SPORTYNORTY
3 hours ago
Thanks for the shout out. I shall elucidate my position on shorts.
Shorts are the smartest people in the world, here's why:
If you buy a stock at $1.00, for the purposes of this exercise, lets say you buy 1,000 shares at $1.00, excluding brokerage fees, then the most you can lose is $1,000. But if you short 1,000 shares at the same price objective, $1.00, your gains are limited to the difference between your short position at $1.00 and zero, no stocks go to zero, so you are risking much for a severely limited amount of possible profit. Conversely, your same short position at $1.00, if the company gets bought out, finds the cure to cancer, solves world hunger, etc..., then good luck trying to close out your short position into that type of frenzy. Remember GME, AMC???. So anyone still short this equity, either knows some not public information, is greedy or suicidal. Shorts are the smartest people in the market, they have everything to lose. The smart shorts have already cashed in, the remaining are just avaricious and will begin covering in the next 48 to 72 hours.
SPORTYNORTY
3 hours ago
Good evening my friend. I did some research over the weekend and decided to await the technical indicators to align, which compelled me to buy today. I shall commend you as well, for tenacity of belief and seeing this through. Thursday shall be the first step of validation regarding new management, synergies and the pathway forward. Not an easy thing to do watching your portfolio slowly being eradicated due to the company's failed business plan and/or execution of same. I have taken that journey myself over the past 25 years of investing. My best advice to all traders is to KNOW WHAT YOU OWN. With regards to LWLG, you have a fantastic technology and tremendous opportunities for equity appreciation going forward. The prior CEO was removed and we start anew.
Remember on this forum, advice is worth exactly what you paid for it, NOTHING. Do not trust anything on these boards, trust yourself and your instincts. People such as myself should be taken with a grain of salt, I have been around a very long time, on these boards, I never post on a message board that I do not have an equity position in. You all probably know all of this already, I just reiterate the point for those that read these boards and are trying to provide a better life for themselves and their respective families. We all started from somewhere and I have never believed the hype generated by followed members, me included. Experience has taught me that no one is infallible, but as for myself, I choose to live by the golden rule. Treat people respectfully, honorably and never lie. Liars never stand the test of time. Do right by people and hopefully that will be reciprocated at some point.
Regards,
SPORTYNORTY
SPORTYNORTY
3 hours ago
I fervently believe that anyone averaging down at these levels will make good. I do not know what your cost basis is, but from a technical/business-enterprise value, this area will serve as the bottom. For the record, I only started reading up on this equity over the weekend, and awaited today's trading action to fill in the technical aspects that I look for in stocks. As is always in my postings I am happy to articulate here why I decided to buy in:
Recent change of CEO.
Forward looking catalyst, Thursday's conference call.
Large short position, relative to this price objective.
Belief in the technology, not in past management.
Great risk vs. reward, again, from this price point.
It would seem that the company's past execution issues have taken the equity down to these levels. With the new CEO, and his scheduling of Thursday's conference call, I believe a course correction in the company and thus by proxy, the equity itself is currently underway. Needless to say, Thursday's conference call will determine to a larger extent the short/intermediate direction of the share price. Combine the preceding with a large short position, and we could get a great run.
I commend you sir in your tenacity and willingness to see this correction through. You obviously believe in the product and most likely look forward to the company finally delivering. The next step is Thursday.
Regards,
SPORTYNORTY
x993231
5 hours ago
This does takes years to develop and as Pumpkin points out they have been working it. This is huge Ive been here since 10g and silicon survived, but it is done.
X why is Pumpkin so worried, I'm not. The stock market looks forward at solutions, not how long they took to get there, I'm cool.
There is a new sheriff and he doesn't play around. Deals will be done in short order.
I asked Fred L years ago, so lightwave can pitch fast balls but the techlogy thus far could not catch and flip the data back, IMO polaritons got it covered, get it?
prototype_101
5 hours ago
20 MILLION Shorts Covering Deadline Established June 2025, the gauntlet was put down with the issuance of the new CEO and President Incentive Options being FULLY VESTED in 6 months or June of 2025, this is an UNPRECEDENTED MOVE in the entire history of LWLG!! Normally these types of Incentive Compensation Options are issued to vest incrementally over a 5 year period
a couple more things to keep in mind,
1) the latest round of Annual Incentive Comps were issued at $5 strike, and this was at a time the PPS was in 3's!!
2) Leonberger buying up 100,000 options outright and disposing of exactly ZERO!!
Oh and BTW, the fact is that the long-term investors here are not paid to post, it's the unethical bashers who the cat's been dragging in that are paid, from one basher recent post "LWLG not having promise"? Seriously?!!!
Remember, the Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc, IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers
prototype_101
6 hours ago
EPIC Mtg on PIC manufacturing: March 12-13
LWLG present thru Polariton 400G/l
March 12-13: PIC manufacturing presentation abstract:
"EPIC Technology Meeting on Photonics Integrated Circuits at Ligentec. Lausanne, Switzerland
Key topics will include the development of high-performance photonic devices, novel materials for enhanced functionality, and scalable manufacturing processes. Discussions will cover silicon photonics as well as other materials platforms such as III-V semiconductors, lithium niobate, polymers, and more, highlighting their potential to revolutionize sectors beyond optical communications, such as sensing, and computing. Participants will also address the challenges of scaling up production, including wafer-level packaging, testing, and assembly."
... 16:30 – 18:30 SESSION 2: Application Track: Communications, Space, and Quantum
KEYNOTE: NVIDIA– Liron Gantz, Senior Staff Engineer (Israel)
iPronics–Software-defined Optical Circuit Switches in AI Networking and Datacenters– Ana González, Vice President of Business Development (Spain)
TESAT–EAGLE-1 and the Path to its Industrialisation– Fabian Reichert, Product Manager QKD and Laser Communication Terminals (Germany)
NcodiN–The World’s Smallest Laser: a Unique Approach to Optical Interposers– Yacine Halioua, Head of Product (France)
Polariton–Plasmonic Modulators for 400G per Lane Enabling 3.2T Transceivers– Benedikt Bäuerle, co-CTO and co-Founder (Switzerland)
Fraunhofer HHI– Dominic Schulz, Head of Strategy Photonics (Germany)
Quside–PIC-based Quantum Random Number Generator– Domenico Tulli, Co-Founder & CTO (Spain)
Good to see Polymers part of the scaling manufacturing conversations: it gives credence to Yves's statement that
Innovative EO Polymer Technology is
• Disruptive technology enabler
for future speed upgrades in
data bandwidth
• Relieves key bottlenecks in AI
infrastructure
All thanks to favorable speed, power and size specs vs competing materials:
Modulator Material Modulator Type Reported BW Voltage
TFLN MZM 110 GHz Sub-1 Vpp
InP MZM IQ 100 GHz 1.1Vppd
BTO MZM 110 GHz 1.9V
SOH MZM - 0.92V
Silicon Microring 67 GHz 0.8
Silicon Slow light modulator 110GHz 4V
Plasmonic/EO Polymer MZM, IQ 500GHz 0.8V
GLTAL
AR.
https://www.reddit.com/r/LWLG/comments/1j57ybu/epic_mtg_on_pic_manufacturing_lwlg_present_thru/
adagium
6 hours ago
Modulators Towards 400G and 800G per Lane Optical Communication
Tue, 11.03.2025, online
We are pleased to announce and invite you to one of our weekly online zoom events.
Modulators Towards 400G and 800G per Lane Optical Communication
Optical communication is experiencing strong market growth following investments made in data centers and long-haul communication networks. Processing units and clusters are limited by the data I/O, which drives the demand for faster pluggable transceivers, the next generation being 3.2T and 6.4T (Tbit/s). Polariton is here to be the premium supplier for electro-optic modulators with devices capable of 400G and 800G per lane transmission. This presentation will introduce the optical communications market, the competing electro-optic platforms and plasmonics enabling the world’s fastest commercial electro-optic modulators.
By Stephan Koch
Moderator Dr. Christian Bosshard,
https://www.swissphotonics.net/home?event_id=4463
https://www.swissphotonics.net/?page_id=90&e_id=4463&event=Lunch+Chat%3A+Modulators+Towards+400G+and+800G+per+Lane+Optical+Communication
ombowstring
6 hours ago
Like LWLG is really going to beat out the competition in supplying AI components. Wow, man, Geesh, do you guys still think this company is going to succeed? Did the GOO ever pass reliability testing? Do you ever ask yourselves why the stock price keeps going down? "How many years will it take till they know?" "How does it feel, how does it feel? To be without a home, with no direction home, Like A Complete Unknown, Like A Rolling Stone!!!!" C'mon, guys, I'm not trying to put you down, I think many of you are sincere, good people, but being in this stock MAKES NO SENSE!!!! Peace.
prototype_101
8 hours ago
Pro, that has always been my contention why Lebby never named Polariton, but shortly after inking that first commercial Agreement in an interview Lebby responded to the "who is it" question by saying "It could be a company or more than one company" and ever since then I've assumed Nokia has been involved with this project from the start, BTW, Nokia just acquired Infinera's optical networking business. Here's a summary:
Acquisition of Infinera's Optical Networking Business:
This acquisition is a strategic move by Nokia to strengthen its position in the optical networking market.
It's designed to enhance Nokia's capabilities in providing high-capacity optical transport solutions, which are crucial for supporting the growing demand for data driven by 5G, cloud computing, and AI.
This move will greatly increase Nokia's optical network offerings.
KCCO7913
11 hours ago
Brad said networking equipment can total 30-50% of the total data center power budget. Of that, 70% is the optics portion. He then says EOP modulators can reduce that by 10%...I think? I only listened once last week so correct me if I'm wrong.
10% of 70% of 40% is 2.8%.
Looks like my guesstimate from 6 months ago wasn't too far off. I said 2%. Copy of my Reddit post below:
Great question. I’ve done a little bit of research on this the last few months.
Per Ashkan Seyedi at NVIDIA recently, today’s 800G transceivers consume 15-20 Watts of power. The industry is doing everything they can do to get that power consumption down. For 1.6T, the wattage increases further, and I believe I saw up to 50 Watts estimated for future 3.2T pluggable transceivers using today’s technology.
A lot of the focus today is on design changes, mostly LPO, which removes the DSP from the transceiver. This year it became a bit clearer that the industry appears to be hesitant to go the LPO route and now are talking about LRO – linear receive optics. Below is a quick Google link on the LPO vs LRO topic:
https://fast-photonics.com/linear-pluggable-optics-and-linear-receive-optics/
Andy Bechtolsheim from Arista has mentioned many times over the last 2 years that the other ways to reduce power consumption are to switch to better modulator technology and use lower power lasers. He has mentioned that better modulators can offer 20% or more in power savings versus LPO.
With that said and moving along…I am hoping/estimating we’ll see an EOP modulator based 800G transceiver operate under 10 Watts. I’d love to see 7-8 Watts.
Modulators themselves don’t consume a significant amount of the transceiver’s power. But these highly efficient modulators enable lower power lasers to be used and enable lower power DSPs and/or eliminate modulator driver chips altogether in the design.
Overall, it is strictly the use of these better modulators that offers drastic power savings because of the ancillary effects they have. They are going to enable LPO levels of power efficiency without having to go the LPO route.
Now to quantify this let’s look at the typical energy usage of a hyperscale datacenter. I used ChatGPT in some of my fact-finding FYI.
A typical hyperscale data center uses up to 50% of its total power for data processing and transmitting infrastructure.
Optical transceivers are a small portion of that and consume up to 5% of the total datacenter energy.
There are several categories of optical transceivers depending on distance needed. Initially and of course, not all optical transceivers inside a datacenter would use LWLG’s modulators. But it won’t be too long before much of the market is dominated by 800G+ transceivers in all categories which potentially can be served by LWLG’s EOP modulators. IMO…the sweet spot for LWLG is the 2k+ distance. But anything over 500m is likely the start of where LWLG could operate. Beyond 10k and up to 80k…the modulation is coherent and today is wildly power hungry and expensive. Tons of value to be unlocked there and EOP is already proven in that wavelength and modulation format.
Let’s say EOP based transceivers shave 2% off the total datacenter power consumption from optical transceivers. Gives us some wiggle room and assumes some types of transceivers will not use the ‘latest and greatest’ modulator technology.
The average hyperscale data center (50MW) has an average power bill of $72 million per year. ChatGPT says ‘it depends’ but an average of $6 million per month.
2% of that total is $1,440,000. Google operates 39 data centers and Amazon has 125 according to a quick search. At the end of 2023, there were almost 1,000 hyperscale datacenters worldwide with half of them in the USA. The number won't stop growing.
EOP modulators appear to have potential to save Google and Amazon a collective $236 million per year in energy costs. The future projections in a world of 1.6T/3.2T modules are significantly more.
Anyway…these datacenter upgrades to 800G and beyond are happening no matter what. LWLG has a very solid case to be enabling the most efficient and scalable modulator platform to power the future pluggable optics. EOP is far more power efficient than SiPh and certainly InP. It is also more efficient than TFLN. It is customizable for continued improvement. Above everything…it is the only emerging material platform that is totally compatible with silicon foundries.
It doesn’t stop at pluggables either. EOP will make its way into co-packaged optics and the power savings are amplified even further there. Lower power SerDes, cooler operation/less cooling requirements, etc. So it’ll chop off more of that 5% segment mentioned above plus into other sections of networking infrastructure.
Please anyone try to find some holes in my analysis here.
KCCO7913
12 hours ago
To give LWLG some credit, both NLM and Silorix are using some of LWLG's marketing in their own playbook. So if Yves sounds like Brad this week...it is NOT Yves copying Brad. I think that is pretty clear.
If you want to take a stab at LWLG here...
NLM recently taped out an 8x200G 1.6T modulator PIC chip.
Also, what I am most intrigued by here is that Brad made a comment that makes it sound like they are now able to do crosslinking in the same step as poling. That's new. Previously it was pole the material, reduce temperature, increase back up to crosslink. Silorix/KIT weren't able to get reproducible results that way according to a technical paper last year. If NLM perfects their crosslinking process, it will be a very good material.
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