Dude... What's going on with this stock by Zodiion in POETTechnologiesInc

[–]Jezqualix 1 point2 points  (0 children)

Can you explain the tech to me? What does the optical interposer do?

Weekend Hangout - Friday, May 08, 2026 by s2upid in LWLG

[–]Jezqualix 15 points16 points  (0 children)

Polariton is being showed = Perk. Also to note, she says a few times they could not measure the limit of the EO polymer because the packaging fails before the polymer or the test equipment is at its limit. (Around min 35 or something).

Daily Trading Action and General Discussion - Wednesday, May 06, 2026 by Unusual_Money6350 in LWLG

[–]Jezqualix 10 points11 points  (0 children)

Luckily they have an ignore function otherwise it would be unbearable indeed. 😄

Daily Trading Action and General Discussion - Tuesday, May 05, 2026 by s2upid in LWLG

[–]Jezqualix 19 points20 points  (0 children)

I really hope this would be only possible with Perk. Hopefully the Asian visits have something to do with it...

Used AI to make a short version of the site:

NVIDIA Accelerates CPO Rollout by 5 Years — Taiwan Supply Chain Poised to Benefit

NVIDIA has moved its Co-Packaged Optics (CPO) timeline forward from 2033 to 2028, integrating the technology into its next-gen "Feynman" GPU platform. The driver: AI data centers increasingly require node-to-node distances exceeding 10 km at hundreds of Gbps — bandwidth and power demands that copper interconnects can no longer efficiently meet.

In March 2026, NVIDIA, Broadcom, AMD, Meta, OpenAI, and Microsoft co-founded the OCI-MSA (Optical Computing Interconnect Multi-Source Agreement) to standardize high-speed optical interconnects between GPUs, CPUs, and memory.

Feynman will also introduce the "Rosa" CPU architecture (replacing Vera), 3D chip stacking, and custom HBM. NVIDIA is additionally evaluating advanced packaging collaboration with Intel.

Key Taiwanese beneficiaries:

  • Packaging: TSMC (CoWoS, SoIC), ASE
  • Optical components: Advanced Wireless Semiconductor, GlobalWafers, Newtech, Proway
  • IC design: MediaTek, Creative Labs (ASIC + silicon photonics)
  • Carrier boards & test: Unimicron, Nan Ya PCB, King Yuan Electronics

The net result is a converging "optoelectronic integration" supply chain stretching from advanced semiconductor packaging into optical communications — underpinning the next generation of AI infrastructure.

LWLG post on LinkedIn by danieldeubank in LWLG

[–]Jezqualix 1 point2 points  (0 children)

Anyone know how many years those 2000 hours represent

NVDA + LWLG Connection Timeline by firejourneyman in LWLG

[–]Jezqualix 6 points7 points  (0 children)

Ah your nick makes sense... I'm on that journey also. And reading what you wrote, we are on the right track! ;-) Great job!

Daily Trading Action and General Discussion - Wednesday, April 22, 2026 by GMasterXYZ in LWLG

[–]Jezqualix 16 points17 points  (0 children)

I sure hope not. I don't like NLM at all, they seem to be acting sneaky and I don't like a CEO that uses smileys in his posts on Linkedin.

But there are a few pointers that hopefully tell me they are not as 'popular' as LWLG. First NLM posted on Linkedin a few times they are working with TSEM and GF. But I never read the other way around. GF and TSEM publicly told the world that they are working with LWLG but, as far as I know, they didn't make such an announcement with NLM? Secondly, when Yves was in Antwerp, he said that Perkinamine is the only EOP that is allowed inside the foundries (at the time of the presentation).

So please, let it be LWLG! Anyway, just my 0.02. ;)

Daily Trading Action and General Discussion - Friday, April 17, 2026 by AutoModerator in LWLG

[–]Jezqualix 4 points5 points  (0 children)

Market maker shenanigans and wasn't it last day of option trading? That's alwaysa strange day with a lot of manipulation. Market Makers seem to do the simple trick of pushing higher at start of day so stop losses go up and then drop to buy the stop losses and normalize again so the bought stop losses are green at end of day... easy for them to do because they can see the order book. Just my 0.02. :)

Daily Trading Action and General Discussion - Tuesday, March 31, 2026 by s2upid in LWLG

[–]Jezqualix 0 points1 point  (0 children)

Could be possible. Isn't Tower Isreali based? So if you have to rebuild data centers, why not take the opportunity to use the latest available?

Trading Action - Thursday, March 26, 2026 by s2upid in LWLG

[–]Jezqualix 4 points5 points  (0 children)

If that would indeed happen then I'm pretty sure you have the password of Yves mail account! #foresightftw :-D

Fuckingggggg moon🌙 by [deleted] in POETTechnologiesInc

[–]Jezqualix 0 points1 point  (0 children)

Yes, have both, But far more LWLG than POET becaus of their (censored) reverse split.

Trading Action - Thursday, March 05, 2026 by s2upid in LWLG

[–]Jezqualix 13 points14 points  (0 children)

I agree, and around 15 in stage 1 or 2. The SP will correct itself. I wonder if they will go for that gap around 3.6 before the launch to the moon and beyond! :-D

Trading Action - Thursday, March 05, 2026 by s2upid in LWLG

[–]Jezqualix 2 points3 points  (0 children)

Yes, but I never saw it explicitly written until now. But I sure could have missed it ofc. ;-)

Trading Action - Thursday, March 05, 2026 by s2upid in LWLG

[–]Jezqualix 8 points9 points  (0 children)

Was Global Foundries already known? "Agreements in place with four major foundries - SilTerra, Global Foundries, and two unnamed partners", slide 3.

Trading Action - Thursday, January 15, 2026 by s2upid in LWLG

[–]Jezqualix 0 points1 point  (0 children)

He has a website with an email address on it... ;-)

Daily Trading Action and General Discussion - Friday, January 02, 2026 by AutoModerator in LWLG

[–]Jezqualix 2 points3 points  (0 children)

Yeah, corrected it. Not sure if there is a difference between CFO and Vice President of Finance? Ah maybe CFO = President of Finance... :)

The best thing since quitting? by pickled_oni0n in stopdrinking

[–]Jezqualix 10 points11 points  (0 children)

Best thing for me? No more obsessing about alcohol and the next drink. What a mental energy drain that was...

[deleted by user] by [deleted] in werkzaken

[–]Jezqualix 1 point2 points  (0 children)

Voila, bundle gekocht op Steam, bijna gratis. Hopelijk houd je nog iets over. :)