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100% agree. Enjoyed his ChatGPT answer to my question though. Been involved in Financial community for 30+ years and this is 1 of the only times i've seen the $3 Trillion dollar Hedge Fund machine un-successful using their Social Media Propaganda to influence sentiment. I credit the LONG TERM INVESTORS (especially our friends in Europe) for their steadfast belief in Lebby and the Science. Hurry up and Wait!!!!!!!
TreeBummer
What scientific knowledge do you have in the filed of Photonics??? Any chemical knowledge of Polymers??
A question any 4th grader could answer by simply reading the 2 week old management letter!!!!
Here's a fact sheet from Arista dated NOV 23 on the transceiver and cable products. Where's the 800GB transceiver??
https://www.arista.com/assets/data/pdf/Datasheets/Arista-400G_Optics_FAQ.pdf
Another thing is the financing of the company through LPC. The only other way to finance would have been through Wall Street Banksters and every Capital raise would have soul crushing warrants attached to them. Total shares outstanding would have been double today's amount if we went that route. You have to give Marcelli credit for this choice
They whacked it for 30k+ shares and it's still showing 30k on the bid at $.40. Someone earlier had a 45k bid get whacked at $.41. Agree, nice to see buyers stepping up
Wolf in sheep's clothing. Put him on ignore 1 year ago. Will always end the conversation with a "but" to input FUD
Question. This was a 3 judge panel. Does NLST have the right to have the whole Appellate board hear this case before it goes back to the district judge??? The dissenting opinion seems rather persuasive. Seems like whatever side you fall on "FORUM Shopping" is alive and well
Smart minds think alike. I bought 100 of those at 12:37 PM
Has anyone here found a connection between Macom and Volex??? Macom seems to be the biggest competitor in ACC's for Spectra
VWAP of $7.47 with stock trading at $7.21 on 550k shares. Completely manipulated BS!!!!!!
Gotta love being the 1st speaker in the AM!!!!
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2023102066&_cid=P21-LJEDAF-07265-1
This isn't a final patent????
Relax. No real LONGS are selling on this criminal takedown. Stock is at $8 and the VWAP today is $8.50. Pure definition of manipulation if you ask me
600k share in the 1st 1/2 hr. Looks like some Tute buying alongside shorts covering?????
MTSI ????
Anyone know if Ma-Com (MTSI) is using AEC's or ACC's for their cable tech???? I know MSFT apparently is negative on AEC's based on that company (??) that got cut in half after their earnings report. I saw a bigger company (???) that is offering 800GB cables based on AEC's recently too. I agree with most here that ACC's prefferrable to AEC's. These guys finally start to gain traction on their Data Center biz this could easily be a 20 bagger from here. Delays cause stock price pain but doesn't mean they won't eventually get the job done. Longtime 1000% believer in LWLG and don't see the need to compare. Good friend works as a General Contractor for Data Center builds and his jaw drops when answering how many cables exist inside data center
FEB 2010 WhitePaper?????
Pumpikins is really struggling to come up with more FUD
Showing NO but I beleive that to be wrong. I thought we were definitely down 10% intraday yesterday and SHO was on my screen. Meaning we are subject to REG SHO trading restrictions all day today. Wonder if they changed the rules on us
What are the total # of warrants outstanding???
You can thank the most well funded Lobby in Washington DC... The Hedge Fund community
Here comes the pivot!! Looks like we're getting finished wafers from Foundries so the next argument is we're a niche product and won't make any money. I swear these guys have a notebook they follow on Social Media
"here are significant additional milestones in the works that we aren’t yet ready to discuss, but taken as a whole, we are incredibly confident in the direction of our business and in our team’s ability to make our next-generation technologies truly ubiquitous in the global internet infrastructure of the future."
One Modulator to rule them all @!!!@#$#@!!
I noticed the letter is about 2022, not 1st, 2nd, 3rd or 4th Qtr but for all of 2022. Looks to me they made a lot of progress for the full year. Hurry up and wait!!
Extremely low ACTUAL float with an oversized Short Position that is active in the market 99% of the trading day. They control the stock price until they don''t. Execution by management towards their stated goals takes care of this problem. I also believe the Shorts DO have a problem and their only way out is to let the stock gap up on news to a new line in the sand ( say $30) and then walk it down to say $18 and try and cover there. In order to extricate themselves from their short position they have to use volatility as their friend. THEY CANT COVER DOWN HERE AS THERE ARE NO SELLERS IN VOLUME!!!!!
I'll give it a try...
1) Not an official PR from the company
2) Still a garage experiment until proven on the foundry floor
3) 800MM market cap with no revenue
4) Lebby, Leonberger, Miller, So are not smart and they forgot everything they've learned over the last 40+ years
5) Market sucks and not rewarding pre revenue companies
I'm trying my best to channel my inner-Pumpikiins and Koogler
PS... This post is a joke so get a sense of humor if offended
What are the SEC rules on timely release of material information. I contend the slide presentation is material and we will see a PR within 48 hours. Just a guess
Marvel paid $10BB for Inphi (dig into that company and see where 1/2 of their revenue came from). I'll think about taking some profits around that range. Maybe 10% to buy a vacation home
X,
Am i correct in assuming slide 20 (Arista TFLN 800GN transceiver) still requires a driver chip???? Would that be a 25-30% cost saving using our modulator/design????
They (TSMC and Samsung) may have 80 % market share in Semiconductor foundry business but i'm pretty sure they arent near those % with silucon photonics. Thouhht i read somewhere where TSMC is just getting started in Silicone photonics
I'd be interested around $0.12
Silicon Valley private company business model. Loaded with Quarterly expenses and hope the revenue comes. They lost $42MM cash LAST QUARTER!!!!! Much prefer the LWLG approach. Using the ATM Financier (name?) for all these years turned out to be pretty smart
Long live the New King!!! God Bless Queen Elizabeth!!!
How about the additions of INTC, NVDA, Samsung and curiously TOWER SEMI
Not a problem for the LONG TERM INVESTORS. BIG TIME problem for the shorts
Their tricks don't work on LWLG LONG TERM SHAREHOLDER crowd
Is it possible MACOM is using Spectra7 Chip in their cables???? Big companies often send C-suite guys to smaller vendors to kick the tires before a buyout
Proto already layed out a compelling cost scenario against MRR's also. Lebby starting to talk about 10x power savings and speeds up to 3.2TB compare rather favorably to MRR's
What happens if Perkanimine enhances their tech???:? LWLG already proved this thesis with Polariton
I know who bought 1,100 of them!!! Short term gamble