Solid wishing only. 108 days trading days left in the whole year. We have made it through the Summer slow down. Now it is time to get down to it. The only wish shorts have at this point is for the market to crash. Even that won’t affect Lightwave as people learn long term that this company saves others SO MUCH money on the operations side of things that it is INDISPENSABLE to data centers and everywhere ‘where light needs to be switched fast’ saving up to 10x on power.
Did I say 10x on power?
What about 4x speed now? Faster internal developments that haven’t been announced yet, Lebby is talking in new ways about continuing development. Used to be 2-3x speed, now he is saying 3-4x faster than legacy systems.
Oh, btw, some companies missed earning so badly (INTC) that the pressure will be on for adoption NOW. Shareholders are going to demand adoption/investment in new tech and not merely a new fab to be online by 2025. That is so far away for a company like
INTC.
Oh yeah, CHIPS Act passed yesterday. We will see that to be a very nice tailwind for LWLG.
And shorts are simply hoping for economic conditions to deteriorate. I actually think that can push adoption FASTER!!!
Best to the longs,
F2
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