative open by offering shares as a "no show" at $4.16. If someone had sold out of the gate they would have pulled that offer.
This is going to be hard to explain but follow me now, Those 6,423 (1,798 + 2,317 + 2317) all went down at 09:30:00 a microsecond after the open. OK throw away those "rigged shares". There are 7,800 more buys than sells and the price is up 5 Cents. That is about 7 Cents for each 10k more legit buys than sells. Using the current 20,700,000 shares reported as short (does not include any that are naked) But lets use that 2,070 times 7 Cetns is $144.90.
Now at 6k more buys than sells and look 6 Cetns.
Woops 3k more buys than sells, shorts haven't thrown down any yet so the price is up 7 Cents.
X Shorts had 30k at the open so take out those 6,500 that leaves 23,500 to hold this down. If vein hasn't posted yet he no doubt will when they play them. Stay tuned.
Now 1k more buys than sells and up 6 Cents, the shorts can not let this get away from them. It looks like any LPC shares have dried up?
So now the shorts are trying, but those "accumulating" are willing to pay more because the buy/sell dead even and yet up 6 Cents which if you look at the second paragraph is 6k. I told you it would be hard to follow. Anyhow my 15 minute editing period is up and it is 10:00.
As info, from schwaub, The trade settlement period will be shortened to one day beginning May 28, 2024.
X
If I get a chance I'll post it, the shorts pay money because they have borrowed shares. Everyday they pay carrying costs, that is how it works, carrying costs. They only make money when the buy back shares.
X no time to explain, they are in a world of hurt.
X out
At this point the shorts are not trying to convince us longs to sell our shares, we get it. They are laying off their shares to retail dumber and dumber types.
I'm cool.
X
Well if you don't think a short has covered from the mid teens, then they are as bad some wishing that they had sold then. Those guys covered.
Risk reward. No, No one shorted all the way down has not covered.
Risk reward thing.
X. I'm cool watching the 21 million suckered in by them, no financing needed cash for 1.5 years etc. They are not waiting to cover at 3 vs 4. Risk vs. Reward.
X. Look at the intelligence in their posts, dumber and dumber.
Some investors help row the boat. Others complain because the boat isn't moving as fast (as they lift their paddles ) and they though that we the investors would row faster for them. So they don't row at all.
Still others drag their paddle backwards and complain all the time and think they are cute. Then will want an award for bitching.
True true
X.
Ease in, don't go nuts.
It will go up and down. Don't chase anything. I like to see everyone make some dough
Honest.
In other words, it is impossible for us to explain to some that optical computing is parallel computing (doing more than one equation at a time) vs. Series (solving one thing and then moving on) perhaps NVDA has? It used to frustrate me to no end. Why can't we solve the problem 3 times without starting over?
I wonder how AI will program series computing? Think about that... ???
Whatever, proly the least that some try to comprehend the various wheelhouses the better, some get mixed up easily.
X. While it is definitely a vertical, to the best of my knowledge Lightwave currently is not in that space. But looks like Vein thinks it is.
Dumb asses.
The true longs want no day traders, nor shorts to know what transpires.
X. Loose lips sink ships.
Zip it good.
Enough with OFC, unless one blabber mouth attends you guys won't have a clue.
Xster cool.
This is a cool day by me. Everyday the shorts throw down 10% to supress puts us 1 day closer. And at 40k x 4 bucks = $160k that we the longs don't have to spend to hold it.
Oh but they have plenty of bucks to cause some to panic
X
To the best of my knowledge Lightwave logic is not playing in the "computing space" yet.
That is an entirely different ball of wax, that will be to computing what NVDA just did with GPUs to the industry. I'd say 10 to 30 years out. Apples and oranges.
Lightwave is currently focused on taking the data from point A to point B as is comes off the chip.
X