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prototype_101

11/10/25 9:05 AM

#225483 RE: StevenDice #225482

yes of course it is an entry to Nvidia, but Nvidia ITSELF needs LWLG to solve inherent ISSUES with MRR's that THEY are using as well!!!

Here are the UNDENIABLE BIG EASY DOTS connected!!

1) Nvidia using MRR's for their Next-Gen products (silicon MRR's currently)

2) LWLG Polymers fix inherent ISSUES of silicon MRR's, this is HUGE!! here read this to better understand why
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176883956

3) Polariton using MRR's for their Next-Gen products using LWLG Perk Polymers as the Active element and setting World Record performances!!

4) Nokia has been working with/funding Polariton R&D for several years now

5) Published Peer Reviewed Paper shows the Nokia/Polariton/LWLG relationship on World Class modulators
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176883792

6) LWLG passes toughest of Telcordia testing on its Perk Polymers MATERIALS
https://feeds.issuerdirect.com/news-release.html?newsid=7616648492185254&symbol=LWLG

7) Polariton starting to publish Telcordia testing on its DEVICES that are using Perk Polymers MATERIALS
https://www.polariton.ch/photonic-integrated-circuits/plasmonic-reliability

8) Nvidia suddenly invests ONE BILLION $$ in Nokia, so tell me what is SO SPECIAL to Nvidia about Nokia??? answer of course being the Polariton/LWLG developments
https://www.forbes.com/sites/greatspeculations/2025/10/29/nvidias-1-billion-bet-turns-nokia-into-the-new-ai-contender/

9) remember the Lebby interview after inking first commercial deal when asked about what company it was with Lebby said, "it could be a company or more than one company"

10) Nvidia invests ONE BILLION $$ in LWLG (not yet, but SOON!!)
Bullish
Bullish
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tedpeele

11/10/25 9:15 AM

#225485 RE: StevenDice #225482

While that prospect is titillating, I don't have faith in the 6-12 month prospects for plasmonic modulators.

See my post to Fruno yesterday where I flesh out my negative attitude re announcements that have to do with Polariton.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176921898

Fruno didn't respond. They never do.

I want to see industry validation that gives us realistic hope for possible commercialization in 6-12 months.

Indications from top analyst MarkL are that Coherent is not convinced they should put resources into polymers -- and I believe the hire from Coherent was a reaction to their disinterest, and a wise move for possibly winning them over in the future. So we see the company going to the far east instead of here, When the world's largest transceiver company turns you down and you have to learn to speak Chinese, it's just not a good sign of industry interest in using perkanimine with existing modulator technology.

Anything other than that, and I remain agnostic.

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