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Ok so more supplier than partner. Still hoping for a full partnership but maybe that’s not in the cards. Frustrating to see our potential in so many recent announcements and still just holding breadcrumbs. But obviously nice to see our vision increasingly being adopted.
Buzz,
This is a compelling analysis but one piece is missing for me: if the principals are disclosed and we are part of this new company, why aren’t we also being disclosed? Or are we not part of this venture but perhaps simply our technology is a piece of the new platform?
Tia,
Yanqui
Just bounced off it again. Feels like we’re consolidating for the next move.
Do you think the guidance about each sequential quarter was based on expected orders - or their ability to service those orders in light of supply-chain barriers?
Awesome to hear, F2. Don’t push yourself too hard too early, drink tons of water and get lots of sleep. It will be amazing to find your back to be pain free again even after the meds wear off!
Been there done that. Recovery harder and longer than expected but then your back is fixed! We’ll worth it - we’ll keep the fort until you’re back. Best to you~
This is a bot, I’m fairly sure. It does the same thing on numerous boards on IHub.
I’m going to post here a selection of interesting responses just posted on LinkedIn regarding the Lightwave Polariton announcement. Nothing new to this board but the excitement is palpable:
Jose Pozo;
Excellent achievement! I’m so glad that Polariton Technologies Ltd. and Lightwave Logic, Inc. are joining forces to achieve the fastest modulations on chip to date! Claudia Hoessbacher and Michael Lebby , congratulations!!!
Jose Poso:
Actually, I am so excited about this! Plasmonics of Polariton Technologies Ltd. and Polymer of Lightwave Logic, Inc.! I think this deserves some kind of video showing the industry the value of innovation through cooperation and participating in Industry associations. This kind of things give meaning to my job. Thank you!!
Herman Sleegers:
Agreed José , I am sure there is a lot happening behind the scenes. I hope some industry cooperations become public very soon.
Larry Cook:
Jose Pozo No question about it Jose. With Global Foundries and others now on board and creating a lot of collaborations this will certainly be game changing. I can’t wait to see what April brings!
Exactly. Buckle up, people.
Picked up a few at $7.30. Thanks to whoever made that possible.
Who is Moritz Kleinert?
Ok, so not a potential client but an important influencer. Thanks, jeunke.
Pretty cool - thanks for catching this. What do you know about PhotonDelta - are they much of a player?
Good question.
Second that.
X,
Thank you for this.
~yanqui
Appreciate it - thanks.
I found this to stand out - looks like they are still seeking a partnership before this can roll out.
“Although we believe that our polymers will be the key differentiating factor in Polymer photonic devices, we do not currently possess the technical skills and instrumentation necessary to fabricate and test PICs at this dramatically reduced scale and intend to seek an external partner to assist with development. “
I hear “last piece of the puzzle “ a lot, though occasionally stated differently. Curious - could you share upon what exactly you base this assumption?
TIA,
~yanqui
Credo Shares Pop as Multiple Analysts
Initiate Coverage and See Sharp Upside
February 22, 2022 10:01 AM ET (BZ Newswire) -- News
Multiple analysts initiated coverage on Credo Technology Group Holding Ltd (NASDAQ:CRDO) with a positive stance.
Goldman Sachs analyst Toshiya Hari initiated coverage on Credo with a Buy rating and price target of $23 (51.3% upside).
Stifel analyst Tore Svanberg initiated coverage on Credo with a Buy rating and price target of $20 (31.6% upside).
BofA analyst Vivek Arya initiated coverage of Credo with a Buy rating and $20 price target, which represents 30% upside potential.
The analyst says Credo's sales will likely grow at a 65% pace towards nearly $400 million by 2024.
Needham analyst Quinn Bolton initiated coverage of Credo with a Buy rating and $20 price target.
Credo should "meaningfully outgrow" its data center total addressable market over the next three years and be one of the fastest revenue growth stories in semiconductors over this period.
Cowen analyst Karl Ackerman initiated coverage of Credo with an Outperform rating and $19 price target (25% upside). The company is well-positioned to solve bandwidth and data transfer problems in data centers and 5G telecom networks.
The analyst sees a "credible path" to $70c in EPS in 2024 as Credo's sales "quadruple from here."
Craig-Hallum analyst Richard Shannon initiated coverage of Credo with a Buy rating and $19 price target.
The analyst believes Credo is poised to take material share in the data center connectivity markets over the next few years.
While this is an ambitious task competing against behemoths Broadcom Inc (NASDAQ: AVGO) and Marvell Technology Inc (NASDAQ: MRVL), Credo's customer list demonstrates its value-add.
As Credo transitions from IP to product company that accelerates growth, it's the perfect time to own this stock.
Mizuho analyst Vijay Rakesh initiated coverage on Credo with a Buy rating and price target of $19.
Price Action: CRDO shares traded higher by 1.97% at $15.50 in the market on the last check Tuesday.
We are unexpectedly trading quite strong today.
If pps goes down 10% in a day, we get some near term protection from shorting. I don’t mean to speak for x but I read him as saying if we’re already down almost 10%, we might as well grab the protection that a 10% hit brings us.
Hope that helps.
I’ve been trying to appreciate Gelsinger. He comes from the right side of the business to get them moving again. And he’s not afraid to make bold moves. But his moves seem unfortunately ‘old school’. Almost what I’d expect if Koog took over. I’m not a fan.
He’d better get it right. They won’t have a better opportunity- or even another one - if this reinvestment fails.
I thought that LWLG was not thought to be proceeding with Polariton because the interface was too complicated? Do others recall this?
Rock(ley) star.
As usual.
I don’t believe this product is ours.
Agreed. If that’s what is going on, it’s very good news for us as they aren’t aware of/focusing on the future that our little company is creating.
This may explain the huge position shorts are taking in LWLG. In my LWLG news on TD Ameritrade today, there was an article about Fed tightening that included the following:
“Sector Performance: Some sectors of the market struggled during the previous tightening period more than others. The Utilities Select Sector SPDR Fund (NYSE:XLU) more than doubled the S&P 500's return during the previous tightening period, generating a total return of 30.6%. The Real Estate Select Sector SPDR Fund (NYSE:XLRE) was also a top performer, generating a total return of 27.9%. On the other end of the spectrum, the Energy Select Sector SPDR Fund (NYSE:XLE) generated a negative total return of 23.3% during quantitative tightening, while the Materials Select Sector SPDR Fund (NYSE:XLB) generated a negative total return of 6.3%.”
Note the section on Materials. That’s our segment, accurate or not. Perhaps they see the tsunami of Fed tightening almost upon us and are aggressively positioning themselves short across weak sectors?
No way to be sure, but that’s a plausible explanation.
From Twitter 2 hours ago:
$LWLG option volume was 4X normal on Friday with 8,365 contracts. Call volume was 15% and put volume was 85%. marketchameleon.com/Overview/LWLG/…
Of course, it’s also a cheap way to hedge when taking a substantial long position in an uncertain market.
Hard to read this on my phone - consistent with your bottoming hypothesis?
Agree with all of this.
If we move meaningfully past $8, technicals swing in our favor and we could see a pps spurt to $10 fairly quickly imo.
I expect the shorts to defend $8 fairly vigorously, but we’re getting close.
Exciting times.
I’m a bit disappointed. With all the good market days we’ve recently had, I would have hoped that we would breach $8, which is what I see as our near-term resistance level.
I used to follow it for stories on stocks I followed. Back then it was free. Worth every penny I paid for it.
Institutional shorts handing off to retail shorts.
And … new short hit piece just landed on Seeking Alpha.