What are you talking about? I'm certainly not warning about a drop, I'm saying every step up when it hits a new high then drops 2 cents before it moves up again Eppo will whine. I swear that I live in your head you even change your ID's to talk to yourself. I have your latest Ted ID on Ignore but was looking at responses to my post.
3 Fricking foundries, 3 Freaking Global Fortune 500 companies Now, One tier1 working with the smallest of our partners! Now a connection to Nvidia (NVDA) through a named foundry partner.
Let me do quick post of what you said could never happen and now you say that it is the best thing since sliced bread. You are what is called a fair-weathered friend.
Now that we have 3 foundries and 3 partners 2 of which are Fortune 500 players and Polariton now has the eye of a Tier I, I thought that I would post what the shorts said couldn’t be accomplished on more time.
We will start off with what you posted a link to saying that Optics could never replace copper inside the device.
Sure Lightwave was able to enter 1 foundry but they would never get another and they did, I’m nut sure of how many there are but confirmed that currently there are at least 3 with Lightwave helping a fortune 500 decide which foundry to use.
Lightwave did a deal with Polariton and the shorts mocked it until they set world records and a Tier1 came a calling.
ALD protection on polymers was impossible, done and the patent is filed.
Cleaning the polymer to standards acceptable by and foundry was impossible oops in at least 3.
Poling - first they could never do it in the lab, then they said that they had to do it one chip at a time, once poling was accomplished in the lab they said that it could not scale they said that wafer level poling was impossible done and patent filed 20,000 chips at a time, that is an estimate of the chips per wafer.
Thermal Stability could never be proven Oops passed Telcordia and with a device operating at 85c (185f) has a 100 year life, the average operating temp is ~75-90°C, and does not melt (like all plastics do) that is called Tg) now good until 175c (350f)
Photostability was impossible with 2 global 500’s moving to phase 3 I think they have it in the bag.
Waveguides could never be polymer done patent filed, but understand that as they are using it the waveguides are silicon with polymer dropped in the slot.
Passing Telcordia Temperature and Humidity was impossible this year it passed Telcordia GR-468 85/85 environmental stress test which validates long-term reliability.
Foundries willing to do runs inside the fab would never be found they have at least 2 foundries and with the latest fortune 500’s signing up I would say that it is obviously not a concern.
Foundry Approved PDK’s would never be available Done and working with fortune 500’s on addition PDK’s for their unique devices. (Lightwave helped with the selection of approved foundries)
Foundry production on a wafer they said was impossible, well, I held one in my hand.
100 gig single lane was impossible. Woops, now 100 Gig to 200 gig to 400 gig with a pathway to 800, 1600 impossible they said. Well some companies are now testing the material for use in at 200gig and one of the fortune 500 companies is developing 400 gig devices. Personally I’m from the days here of 1 gig, 10 gig, 25 gig, 40 gig, 100gig and now 200.
They would say that we will run out of money and go bankrupt even though the company does not have any debt and has 70 Million cash on hand in the bank with no debt, up from 22 million in June. Kind of hard to go bankrupt when they do not owe anybody money.
They said that we would never combine the chemical lab and the device lab they did that over 10 years ago (I’ve been here forever)
The shorts do not like a level playing field but because of their lack of understand of the technology they would try and play with investors emotions. Some like Eppo take the bait and publicly display emotions that fuel the shorts ego’s and plays right into their hands.
Oh, remember the one about how the share price would tank do to the Russel Deletion? Share price then $1 now $3, I bought some $1 call options because they are always wrong and I cleaned up.
They said that we would never make the Nasdaq without a reverse split. Bubble on the Nasdaq uplist took this to $15 and for a few hours $20, organically not through by a reverse split which is how most companies do it. No Haircut here.
Claimed multi-mode fiber and communication was the path forward for the industry, Lightwave said no Single-mode wavelengths were the answer and went that route, boom single mode is now dominant.
Some of us fought the shorts the entire time, despite that some of the shorts actually convinced a few longs that they would be better served to join in their opinions. (I think that is called the Stockholm syndrome).
I like the one where the shorts act like longs and say “we need to hear both sides” of everything when the argument was just a bogus red herring being thrown out by paid short posters.
Speaking of a paid poster Ol Ted constantly referring to his bogus posts like they are gospel, over the years was caught creating multiple ID’s to agree with himself. Now he states that he was wrong all along and took too long to figure it out, but we should really really listen to him now.
Punkin forever trying to project Lumeras faults on Lightwave, a few times a year I post the Lumera Punkin story for the new folks.
Oh and the “cult” thing, I call just call us big boy long investors, even one purported industry reporter that is stuck in the past has referred to the long term investors here that way. Obviously either paid by the shorts or industry competitors, may even be the shelf thing.
Remember the shorts saying that they did not need to speak to management or tour the lab at the shareholders meeting to understand what was going on, well that avenue of visiting the lab and speaking with management is for the time being closed.
The shorts are down down to dwelling on single word arguments and personal insults.
Until now (AI) the industries answer was always silicon photonics, my friends that technology has finally hit the wall. While silicon photonics is the answer it need a boost and Lightwaves polymer does just that. It is apparent with the talent joining Lightwave as of late that Lightwaves Pekinamine is “Ready for Primetime”.
X Just Saying, as of today the next step is to demonstrate reliability on the fortune 500 partners device, (the polymers reliability has been proven) the shorts will no doubt say that is impossible.
Oh Polartiton was the first partnership, when they dropped it on a device it set world records. They now have a Tier1 that has hired an entity to move that effort forward.
X As information No AI was used to write this.
“AI models has made the move to optics an unavoidable necessity.” Sounds like what we have said forever, about time they caught up.
I'm not going to proof this, Ted is a friggin legend in his own mind, but just smoked once again by his own history being pointed out for everyone to see.
Bullish
AI
