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Sounds like you are having a rough day PG-17
Maybe have a drink and call it a night. You are digging a hole to China, as the saying goes!
Slide 10 on growth of 800G transceivers revenue by 2026 hitting $3B (below quote from slide)! Wow!! 10% of that piece of the transceiver pie revenue is $300 million, 20% of that is $600 mil revenue for Lightwave.
I looked at Lewrock's revenue growth estimates table and he has $315 mil in 2026. But the above estimates for 10% (of $3B) is JUST for the AI data center capex expected to be spend for 800G transceivers. The question is are there other data centers also buying 800G transceivers (non G-AI ones)? Update: Slide 23 shows these other uses: also for EO polymer modulators for Silicon Photonic Platforms, and other platforms: optical/quantum computing, HPC and RF applications!! BoooYahh!
~20% of G-AI data center capex is expected to be 800G transceivers ($3B in 2026)
The PDK's are owned/approved by the Foundries.
If they have a tight NDA with Lightwave (that's a given), it is my understanding that Lightwave cannot officially reveal a Foundry they are working on a PDK(s) with has officially accepted the PDK. I believe Dr. Lebby is wording things to stay within the NDA boundaries, and nicely too! He has said a number of times these agreements with their Foundry partners are at a very sensitive stage, as the Foundries want 1st mover advantage.
Bottom line is the fireworks are getting set up for a great show in the months and years ahead. Dr. Lebby has this under very strong control. He's the right man for the right job.
https://en.wikipedia.org/wiki/Process_design_kit
Hey KCC, that publication link you provided on effectphotonics.com is a great resource to understand emerging areas in photonics, and Lightwave's polymer application. Is this article below on The Power of Integrated Photonic Lidar where Lightwave's polymer has key applications which the auto Lidar companies have already expressed interest? Lots of very cool developments coming into existence. Thanks for your earlier link too!
https://effectphotonics.com/insights/the-power-of-integrated-photonic-lidar/
Thanks Matty! Another quality U. of Colorado physicist and engineer PhD graduate!
Love his interests and experience in lasers, sensors, fiber optics, quantum mechanics and magnetics. It seems he would also be part of the other future growth verticals that Dr. Lebby has talked about, and I'm sure the current EO modulator/transceiver areas too. Lots of opportunity in space and DOD for sure.
Very cool update KCC! A fortunate friend to have in the industry that can provide you knowledge (access to knowledge) on how well Lightwave is evolving as a technology in their sector. Appreciate all of the information you share as this story and technology moves forward in a very competitive market/world!
Thanks allwillbewave!
LOL. I remember when the one handler on the Netflix series Ozarks was acting up, and with the American couple running the product in US were visiting the owner, with handler in Mexico, the Cartel owner just blew her (handler) away with his handgun. Just like it was just another day at work. I think the shorts need to rethink their premise in a hurry!
I think the Russell 2000 was up 1.12% today, but down a bit for the week.
on the other hand, small cap PLUG was down 40% today. That was a disaster in the making.
I've followed it on and off out of curiosity (hydrogen engines), but am so glad I didn't become a curious investor of them at $63 a few years ago, now $3.50ish!
TP, he's a CEO of his own company. He knows what he is talking about from 1st hand experience.
Do you even read the words of a poster you kneejerk react to?
You should be ashamed of yourself. EOM.
Hah, you can also catch a falling knife by its blade if you are really good.
Also depends on how fast the blade is rotating per minute.
Now swallowing swords. That a bigger challenge!
PS: I haven't swallowed any swords, but we use to eat glass at our college pub (Hickey's Tavern) back in the old days. Crazy shit the boyz do back in the day. Now I just buy Lightwave stock. Hahaha!
Nice little block (11,657 at $4.66) traded (below)
NLS Time (ET) NLS Price NLS Share Volume
10:59:32 $ 4.67 100
10:59:31 $ 4.67 200
10:59:31 $ 4.67 126
10:59:31 $ 4.67 107
10:59:31 $ 4.67 100
10:59:31 $ 4.67 100
10:58:53 $ 4.665 100
10:58:52 $ 4.6601 250
10:58:47 $ 4.66 11,657
https://www.nasdaq.com/market-activity/stocks/lwlg/latest-real-time-trades
Maybe frustrated sellers are looking for a more promising disruptive technology after this morning?
I think burned investors in PLUG sold out this morning and read Lightwave's 10-Q and realized "this is the real deal" and they have cash until Spring 2025.
PLUG off 41%, LWLG up 8%. Boom!
I read the 10-Q.
Dr. Lebby is working through this business process deliberately, carefully, with clear direction while hurdling natural issues that come up with every disruptive pre-revenue company about to break into a massive industry on multiple levels.
Natural modest dilution is very expected, as well as ramping up raises of cash, as the company is now increasing hires, lab space and reliability testing and ongoing development leading to pending deals and revenue sales.
What is really bothering your brain Julip? Is it the time it is taking to get to the finish line, or are you just upset with the share price??
This show will soon be on the road imo and many other longs that have done the DD, travel to ASM and some to expensive conferences.
Funny that you got all worked up from Xena's posts. She's just doing her job to post data and information she discovers from her own work. Take it or leave it, but please don't get all twisted sisters on us.
I recommend you put some Plug Power in your tank if you have problems with Lightwave Logic!
See the link below.
Your complaints about the 10Q are laughable at best; you really lack an ounce of business acumen.
https://finance.yahoo.com/quote/PLUG?p=PLUG&.tsrc=fin-srch
Cool! We're in business!
Just for your POWER11. So you can embrace the world you love!
Even some Michael Jackson too!
Powell says Fed is ‘not confident’ it has done enough to bring inflation down
https://www.cnbc.com/2023/11/09/powell-says-fed-is-not-confident-it-has-done-enough-to-bring-inflation-down.html
Imi, I believe the weak auction could dampen SPY's further run in the days/weeks ahead
if bonds continue to back up more in yields, and the markets believe that the 2024 stock
outlook may be further challenged by higher bond yields and less likelyhood of more than a few
Fed cuts later next year (market is anticipating 100 basis points in their futures outlook).
We have PPI and CPI next week, and we'll see if the lower oil prices the past month will keep that
number in line or lower than estimates. It is very hard to make confident forecasts in this kind of climate.
Majority of economists were wrong forecasting that 2023 economy was going to be weak. Ended up much stronger.
I can't find out enough information just yet.
Just heard the auction for 30 year went poorly.
Appears to be some recovery now. Also saw headlines that Feds reverse repo fell below $1 trillion for the first time in past 2 years.
What is a Fed reverse repo?
What Is a Reverse Repurchase Agreement (RRP)? How It Works ...
A reverse repurchase agreement is a short-term agreement to sell securities in order to buy them back at a slightly higher price. Repurchase agreements (RPs, or repos) and reverse repos are used for short-term lending and borrowing, often overnight, for banks looking to fulfill their reserve requirements.
30 year bond auction today didn't go so well. Oooopsie.
Oooops, terrible treasury auction today.
https://www.cnbc.com/us-treasurys/
It is good you are thinking small vein. $5 bucks
Then you will be very surprised in the months ahead regarding share price, if you stay healthy.
Great insights KCC, many thanks!. Very important nuggets of information gathered by RichardL via Atikem.
I see strong indications of highly focused Lightwave communication and outreach of their proprietary polymer technology benefits (cost savings (no driver chips needed), speed, low power, small form, and performance metrics) to the RIGHT companies. There are very likely a number of deals already being negotiated, but Lightwave continues to keep pushing their communication and outreach deeper as a catalyst for faster adoption to ubiquity! Nvidia anyone??
The wheels are turning, and soon there will be deals coming out the other end.
I'm going to create and sing a new song in his honor next time I'm at the ASM called "Stop making nonsense!"
I believe David Byrne of the former Talking Heads would give me a thumbs up!
Meanwhile, investing in Lightwave may be a "Once in a Lifetime" opportunity for some of us longs.
Saw Talking Heads movie back in maybe 1987, and then later in early 90's post Talking Heads, David Byrne with a band in a tiny Portland, OR club.
I believe WeWork is more a stock with your vision. Hope you got some to spice up your life!
You're welcome imi. We'll see how tomorrow's and then Thursday auctions go, and if not well/or well, how the stock indexes trade.
It appears DannyBoy51 is going to participate in some kind of natural turd fertilizing technologies exhibit.
Dan, as long as you don't do it near a watershed into quality creeks and rivers, or the phytoplankton will explode into eutrophic chaos! LOL
Upcoming auctions this week.
About 180B. Most on short end bills and notes. Just 24B of 30 year bonds.
They are trying to keep yields from taking off to much more imo and others.
https://treasurydirect.gov/auctions/upcoming/
Yellen pulled a sleight of hand and is replacing sale of some long dated bonds next quarter, and replacing them with short end bonds, as the Administration got very nervous what the 10 year treasury was doing hitting 5%. They are playing manipulation games once again, and this may likely come back to bite them (us) or anyone that is exposed to equities and even US bonds. I don't trust these games at all as they cover up/delay the broader issues that need to play out.
Today didn't see to reflect that potential dollar figure nor enthusiasm. MRNA has become the worst performing stock in the S&P500 unfortunately for some.
Dukes of Hazardous recycling of past gripes, over and over again. Get a grip on your excessive griping man!
X, even his two so-called successful long picks were disasters.
His VERB was as high as 500 to $600 in Feb 2019
Today: $0.25 dollars. That's right, 1 quarter! Can't make this stuff up! >99.5% loss if you held from his entry. Priceless!! Obviously math and telling the true isn't his forte!
https://finance.yahoo.com/quote/VERB?p=VERB&.tsrc=fin-srch