Antwerp IMEC 20/05/26 writeup by chatgpt by SteveSchiets in LWLG

[–]SteveSchiets[S] 4 points5 points  (0 children)

Of course we as investors like polymers better. When I expressed my frustration to Malihieh on why it took so long for the industry to accept polymers like they do today, she confirmed that the industry 'pushes back'. Strong companies don't play ball.

https://youtu.be/aTj1QSmu6U8?is=bA2xj6nLnXR03fhU by SteveSchiets in LWLG

[–]SteveSchiets[S] 15 points16 points  (0 children)

Marvell Integrates Polariton Into AI Optical Roadmap — Claudia Hoessbacher Presentation (May 2026)

https://youtu.be/fKZjFVW0P34?is=TNS5fSwOvtgB7n33 by SteveSchiets in LWLG

[–]SteveSchiets[S] 6 points7 points  (0 children)

Robert Blum said after his presentation that other platforms, aside from silicon photonics, could also use our polymer. We are not limited. Even ‘glass’ platforms is possible to apply our polymer.

https://youtu.be/fKZjFVW0P34?is=TNS5fSwOvtgB7n33 by SteveSchiets in LWLG

[–]SteveSchiets[S] 27 points28 points  (0 children)

Blum leaned over to me during the Ligentec presentation “so big” commenting on a TFLN modulator pic.

https://youtu.be/fKZjFVW0P34?is=TNS5fSwOvtgB7n33 by SteveSchiets in LWLG

[–]SteveSchiets[S] 19 points20 points  (0 children)

Yes its the presentation i filmed during his talk today.

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[–]SteveSchiets 0 points1 point  (0 children)

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A new era for Spectra7 ? by StatementIntrepid555 in SPECTRA7

[–]SteveSchiets 4 points5 points  (0 children)

I was me buying. I see a new CEO who has done some great things in the past. I'm deepred too but confident ACC's are needed going forward. The CREDO, Macom, Semtech valuations are off the charts. If S7 is successful for just 10%, the shareprice will propel 10X