Lightwave Logic Inc (LWLG)

[frobinso]

The markets are closed today, so we have a long weekend ahead in celebration of Easter. Who is going to carry the torch of researching, and adding the new addressable market(s) of high speed computing and "on-chip" optical interconnects into LWLGs financial model? The association to AI and high-speed computing was considerably strengthened this past week in ways that nobody expected, and the competition is immense among the players to unseat Nvidia's lead in AI.

The multiples are there because we are on the front-end of an intense investment cycle through 2026 and beyond. To me, this "on-chip optical interconnect" surprise along with the tiny size advantage that our EO Polymer & Plasmonics together enable for future chip design looks promising and is not yet factored into our total addressable market.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174130885

Article on competition heating up among players, with Google already mentioned in the Polariton paper:
https://www.msn.com/en-us/money/companies/look-out-nvidia-intel-is-teaming-up-with-7-top-tech-companies-to-breach-your-moat/ar-BB1kCoJz?ocid=msedgntp&pc=U531&cvid=c5b053bc173d4013bccdcece91f7cd83&ei=21

According to KC and the best we can gather from the Polariton website, LWLG is already in several of Polariton's product offerings. They have been doing tape-out runs with customers for approximately a year now. The product data sheets, and Polariton's website in general is quite amazing. I feel very fortunate that Polariton is singing the praises of LWLG's EO Polymers, and that Dr. Lebby has also been singing the praises of Plasmonics as his latest go to example regarding the future headroom of EO Polymers.

It is also optimally timed that we have ramped up the level of talent working daily within our company on the bleeding edge, and working regularly with large foundries. This crew has been described by Dr. Lebby as very active on the intellectual property front throughout all of the past year, with Dr. Lebby mentioning news in the intellectual property space is forthcoming in 2024. Those who follow-it closely are already aware of progress not specifically mentioned to the investing public.

On a macro-economic view I have heard the talking heads this week mentioning that small caps and the Russel indexes have been lagging in the recent stock market run powered along by the Dow, and the S&P much to the credit of the magnificent seven, but that analysts are expecting the small caps and Russel to come back into favor in 2024.

Adding to that, everyone is on the hunt for the small & innovative companies that are enabler's to AI and high-speed computing that have not been adequately identified for a duly earned "guilty by association" run-up by multiples to achieve their hyped-up reward. If we miss this hype-cycle, it is deals showing adoption and then revenues that will drive it and I set my timeline accordingly. We have a green technology to boot.

Institutions and smart money are consistently scooping up our float, with a continual upward percentage of institutional holdings, so for those that get distracted by the unjust domination of this board by crybabies and whiners. Instead review the institutional holdings - notice the consistently increasing percentage and follow the money.

Food for thought over a nice long weekend. I am looking freshly at this investment with "open eyes" (what a beautiful slide it is). I am trying to decide between "stay the course" or "accumulate".

Happy Easter to all those who claim Christ as their savior, as I personally do. May God bless us all in His good measure, in whatever is the form of His choosing. He is the source of my blessings each passing day.