Replies to post #197049 on Lightwave Logic Inc (LWLG)

[RuudSaltis]

Great post couldn’t have said it better! Thanks

[tkg]

In terms of the AI driven increase in power consumption, I just read we are heading towards an 8,000% increase in data center power consumption with a 300% increase alone coming in the next few months due to the Nvidia Blackwell chip rollout.

Here's an excerpt from a 2023 report by Digital Realty, ticker (DLR), a major data center player...

The Future of Data Center Cooling Solutions: Key Takeaways

Various cooling systems are available in modern data centers. Each brings its own unique benefits and potential drawbacks. From traditional air cooling to liquid and immersion technologies, each has the power to help the global data center ecosystem reduce its energy and water consumption.

No matter which system is used, one thing remains true: Efficient data center design, grounded in best practices, amplifies cooling systems’ effectiveness. Manufacturers are looking to nature and technology for green innovations, ensuring that future data centers don't just deliver an excellent service — but do it sustainably.

https://www.digitalrealty.com/resources/articles/future-of-data-center-cooling

The first text someone would read when visiting the Lightwave homepage...

Our Polymers Enable Greener Solutions for Moving More Data-Faster, in a Smaller Footprint and Using Less Power

https://www.lightwavelogic.com

[tedpeele]

Yves is a good addition. With his strong laser background his appointment could signal a shift in that direction - especially if adoption of their modulators stalls or continues to take far more time than expected. Remember, KC long ago said he would worry if there still is no transceiver prototype by August. Have they missed the opportunity?

Dr Lebby said in the past that one use of the new space would new laser work.

Your assessment of Dr. Lebby fails to recognize that as “roadmap guru” He should have known that the march towards commercialization would take many more years after first moving into Foundries.

And yet in his ASM 2021 presentation he gave no indication that it would be another three or four years. He even had a graph pointing to commercialization immediately after going into foundries. Everyone expected huge deals that year and that’s why the stock went nuts.

Since he was the roadmap guru, how can anyone in retrospect not see that it was an intentional misguidance?

Why would he do that? Just look at what happened: They organically uplisted to NASDAQ. And they were able to take millions in bonuses as self awards.

The market agrees with me. Something is amiss . It may be time to get ready for the next big shift away from modulators which fail to be adopted by the industry, and into lasers ask Dr. Lebby has to step down and make way for the new guy.





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[Lurker3]

 Dr. Lebby in 2017. May I draw your attention to the fact that this person outlined a roadmap in 2017 that predicted this AI boom

Never once in the history of lwlg has it ever predicted generative AI.

It only talked about the general aspects of *data streams* that the world will need more of it.

Which is a normal development since there are product and tech developments that require more data. Its called growth.
However, lwlg's roadmap never discussed anything about AI.
Prior to the nvdia AI announcement, that trickered the hype and set the industry on a new path, no one thought it would be a near term tech.

So yes, lwlg defined the need for faster and more data. But that was based on the element of * normal growth*, never predicted the AI boom.

[Nrdc92]

Here’s the research, MrLWLG:

— 20 years as a public company with no meaningful revenue;

— No insider buying, but lots of selling;

— Not a single Tier One associated with LWLG;

— Not one Joint Venture;

— Not one significant investment in LWLG by government, private equity, or industry entity;

— Company remains afloat through massive dilution, yet somehow doles out millions in undeserved bonuses and salary increases;

— CEO evasively non-answers direct questions regarding commercialization status;

— no revenue projections after 20 years as a public company;

— no analyst coverage after 20 years as a public company;

— unable to sign anything other than a very minor licensing deal, which has yielded less revenue than Marcelli’s annual business expense reimbursements;

— and a CEO whose messaging is commercially incoherent.

Yes, by all means, “do your own research.”

[redspinelpinktopaz]

Great! We all thank you.

[prototype_101]

worth another LQQk, The news about the appointment of Yves LeMaitre, a renowned and respected figure in the industry and business, acts as a magnet for short-sellers. I see this more in terms of "defamation and slander" against him and the entire BOD of LWLG, without thorough reasons and evidence. The moderators should intervene more on this, but it seems to be tolerated in a deliberate way.

You don't need to be an expert in photonics to put all the facts together. Michael Lebby is dismissed as a liar and deceiver by the short-sellers. Lightwave Logic 2.0 made a restart with Dr. Lebby in 2017. May I draw your attention to the fact that this person outlined a roadmap in 2017 that predicted this AI boom? No one at the time realized what effect AI would have on our society. See below:

The energy consumption by Artificial Intelligence (AI) is increasing rapidly (doubling every 3 months). According to some calculations, AI could consume twice as much energy as all of France by 2030. This not only has a significant climate impact now, but it also complicates the fight against climate change. All this additional demand for electricity makes it even more difficult, for example, to electrify transport as quickly as possible.

LWLG has a top product that can grow over decades (800, 1600, 3200, ...) in the photonics world. The entire sector is transitioning to this solution, which perfectly plays into the hands of LWLG. The product is compact, 10 times faster, and consumes 3 times less energy. The increase in interest and demand (20-25, including TIER1 companies at the OFC in March 2024) is proportional to the expansion of staff, lab space, etc.

I read an article yesterday about Broadcom (helping giants Google and Amazon with cloud solutions) which is also investing in this. It is predicted that the market has a value of 150 billion, with Broadcom dominating with a market share of 5-7 billion just for data centers.

LWLG aims to dominate this market. Assuming a very conservative 1% market share, the following numbers in a quick calculation speak volumes:
- Current value LWLG: $0.50B
- Market share: 1% : $1.50B (50% net : gross margin - overhead costs)
- PE ratio of tech stocks: 50
- Market value: $37.50B
- Outstanding shares: 120 million
- Share price: $300

May I point out the enormous potential? Look at where NVIDIA was in 2019 and where it is now?

The company has no debt and has $31.50 million in the bank (with minimal dilution, which is logical). The entire market is forced to switch due to the high energy consumption and AI boom, and there is massive interest from companies. AMF, which I believe is a start-up foundry, serves as a model to convince major Tier 1 companies that things are functional and operational.

Consider the entire energy crisis, demand, solutions, interest in LWLG, and the current shift of the sector towards photonics as one puzzle. In Zurich, it has been demonstrated that they have the best product. The major Tier 1 companies, aiming to catch up competitively (like Broadcom trying to catch up with NVIDIA), are showing interest. Michael Lebby is renowned in the sector. Will everyone choose LWLG? No, but they will all consider it when they switch. You always want the best product in your application. Hypothetically, if Broadcom wants to overtake NVIDIA competitively and they were to hypothetically collaborate with LWLG, it would make sense for them to take the lead, and LWLG would need to stay silent (NDA).

I have been personally attacked on this forum, and the moderators have not taken action or imposed restrictions on those individuals. However, you don't need to be a professor to put these elements together. Do your own research, read extensively, and don't be influenced by this forum, which is manipulated by short sellers.