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Posted on 1/7/26 at 6:19 am to dstone12
Jumped back in here at $3.00. Holding for $5 zone at minimum.
Feels like the latest raise has to do with a new partnership.
Upcoming presentation Jan 20th at Photonics West:
Stable, high-efficiency, and robust electro-optic polymers (EOP) for integrated silicon-organic hybrid (SOH) EO modulators in the datacom and telecom wavelengths (Invited Paper)
20 January 2026 • 2:30 PM - 3:00 PM PST | Room 3016 (Moscone West, Level 3)
Feels like the latest raise has to do with a new partnership.
Upcoming presentation Jan 20th at Photonics West:
Stable, high-efficiency, and robust electro-optic polymers (EOP) for integrated silicon-organic hybrid (SOH) EO modulators in the datacom and telecom wavelengths (Invited Paper)
20 January 2026 • 2:30 PM - 3:00 PM PST | Room 3016 (Moscone West, Level 3)
Posted on 3/4/26 at 1:49 pm to ATLsuTiger
increased position and still holding. 
Super Mega Whale Sleeper Stock of The Year
Super Mega Whale Sleeper Stock of The Year
Posted on 3/4/26 at 2:05 pm to ATLsuTiger
I look at it every day and want a dip.
Posted on 3/4/26 at 2:06 pm to ATLsuTiger
Double post
This post was edited on 3/4/26 at 2:08 pm
Posted on 3/5/26 at 9:28 am to dstone12
And then the news sold and LWLG is in a possible buying opportunity.
Posted on 3/5/26 at 2:01 pm to dstone12
Two unnamed foundries still out there. Last month Tower Semi announced a direct collaboration with NVIDIA to manufacture 1.6T data-center optical modules using its silicon photonics platform, optimized specifically for NVIDIA networking protocols.
This matches LWLG's call details almost exactly: a Stage 3 tier-one customer's January 2026 full-wafer tape-out at a "new silicon photonics foundry" for 1.6T transceivers operating at 200 G per lane, with chips expected back in Q2 2026.
Tower's platform is already positioned for hyperscaler Al infrastructure, CPO (co-packaged optics), and scale-up/scale-out architectures-precisely the applications LWLG's Perkinamine polymers target once integrated into the PDK.
LWLG is still flying totally under the radar. A legit triple digit potential goldmine. Buy and hold forever!
This matches LWLG's call details almost exactly: a Stage 3 tier-one customer's January 2026 full-wafer tape-out at a "new silicon photonics foundry" for 1.6T transceivers operating at 200 G per lane, with chips expected back in Q2 2026.
Tower's platform is already positioned for hyperscaler Al infrastructure, CPO (co-packaged optics), and scale-up/scale-out architectures-precisely the applications LWLG's Perkinamine polymers target once integrated into the PDK.
LWLG is still flying totally under the radar. A legit triple digit potential goldmine. Buy and hold forever!
Posted on 3/11/26 at 8:51 am to ATLsuTiger
BUMP
If you’re reading this, do yourself a favor and put in some actual DD on this one.
If you’re reading this, do yourself a favor and put in some actual DD on this one.
Posted on 3/11/26 at 3:40 pm to ATLsuTiger
Posted on 3/11/26 at 3:46 pm to ATLsuTiger
Well done. I considered grabbing a few in the low 4s but didn't 
Posted on 3/11/26 at 3:48 pm to bayoubengals88
Bro, this is headed to triple digits in the next decade. Snag a few and forget about it.
Posted on 3/11/26 at 3:48 pm to ATLsuTiger
I just don't understand it well enough, and unfortunately, I can't borrow your conviction 
Posted on 3/11/26 at 3:52 pm to bayoubengals88
Thats kinda BS considering you are in NBIS. Ask AI to break it down for you. These stocks are all connected.
Posted on 3/11/26 at 3:54 pm to ATLsuTiger
The Grok summary helped, and I agree with the relationship, but when are you expecting significant revenue.
Posted on 3/11/26 at 4:02 pm to bayoubengals88
2027 ramp with Tier 1s.
Posted on 3/11/26 at 4:04 pm to ATLsuTiger
quote:
In short, the polymers are viewed as "essential" by the company and some partners for next-gen high-speed/low-power optics (especially AI-driven data centers), but the path from lab/prototype to mass production/volume sales is long and gated by industry validation cycles. Revenue is trickling in from development work, but the big upside (if they succeed) is expected starting 2027+. This keeps LWLG as a high-risk, speculative play.
Can they keep the lights on?
Posted on 3/11/26 at 4:08 pm to bayoubengals88
Keep researching and you will see there is basically no massive burn here. Current runway gets them through end of 2027 I believe. This material is getting licensed out and imo will eventually get bought out by someone like Applied Materials. Keep DD’ing!
Posted on 3/11/26 at 4:09 pm to ATLsuTiger
This sounds a lot like HGRAF, just a different material.
Posted on 3/11/26 at 4:16 pm to bayoubengals88
If they are successful this will eventually trade in the multiple hundreds. I’ve done enough research to know all the math. Is it speculative still? Yes. But it’s becoming less so by the day now. Tower partnership tells you all you need to know about the potential.
Posted on 3/11/26 at 4:18 pm to ATLsuTiger
quote:You're right. That was elite research.
Two unnamed foundries still out there. Last month Tower Semi announced a direct collaboration with NVIDIA to manufacture 1.6T data-center optical modules using its silicon photonics platform, optimized specifically for NVIDIA networking protocols.
This matches LWLG's call details almost exactly: a Stage 3 tier-one customer's January 2026 full-wafer tape-out at a "new silicon photonics foundry" for 1.6T transceivers operating at 200 G per lane, with chips expected back in Q2 2026.
So are they further along with Tower than with any other customer. Stage 4? Revenue to come?
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