2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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.
Good catch Proto
Fantastic update! PDK's Operational!!
Michael Lebby, Heterogeneous Integration at Photon Delta
Foundries wants to run high volume wafers in there plants. Photonics is adding the volume compare to 15 years ago
Transceivers got 2 chips. A semi and a photonics chip. There is a wish to bring those too together
Hybrid foundry, there is a case for this. For different materials “mix and match”
Could be a very interesting opportunity.
It’s real, it’s happening
Our man is on now
Is this a new presentation? I'm seeing new images from the foundries.
pag 27 Pilot Wafer SEM images
AEC has good traction, which is good for ACC too. Still it takes time to qualify. They are working their way through the second hyperscaler. And it appear they are almost ready to ship AECs to the second one. The ‘fiscal year‘ reporting is something I find confusing. But it safe to say that 2023 will be big(ger)for active copper cabling. Their first two HDC are Chinese customers. The shift to high volume hasnt happenned yet for Credo.
So, very much in line with what i understand of Spectra7. The patient investor will win this
_______________
From the Credo CC
We also saw the opportunity to offer compelling functionality that enables our customers to innovate on server rack and switch rack architectures. Industry analysts are now forecasting AECs to grow to a multi-billion dollar market in the next four to five years.
We continue to ramp volumes with our first customer as they broaden deployments of the new dual tour architecture enabled by the Credo AEC.
We expect the ramp to continue in the calendar ’23 and we're developing multiple AEC solutions to solve for their future roadmap of higher speed deployments. I'm happy to report that Credo has completed the stringent qualification with our second hyperscale customer.
We expect to begin our revenue ramp near the end of this fiscal year and expect meaningful contribution in fiscal ’24.
Hey F2, always thankful to be part of the longtimers here. A full production PDK is what i want to hear before eoy. Lwlg should be on the menu for the high rollers to come in and choose us.
Lebby is sticking his neck out and that takes guts. We all should be brave like him.
Very true Pro. Burned myself badly about there
Proto, no much time today im afraid. So quickly….
I like the news. Solid Q. Previous Q3 2021 didn’t gave any next year outlook. No surprises yet. They keep promising revenues for ACCs in 2023. Very nice to hear there are onsite demonstrations.
That’s in line of what I thought previously were the ACC initial revenues came from. So if the real life tests are good, we should see full production for ACC finally happening in 2023
Incredible KIK. Congratz. How do you do it? Can you share some insights on how to find them, trade them, hold them?
Thx Steve
It’s my attempt to generate more traffic on this board and draw new investors in. And discover our little gem. Lol
Is Canada still open?
Yes bought more
Still hopeful. Market is wrong
Yes i did shhhh
I bought more shares today (for the wife)
Cmon Lebby, don’t destroy my marriage!
Future, i got a word back from Bonnie. The credit came to me but I already told her another sharp investor spotted the job discription.
Hi Steve,
You are so on top of everything! We are focused on the data center market with our analog chips which delivers lowest power and cost to hyperscalers. Hope you saw our latest blog post: Active Copper Market Helps Reduce Power Consumption in the Data Center - 650 Group.
The job description is for a well-rounded engineer. All our chips have an analog data path and digital state-machine control circuits. Ideally, we are looking for engineers that can do both.
Have a great day..
Bonnie
Well Robert, PSVR2 is a huge winner for S7. That’s pretty clear now. It’s about a $30M+ contract for the next 2 years. And growing.
If we get another datacenter with that, the PPS will be flying
I know YP. But I have always tried sending out questions to numerous companies. Remarkable how many people send you something back when you ask it the right way. Mostly when nothing comes back, your money is in trouble.
Creating something that is partly digital. Not sure that's possible, imo. Analog vs digital. Let me connect with Raouf next week.
Paul the only this mentioned about cars on the table was 'Ferrari'
Don't make too much from what you posted who's is TSLA supplier. It's clickbait. LWLG can be an indirect LiDAR supplier down the road.
RNDR is such a great solution for massive rendering jobs but also many other use cases.
Added another 10K and ignore all of the negativity surrounding FTX and others. I'm not scared to buy and hold RNDR on my ledger.
Future, is mixed signal related to DSP designs like AEC cable's?
Great post. I agree
Im still last? I must be doing something wrong?
Yes like in going up ten fold
He explain that there is tech that converts data from electrical to optical. Faster and low power. He continues that the company had a breakthrough and the stockprice went through the roof. This could be the next Microsoft, pps wise, so lets your winners run, dont take profit. He doesn’t include it in his ‘total’ because of the volatility. If it goes to zero, that will hurt him, he is mentally prepared.
So i let it run and see were it goes. When i come next time in my Ferrari, you will know how it worked out. )
Good. You are halfway there.
That’s exactly how you play this.
Put your money in and ‘wait’
I'm sure Koen will name the company when things become indeed "very big". And give credit to who gave it to him.
He didn't discovered it by himself but it was hand feeded by Walter and Luc Jansen.
I'm expecting another big party at BNP Paribas Fortis headquarters somewhere in 2023.
Yes. He met with Lebby a few years ago. They couldn’t invest because of the otc listing. That has changed
For the record, i will never buy a Ferrari. Too unpractical.
Not counting anything. Just messing with the shorts here
Hey F2, thank you for the kind words. I've always enjoy your posts here. I'm looking forward seeing you at the next ASM. I will recognize me by my car, a Ferrari! LOL
Pretty pumped to hear a Belgian top economist Koen De Leus talk about Photonics and LWLG. I made a quick video with his voice over and our website. I hope it will generate even more Belgium folks picking up LWLG as their next Ferrari sponsor. Funny how this aged so well the "Lebby: instead of a Porsche you should buy a Ferrari" Koen talks about driving a Ferrari if LWLG hits.
Please like and share.
https://www.linkedin.com/posts/steve-schiets-1016aa21_detijd-lightwavelogic-polymers-activity-6996804422139834368-DrAM?utm_source=share&utm_medium=member_desktop