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vonginger

11/18/25 10:28 AM

#225936 RE: redspinelpinktopaz #225935

**NLM Photonics is not a threat.

They are part of the ecosystem shift that makes LWLG MORE valuable.**

You are investing in:

the MATERIAL

the PATENTS

the FOUNDATIONS of the next interconnect paradigm

NLM is playing in the device sandbox.
LWLG owns the chemistry, the IP, the reliability, and now — thanks to GF — the scalable foundry pipeline.
Bullish
Bullish