2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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Yes i can confirm
I was at the last place in previous contest.
Howard Marks: you must be willing to be last in order to be first ( or something like that)
Awesome post NBRTNS. That Texas prototype link is a real eye opener. I need to process it further. Thanks
A new Belgian investor send me an interesting article this morning. It explain the battle between the copper and the fiber, or as Lebby said in the past 'the marriage'. But at one point optics take over.
https://www.cablinginstall.com/blogs/article/14280135/commscope-copper-in-the-data-center-network-is-it-time-to-move-on
But it's not just the cable. The switch (box) plays also an important role in upgrading DC's to higher speeds. In order to be successful, a company like Spectra7 and/or Credo needs both, imo
https://www.cablinginstall.com/blogs/article/14280135/commscope-copper-in-the-data-center-network-is-it-time-to-move-on
What is not mentioned in the article is that you always need an modulator when you use a AOC cables and thus increase your capex and opex.
AOC is the future, (in the end) Lebby really needs to puts a product in the market to kill off copper. That's not the case today. Copper is still a player.
Speeds are going up per 100G and you have no choice but to use S7 ACCs or Credo's AEC. That's how I see it anyway. DACs are out.
The Sidoti summary of Spectra7:
Spectra7 is fulfilling chips to enable a top global console game makers AR/VR headset due to launch in February 2023.
Spectra7's Active Copper Cable is critical to global datacenter expansion meeting both power and bandwidth requirements, at both lower capital and operating costs.
Spectra7 Active Copper Cables are designed in to all major hyperscale datacenter providers, including AWS, Microsoft, Tencent, etc.
That pretty strong, imo.
In the last interview the question is raised that there were compatibility problems with Microsoft in the past. huh? That's is very strange and, in my opinion, to ask that question that way. I've never heard Microsoft mentioned before nor did I miss it. Plus this is not about the cables but about the switch (in the box).
Microsoft apparently works with AECs because of those compatibility issues. It's a better option I was been told by people who follow CRDO. But something is changing or has changed. If Microsoft is testing S7 tech, that's because of the better value they get from opex and capex.
Suppose S7 can 'show' Microsoft they could build a better system (ACC's with better matching boxes) like they did with Sony then we really hit the jackpot. And I don't think we have to wait for 2024 but that's maybe just wishful thinking.
Now their TAM is 1 billion (cable's) but with better box technology S7 could expand TAM to 3 billion. Also in the interview. And that for a small company with a market cap of under $20M.
I do like our chances here. We are building our revenues. Our margins are improving. Sony and Tencent are revenues. Microsoft expands our TAM and could be potentially be massive.
Spectra7 is a screaming buy, imo
Huge @RenderToken milestone to share today: Announcing The Render Network Foundation (and the incredible team running it!) https://t.co/hiRPKQ3kVU #RNDR $rndr
— Jules Urbach (@JulesUrbach) January 20, 2023
New Sidoti Presentation by Bonnie Tomei and Raouf Halim.
Yes Good to hear Raouf again stating North America is an exciting opportunity. More news to follow.
Looking good guys for the 2H23 to get some good news on the North American Datacenters revenues.
Uploading asap
Yes i will
Starting in 2 mins
Are you out?
Reposting today's event.
Spectra7 is fulfilling chips to enable a top global console game makers AR/VR headset due to launch in February 2023.
Spectra7's Active Copper Cable is critical to global datacenter expansion meeting both power and bandwidth requirements, at both lower capital and operating costs.
Spectra& Active Copper Cables are designed in to all major hyperscale datacenter providers, including AWS, Microsoft, Tencent, etc.
https://sidoti.zoom.us/webinar/register/WN_Q5JQgUd9S_Cn51DsCdzseA
Great stuff. I've put it on twitter
Thanks Myles @parolePSVR for showing that cable. The cable is made by Spectra7 $SEV.V #PSVR2 pic.twitter.com/nwsFJSLeYQ
— Steve Schiets ⭕️ (@SchietsSteve) January 19, 2023
Loving the market reaction. It feels good to be green. Let's hope more investors are willing to bet Spectra7 is going places.
Me too
Yes Walter. We didn't like it. But it worked out pretty good. What many thought it was a toxic way of financing, (selling X amount of shares in the open market) didn't apply for LWLG stock.
LPC didn't dump hard, but controlled, while the larger growing bullish retailers bought almost on a monthly bases their shares. The downside off all this that we didn't really made money for many years.
I feel very fortunate to have this large retail investors base. If we all keep our cool in harder times, we should be just fine! And our stock can run really hard in good times with our low O/S count.
Just got home from a party. Don’t value my message but i too think Claudia is hoping for a LWLG rescue. Giving her the capital is needed to run more wafers.
Michael is laying it cool because the tech is many years out
Groupschat
Thank you NBRTNS for finding and posting that video. I still could not find it under Spectra7 searches. Normally these videos pop-up when searching for Spectra7.
Great seeing this ecosystem were S7 is thé player for active copper.
I may have to take down the video ‘lessons learned’. Got a warning. I contacted the media outlet asking what i can do to keep it up.
I would not be selling if the business is taken off. If LWLG generates cashflow and the stock sits at a 100 bucks, that doesn’t mean it’s expensive. Down look down, look up.
I took out my cost. But if the news is really good, my cost goes back in.
I hear that CRDO at CES is telling people they have good traction….
That’s good,imo
Yes LoveLWLG, I made a separate video for it. That's how much I like it!
Fire!
From the UniFiber HDMI connector to the latest Thunderbolt 4 & thinnest portable display yet, we look forward to continuing to make industry-leading interconnection solutions accessible to everyone!
— storhm (@storhmbrand) January 12, 2023
They are winning, imo. ACCs will come online with orders. Meanwhile we are selling a lot of chips to Sony.
S7 will have a very strong year. Hugely undervalued
New Credo 800G video
Brilliant Roc. Thanks for writing that down!
Uploading the big video group chat too. Will take a while
Put your brain to work. Listen to the man!
I'm uploading....
That very last comment was great!
Interesting comment from Michael on GF Anthony Yu.
Foundries now see that photonics is a business says Michael from Ligentec
This will help the sales.
https://mixed-news.com/en/oculus-founder-is-blown-away-by-playstation-vr-2/
The green bars listed:
We are excited…
Organic up-list…as promised in 2017…
1st Sept 2022: 1yr on NASDAQ
Polymer technology extends speeds, reduces power consumption…for decades…
Single lane…have to have faster optics…
Power is growing exponentially with increased traffic levels…it is the Achilles Heel…
Polymers are unique in their properties
Standard silicon fabrication components…
Size matters!
At least 30X better than competition…size, low power, and speed matter…
Polymer engines for pluggable transceivers
To become a leader in the engineering and manufacturing of electro-optic organic polymers…
Portfolio enables licensing & tech transfer à opportunity to scale volume manufacturing
Partnering allows us to focus on our uniqueness, efficient use of capital, & to prepare for volume…
Activities with partner foundries for volume scaling
Potential to enter market in many verticals both direct and indirect (via OEMs, CMs, OSATs, foundries)
Our technology roadmap emphasizes our unique value to the industry
Current engagement includes foundry partnering
Silicon based electro-optic polymers and silicon photonics demonstrate world class speed of operation
Electro-optic polymers outperform silicon modulators
The PSVR2 is maybe the best VR out there. The hardware is really good says this reviewer.
Sorry, it's in Dutch but I do value their reviews. It's a known Dutch site.
https://tweakers.net/video/18820/playstation-vr-2-preview-misschien-wel-de-beste-vr-bril-van-dit-moment.html