investisseur101
4 hours ago
Its this guy from vwav who caught my attention when i read their description
Noam Kenig is the founder and CEO of AerialX, a Canadian company based in Vancouver specializing in the design of advanced drones and defense solutions against aerial threats. Under his leadership, AerialX has developed cutting-edge technologies such as the DroneBullet, a hybrid kamikaze drone that combines features of a missile and a quadcopter, designed to intercept and neutralize enemy drones using only kinetic energy, without explosives.
AerialX stands out for its expertise in computer vision, deep learning, and autonomous systems, applied to defense solutions for military, public safety, and countering malicious drones.Noam Kenig is the founder and CEO of Viooa Imaging Technology, an innovative Canadian company specializing in smart imaging technologies. Based in British Columbia, Viooa was founded in 2015 and focuses on the development of software, smart cameras, and solutions for the Internet of Things (IoT).
The company is recognized for its innovations in the fields of imaging and IoT, and it has filed several patents to protect its inventions. Viooa stands out for its advanced technological approach and its commitment to innovation.The DroneBullet is an innovative solution developed by AerialX, a Canadian company founded by Noam Kenig. This device is designed to counter aerial threats, particularly malicious drones, by using a unique approach that combines the speed of a missile with the maneuverability of a quadcopter.
Terminal guidance: embedded artificial intelligence system with deep learning and computer vision processing.
The DroneBullet is an autonomous 'kamikaze' drone that, once launched, identifies and pursues a hostile aerial target. It is capable of maneuvering to optimally attack the target, depending on its speed and configuration (quadcopter or fixed-wing aircraft). The impact is achieved solely through kinetic energy, without explosive charge, making it particularly suitable for sensitive environments where explosions are undesirable.
🎯 ApplicationsThe DroneBullet is intended for military and public security use, including for:The protection of sensitive infrastructures (airports, government buildings, high-profile events)The neutralization of aerial threats in urban or confined areasIntegration into third-party drone detection systems for autonomous response.
🛡️ Demonstrations and DeploymentAerialX showcased the DroneBullet at several defense events, including:Selection as a semi-finalist during SOFWERX's ThunderDrone II evaluation in 2018, organized by the United States Special Operations Command (USSOCOM)Intensive demonstrations as part of the Counter Unmanned Aerial Systems (CUAS) program under the Initiative for Defense, Excellence, and Security (IDEaS) of the Canadian government in 2019.These demonstrations validated the effectiveness of the DroneBullet in real-world scenarios against drones of various sizes and configurations.
investisseur101
8 hours ago
📌 1️⃣ What is CGI Fund I?
CGI Fund I, LP is essentially a private fund that owns real estate assets (Nexus Workspaces). These business centers offer flexible office space — a growing but competitive market.
👉 CGI Fund I is selling part of these assets to:
• Unlock cash and secure a partial exit.
• Bring in a new operating partner to revitalize / increase the value of the Nexus network.
📌 2️⃣ Why GBT Technologies?
GBT Technologies (GTCH) started out as a tech company, mainly focusing on patents, IoT, mesh networks and AI — but with limited cash flow, often funded through new stock issuances or external partners.
👉 The strategic bet is:
• To diversify its revenue beyond pure IP, since GBT is often seen as a speculative penny stock that hasn’t yet produced stable revenue.
• To use its IoT/AI technology inside Nexus to “upgrade” these workspaces — smart buildings, connected monitoring, energy savings, better user experience.
In short: CGI is betting that GBT can “tech-ify” Nexus ? creating more value than a traditional landlord could.
📌 3️⃣ Why is CGI “providing” or “putting up” $42.5 million?
The $42.5 million is really an indicative value:
✅ It reflects:
• The estimated value of the entire Nexus portfolio (around $45–50M).
• The deal is structured so that CGI stays exposed (typically through financing, preferred shares, or an earn-out).
In practice:
• GBT doesn’t have all the cash upfront ? so CGI is financing part of its own exit, becoming a creditor or stakeholder in the new entity.
• CGI keeps a financial lever: if GBT successfully spins off Nexus Workspace Holdings or increases its value, CGI benefits from the upside.
📌 4️⃣ My interpretation = a double bet
✔ For CGI
• Unlocks liquidity immediately.
• Keeps indirect exposure through shares and/or debt.
• Hopes for a higher multiple later if Nexus (as a “smart workspace” platform) gets a better public valuation through GBT.
✔ For GBT
• Acquires a tangible asset (buildings with rental cash flow).
• Tries to prove to the market that it’s more than just patents, by generating recurring revenue.
• Provides a more reassuring story for investors: “We’re moving from speculative to hybrid tech + real estate.”
📌 5️⃣ The risks
🔍 Main risks:
• If GBT lacks the operational capacity to manage offices or scale its tech in these spaces, Nexus might underperform.
• Possible dilution if the spin-off or funding needs are too heavy.
• CGI likely has protections to regain control if GBT fails to deliver.
✅ In summary
👉 CGI is partially cashing out to:
• Get immediate capital,
• Benefit from a “tech partner” that promises to unlock more value from Nexus,
• Position itself for a spin-off or IPO with a potentially higher valuation later.
👉 GBT gains a tangible business to support its diversification narrative and prove its IoT/AI patents have real applications.
Basic structure
[CGI Fund I, LP]
|
(Owns)
[Nexus Workspaces Portfolio]
|
(Partial Sale + Financing)
?
[GBT Technologies, Inc.]
|
(Creates)
[Nexus Workspace Holdings, Inc.] ? (New subsidiary for spin-off)
📊 1️⃣ Deal Diagram
Basic structure:
[CGI Fund I, LP] | (Owns) [Nexus Workspaces Portfolio] | (Partial Sale + Financing) ? [GBT Technologies, Inc.] | (Creates) [Nexus Workspace Holdings, Inc.] ? (New subsidiary for spin-off)
✅ Key flow:
• CGI Fund I ? sells 49% to GBT Technologies, financed partly by CGI itself.
• GBT Technologies ? puts the assets into a new subsidiary called Nexus Workspace Holdings.
• The goal ? later spin off Nexus Workspace Holdings as its own public company, giving both CGI and GBT potential upside.
💸 2️⃣ Rough Valuation Impact
• Estimated portfolio value: ~$45–50 million.
• Phase 1: GBT acquires ~49% ? so around ~$22–25 million worth.
• CGI “fronts” $42.5M ? not pure cash in GBT’s bank account.
👉 It’s more like:
• Vendor financing (CGI carries the note)
• Or convertible preferred equity ? CGI gets paid later with interest or shares.
• Result for GBT:
• They get control of cash-flowing assets.
• The new subsidiary shows real revenue.
• GBT’s balance sheet looks stronger on paper, but they have an obligation to CGI.
⚙️ 3️⃣ Similar Hybrid “Tech + Real Estate” Playbooks
This isn’t unique — it’s similar to:
• WeWork (early) — tried to market itself as a “tech company with real estate exposure” ? higher multiple than a normal landlord.
• PropTech players — like Knotel or IWG, but with a “smart office” twist: IoT sensors, occupancy AI, etc.
• IoT Smart Building startups — e.g., companies that embed energy monitoring and predictive maintenance into leased buildings.
The big idea:
You add a tech narrative to a traditional asset ? you get a higher market multiple than just leasing offices.
If it works, the valuation is “tech + real estate” not just “real estate”.
✅ Key Takeaway
This deal tries to create:
• Immediate cash flow: from Nexus tenants.
• Future upside: from the spin-off — the market might price Nexus Workspace Holdings at a premium if they truly integrate GBT’s IoT & AI tech.
• A credible story: GBT stops being seen only as a speculative patent shell — it becomes an “operator of smart workspaces.”
****
✅ Key takeaway
• If Nexus Workspace Holdings is well run, fully integrated with GBT’s IoT/AI, and spun off cleanly: ? It could add a $12–50M asset to GTCH’s story.
• That gives GTCH leverage to fund its other core patents (IoT, EDA, AI).
• The risk: If the tech layer is just a pitch and doesn’t reduce costs or boost tenant experience, the market will treat Nexus like any ordinary landlord (low multiple).
Chatgpt
28Rockets
8 hours ago
Some awesome upper management at VWAV, i think Danny the main guy at GBT for tech, mentions
Dr. Danny Rittman Ph.D. CTO, CIO, CISO & Director 60k -- 1963
Mr. Mansour Khatib Secretary & Director 60k -- 1964
Mr. Michael D. Murray CEO & CFO -- -- 1970
Ms. Karolina Zeledon Administrative Manager -- -- --
Mr. Erik Klinger Executive Vice President of Corporate Development
id have to look on the patents again for co-inventors, dont have time rn
Heres vwav
Douglas Davis is a seasoned executive with management experience across many areas including M&A, capital raising, sales and business development. Since 2001, Mr. Davis has served as the Managing Partner of CoBuilder, Inc., a consulting organization providing services for large and small corporate entities associated with increasing efficiencies, including increasing market penetration, revenues and profit; also, from 2008 to 2018, Mr. Davis served as the CEO of BitSpeed LLC, an extreme file transfer software solution. In addition, from July 2018 to April 2020 Mr. Davis served as the Chief Executive Officer of GBT Technologies, Inc. Mr. Davis received an AB Political Science from Stanford University and an MBA (Concentration in Finance and Strategic Management) from UCLA Anderson Graduate School of Management. Mr. Davis is a manager of Instant Fame LLC. VisionWave believes that Mr. Davis’s broad entrepreneurial, financial, and business expertise and his experience with micro-cap public companies and his role as Co-Chairman give him the qualifications and skills to serve as a director.
Eric T. Shuss has extensive knowledge and expertise in growing and running high-tech companies, from start-ups to thriving ongoing ventures. Over his 35-year career, he has worked at mid-to-large companies as a Senior Industry Analyst, Managing Consultant, Director of Information Systems, Director of Operations, CEO, COO, Vice President, and President. These roles have been within high-profile businesses in AI and Robotics, I.T./ERP sales and consulting firms, high-tech manufacturers, Telecomm, retail operations, and distributors. Most recently, from May 2019 until present, Mr. Shuss has served as a Senior Industry Analyst for Avantiico representing the company in all customer and partner interactions for its professional services practice. Prior to his current role, Mr. Shuss, managed and owned a consulting business, Peryton Systems, from April 2016 to May 2019 which was an independent consulting firm engaged to facilitate the commercialization of innovative technologies in Artificial Intelligence, VR/AR, ERP, Supply Chain and Logistics. Mr. Shuss has also held various other roles including Senior Industry Analyst/Presales for Hitachi Corporation. Mr. Shuss is an author and futurist who serves on several advisory boards and has a keen understanding of technology and can see the big picture to find ways for people to access and benefit from technology, which is the key to his success. Mr. Shuss attended California State University Long Beach studying Computer Science. VisionWave believes that Mr. Shuss’s broad entrepreneurial, financial, and business expertise and his experience with micro-cap public companies give him the qualifications and skills to serve as a director.
Erik Klinger serves as Chief Financial Officer for the Company. Mr. Klinger’s recent work has focused on providing advisory services to growing companies that have significant recurring revenues, including providing advice on mergers and acquisitions and fractional CFO services to those companies. From 2020-2023, Mr. Klinger was the CEO of CIMfinity, which provides enhanced distribution for M&A deals in certain industries that have stalled or are slow-moving, and from 2016-2020 Mr. Klinger was the Chief Financial Officer and Head of Corporate Development of Gopher Protocol Inc., an OTCQB company. As an investment banker, he sold a business engaged in healthcare software in 2012, and then served as an advisor to that company from 2013-2016. From 2003-2011, Mr. Klinger was co-founder and Chief Executive Officer of Mindshift Partners, which provided CFOs and Controllers for publicly-traded and privately-held companies. Prior to those experiences, Mr. Klinger worked in private equity, with a focus on leveraged buyouts. From 1992 to 1997, Mr. Klinger worked at Andersen Consulting and then at Price Waterhouse. Mr. Klinger earned a Bachelor’s Degree from Dartmouth College and an MBA in Finance from the Anderson School of Management at UCLA. VisionWave believes that Mr. Klinger’s broad entrepreneurial, financial, and business expertise and his experience with micro-cap public companies and his role as Chief Financial Officer give him the qualifications and skills to serve as a director.
187
Noam Kenig serves as the Chief Executive Officer of VisionWave Technologies Inc., spearheading the development of innovative ventures in defense and homeland security with a strong emphasis on integrating cutting-edge AI technologies into the defense sector. With over 20 years of experience, Noam has a proven track record of transforming innovative ideas into successful and sustainable companies. Prior to his role at VisionWave, Mr. Kenig founded and served as the CEO of AerialX Drone Solutions Inc. from 2012 to 2024, specializing in proprietary drone solutions tailored for military and homeland security applications. Under his leadership, AerialX emerged as a global leader in unmanned aerial systems, forging strategic partnerships with major defense companies and militaries worldwide. From 2015 to 2024, Mr. Kenig also founded and served as the CEO of Viooa Imaging Technologies Inc., leading the development of revolutionary imaging devices integrating proprietary AI technologies and event-based sensors. Viooa’s groundbreaking innovations received approvals from prestigious militaries and defense organizations globally, with applications in cutting-edge threat detection technologies. Additionally, from 2006 to 2024, Mr. Kenig co-founded and served as the CEO of ReStoring Data Inc., recognized as Canada’s premier award-winning data recovery and digital forensics company. Noam Kenig’s exceptional leadership is demonstrated by his success in building and scaling companies, supported by an extensive portfolio of patents that highlight his significant impact and contributions to the technology and security sectors. He continues to drive companies from initial concepts to operational success. Mr. Kenig was studying for his Bachelor of Science degree in Computer Science & Engineering alongside business studies at CSUN, further enriching his expertise in technology and entrepreneurship. VisionWave believes that Mr. Kenig’s broad entrepreneurial, financial, and business expertise and his experience with micro-cap public companies and his role as Chief Executive Officer give him the qualifications and skills to serve as a director.
Danny Rittman is a seasoned computer scientist and technology entrepreneur with over 25 years of experience. Currently, he serves as the CTO of Gopher Protocol Inc., a company specializing in IoT and AI technologies. Rittman began his career in the Israeli Defense Forces as a software developer, later contributing to Motorola’s development of the first GSM cellular phone. He founded RIT Technologies in 1996, a network monitoring solutions provider that went public on NASDAQ. He also held roles as CTO and VP of Marketing at a smart-chip design company, leading product launches and software tool development. Since 2012, Rittman has been a Senior Integrated Circuit Design Consultant, managing teams in the mobile technology sector. He also founded Infiniti Technologies, developing advanced mobile and web applications. Rittman holds a Bachelor’s in Computer Science from Bar-Ilan University, an MBA from Tel Aviv University, and a PhD in Computer Science from LaSalle. VisionWave believes that Mr. Rittman’s broad entrepreneurial, and business expertise and his experience with micro-cap public companies and his role as Chief Technology Officer give him the qualifications and skills to serve as a director.
Yossi Attia has been a self-employed real estate developer since 2000. Mr. Attia is the Founder of the Target and has served as the Chief Operating Officer and a director of Target since inception. Ms. Anat Attia, the wife of Yossi Attia, is the sole owner of Stanley Hills LLC, which is a significant shareholder of Target and has provided working capital to Target. Prior to entering the real estate development industry, he served as Senior Vice President of Investments at Interfirst Capital from 1996 through 2000. Mr. Attia also served as the Senior Vice President of Sutro & Co. from 1994 through 1996 and Vice President of Investments at Prudential Securities from 1992 through 1994. He holds a BA in economics and marketing from Haifa University and an MBA from Pepperdine University. VisionWave believes that Mr. Attia’s broad entrepreneurial, financial, and business expertise and his experience with micro-cap public companies and his role as Chief Operating Officer give him the qualifications and skills to serve as a director.
Chuck Hansen is a pioneer in federal, state, and local government information technology sales, marketing, operations, and finance. With over four decades of building companies from investment start-up to exit, Mr. Hansen currently serves as the Chairman & CEO of Electro Scan Inc., a cleantech supplier of machine-intelligent underground pipe assessment technologies. Mr. Hansen is the holder of 19 patents in the U.S. and abroad and has won complex product certifications from several of the world's leading multi-national corporations, including Saudi Aramco. Mr. Hansen also currently serves as a consultant to Crown Electrokinetics Corp. (NASDAQ: CRKN). An FAA certified Instrument-Rated Pilot, Mr. Hansen is also certified to fly Small Unmanned Aircraft Systems (FAA Part 107). Mr. Hansen is currently a member of the Limited Partner Advisory Committee and Investment Board Member with Folsom, California-based Moneta Ventures where he helps assess AI, machine learning, robotics, SaaS, and supply chain investment opportunities. Prior to founding numerous companies, Mr. Hansen served as Chief Financial Officer of the Pacific School of Religion, the oldest graduate school of theology on the West Coast, reporting directly to the Board of Directors, and as Senior Accountant with Arthur Anderson & Co., working in the Oakland and San Francisco offices on auditing company financial statements, SEC registration statements, mergers, and acquisitions. Mr. Hansen holds a BS from University of California, Berkeley and an MBA from UCLA Anderson. VisionWave believes that Mr. Hansen’s broad entrepreneurial, financial, and business expertise and his experience with micro-cap public companies give him the qualifications and skills to serve as a director.
investisseur101
8 hours ago
I'm not worried either. That's why I'm in the penny, when it's a phase 2 the returns are astronomical.. A company like that that looks like nothing for years but secretly arrives with marketable products what more could you ask for. This morning I just did another AT with a principle that I dissected in 2021. (I am passionate about analysis and digging to develop my own mathematical systems).. the formation of the U which is done in 3 parts of breakout before seeing the right side of the U go towards its rise has already made its first 2 breakouts, so we are waiting for the last one which ends up going sideways.. and as everyone knows it is to break the 0.0002 (a bit of a double confirmation here). What's interesting here, if the uptrend I drew is valid...we could continue sideways until Wednesday, July 23rd at the latest. After that, it will have no choice but to rebound strongly. In addition, it coincides with my last system that I developed which gave me a buy signal last week. A clue is looking at the MACD, it is flat and leaning upwards and seems to want to cross upwards, which coincides with my 2nd breakout in the U that I was talking about.
But if we look at the first 2 breakouts in the U that I'm talking about... The 1st had 7 bearish trend candles, then the 1st breakout. For the 2nd, there were only 4 bearish candles for the 2nd breakout. Which gives 7 and 4 days, which is very fast. So I don't expect weeks to break the 3rd... So the July 23rd gives 8 days and we already have 2 days of fact aside since the 2nd breakout.. So as I said and chatgpt confirmed it to me (it may already be ready in advance while waiting for the SEC's answers that we had in the 8-K) the final proxy could come out this week at the latest next week. Then we have to wait 10 days to let the shareholders vote. I think we could have good news to push them to vote in favor. Everything is aligned, and chart-wise, it seems to match.
Furthermore, Friday's volume is right on the resistance of the 18-day downtrend. The last 3 days of volume have been rising, and Friday hit resistance. The end of the downtrend is July 17th. I think we have two possible choices. News on Monday that will break this downtrend (given that we've had a tight uptrend for the past 3 days). We also have, with the last 3 candles, formed a possible new uptrend (which I mentioned with very interesting targets). Or 2, we will break out of this downtrend very calmly without any news, and it will be the support that will do the work next week. In the case of the first option, we could have some very nice surprises this summer.
Also note, in this downtrend (in the candles), we had a Heikin Ashi candle without wicks on Thursday, which gives a signal. buying... it's the only one in this downtrend... and these are rarer candles that occur at the beginning and during an uptrend.
I cant wait to see how the week unfolds.
28Rockets
9 hours ago
Awesome job putting all that into a digestible and clear format, now we wait for everyone else to discover this lol
Heres the thing on the weakness section
Danny Rittman isn't just some unknown joe blow off the street here, he's been in the industry, worked for and consulted for all the top chip companies for 30 years. Knows all the top people there personally already im sure, so if magic 2 and his chip design patents are as good as they sound im sure they'll get picked up. All the VWAV products are probably designed to use gbt chips and we know where thats going, also advances the industry as a whole.
Experience
Logo of IBM
Senior Consultant
IBM
Jan 2020 - Present 5 yrs 7 mos
Logo of GBT Technologies Inc.
Chief Technology Officer & CIO
GBT Technologies Inc.
Jan 2015 - Jun 2023 8 yrs 6 mos
United States
GBT's Chief Technology Officer (CTO) & CIO/CISO, leading the organization's technological development and innovation strategy in the fields of AI, ML, IoT, communication, robotics, autonomous vehicles, computer vision and cybersecurity. Envisioning and executing the company's technology roadmap, identifying emerging technologies, and evaluating the potential impact on its business. Collaborate with other executives and team members to align technology initiatives with overarching business objectives. Oversee research and development, product development, and technology partnerships. Identifying and retaining top tech talent, fostering a culture of innovation within the organization, and staying ahead of the curve in the rapidly evolving technology landscape. As dual-role CIO/CISO, I led the development and implementation of comprehensive IT and cybersecurity strategies aligned with organizational goals. Overseeing robust IT infrastructures, including hardware, software, networks, and data centers, while supporting digital transformation initiatives with technologies like cloud computing and data analytics. Finding intelligent IT solutions that enhance productivity and customer experience and maintaining advanced security posture. Provide vision and leadership for enterprise-wide cybersecurity governance, structure, policies, processes, and metrics. Create strategic cybersecurity initiatives, aligned with corporate business objectives, and guide senior IT management on implementation. Evaluate and prioritize cybersecurity measures based on enterprise risk profile, cost, and capacity to implement changes. Foster information security culture; develop and facilitate annual information security training at the corporate level.
See less
Logo of Micrologic Design Automation, Inc.
Chief Technology Officer
Micrologic Design Automation, Inc.
Jan 2010 - Dec 2014 5 yrs
United States
A dynamic visionary driving the company's technological innovation. Charting the course for the development of cutting-edge EDA tools, leveraging the transformative potential of AI. Leading and pushing the boundaries of electronic design automation, overseeing the research and development of AI-driven solutions that optimize and accelerate chip design processes. Collaborating closely with cross-functional teams, including engineers, data scientists, and product managers, to ensure seamless integration of AI capabilities into the EDA toolset. Playing a key role in fostering strategic partnerships and attracting top talent, ultimately positioning the startup as a trailblazer in the AI-powered EDA landscape.
See less
Logo of Intel, IBM, Qualcomm, Apple, Broadcom
Senior IC Design Automation Consultant
Intel, IBM, Qualcomm, Apple, Broadcom
Jan 2000 - Dec 2009 10 yrs
Working as a senior IC Design Automation consultant for major semiconductor companies, including Intel, IBM, Qualcomm, Apple, and Broadcom. My expertise focused on utilizing and enhancing industry-standard EDA tools (Cadence, Synopsys, Mentor Graphics) to automate the design and verification of complex integrated circuits for prestigious projects. My responsibilities consistently involved: Developing and optimizing design automation flows by streamlining processes for various design stages, including floor planning, place & route, and verification. This involved creating custom scripts and programs to improve efficiency and quality. Supporting physical design and verification, ensuring the reliability and functionality of chip designs, with a focus on areas like electromigration and self-heat analysis. Managing and mentoring teams (Intel, Broadcom) of CAD programmers to develop automation tools and flows to enhance design productivity. Working with advanced technologies and fabrication processes, including FinFET technologies and deep nanometer nodes, adapting to the evolving semiconductor landscape.
Also...
investisseur101
10 hours ago
👉 “How will VWAV stand out from the big competitors, and what makes its technology unique?”
Bien sûr ! Voici ma dernière réponse traduite en anglais, fidèle et claire 👇
✅ 1️⃣ The starting point: the barrier to entry
The big players (Intel, TSMC, AMD) already have:
• Billions in R&D.
• Their own fabs or guaranteed access to the best foundries.
• Years of lead in 3D stacking (Foveros, CoWoS, V-Cache).
• Locked-in supply chains and captive customers.
So for a small player like VWAV, the only chance is to have a radically different approach, a key patent, or a niche the big players ignore (for now).
✅ 2️⃣ What is the unique selling point?
👉 From what we know:
GTCH/VWAV isn’t doing just 3D stacking.
Their “twist” is the combination of 3 things:
1️⃣ Multiplanar stacked architecture (3D) — alone, this is no longer unique.
2️⃣ Integrated photonics — much rarer in commercial general-purpose chips.
• Most current 3D chips are still 100% electrical.
• Photonics replaces part of the electrical signals with light ? ultra-fast data transfer, lower heat.
• If this can be produced at reasonable cost, it’s a big advantage. 3️⃣ Reconfigurable design — GTCH says the architecture is multiplanar and reconfigurable, for AI or HPC ? the chip can adapt its topology to optimize compute loads ? very few commercial solutions do this today.
👉 So the real uniqueness is:
Photonics + 3D stacking + reconfigurable ? a combo that, if it works, can:
• Lower power consumption.
• Speed up internal data flow ? perfect for AI.
• Be more compact.
This triple combo is the unique IP angle in the CIP patent.
✅ 3️⃣ Why haven’t the big players industrialized it yet?
• Integrated photonics is still challenging to produce at large scale: aligning fiber, waveguides, and CMOS on the same chip is costly.
• Intel and IBM have it in the lab, but not yet in mainstream CPUs/GPUs.
• The big players often wait for the tech to mature ? smaller innovators file IP, then the big guys license or acquire it.
✅ 4️⃣ The VWAV bet
👉 VWAV won’t beat Intel on volume.
But:
• If they really have a working, patented photonics + 3D solution, they can license or be acquired.
• Or target strategic niches (defense, counter-drone, HPC) where extreme performance > mass production cost.
For example:
• Anti-drone or radar: needs powerful on-board computing, ultra-low latency, minimal size ? perfect for a compact 3D photonic chip.
• Edge AI or mobile HPC: reduce latency while miniaturizing.
• Cloud HPC: reduce heat and energy per rack.
✅ 5️⃣ In summary
FactorVWAV / GTCHMajor competitors3D stacking aloneNot uniqueAlready massively deployedPhotonics aloneNot uniqueIBM, Intel R&D, not yet mass market3D + photonics + reconfigurable + niche (defense/HPC)Unique if truly industrializedBig players not yet on this niche
⚡ So the key point is:
It’s not “one better chip for everyone,”
but a radically optimized chip for specific markets where extreme speed + small form factor + low heat matter most.
👉 If the tech delivers and the patent is solid, VWAV could:
• License it.
• Or become an acquisition target for a big player (Intel, Broadcom, defense contractors).
✅ Possible weaknesses
• Scalability still needs proof ? can it be made at competitive cost?
• They’ll need a strong foundry partner (TSMC? GlobalFoundries?).
• It depends on the customer pipeline ? without real customers, IP alone is worth little.
Trade like a pro: Leverage real-time discussions and market-moving ideas to outperform.
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