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Re: None

Thursday, 01/09/2025 7:14:45 PM

Thursday, January 09, 2025 7:14:45 PM

Post# of 231432
my summary based on first listen, the 4x200 PIC's are indeed "custom" (with lasers, etc) and being worked on by some of the largest Transceiver makers in the world (Tier 1's) on 3 Continents (in Qualifications per ASM slide #29), which is great BUT they are very likely stalling Lebby on doing the deals, wasting precious time, so the shift to "go to market" strategy is much more broad based, Yves gets deals done, front end DC's transmissions, and back-end GPUs computing, focus on single Material which I presume would be the PkM6 which was in Qualifications in May 2024, the "great enabler' as shown on the slide with LWLG in the middle and all the giant companies fanned out around LWLG, the revenue guidance for 2025 Yves said just NRE's so likely 5mil or less, but the Mass Commercial is still set for 2026, that's still the original timeframe from the original Timeline of Lebby, and was endorsed by Andy B's slide showing Polymers in HVP in 2026

Shorts are out in force trying to paint their doom & gloom, it won't work, the Longs, both Retail and Institutions will only add shares if Shorts manipulate it lower with low volume high frequency trading, there will NEVER be a capitulation and when Yves starts inking deals the Shorts will be squeezed and the PPS will be at all-time highs again EASILY!!

Folks, this is a once in a lifetime opportunity, don't listen to the rubbish lies and deceptions of the Shorts!!
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