Lightwave Logic Inc (LWLG) News

While the shorts/naysayers would prefer that we all look in the rearview mirror, the smart money will be looking ahead. It is true that in the past the industry was not ready for the performance benefits of Perkinamine. There was no urgency for a paradigm shift, and LWLG leadership misread the room. That has now changed on multiple fronts, including the new leadership in Yves. I have not been here as long as many, so I'm still very patient, but I fully believe we are in the right place, and finally at the right time!

Just think of this: we're close to setting a World Record, in gapping up in price. Pretty soon.

Wait for what? A bird in hand...... just saying, we've been treading water for decades. Personally 15 years in. I'm ready for a buyout and moving onto something new. 10$ a share and I'm set for the rest of my days, 20$ a share and my kids are set. Bring it already I say

Don't forget that the company issued a press release in December 2023 indicating that they expected to close several Tier 1 deals possibly as soon as December 31st.

That means that the only thing "the Get Er Done Gang" had to do was finalize all those "deals" that were "on the verge of closing" more than 1.5 years ago.

Strange, isn't it, that no deals have materialized.

Almost as if the company was knowingly misleading shareholders and knowingly feeding them a load of BS.

Unfortunately, the cheerleaders were only too happy to switch off their brains rather than asking tough questions and holding management accountable. Which is exactly why the stock is trading for slightly less than a candy bar.

Foxconn is Taiwan and China. That's big. Very big. I hope Yves is not thinking of selling too soon. The water is just starting to bubble. Wait another year or two.

listen at 22 minute for 1 minute to hear Yves say "there's no hard rules but18 months to 2 years is what it takes from beginning to getting to that production stage, from Stage 1 to Stage 4"



Since Yves has told investors that LWLG was already involved with potential Tier 1's in Stages 1 and 2, and the deals typically come in Stage 2, it would imply from the time of the deal to the time of Production would be 12 to 18 months

Also, here are the ASM slides and Slide 10 is what Yves was explaining above

https://irp.cdn-website.com/a5f8ef96/files/uploaded/2025_ASM_Presentation_-_FINAL-40e13d6a.pdf

Thin-Film LiNbO3 (TFLN) versus LWLG Electro-optic Polymers

Performance

Thin-Film LiNbO3 (TFLN)
- r33 intrinsically capped at ~ 31 pm/V at 1310 nm
- n = 2.2, er = 30 (high dispersion across frequencies)

LWLG Electro-optic Polymers
- No intrinsic cap on r33 (> 200 pm/V at 1310 nm easily achieved)
- n ˜ 1.9, er ˜ 3-6 (low dispersion across frequencies)

Integration

Thin-Film LiNbO3 (TFLN)
- Integration with Si/SiN very low yielding & basically still in R&D stage
- Limited wafer size (150 mm)
- Large device footprint (sub-cm scale)
- High material cost w/ only one supplier (NanoLN)

LWLG Electro-optic Polymers
- Fully Si compatible
- Easily scalable to 300 (+) mm wafer
- Very small device footprint (sub-mm scale)
- Low material cost

Processing

Thin-Film LiNbO3 (TFLN)
- Thin film uniformity becomes difficult as wafer size scales up
- Specialized processing/tools needed – leads to higher costs
associated with processing, QC, etc.

LWLG Electro-optic Polymers
- Spin-coating produces films with high uniformity
- No specialized processing/tools needed (completely compatible
with existing Si foundry processes/tools) – reduces costs
associated with processing, QC, etc

Slide 13 from 2025 LWLG ASM presentation found here,
https://irp.cdn-website.com/a5f8ef96/files/uploaded/2025_ASM_Presentation_-_FINAL-40e13d6a.pdf

Where are you Mark Lutkowitz? Here I even DETAILED the differences Yves pointed out on Slide 13 here for you!!!!

When is The Get'er Done Gang going to get something done??
6 months now and no deals. Thought they said a perk supply contracts would be much easier than a Teir1 deal.

Short Interest rose about 2 million shares in the last 2 weeks from about 19.6 million to 21.2 million more shares Shorted, meanwhile in that same period of time the PPS rose from about 0.90 to 1.30, wow, the Shorts must be in trouble if that is the case!!

https://shortsqueeze.com/?symbol=lwlg&submit=Short+Quote%E2%84%A2

If there is any Institutional forced selling that is not negated by Institutions Short shares forced callbacks, those shares will be sopped up by MM's to Cover their Naked Shorting games of the past handful of years here, once MM's clear their books, they will guaranteed be sure to run this up to force the Shorts to Cover, which will be IMPOSSIBLE at any price under $20, Longs will NEVER give up 20 MILLION shares that Shorts NEED to Cover!!!

iBorrow available to Short has dropped, and the rate shot up to 13%, if Yves drops a Tier 1 deal it's GO TIME and Shorts will be TOAST!!

https://www.iborrowdesk.com/report/LWLG

Stay calm..... forced callbacks by the supertankers Vanguard and Blackrock who own combined close to 20 MILLION shares should be no problem for the Shorts, they will just need to PRY those shares out of the hands of the Longs who are NEVER going to give up the shares!!! watch and learn!!

did Institutions already begin to flip the manipulation script? did Shorts bite the hand that fed them? sure looks like it!! Vanguard and Blackrock DON'T LIKE TO LOSE!!! and each of them own close to 10 MILLION shares apiece and their average purchase price is around $8 slightly above the 5 year VWAP near $7, Will there be "forced callbacks" of 20 MILLION Shorted shares? It sure looks like Institutions are beginning to flip the script on the Shorts already!!

1) 21 MILLION SHARES SHORTED

2) ALMOST 20 MILLION SHARES HELD BY VANGUARD AND BLACKROCK COMBINED

Shorts best hope is SCENARIO #1 of these only two possible scenarios, in either case it would be in the best interest of the Shorts to Cover all the shares they can right now ahead of EITHER of these two scenarios playing out

Scenario #1 after Yves inks a Tier 1 deal or two in the next 2 months before final decisions, and the PPS moves up to the $3-$5 range before the final decisions day of adds/deletes that LWLG will not be deleted

Scenario #2 let's say LWLG would be a delete from the index, everybody here knows that it was the Institutions (read Vanguard & Blackrock who don't like to lose!!) that LOANED the shares to the Shorts!!! So do you really think the Institutions are going to be the ones to take the hit dumping their shares at rock bottom prices to aid the criminal Shorts? NO WAY!!! Here's what would happen, the Institutions would call back their loaned shares and watch as the Shorts try and find 20 million shares to Cover, good luck with that!!!! this is why it has held 100% true that the Shorts would never get a volume capitulation from the Longs!!! the criminal Shorts and MM's have been using low volume high frequency manipulation games here routinely for many months!!! So only after the Shorts be forced to Cover by the Institutions driving the share price higher, and then the Institutions would be able to sell their shares unharmed!! That's the way it would work, so Shorts better hope LWLG is NOT going to be a deletion!!!

How quickly would the Shorts be forced to Cover in the event of Scenario #2? from AI on the topic here

General Timeframes:

While there's no strict regulatory standard for recall notice periods, here are some general expectations:

Short Notice (Urgent Recall): In some situations, especially due to client sales, short sellers might only receive notice within the trading day or be required to return the shares by the next day. This can lead to forced buy-ins if the short seller cannot locate shares quickly.

Standard Recall: For less urgent reasons, the notice period is typically a few business days (e.g., 2-5 days). This allows the short seller some time to repurchase the shares in the market.

Longer Notice (Less Common): In certain circumstances, the notice period could be longer, but this is less typical for standard recalls.


Important Considerations for Short Sellers:

Recall Risk: Short sellers always face the risk that the borrowed shares will be recalled. This is an inherent risk of short selling and should be factored into their trading strategy

Again, GOOD LUCK to the Shorts on purchasing 20 MILLION Shares in the open market once the FORCED CALL BACK of the loaned shares by Institutions (Vanguard & Blackrock) occurs!!!

They are

I'm sure they will all fall in line after your request. C'mon man, really?

writing is on the wall for upcoming Tier 1 deal, frankly it's likely Nvidia and TSMC in the works, why else would LWLG be establishing a Sales and Marketing arm in Asia currently!!

Is LWLG working with TSMC/Nvidia on their Next-gen technology project in Taiwan? the following are reasons why this may quite likely be the case!!

- Yves recent Asia trip included a stop in Taiwan coincident with recent collaborations of TSMC and Nvidia

- Yves spending the first 5-10 minutes of the 2025 ASM on Nvidia's new strategy, you can watch the 2025 ASM replay here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176203906

- Tom saying LWLG is now Establishing Sales and Distribution channels in Asia, why would this be being done now if there was not a need for it developing for LWLG's technology in Asia currently

- Eoptolink and Foxconn added to Yves 2025 ASM presentation after his recent trip to Taiwan, obviously one would assume he met with TSMC
https://irp.cdn-website.com/a5f8ef96/files/uploaded/2025_ASM_Presentation_-_FINAL-40e13d6a.pdf

- SemiVision articles tagging LWLG along with TSMC and Nvidia
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176198177

-Nvidia in GTC 2025 Keynote disclosing they will be using MRR's in their next-generation technology, and it has been proven that LWLG's technology is the solution to the issues that silicon MRR's have with temperature sensitivity that require individual temperature IC's for each and every MRR!!! read all about it in this post of mine
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176202947

- Nvidia Patents including Polymers as materials being used
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796

- the Lebby exchange with Nvidia VP of R&D who commented directly back to Lebby "some startups are clinging too tightly to their IP" Note: perhaps this is the actual reason Lebby was replaced by Yves, Lebby likely was being too controlling in relationship developing the devices in-house where the recent LWLG shift in business strategy in now allowing the Customer to control the device developments with LWLG technical support and PDK's available to them as needed

- 2024 ASM slides 13 and 14 including the quote from Nvidia executive

----- Quote from Slide 13 >> “in many ways polymers will be an ideal enabler of the growth expected in Infiniband usage”

----- Infiniband is a key enabler for NVIDIA à higher speeds are required now

----- Slide 14 showing the Infiniband Roadmap showing how LWLG would be able to enable with their Polymers

- Jim's 2024 ASM comment regarding working with Nvidia

- Yves LeMaitre asked $LWLG shareholders to do some homework and watch the GTC 2025 hardware presentation of Jensen Huang on copacked optics. Because presentations can be long, Steve Schiets made an AI podcast with NotebookLM. Great listen, imo.

https://www.linkedin.com/posts/steve-schiets-1016aa21_ai-photonics-cpo-activity-7329210816216403968-StF4/

Marco commented, This podcast summary of what came out of Jensen"s Huang's talk on co-packaged optics is absolutely great! It pieces together what Nvidia wants and sees the industry moving towards while pointing out the things that will allow LWLG's polymers to meet the checklist of requirements without each company talking about the other. A match made in heaven so to speak. The critical concept of moving the optics as close as possible to the compute functions can be facilitated using polymers as part of the device configuration. Accomplishing this either using tiny MRRs with polymers inside or using co-packaged optics with polymers incorporated the goal is obtained. Either way, it looks like Lightwave's polymers will become critical enablers of the marriage of optics and compute.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176202918

To those sharing/spreading articles on ihub and reddit--please include if the publishers are paid by lightwave or lightwave's PR/IR firm to mention lightwave.....because I'm pretty sure the articles spread over the last two days are paid industry pump pieces......which makes you desperate pumpers. (I'm sure several of you know and are in on it)

P.S. RReagan and the rest of you gambling call option buyers--all those options are gonna expire worthless. It's hilarious that you thought Yves was gonna get a deal done in six months.

Hammertime--this is more of a scold and teaching moment, than a request, but hey, you might understand sooner or later...

Time is ticking until more and more people realise that a market cap of ~ 200mio for this company is a huge buying opportunity.The market starts begging now to progress with E.O. from us!!Soon we will pass the first Billion, from there on we lift off 🚀 into serious valuation space!

From Foxcon
In the midst of this technological revolution, Lightwave Logic, Inc., has emerged as a major focal point. Lightwave Logic is dedicated to developing and commercializing next-generation high-performance electro-optic (EO) polymer materials, aiming to significantly enhance data transmission rates and energy efficiency for data centers and telecommunications networks, with a special focus on high-speed data exchange scenarios required by generative artificial intelligence (Generative AI).

Lightwave Logic’s core technology is its proprietary Perkinamine® electro-optic (EO) polymer platform. This material offers key advantages including a high electro-optic coefficient (r33), low power consumption, and high-frequency response, making it suitable for manufacturing electro-optic modulators that can efficiently convert electrical signals into optical signals at extremely high speeds.

These capabilities enable data transmission rates exceeding 400 Gbps, with scalability toward 800 Gbps, 1.6 Tbps and 3.2Tbps platforms. Such platforms are aimed at supporting the next generation of large-scale generative AI data center clusters and campus network architectures, laying the foundation for future interconnect demands

Lightwave Logic adopts a business model based on technology licensing and co-development, entering into non-disclosure agreements (NDAs) with Tier-1 and Tier-2 strategic partners to jointly evaluate the application potential of its EO polymer technology across data center equipment, optical modules, and CPO (Co-Packaged Optics) platforms.

The company is committed to providing solutions that are simple and compatible with existing semiconductor wafer fabrication processes, with the goal of reducing the power consumption of thousands of optical components through advanced materials, while offering a sustainable evolutionary path for future bandwidth upgrades such as 3.2 Tbps and 6.4 Tbps, thus avoiding the high costs and risks traditionally associated with system upgrades.


In terms of enabling commercial deployment, Lightwave Logic has introduced a Process Design Kit (PDK) compatible with silicon photonic integrated circuits, successfully achieving seamless integration of its Perkinamine® materials with existing semiconductor manufacturing workflows.

The company has demonstrated the practicality and manufacturability of this PDK through collaborations with two semiconductor foundries, laying a strong foundation for commercializing EO polymer technology and enabling large-scale production.


Meanwhile, Lightwave Logic has also established collaborations with institutions such as ETH Zurich and Polariton Technologies to co-develop plasmonic Mach-Zehnder modulators (Plasmonic MZMs) based on EO polymers.

These modulators have already demonstrated single-channel transmission rates exceeding 1.6 Tbps. This achievement not only validates the technical feasibility of EO polymers for ultra-high-speed applications but also positions Lightwave Logic as one of the most closely watched emerging material suppliers in the fields of CPO and next-generation high-speed optical modules.

Against the backdrop of the rapid advancement of high-speed optical communication technologies, electro-optic (EO) polymer technology is increasingly emerging as a key enabler for upgrading data centers and artificial intelligence infrastructure. Particularly at the OFC50 conference, the industry engaged in in-depth discussions regarding the potential of EO polymers in 400G/lane and co-packaged optics (CPO) applications, as well as the future challenges that high-frequency modulators might face.During this major technical event, Lightwave Logic, a technology company based in Englewood, Colorado, attracted widespread attention.

Good for you. Time will tell.

..

" The company (Lightwave Logic) demonstrated the practicality and manufacturability of this PDK through collaborations with two semiconductor foundries, laying a strong foundation for commercializing EO polymer technology and enabling large-scale production."

Mark L even takes shots at TSMC’s plans to do CPO. No wonder he is skeptical of a startup like LWLG who has never sold a product. He is skeptical of the largest foundry in the world that they’ll never sell a silicon photonics product.

How seriously should one take TSMC’s involvement with silicon photonics/co-packaged optics (please see: https://lnkd.in/eCqm33-6)? The initial news out of Taiwan appeared to suspiciously come out just before New Year’s Day, when it would presumably get an inadequate amount of attention. Earlier in 2024, this writer told an exec at TSMC that it would not be surprising if that firm drags its feet indefinitely on SiPh. The person just laughed and said, "No comment." In 2025, there have also been large market research firms, which are not historically known for their courage, either making jokes about CPO or going out of their way to attack any speculation of extensive volume at Nvidia in the near term. (It would have been more helpful to be so diligent, when it was not as fashionable to be critical of the concept, when transceiver suppliers were forced to unnecessarily devote extensive resources, about seven years ago -- please see: https://lnkd.in/eENWZGE). Most critically, this latest plan does not represent TSMC’s first effort in SiPh, and the lack of progress previously involved three factors at the corporation: 1) if you put together all of the optics wafers together (not just SiPh), they would only fill up a little more than half of its smallest fab; 2) not getting the necessary leadership in place to pull it off; and 3) its setup heavily favors electronics chip production. The difference this time is that an important customer, Nvidia, is requesting TSMC’s involvement. Nvidia anticipates that the market will move to "beyond CPO", -- the close coupling of SiPh with CMOS chips on the same substrate, which would permit TSMC to produce the full assembled system. Yet, fibeReality agrees with the point of view that although volume at least theoretically demanded by the former would make it more appealing to the latter, that solution will likely never approach being a substantial business.

https://www.linkedin.com/posts/mark-lutkowitz-b22abb2_how-seriously-should-one-take-tsmcs-involvement-activity-7340416257155821568-8kVX/

Thank you for the “ revealing” article. It largely confirms the opportunity we believe Lightwave offers. Nice to hear it from as far as Taiwan and from the manufacturing ( and R&D) center of “US” Tier 1 manufacturing (and to understand Lightwave’s material EUV lithography compatibility) .

He was the last insider to buy.  Honestly I wish that every employee would not only work there but take out loans and buy shares increasing the float though.  I'm sure every investor here does the same thing where they work.  I have to admit that as an employee I took the vested options and stayed as diversified as possible.
X

Excellent, this beta android ihub software app prevents me from easily grabbing the info and posting, but the answers are there.
X. Beta versions suck.

https://tspasemiconductor.substack.com/p/material-driven-revolution-enabling

A bit disappointing. A great opportunity for him to buy outright and show some confidence. He did not take it.

Form 4's are always tricky to read. Looks like Zelibor had Restricted stock "vest" so instead of selling on the market he just had those 9,888 shares returned to the company. If he thought it was going down he would have cashed it in and sold.

See reference Code F in block 3 then see the legend
"withheld by Issuer to satisfy tax withholding obligation on vesting of restricted stock"

As info the "issuer" is LWLG

9,888 back to the company less "dilution" that way. I think he earned about 35,000 shares which is peanuts.

X He did not Sell. Tis a yawner

I wouldn't say Mark is liar but he appears to put his figure on the scale at times.  Talented word smiths can say something one way and cover their butt with either outcome.  Kinda the same thing Ted tries to do to appear right with erasor words no matter the outcome.
X that word gets thrown around a lot today.

All of the price action since then has been to supress and accumulate.

It's fun to live in a world of baseless speculation and conspiracy theories, isn't it? Makes it much easier to explain away absolutely anything.

The move that is incoming was Decided in December of 2024.

All of the price action since then has been to supress and accumulate.

See you on the other side.

THE PUMP SHALL COMMETH

Marketmakers are part of the scam.

How is it possible to trade for over 3 hours at 6.97% without the slightest move...?? If the stockmarket really is at that level of manipulation or fraud, how can we trust this system any longer? It was already low but this....

All I know is it is coiled up. Just need more pressure on the buy side.

MANIPULATION GAME !!!

No shares for loan, high interest 16,7 and two hours trade with a margin of 0.005 spread….. low volume high frequency…
what’s going on ???

Probably nothing! 🤫🤔🤐

AES3 Polariton's Koch going to China, Taiwan! sounds familiar as Yves was recently there as well, all signposts point to Nvidia and TSMC partnering with Polymers and Plasmonics!!

Between the world’s leading photonics conferences, OFC, Laser Munich and ECOC, our team leader and VP marketing & sales Stephan Koch, takes the opportunity to travel to China and Taiwan, connecting face-to-face with key partners, customers, and industry peers.

From bustling cityscapes to productive lab visits, we engage in insightful discussions, align on upcoming sample deliveries, and share the latest updates on our fast-progressing plasmonics technology.

Thank you to everyone who welcomes us, your collaboration is key as we accelerate the path forward.

Discover what makes Polariton a leader in plasmonic devices here: https://www.polariton.ch/

#Plasmonics
#PIC
#China
#Taiwan
#Photonics
#PolaritonTechnologies
#FastModulation
#SemiconductorIndustry

https://www.linkedin.com/feed/update/urn:li:activity:7340377089260331008/

IMO Polariton will be taken over as well.  I wonder when they are doing their next raise, I'd like to get in on it.
X

Their is a contact signed.thats why stock is not falling ,only heading up, doesn't make a difference if on Russell or goes to pink , signed contracts trumps it all imo

Stephan Koch ??🙂

Guess you missed the news from around an hour ago.............from WSJ I subscribe to

A Battered Iran Signals It Wants to De-Escalate Hostilities With Israel and Negotiate

Messages passed by Tehran through intermediaries seek a return to talks if the U.S. stays out of the fight

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176325266

Actually, the negative price of the stock, defies what is "verifiably known"

I’m glad to see the buying because I have calls.

I think retail is pushing it along with market enthusiasm for anything and everything AI

Retail has in their minds given this to the end of summer and they believe YVES will come through. I hope they are right.

And it certainly possible too that tmsc or even Nvidia is looking at this although with plenty of suspicion. But even a “we will test this out some” could send the stock soaring and retail knows this.

Did someone see the most recent Linkedin post from polariton?? There VP of marketing and sales attached a picture of a building of tsmc! I cannot believe he just does this for fun

Ted. the buying with the imminent russell removal surprises me. yes, I am continuously surprised by price action, but
buying here now strikes me as a little more blatant in its disregard for what is verifiably known.

LWLG is up, Oil is down, gold is down the overall market is up, G7 over the next couple of days with a few trade deals to be announced this week (Britian?)  Boy did the market shake off concern of recent events or what?
Interesting times indeed.

I thought the world was ending? How about the Russell doomsday prediction, I wonder if anyone sold then, I hope not cause it is up 35% since that call.

X end of Q2 next week, options this Friday, robots walking down the street, pretty soon AI computers on your key chain or I mean fob which will be embedded in your wrist.

Shorts reported an extra 30k shares put out in the first hours of the day to slow down and get the shakey boyz crowd shaking.

all the signposts point to upcoming Tier 1 deal, frankly it's likely Nvidia and TSMC in the works, why else would LWLG be establishing a Sales and Marketing arm in Asia currently!!

Is LWLG working with TSMC/Nvidia on their Next-gen technology project in Taiwan? the following are reasons why this may quite likely be the case!!

- Yves recent Asia trip included a stop in Taiwan coincident with recent collaborations of TSMC and Nvidia

- Yves spending the first 5-10 minutes of the 2025 ASM on Nvidia's new strategy, you can watch the 2025 ASM replay here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176203906

- Tom saying LWLG is now Establishing Sales and Distribution channels in Asia, why would this be being done now if there was not a need for it developing for LWLG's technology in Asia currently

- Eoptolink and Foxconn added to Yves 2025 ASM presentation after his recent trip to Taiwan, obviously one would assume he met with TSMC
https://irp.cdn-website.com/a5f8ef96/files/uploaded/2025_ASM_Presentation_-_FINAL-40e13d6a.pdf

- SemiVision articles tagging LWLG along with TSMC and Nvidia
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176198177

-Nvidia in GTC 2025 Keynote disclosing they will be using MRR's in their next-generation technology, and it has been proven that LWLG's technology is the solution to the issues that silicon MRR's have with temperature sensitivity that require individual temperature IC's for each and every MRR!!! read all about it in this post of mine
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176202947

- Nvidia Patents including Polymers as materials being used
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796

- the Lebby exchange with Nvidia VP of R&D who commented directly back to Lebby "some startups are clinging too tightly to their IP" Note: perhaps this is the actual reason Lebby was replaced by Yves, Lebby likely was being too controlling in relationship developing the devices in-house where the recent LWLG shift in business strategy in now allowing the Customer to control the device developments with LWLG technical support and PDK's available to them as needed

- 2024 ASM slides 13 and 14 including the quote from Nvidia executive

----- Quote from Slide 13 >> “in many ways polymers will be an ideal enabler of the growth expected in Infiniband usage”

----- Infiniband is a key enabler for NVIDIA à higher speeds are required now

----- Slide 14 showing the Infiniband Roadmap showing how LWLG would be able to enable with their Polymers

- Jim's 2024 ASM comment regarding working with Nvidia

- Yves LeMaitre asked $LWLG shareholders to do some homework and watch the GTC 2025 hardware presentation of Jensen Huang on copacked optics. Because presentations can be long, Steve Schiets made an AI podcast with NotebookLM. Great listen, imo.

https://www.linkedin.com/posts/steve-schiets-1016aa21_ai-photonics-cpo-activity-7329210816216403968-StF4/

Marco commented, This podcast summary of what came out of Jensen"s Huang's talk on co-packaged optics is absolutely great! It pieces together what Nvidia wants and sees the industry moving towards while pointing out the things that will allow LWLG's polymers to meet the checklist of requirements without each company talking about the other. A match made in heaven so to speak. The critical concept of moving the optics as close as possible to the compute functions can be facilitated using polymers as part of the device configuration. Accomplishing this either using tiny MRRs with polymers inside or using co-packaged optics with polymers incorporated the goal is obtained. Either way, it looks like Lightwave's polymers will become critical enablers of the marriage of optics and compute.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176202918

Yves may be right when he says many companies are showing interest - but Mark may be right when he says that polymers is not a high topic on anyone's list. The two can co-exist and Yves may well be hoping that hyperscalers and tier1s will change their tunes over time, but Mark may not be seeing any real evidence that Yves will be right despite having respect for his business accumen.

Which would explain the price action and lack of any large buyers with any credentials that go beyond CULT status. This is all just so obvious to those who aren't members of the cult, and Mark's description is dead-on. That's why there is a high level of shorts betting that the stock continues to go down from the current $100 million premium over book value.

Robert Blum's Arrival@LWLG: Glimpse Behind the Curtain

Robert Blum’s recent appointment at Lightwave Logic has triggered an impressive wave of congratulations on LinkedIn — but beyond the celebration lies something more telling: a strategic snapshot of where LWLG might be headed.

As someone closely tracking the company and its ecosystem, I see these reactions not just as polite gestures, but as early signals of industry alignment, partner readiness, and cross-domain anticipation.

🔍 Here are some standout commenters and what they suggest:
🚀 Key Industry Executives Who Congratulated Robert:


Daniel Zhu (NVIDIA) – Director of Photonic Design

Signals potential relevance of LWLG's polymer platform in high-speed GPU or AI interconnects.

Babak Sabi (AWS Annapurna Labs) – VP

AWS is deeply invested in silicon photonics and custom AI infrastructure.

Manish Mehta (Broadcom) – VP, Optical Systems

Broadcom is a giant in CPO (co-packaged optics). A strategic nod?

Takashi Saida (NTT) – VP, Head of Device Innovation

Could reflect testing, R&D collaboration, or foundry-level engagement.

Jens Dieckroeger (ADTRAN) – Sr. Director Governance

ADTRAN has engaged with polymer-based solutions; may already be in exploratory talks.

Susmita Joshi, PhD (Photonics & Connectivity)

Highly respected voice in silicon photonics, DWDM, and high-speed AI fabrics.

Preet Virk (Celestial AI) – COO

A potential technology convergence: photonic AI compute meets next-gen interconnects.

Chris Pfistner (Avicena Tech) – VP Sales & Marketing

Active in photonic links for AI – market overlap or parallel momentum.

Paul Diglio (GlobalFoundries) – Principal Engineer

May indicate contact with manufacturing partners to align with foundry capabilities.

Vincent Di Caprio (ICAPS) – VP, Advanced Packaging

Points to polymer relevance in advanced chip packaging ecosystems.

Faraz Monifi (Intel) – Photonics Design Lead

Intel's ecosystem interest is particularly telling, considering historic skepticism.

Dieter Hoffend (imec Automotive) – Business Director

imec as a potential European integration partner or validator?

Jeroen Duis (PHIX Photonics Assembly) – CTO

PHIX plays a role in photonic chip packaging — relevant for commercial rollout.

Ed Baichtal (Data Center Architect)

His excitement suggests attention from hyperscaler design circles.

🧭 What this all points to:
AI, Datacenter & Optical Interconnects: Many well-placed figures in these sectors congratulated Robert — suggesting LWLG's pivot may focus more sharply on high-performance, scalable optical solutions.

Foundry & Packaging Ecosystem Readiness: Involvement of GlobalFoundries, imec, and ICAPS hints at backend alignment for real-world integration.

Go-to-Market Foundations: Multiple VP-level voices from marketing, sales, and operations are engaging — a clue that commercialization is a priority.

You are so uninformed, proto.

Absolutely right! Mark L. finally uses his common sense and now also sees that Perkinamine is superior compared to all the rest. He does not dare to say this openly after bashing LWLG for a long time and therefore uses Yves to put things right. Just imagine, a company that you have bashed for years breaks through!! What does that do to your credibility? Exactly, I hope everyone understands that now!! Good luck to the believers....