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.
Refreshing. Inescapable progress to success. Thanks
This is what somebody posted on the ARM Ihub board yesterday. Could happen to anybody, especially if you are impatient don’t do much research and see a share as a lottery ticket to instant gratification, rather than a long term investment:
“ I sold yesterday before the news today. This is my second time taking profits.
Should it correct again I may consider buying again, unless I find better bargains. GLTY. PS: I am interested to buy more NVDA shares. But when I see it correct.”
Anybody following ARM? Stock rose 60% today based on strong quarterly performance. Hate to be one of the 10 million plus shorts. Honestly think this is wrong sector to short at the start of a huge and disruptive growth period.
I would add that we pay him with our appreciation for his due diligence and knowledge. As an important Lightwave shareholder his voice and choices are relevant to me and the company and carry more relevance than the people who have no or a ‘ negative ownership’.
These latest industry movements are a clear sign of a business paradigm shift. The winners in this scenario are likely those that are able to quickly recognize and adapt. They may find new opportunities for growth, innovation, and competitive advantage as a result of the shift. On the other hand, the losers will likely be those businesses that are unable or unwilling to adapt, leading to declines in market share, profitability, and overall relevance. When a mature business market like the data center market is challenged by the combination of ever growing data transmission needs ( internet, video data explosion) and a cataclysmic event like the arrival of Artificial Intelligence some businesses may struggle to adapt to the new changes and could potentially face financial difficulties or even go out of business. Others may be able to successfully pivot and adjust their strategies to align with the new paradigm, allowing them to thrive in the evolving market. I think Cisco and HPE have understood their current business model is threatened and they are quick to adapt. This will set off a chain reaction in the data transmission supply chain not seen since the introduction of the internet. New players or disrupters like Lightwave will emerge as winners.JMHO.
Lightwave claims to have the fastest, cheapest and smallest organic ( non crystal) active proprietary ( they have the patents) light switches in the world. They can be combined with other materials used in photonics ( Indium phosphide, silicon, etc etc). There is enough space for many more semi conductor and photonics companies in the different application areas. If there would be an analogy from semi conductor chips than it would be that the ‘Intels and TSMC’s of the world’ have been cramping ever more transistors ( non organic), billions, onto their ever smaller chips to drive speed and accommodate ever more computing and data capacity. Smaller seems to be the general trend. If less space is needed other functionality could be added eventually. Think LiDAR where you want encryption technology to be included ( to shield your LiDAR from other vehicles) and at minimal power consumption to protect you battery and to maximize your mileage.
The drive for lower latency and more bandwidth and switches (modulators) which can accommodate these vast and fast data transmissions has now been given an ‘unexpected’ boost from Artificial Intelligence and will allow Lightwave to take ‘ the lion’s share’ of the data center 800G/1.6 Tb market according to Lebby. No doubt other application areas will ( or have) emerged.
I recommend you read the latest Lebby presentations where he explains the advantages of Lightwave’s modulators versus all incumbents and current photonics competitors. He also gives an overview if new application areas. Follow Protohype, he gives almost a daily update on Lightwave’s potential and competitive position.
First Cisco and NVIDIA and now HPE and Juniper Networks . Things are heating up in the networking business due to the demands of datacenters to accommodate A I. Further consolidation in the business to accommodate the bandwidth and speed and powerconsumption demands of artificial intelligence and to build and attract marketshare for the participants in the Ethernet networking space. These partnerships are the concrete signs of the big disruptive changes required for the complete data center infrastructure between now and 2030. Lightwave’s technology platform will be required. Read Lebby’s latest statements on Lightwave’s offerings which perfectly fit the strategic direction of the networking industry.
https://www.crn.com/news/networking/2024/ceo-antonio-neri-hpe-juniper-networks-aims-to-disrupt-status-quo-with-modern-ai-driven-networking-fabric
Today NVIDIA uses InfiniBand to communicate between NVIDIA devices. To go global you need a different ‘ language’ , the Ethernet ( widely used on the internet). To widen your AI distribution you need to accommodate generative data processing in your computer but also retrievable and connectivity with the ‘ internet’ data centers. You want everything to be connected to AI ( from government to individual businesses and consumers ), Hope clear: Old people recall the dial up internet ( grrrrr sound). It was replaced with WIFI. The change we require with AI is similar to this past change fro dial up to broadband access.
Today’s announced partnership between Cisco and NVIDIA bodes well for Lightwave. It will give NVIDIA access to Ethernet ( today InfiniBand restricted) and it will accelerate the need for aligning AI computing speed and bandwidth ( at the edge) with datacenter performance on the internet. Huge data center infrastructure changes will be required to allow AI to maximise global distribution analog to the changes late 90ties between dial up internet and broadband internet. Can’t see how these companies can do it without Lightwave.
https://finance.yahoo.com/news/cisco-nvidia-help-enterprises-quickly-083000191.html
Today’s announced partnership between Cisco and NVIDIA bodes well for Lightwave.
https://finance.yahoo.com/news/cisco-nvidia-help-enterprises-quickly-083000191.html
Really don’t understand why XenaLives is restricted to message. Hope administrator can restore her full access.
Don’t think the share price has anything to do with the potential buy out value of the company. The buyout value is determined by its growth potential, market position, intellectual property portfolio, competitive advantages, and strategic value to potential acquirers. Additionally, prevailing market conditions, industry trends, and the overall economy. Negotiations between the buyer and the company, will ultimately determine the buyout value, not todays share price.
I all my 15 years with Lightwave, I have never ever felt better with my investment. The shorts will be the icing on the cake.
Just hear Jason Huang of NVIDIA speak about the necessary complete retooling of data centers and the required paradigm shift in chip design ( generative and retrievable), software and connectivity due to Artificial Intelligence.
“Most in the industry haven’t got it. We got it a decade ago’!
I think Lebby got it as well : “ Wonder who ( read: datacenter) can do without us ? “
If you still don't understand the difference between $NVDA and all the rest, Jensen Huang explains it in less than 2 minutes.
— From Growth To Value (@FromValue) February 3, 2024
"We observed that and realized that about a decade and a half ago."👀 pic.twitter.com/rcBaRY2WBG
Just to point out that 50% institutional ownership may be desirable, it doesn't mean institutions always get it their way. NVIDIA has 19.8% institutional ownership.
LWLG is in a black out period. These black out periods are to be observed when financial reporting is due ( after the 31 December 2023) and/or when important business events are expected which could move the share price. No insider buying is allowed. News is of course allowed to be distributed publicly when due. No limitations here.
Sounds like a huge market!
Chat gpt:
Question: How can scandium improve recyclability of aluminium?
“ Scandium can improve the recyclability of aluminum by forming a strong grain-refining agent, which prevents the formation of coarse grains in the aluminum alloy during the solidification process. By adding scandium to aluminum alloys, the resulting material has improved strength, corrosion resistance, and formability. This enhancement in material properties allows for the use of recycled aluminum with a higher content of impurities, enabling more efficient and cost-effective recycling processes.
Therefore, the addition of scandium to aluminum alloys can potentially increase the recyclability of aluminum and promote sustainable production practices.”
Let me add that from the European group I know best, most hold their shares since 2009 -2011 time frame. A couple sold part of their shares and kept a significant number at no cost. Only one sold his complete holdings at around 17-18 dollars ( bought a beautiful place in Spain) and has gradually been accumulating ever since. All in all most European shareholders I know are pretty comfortable with Lightwave and their long position. I would 50% thinks we will be bought out in 2024, 50% thinks we will go it alone for some time. Looking at AMAT ‘s acquisition strategy over the years, Lightwave would certainly be a very likely prospect.
Maybe time and location and the introduction ‘ He was reminded he's made such optimistic predictions in the past.‘ may have dampened his natural optimistic demeanour. JMHO
Thanks Walter. ‘That is as good as it gets.’ Honest , straightforward interview. Building and running a company (like Niocorp) is pretty cumbersome and complex undertaking, whereas buying a share in a company is a pretty simple transaction which comes with very little responsibility . In fact it’s a privilege to make money without big risk or responsibility. You can sell your share any time. You can’t run away from your responsibilities as a CEO ( if you are wired correctly). I think Mark and his team are.
Microsoft is largest shareholder of OpenAI and the company is very interested in Sam Altman’s plans to build dedicated chip manufacturing ( foundries) to break NVIDIA’s ‘ monopoly’ according to Bloomberg and the Financial Times. I am sure Microsoft realizes the connection between ‘ compute’ chips and ‘ connectivity chips’. To beat NVIDIA you need to outperform NVIDIA on every aspect of its business. You need to offer better performance, price and lower cost of ownership.
Thanks. Its the awakening mainstream media attention for AI and its impact on society, power and water resources as well as Wallstreet awareness on FAANGS rising cost of operation, which I think is interesting and bodes well for us LWLG shareholders.
Just reading Dutch newspaper and the rising media awareness of the enormous power consumption of crypto and now the power consumption artificial intelligence is adding. Every bitcoin transaction is costing 16.000 liters of water for cooling, every GPT chat costs 0,001 euro in power consumption and with 200 million ( probably more by now) requests per day, it’s adding up quite rapidly. It’s a huge business cost ( and a huge societal cost). No wonder Microsoft is thinking of nuclear power plants to deal with the rising cost and usage of power. Reducing power consumption is becoming an absolute necessity and with the reduction data transmission will increase again ( law of Jevons 1865 on coal consumption). The other requirement is the current mismatch between compute and connectivity. No AI expansion without improved data center connectivity. We need photons ( light) to go as fast as possible using as little as possible power in the data centers. FAANG’s are positioning themselves for the AI business growth. Without fast switching light no AI expansion. Without LWLG, AI will run into roadblocks. Lightwave is in the sweet spot.
New Lightwave employee: Purchasing manager. Nice to see Lightwave moves into practical operational mode and needs this function to deal with suppliers and supply chain partners.
https://www.linkedin.com/in/brandon-ramsey-6a193985/
What is a purchasing manager’s function?
A purchasing manager's function typically involves overseeing the procurement process for a company or organization. This includes tasks such as sourcing and selecting suppliers, negotiating contracts and prices, managing relationships with vendors, and ensuring that purchased goods and services meet quality and budgetary requirements.
The purchasing manager also plays a key role in optimizing the supply chain and managing inventory levels to ensure efficient and cost-effective operations.
Just listened to first five presenters at Optica Super Computing conference. One important take away. No standards, no final scalable solutions, photonics is a must, need for high bandwidth and faster modulators. Didn’t know that Boulder Colorado was the 2e Super Computing hub in the USA. Isn’t that the place where Lightwave is active as well? Small world.
Microchips, just watch Lebby speaking in the Benzinga interview - early December-, on the challenges in concluding these multi year agreements. It’s not reliability, not patent related. It’s to get it right the first time for multiple years and to lock in partners for all these years with every partner having different demands.
Just for your information. The data center industry would love to see $1 per Gig. Just confirmed by Ayar Labs. Lebby already foresaw that in 2016. Moreover during ASM 2023 Lebby gave some very conservative volume numbers I am sure LWLG can deliver the goods. You also may assume a gross profit for an unique commercial proposition in terms of performance, power consumption well over the current semi conductor industrial average. In other words some financial modeling and forecasts are possible.
Scope, we have a patent specialist in our midst. That’s how it was released here on Ihub first. Has happened a few times already that we knew first, before MZ released. It’s what it is, Happy with the good news.
Thanks Marco. Bottom line you get what you pay for and LWLG as a development and start up company didn’t want to pay a lot. Rightfully so. As you can see each business phase requires a different communication effort. These guys work with pre-agreed and specific performance criteria and budgets. They are professionals.
Correct. He cannot stand the emptiness of his soul and wants to connect at any cost, even if it means to be detested and despised. Keeping him busy as some of you do is surely ‘caring’ . It helps him to feel ‘seen’. I admire people who help others in distress. Hope he doesn’t turn violent, often the last phase in this psychotic pattern.
Black out starts 15 January. Black out periods restrict the ability of insiders, such as employees and directors, to trade company stock usually around the announcement of financial results or other significant events. Personally I expect more significant events in the remainder of January. JMHO.
Good to see the overall mood here gradually improving again. That bodes well for the share price. Thanks for the good discussions and information. I am looking forward to good news in this quarter.
Making more than a 1.2 billion in profits and being fined 249 million still leaves almost a billion. That’s how reputable banks get away with financial crimes. That’s what I consider the fallacy of ‘‘ a level playing field’ in trading practices.
https://www.morningstar.com/news/marketwatch/20240112287/morgan-stanley-hit-with-criminal-charges-and-249-million-fine-for-alleged-block-trading-fraud#:~:text=Morningstar-,Morgan%20Stanley%20hit%20with%20criminal%20charges%20and%20%24249,for%20alleged%20block%2Dtrading%20fraud&text=Morgan%20Stanley's%20pitch%20to%20sellers,could%20drive%20share%20prices%20down.
Exactly. Global Foundries business model is ‘ contract manufacturing’. Gupta will not alienate its customer base which consists of different material systems. Doesn’t want to lose business. What is interesting is that he mentions specific materials , which we know have physical and performance limitations and puts organic materials and polymers as future solutions. We know these future solutions are already here to be commercialized. Why would the Googles, Amazons and Meta’s of the world wait for something in 5 years, if you can have that solution today in 2024? Doesn’t make sense! Smaller footprint, best in class bandwidth, highest data speed, driverless and absolute lowest power consumption.
Exactly. Global Foundries business model is ‘ contract manufacturing’. Gupta will not alienate its customer base which consists of different material systems. Doesn’t want to lose business. What is interesting is that he mentions specific materials , which we know have physical and performance limitations and puts organic materials and polymers as future solutions. We know these future solutions are already here to be commercialized. Why would the Googles, Amazons and Meta’s of the world wait for something in 5 years, if you can have that solution today in 2024? Doesn’t make sense! Smaller footprint, best in class bandwidth, highest data speed, driverless and absolute lowest power consumption.
Don’t want to engage in politics. But this is China’s ‘ China First’ policy. The Chinese have a potential market 4 times as large as the USA and want to dominate EV, Air, AI . They claim they need most REE of it themselves. Hope the western nations have the foresight to secure their own REE sources and supply, Bodes well for Niocorp, US ( and Europe) cannot do without w/o losing more economic and political power.
I think the update is welcome and especially valuable because it requires any third party company or institution (mentioned by name) to agree and verify the text.
Ruud, Ihub is not for professional investors. They don’t watch the share price every day. They analyse and continue to check the companies shareholder value creation process and the executional capabilities of its management and than let it run its course.
Savvy long term shareholders here are fortunately doing the same. The current shareprice is determined by traders, impatient retail investors, retail shorters and institutions helping the shorters and especially themselves for improved cost positioning. No institution would touch LWLG if it would not be convinced it would create value over time, LWLG will deliver big time to us long time investors.
Yes, I was.