Lightwave Logic Inc (LWLG)

[Lewrock]

Using my one permitted post per day to ask a question to the bears.

I cannot remember one single bearish critique of the slides depicting the microscopic photos of the foundry produced PIC components using completed PDKs. You know, the wave guides, the couplers, the splitters, the rib converters, etc. In other words, all of the evidence that foundries are producing the components designed by Lightwave Logic and produced by CMOS fabs.

Almost all of the posts by the bears state exactly what the company states in their financial reports. No revenue, no known products, no customers, no whatever else! All of these claims are true and undisputed. But there has never been any acknowledgement of the microscopic photos of actual foundry production of Polymer Plus and Polymer Slot. Wait, aren’t they prototypes of future products? Were they produced by CMOS foundries so that the packaging partners could combine the various components into a CPO transceiver, which would then be tested by Microsoft, Apple, Google, Meta, etc.? 3x faster, hundreds of millions in power savings. Nobody ever mentions the “forklift upgrades” when a data center replaces 100% of their pluggable transceivers at a cost 75% lower than the old transceivers. The ROI of a complete replacement cycle will be touted by the data center owners to Wall Street analysts and that will be the ticket.

2024 Customer acceptance and ramp! When this starts to roll, it is going to send all of the bears into hibernation.