News Focus
News Focus
icon url

tedpeele

12/27/25 12:21 PM

#227994 RE: tedpeele #227993

The weekend and especially at the end of the year is the time when investors take a look at new investment opportunities

They come to this board and they’re looking for a reason to buy

Stop giving them reasons to not buy. That’s what I was doing when I sincerely thought it was not a good time to buy.

But everything has changed now. They finally are being taken seriously by a major player within the industry.

Let the stock rise, people.
icon url

prototype_101

12/27/25 12:34 PM

#227995 RE: tedpeele #227993

teddybear, without revealing the source of your newfound "validation" of industry acceptance, can you please tell us if it was an outside industry source, or a LWLG internal source ie IR or management direct

I still have my own theory of why you are changing your tune overnight on Christmas

Transceiver/AI Systems/Hyperscalers ARE Big Boys!!!! Big Boys are implementing at 200gb lanes and NOT waiting for 400gbs, that's how IN DEMAND with the giant companies that LWLG is TODAY!!!

Now let's talk adoption. Um what kind of
customer attraction are you seeing now
and where are you on the journey from
evaluation to actual design wins?

listen to it at 16:40
https://www.techarena.ai/content/lightwave-logics-robert-blum-on-polymer-optics-for-ai

Yeah. Yeah, we're seeing we're seeing
very broad traction from you know
transceiver companies making
transceivers like the 1.60 gig
transceivers that I mentioned earlier,
to AI companies who make entire
AI systems, to the Hyperscalers.


We're in the design win cycle with
several customers, right? what
is interesting actually, what surprised
me is that they don't wait for 400G.
They're starting now with 200 G already
because they see value in that
, right? I
mean we're uh um you know I mean it's
it's interesting to see because seems
like some of the existing legacy
materials like just silicon photonics or
Indium phosphide they're already you know
struggling with 200g
and uh so um so customers are designing
products with the polymers
based on that and um and obviously for
400g uh um there is a real use very large urgency to move to polymers right and it's not going to stop at 400g
Bullish
Bullish