Replies to post #230769 on Lightwave Logic Inc (LWLG)

[prototype_101]

c4po said, Where we disagree is "revenue does matter".

I never said Revenue doesn't matter!! Of course it matters!! But come on and think just a little beyond the edge of your nose!! When Yves inks Commercial Agreements in 2026 with Nvidia, Broadcom, Cisco, Google, etc that 100% means their will be ENORMOUS REVENUE coming to LWLG in 2027, the news of the Commercial Agreement guarantees the Revenue stream is at hand and the market will watch LWLG PPS soar to new heights quickly!!

AMF supports GF’s scalable SiPh manufacturing
AMF brings a proven 8-inch SiPh platform that has been validated in production across demanding optical communications applications. This mature 200-mm foundation enables immediate manufacturing readiness, with established process control, device performance, and yield learning already in place. By integrating AMF’s platform into GF’s broader technology portfolio, GF accelerates time-to-market for customers while providing a stable and reliable SiPh baseline that is already qualified for volume deployment.

https://www.laserfocusworld.com/optics/article/55361658/silicon-photonics-at-scale-will-power-ai-data-centers?

AMAZING CALL!! Foundries are in incredibly HIGH DEMAND, they are not going to be wasting TIME & ENERGY on garbage that isn't going to scale and make them profits. and LWLG is not only having Operational PDK's at a couple of 200mm Wafer Foundries, which is today's standard for Silicon Photonics applications, but today officially announced that Global Foundries is their partner!! and they also currently have TWO UNNAMED Foundries which most likely are Tower and either TSMC or Samsung!! And to boot, if that wasn't enough. there are THREE MORE FOUNDRIES waiting to be onboarded when LWLG can get additional Engineering resources available to them!!!!

With Silterra, GlobalFoundries, and two other unnamed partners, we now have agreement in place with four major foundries, with wafer runs either underway or scheduled for the first half of 2026. An additional three foundries are under consideration, and we intend to onboard them as our process engineering resources become available
https://finance.yahoo.com/quote/LWLG/earnings/LWLG-Q4-2025-earnings_call-415757.html

KCC said, These guys mean business! Very good update. 2026 all about solidifying the scale-up plans and infrastructure.

What surprised me most was that they’re doing the wafer tape-out for the CPO PIC within the next couple months. I was not expecting that so soon. That means they’ve developed the material and made considerable progress on the design with the partner if they’re already preparing for the tape out. That would also require very significant foundry involvement because the CPO PIC will likely need the polymer deposition/encapsulation preformed at the foundry since it’s likely a monolithic structure and not a modulator that you basically glue to another chip. Wild.

Four foundries under AGREEMENT and three more in the pipeline. That’s what we’ve all dreamed of.

https://www.reddit.com/r/LWLG/comments/1rlbshw/trading_action_thursday_march_05_2026/

LWLG is currently working Stage 3 - Prototype to Product with THREE FORTUNE GLOBAL 500 companies, these each have MIMIMUM annual revenues in excess of $30 BILLION!!! and there are 15 more companies in the queue that will soon follow!! And let's not forget Polariton which is LWLG's 4th Customer in Stage 3 who has SEVERAL TIER ONE customers that they are shipping samples to currently!!!

It is INSANE that the PPS got pummeled today, this by far and away was an INCREDIBLY BULLISH call by Yves!!!!

[WandererHero90]

Revenue inderd matters, but the stock market is fundamentally forward-looking. For pre-revenue technology companies, Wall Street analysts don't wait for earnings to arrive before forming a view. Instead, they build financial models that incorporate known customer deals, addressable market estimates, and anticipated revenue ramps based on their proprietary research and industry analysis. From that foundation, they project a growth trajectory... essentially mapping out what the business could look like at scale. Those forward-looking expectations then become the basis for price targets, typically expressed as multiples of projected future earnings or revenue growth. In this framework, what a company will likely earn generally carries more weight than what it earns today. This is why as an independent retail investor, I'm happy to sit tight and watch it play out. This story is finally developing rapidly, and when the big boys decide to make it run, lookout! That's not a boat you'll want to miss!