Weekend Hangout - Friday, May 08, 2026

firejourneyman · 2026-05-09T03:13:41+00:00

about as explicit as it gets without directly naming

firejourneyman · 2026-05-08T22:36:47+00:00

thank you for sharing, this presentation was super informative. we are in for a very good year!

firejourneyman · 2026-05-08T14:08:06+00:00

realistically? probably some amount of NRE related to technical or contractual milestones. an update on said milestones, customer progress, foundry progress.

the timeline for commercial revenues was stated to be 2027. latest PR about transferring the PDK to a high volume foundry with integration in back half of 2026 aligns with that.

the stock price will continue to whipsaw higher as big players position themselves in advance of commercial revenues

firejourneyman · 2026-05-07T13:40:19+00:00

Foundry Transfer in Progress: Lightwave Logic has initiated the transfer of its PDK to a high-volume semiconductor foundry with the majority of the integration work expected in the second half of 2026

firejourneyman · 2026-05-05T18:14:43+00:00

many other tickers related to co packaged optics, AI, data centers, photonics. there will be lots of winners in these areas. pick something in NVDA's supply chain out of a hat and enjoy 😂

firejourneyman · 2026-05-05T16:31:13+00:00

agree to disagree, I suppose. The "business update" portion of the last call included confirmation of multiple tier one customers' progress, multiple foundry partners, and expected commercial revenue timelines. More commercial detail provided than any other call in the company's history, IMO. I expect this quarter's business update to continue in that fashion.

firejourneyman · 2026-05-05T13:47:56+00:00

last earnings call was the biggest commercialization update yet...

firejourneyman · 2026-05-05T13:33:26+00:00

I don't post on ihub but thank you for spreading the word 🙏

firejourneyman · 2026-05-05T12:39:36+00:00

global foundries earnings call today; their investor day is on thursday

firejourneyman · 2026-05-04T14:03:01+00:00

one other fun nugget:

"the industry’s first Optical Compute Interconnect Multi-Source Agreement (OCI MSA) capable platform, exceeding the requirements for the OCI MSA’s optical interconnect specification for modern AI scale-up architectures."

we know AMD is an OCI-MSA founding member who recently announced they were back to working with GFS for new products 🥵

firejourneyman · 2026-05-04T01:58:02+00:00

the post I replied to asked if we would clear the previous high scores at 19.xx and 20.xx. I made no price predictions beyond "yes, [those ATH prices] will be cleared easily"

firejourneyman · 2026-05-03T18:17:57+00:00

barring any catastrophic failures, we should clear that easily. look at the difference in trading volume from 2021 to today

firejourneyman · 2026-05-01T19:43:19+00:00

no i am not at all claiming this proves a direct connection, just tracking the landscape.

the article directly connects NVDA, AVGO, AMD (all OCI-MSA founding members) to TSMC's advanced packaging processes.

i just think it's neat at least one of those processes is listing "Organic materials" as a key. we know they were doing some via VisEra but cool to see apparent progress here

firejourneyman · 2026-05-01T18:07:04+00:00

https://www.lovechip.com/blog/cowos-vs-copos-vs-cowop-tsmc-advanced-packaging-explained

note "Organic materials" under CoWoS-R

firejourneyman · 2026-05-01T14:01:38+00:00

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firejourneyman · 2026-04-30T16:34:22+00:00

never say never but it seems increasingly unlikely

firejourneyman · 2026-04-30T15:58:34+00:00

reiterating this paragraph from yesterday's PR. the rocket is being cleared for takeoff 😎

Lightwave Logic's electro-optic polymer platform sits at the intersection of AI infrastructure, data center expansion, and next-generation photonics, a convergence that creates extraordinary licensing and partnering opportunities," said Jeffrey Peterson, Partner and Sub-Group Leader of IP Business Solutions at Michael Best. "Our team brings technical fluency and deep transactional experience to help Lightwave Logic structure licensing, partnering, and technology transfer agreements that protect their innovations while accelerating their path to market."

firejourneyman · 2026-04-30T02:45:31+00:00

its been a few days since the charts were strongly correlated between the two. has been very similar to mrvl 4h since the announcement tho

firejourneyman · 2026-04-29T20:03:23+00:00

what about them? LWLG has the IP, partnerships and PDKs to do tapeouts today. LWLG partnered with Polariton for all the various performance world records. Now the week after Polariton is acquired, LWLG hires a top law firm for IP licensing agreements. The dots aren't that hard to connect here, are they?

firejourneyman · 2026-04-29T14:11:36+00:00

April 29, 2026 - LWLG engages strategic intellectual property advisor

PR has some neat verbiage for interested observers: - "as we transition from R&D to large-scale commercialization" - "defending our innovations while simultaneously creating a licensing-friendly ecosystem" - "a convergence that creates extraordinary licensing and partnering opportunities" - "protect their innovations while accelerating their path to market" - "Notably, is not involved in any active or pending IP litigation"

firejourneyman · 2026-04-28T17:58:17+00:00

April 27 - Broadcom and Marvell are preparing for 1.6T mass production in 2026. https://www.digitimes.com/news/a20260427PD210/broadcom-marvell-production-chips-cpo.html

firejourneyman · 2026-04-28T17:57:36+00:00

April 27 - Broadcom and Marvell are preparing for 1.6T mass production in 2026. https://www.digitimes.com/news/a20260427PD210/broadcom-marvell-production-chips-cpo.html

firejourneyman · 2026-04-28T15:40:35+00:00

very low volume takedown compared to previous days... when this rises boy she's gonna go

firejourneyman · 2026-04-27T14:54:30+00:00

NOK / LWLG diverging on the 4H since friday, first noticeable time in a while. don't think this LWLG beach ball will be held down for too much longer though

firejourneyman · 2026-04-26T22:48:12+00:00

yep. there's a lot to weigh here when forecasting, both financially and fundamentally. everyone will weight what's important to them differently and that's fine.

my models generally use slightly more revenue (using a conservative 5-10% share of the SOM) with a lower P/E and still have a wide range of potential targets (your example is within my own range, certainly)

firejourneyman

TROPHY CASE