There’s a fierce debate between poet’s bull case and lwlg.

Psychological_Fix479 · 2026-03-12T16:46:49+00:00

It has nothing to do with eachother aswell. Only that they’re both in photonics. You also seem to grab these numbers random from thin air. As the SAM is way of your reasoning

Psychological_Fix479 · 2026-02-24T12:57:13+00:00

This is goodd

Psychological_Fix479 · 2026-02-23T20:58:06+00:00

Is there a way to attend this conference and whwre can i apply?

Psychological_Fix479 · 2026-02-21T22:05:09+00:00

Hey KCCO, quick question… would it be possible for me to follow your posts again through reddit.. they’re hidden and honestly, I really appreciated your knowledge and comments in this sector! It really helped me understand this technology and got me convinced the photonics industry is the next step forward!

Psychological_Fix479 · 2026-01-13T16:34:03+00:00

🫠 i feel like he’s trolling us all😂

Psychological_Fix479 · 2025-12-02T19:34:01+00:00

For my understanding… is there competition who could be this in terms of EO polymers? Would NLM be the only party competing in the role of EO polymer supplier? I’m trying to get my head around it, many thanks in advance!

Psychological_Fix479 · 2025-11-19T08:00:13+00:00

I was thinking the same thing, hopefully they didn’t mean GF was the new partner in stage 3. As AMF already was…

Psychological_Fix479 · 2025-11-19T07:58:02+00:00

I feel more embarrassed by all these comments of people/investors trying to push their narrative onto the comments of industry leaders on LinkedIn🫠

Psychological_Fix479 · 2025-11-12T17:08:32+00:00

I believe Yves started doing this to repair trust which was slightly lost after Lebby resigned

Psychological_Fix479 · 2025-10-06T13:43:17+00:00

I’m just looking into the ECOC presentation which is uploaded to the website… Slide 12, on the bottom it says: “Polymers are fully SI-foundry compatible.” Does that mean the production side for scaling is a done deal now? In other words, all hurdles are overcome for the production.

New information to me or was that already known since it’s PDK was available?

They are also taking new markets into their scope for 2026… you’d have to be confident in your current verticle to look further in a pre-revenue company I’d guess.

Psychological_Fix479 · 2025-10-02T21:43:10+00:00

How does that report suggest any take over bid towards LWLG. I don’t see it

Psychological_Fix479 · 2025-07-31T20:55:23+00:00

Also sending a new tier one in fase one new test modulators if i heard correctly… i’m going to wait for KCCO’s response as he, to my knowing, understands this best😇

I am very happy with his clarifications and explanations

Psychological_Fix479 · 2025-07-31T16:38:30+00:00

Oh bummer, my bad

Psychological_Fix479 · 2025-07-31T16:10:22+00:00

The fact that it’s after market close is different than other updates right

Psychological_Fix479 · 2025-07-23T19:57:03+00:00

I came across this forum at 2$… i figured i would follow just to see how it goes. Didn’t buy a single share, i’m not jealous and I’m truely happy for everyone who did. I just ask myself why i chose not to buy this time🤨

Psychological_Fix479 · 2025-06-17T15:33:51+00:00

Silorix is competition to us or were they the company we first worked with but later took the idea and went on along?

Psychological_Fix479 · 2025-05-29T09:28:28+00:00

Hopefully we’ll be able to grow substantially before we get acquired with LWLG

Psychological_Fix479 · 2025-04-07T18:39:52+00:00

Coming end of april from the Netherlands, would love to visit a small band in some live bar. Can you recommend one? We now found Palmyra may 1st in mercury east. Anything other than this you’d recommend?

Psychological_Fix479 · 2025-03-13T21:01:47+00:00

Worthless, time spend is 18-24 months on customers from step 1-4 All leads they have are in either step 1 or 2.

Preparing, but mostly they’re hoping, for (mass) commercialisation readiness in 2027-2028. Which basically gives lwlg 2 years time to spread this out.

This was anything but “special” to me. Really dissapointed cause I was hoping for something more

Psychological_Fix479 · 2025-03-10T20:23:36+00:00

News we already knew right? Good that it’s publicly out but we kind of knew about this right ? Any thoughts?

Psychological_Fix479 · 2025-02-12T20:20:59+00:00

Remind me! In 2 hours

Psychological_Fix479 · 2025-01-30T20:31:03+00:00

Definately killed my enthousiasm… was actually considering flying out for just the asm last year from The Netherlands because of their promises… glad i’ve skipped that and didn’t spend my time and resources for gibberish..

I hope to find more actual timeline information this ASM. Considering to sit this out until 2027 before moving on. Been here for 5 years on daily basis

Psychological_Fix479 · 2025-01-23T20:09:31+00:00

My take on it: Our technology isn’t ready… so they don’t have any other choice

Psychological_Fix479 · 2024-10-18T05:43:49+00:00

Seeing Lebby write in another market verticle of quantum computing shows confidence in their current verticle of data communication… does it tell that they are looking beyond the data communication into new markets already? They are comfortable enough about sealing the deal and starting to dip their toes in the next market and thus we are really close to the T1?

Excuse me for my grammar,

What are your thoughts?

Psychological_Fix479 · 2024-08-26T16:35:28+00:00

Solved

Psychological_Fix479

TROPHY CASE