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The constant barrage of messages to disqualify and to drive the share price down has its logical explanation.
The methods are no different than the face spitting, insults and fist fighting Wallstreet brokers used in the old days before computer trading was introduced.
Today these methods can be used anonymously on social media and they are as you can witness from many of the messages on this board. As I said before there is almost 100% correlation between institutional ownership and shorting development since 3 quarter 2021. It’s pattern has been conspicuously synonymous. Good to know the prime volume drivers,
and that looks pretty solid assuming the company delivers as it believes it will:
1. Institutions increasing their ownership,
2. retail owners maintaining ownership and
3. shorters maintaining a 22 million short position.
Clear that the group with the biggest risk dominates the ‘word fighting and spitting’ and shouts hardest.. Stay tight., we are closing in on them soon. Lebby delivers.
X, the constant barrage of messages to disqualify and to drive the share price down has a logical explanation. The methods are no different than the face spitting, insults and fist fighting Wallstreet brokers used in the old days before computer trading was introduced. Today these methods can be used anonymously on social media. Remains important for all observers to realise that there is a close to 100% correlation between institutional ownership and shorting development since 3 quarter 2021. Good to know the prime volume drivers, and that looks pretty solid assuming the company delivers as it believes it will:
1. Institutions increasing their ownership,
2. retail owners maintaining ownership and 3. shorters maintaining a 22 million short position.
In other words the group with the biggest risk, needs the biggest mouth and the ‘ word spitting’ . Stay tight. Lebby delivers.
Lebby compares Lightwave with the OLED business model. Small staff, little overhead, innovative and highly profitable. He also thinks ( Franky So on Lightwave’s Board, is he not holding patents on OLED?) Lightwave may well extend its market coverage beyond consumer displays. https://finance.yahoo.com/quote/OLED/
Here is the OLED story. The current market value is $ 7.7 billion and the shareprice around 160 dollars.
Universal Display Corporation (UDC) is a leading company in the development and commercialization of organic light-emitting diode (OLED) technologies. With a strong focus on research and development, UDC has played a significant role in transforming the display industry and enabling the widespread adoption of OLED technology.
The story of UDC's business development in OLED begins in the late 1980s when the company was founded by Sherwin Seligsohn, a pioneer in OLED research. Recognizing the potential of OLEDs as a next-generation display technology, UDC embarked on a mission to develop and commercialize this technology.
In the early years, UDC faced numerous technical challenges in improving the efficiency, lifetime, and manufacturing processes of OLEDs. However, the company's relentless commitment to research and development paid off when they achieved a breakthrough in the late 1990s with the development of highly efficient phosphorescent OLED (PHOLED) materials.
This breakthrough technology significantly improved the efficiency of OLED displays, making them more energy-efficient and suitable for various applications. UDC's PHOLED materials enabled OLED displays to produce vibrant colors, deeper blacks, and wider viewing angles, setting a new standard for visual quality in the display industry.
With the success of their PHOLED materials, UDC began forming strategic partnerships with display manufacturers and technology companies to accelerate the adoption of OLED technology. They collaborated with industry giants like Samsung Display, LG Display, and BOE Technology Group to integrate their PHOLED materials into commercial OLED displays.
UDC's business development efforts expanded beyond displays into other applications of OLED technology, such as lighting and flexible displays. They continued to innovate and develop new materials and technologies to address the unique requirements of these applications.
As OLED technology gained momentum in the consumer electronics market, UDC's business grew rapidly. The company's revenue soared, and they established themselves as a trusted supplier of OLED materials and technologies to major display manufacturers worldwide.
UDC's business development story in OLED technology is characterized by their relentless pursuit of innovation, strategic partnerships, and a deep understanding of market needs. Their continuous investment in research and development has positioned them as a leader in the OLED industry, driving the widespread adoption of OLED displays and pushing the boundaries of what is possible with this transformative technology.
I think your analysis is spot on. I know quite some Belgian and Dutch investors in LWLG . In general they are affluent, well educated, understand the business proposition and are well aware of the investment risks. Most are invested since 2010- 2018. With the passing of time they have seen their investment risks reduced and their share price increase. There is very little incentive for them to sell their shares.
I agree. I see a very structured and disciplined business plan execution. There is no escape, success will come. Keeping the share price at current levels will only make this ride more interesting and rewarding. Unexpected moves will have disproportionate positive effect on the share price. I love the suspense. For longs the hard thing will be to time our transactions. There will be a short squeeze, a fast share price rise and probably a short fall back period before the share price will definitely start its normal growth trajectory.
Based on current parameters foundries are prioritizing larger wafer volumes since they need to amortize their billion dollar manufacturing assets. Competitive chip manufacturing can only be achieved by volume scaling. Photonics volumes are relatively small and moreover currently spread across hundreds of start ups.
Here comes Lightwave that uses current installed CMOS manufacturing assets and delivers extraordinary performance ( modulators) for decades to come.
Wafer volumes are to rise with an explosive market growth ( AI driven) for photonics ( photons, light ) and application in more verticals, even consumer applications down the line. For premium pricing ( in stead of commodity pricing) look at NVIDIA and see what margins and premium prices can be retrieved from the market if you offer what the industry wants. Tesla would pay a lot of extra money to secure NVIDIA GPU’s and be first in supply line. Customers worldwide are begging for NVIDIA GPU’s ( foundry TSMC) LWLG offers best performance and low cost of ownership to the entire industry for the near future. No doubt it will be able to generate premium margins as well and get photonics volume priority.
I imagine this closes this Andy Bertholsheim discussion. It’s clear Arista and Lightwave Logic are on speaking terms if Lebby can ask for an update.
Lebby’s intent was to show that a systems company like Arista is publicly considering polymer technology. Therefore it makes sense that Lebby used a publicly available slide. The updated slide needs permission.
As a CEO I wouldn’t give permission if it would compromise in any way my launch pad timing. Something I would like to keep in house and away from competition. I like the fact that Bertholsheim stated during Optica to see no big issue in integrating Lightwave’s material/modulators into a Arista device.
‘The Lions Share’ of the 800 G and1.6 T market is a share of around 80% ( > 50%< 95%). 800G transceivers will grow from a few hundred million dollars in 2023 to $ 5 billion in 2028, and 1.6 Tb will add another $ 1 Billion. Total 6 Billion by 2028 for 800G/1.6Tb.
Put differently Demand is 138 Mio and Supply ( outstanding) just 116 Mio. D>S. Next Roth investor conference. I like the latest presentation. Fantastic opportunity to step in for new investors.
All our shorters should realise there is a huge opportunity for them opening up. In turbulent times ( going from Moore's law to Lebby's law or from 2x every two years to 100 X every two years) there will be winners and losers. The real question for the industry at large will be, who is capable of coming up with the breakthrough performance the data and telecom industry, Artificila Intelligence will need ? Lightwave is in c ommercialisation mode, what about all those other Nasdaq companies ?
Trying to digest. The business opportunity for LWLG is mind boggling. Moores Law 2X in Two Years. LMM seize 100X per two years. Let it loose. Lightwave Logic wants the lionshare of the high speed modulator market ( 800 G, 1.6 G) ..... 5 to 10 Billion opportunity next two years. PLease define for me 'lionshare".
Same here. People who criticize KCC have no idea how 'small' it makes them.
Chip design changes often require updates to Bill of Material and the Process Design Kit (PDK). A PDK includes the necessary information and tools for designing and manufacturing integrated circuits. When there are changes in chip design, such as modifications to the layout, transistor structures, or interconnects, the PDK needs to be updated to reflect these changes. This ensures that the design can be accurately simulated, verified, and manufactured using the latest process technology. Updating PDK’s is foundry specific and ongoing. Anyway no chip will enter the production process without appropriate PDK. LWLG produced modulators, hence PDK’s are available.
Lewrock asked: “ Is it possible to produce modulators in a large foundry without a functional PDK?”
NO, NO. No foundry will allow you to enter volume production ( and play with billion dollar equipment and very precise lithography equipment) without PDK.
Somebody just asked me who is that asshole? I told him, he has none. He is full of sh.t and already for months.
Not even two minutes did it take and our contrarians, criticasters, shorts spew their venom. If you can’t digest information before you react, you are truly stressed out. Get a life, be an optimist, you live longer and happier.
…. “ Hope ( idle probably) that it gives criticasters, contrarians and shorts here reason for reflection and to move out of their imaginary, fictional self destructive narrative.”
You think you know best what’s good for the company let me surprise you. Your messages convey just one thing ; you apparently don’t! Get a life and do something positive for humanity . LWLG is golden!
Lightwave Logic Provides Third Quarter 2023 Corporate Update
Company Discussing Licensing Agreements with Variety of Companies, Ranging from Innovative Start-Ups to Existing OEMs to Tier-1 Multinational Corporations
ENGLEWOOD, Colo., Nov. 10, 2023 /PRNewswire/ -- Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, today provided a corporate update in conjunction with the filing of its Quarterly Report on Form 10-Q for the third quarter ended September 30, 2023.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl128426.pdf
.
If this is his therapy, I really hope it works. In general optimistic people are happier and live longer.
https://www.bu.edu/articles/2019/optimists-live-longer/
Good to see that the company steadily moves forward as promised and is in financially great shape. No debt, cash to fund operations well into 2025, lines of additional finance secured.
First revenue booked, well on its way to deliver on its promises in 2023/2024. Good to see that Lebby keeps his cards close to his chest. Undisturbed by all the noice from shorts and other impatient traders.
Great CEO, not the popular type some here would like to see. Hope ( idle probably) that it gives criticasters, contrarians and shorts here reason for reflection and to move out of their imaginary, fictional self destructive narrative.
PC, thanks for the EXIM information and improving my mood.
Isn’t that a great opportunity for those who never met Michael Lebby to meet him, ask questions to understand all outstanding issues or doubts and to get a better feel or opinion about the future of Lightwave Logic?
If he would have understood the importance of the diamondoid patent he could have had for more than a year a really good argument to beat up us longs. He didn’t, what an opportunity he missed there. Now it’s too late.
What we learned from Michael Lebby is that he is totally focussed on commercializing electro-optic polymers. Yes the competition has discovered the 800G transceiver opportunity, but the latest products are complex ( 8 lanes) and power hungry. Competition in the area of fast and lower power modulators is indicative for and only confirms Lightwave’s positioning to be leading in this space. Especially since Lightwave offers a clear future roadmap beyond these speeds and power efficiencies, something the competition is unable to achieve without the use of electro optical polymers. I am sure Lebby will provide updates when it’s benefits Lightwave’s commercial position in the market place as to not prematurely alert competition. Lebby’s recent statement that Lightwave wants the lion’s share of the upcoming billion dollar market opportunity shows his confidence. Waiting patiently to see this unfold and very confident that we will be updated rather sooner than later.
KCC, thanks for insights and putting the company narrative in ‘ historical ‘ perspective. What I see is a company in action and moving forward under Lebby’s great and inspiring leadership in one of the world’s most demanding technological and industrial fields. Here on Ihub we have a situation where some simple minded, short sighted traders are battling progress ( even personally attacking people) where even the political leadership in the USA, EU and China have seen the ‘ light’ and are busy building their own chip power houses, not to speak about the industry itself which is trying to re invent itself with photonics. Thanks a lot.
Really great news.
X, just to let you know that we appreciate your input here. For the traders and shorts who dominate the messaging here: We old and loyal shareholders have regular on line meetings. We had one today amongst this group and concluded that together this group has over 30% of shares, more than the institutions ( well over 35 million shares). None of us has any intention of selling our investment, the business case is too compelling and in our opinion we have never been closer to returns on our investment. We wish traders and shorts all the best. Enjoy the green in your account, but realise 22 million shares to cover is an awful lot when the pool of available shares is limited.
It just proves the irresponsible financial leverage. Yes, it better survives. The failure to do so would cause a terrible disaster for many small investors, the financial ‘ big to fail’ industry will no doubt be bailed out again.
The financial ‘ industry ‘ doesn’t create any real economic value or productivity , it makes money with money, it builds ‘castles of air, creates debt, awards its own leadership with exorbitant compensation and takes it funding from society. If all goes wrong, it’s the small investor and the tax payer who are asked to pay the price. I hope AI and crypto will rule into the power of the financial sector and its powerful facilitators, the market maker monopolies. The American middle class has been paying the price since 1990, whilst the winners have taken all.
Interesting Intel to divest it’s optical pluggable transceiver business. You wonder why!
50 G or PAM 4 times 50G is no longer ‘ up to speed’ of course. Still strange since the optical transceiver business is about to explode.
https://www.servethehome.com/intel-divests-its-pluggable-optical-module-business/
It just shows the industry the robustness of its polymers. It may well be that the economic life of a transceiver may be shorter in future, but as an industry you don’t want any degradation or failure rate during that economic life. It is an indication of excellent quality. Moreover you get breakthrough performance in bandwidth, speed and low power next to excellent quality. The choice up to the data centers.
Fortunately we get most of our information from reliable industry and company sources.The company just showed the trillion dollar internet industry leadership the reliability and long life of its active polymer materials. It’s glass transition temperature is almost 100 degree higher than the industry standard, making it the most durable long life active polymers in the world. It showed its excellent packaged modulator reliability. There is nothing which can hold up commercialization for material, modulator. Transceiver reliability is in the hands of the big transceiver companies e.g. Cisco’s of the world. The Google’s Amazons, Meta’s and NVIDIA’s of the world are begging for reliable 4 times 200 G = 800 Gbps transceivers and beyond. Not much to choose from imho!
Advocate, I have to admit you were more times right than wrong ( than me and many others) in the past. I really hope that your projections are right this time as well.
Proto, I fully concur. This is going to be a ‘ bankrun like’ match by the trillion dollar AI industry to get in first. I have held a senior leadership function in a fortune 150 company. I have seen many projects requesting funding in my life, but I really think this LWLG beats them all in scope and magnitude. I feel sorry for those who can’t or will not see the huge opportunity. Good luck to all.
Just to add some 3rd party ‘juice’ to yesterday’s meeting in Sunnyvale Optica meeting. Dr. Geiser is a CEO of a reputable Swiss photonics company. This is his comment on LinkedIn:
#AI? Don't worry... we ran out of ice cream!
In my young career, I have never seen such a seismic shift within an industry.
12 months ago, at Optica's last cloud computing event at DuPont the world was still a different one: the hyperscalers Meta, Google, Microsoft ... were all cooking their own soup. Plugable, co-packaged or onboard #optics were topics of long and almost philosophical debates. All the other companies down the supply chain were requesting some kind of guidance on which direction to look at. Even just 6 months ago at OFC Conference 400G was still the main topic, with 800G slowly showing up on the horizon.
Fast forward to this years edition of Optica's #Photonics Enabled Cloud Computing workshop and into a post-ChatGPT4 world. Large language models scale with a factor of 2 every 4 months, by far outpacing Moore's law and growth of compute and bandwidth capacity. This hunger for bandwidth, leads to a complete realignment of the industry. M. Ashkan Seyedi of NVIDIA (thanks Ashkan for that great and energizing presentation), Andrew Alduino of Meta as well as Cedric Lam of Google all make clear that no one can wait for standardization anymore before implementing new technologies. The big debates of plugable, copackaged ... are all a thing of yesterday. This is not religion, was one of the most used sentences. Even interoperability was seriously questions, if a solution has clear advantages.
With all that in mind, Cisco's Anthony Torza painted some beautiful a pictures with his Spinal Tap reference, that we currently "crank it up to 11". and even more with his comparison of AI engineers to a 5 year old child: 'The amount of ice cream [bandwidth] they will consume if available is infinite'.
My conclusions of this conference is:
First, the dynamics of the market changed and it is not any longer a matter of having the best and most innovative technology but more a matter of scaling it quickly and getting it into volume.
Second, sorry Skynet there is not enough ice cream, yet!
Thank you Jose Pozo, Carmen Paños, Helena Diez-y-Riega and the rest of the Optica team for this great workshop and Juniper Networks for hosting us.
This post was written without the help of #ChatGPT or #BARD
I hope we are able to leave them in limbo and dangling. Longs have direct access on the ground. Good enough for me. Really good things happen unexpected and fast. Open AI valuation went in months from ‘ undisclosed’ to 29 Billion and now talk of 83 Billion IPO possibility based on latest valuations. Mind you Open AI and all the others need 1.6 T and 3.2 T switches per second to capture the full potential of their future business value.
From LinkedIn José Pozo chairperson Optica meeting Sunnyvale
“WE'VE STARTED OUR MEETING OF THE MINDS. Optica has arrived in Sunnyvale, which calls itself the “heart of Silicon Valley”, though most people recall that Atari started the video game industry here. Today, the innovation is being driven by other famous names close by. Within a 7-dollar Uber ride you can get to the offices of Google, AI at Meta , Microsoft, AMD, Honeywell, Yahoo (yes they still exist), as do Juniper Networks, where I am parked now.
You might say that all these companies have one thing in common. They became successful because of fast communication. But that was before AI arrived, putting huge bandwidth and energy demands on servers everywhere. To cope with the tremendous load that apps like #ChatGPT bring to the IT world, we need ultra-fast interconnects in data centres between 1.6Tb/s up to 3.2Tb/s combined with very low power consumption.
So when will current optics technology catch up to match these kinds of numbers and how do we solve latency issues?
We should know more about possible solutions in the next 48 hours. Because over 200 of the world's top executives have flown in to be here (some by private jet!). By having so many decision-makers in one room and switching off the cameras, we can ask the crucial questions that need to be asked.
The secret that I’ve learned about Silicon Valley is that innovation needs two things. The money of large corporations and the disruptive technology and vision from small companies. So, for the second year in a row, we’re organising the Photonic Enables Cloud Computing Industry Summit. Last year at DuPont. This year, here at Juniper Networks. And once again, we’ll democratise the discussion. So we put the big corporations of Arista Networks, Cisco and Google alongside brilliant small enterprises like ficonTEC Service GmbH, Astrape Networks, Lightwave Logic, Inc., and iPronics Programmable Photonics. You’re right….let’s stop with the lists and get ready for some amazing conversations….to be continued……”
Imagine you are in the room with reps from some of the biggest internet companies and you show them that they are all engaged with your company Lightwave Logic. At least that is what you are suggesting by showing their names and logos on a slide. That’s pretty arrogant, misplaced or irresponsible if that were not the case. I bet the companies in the room are well aware of their ( NDA) tie ups with Lightwave Logic. Lebby is not an amateur, this is a sign of great things to come.
Command of course. My mistake.
China may demand half of silicon carbide wafer production in 2024.
https://www.digitimes.com/news/a20231023PD210/silicon-carbide-china-compound-semiconductor-ic-manufacturing-sic.html
Slide 16. You can argue if this means ‘availability for licence’ or indeed license agreement. I go for the second option because that has been communicated and implied before by Lebby