Lightwave Logic

Sorry but I’m convinced $Lightwave Logic(LWLG.US) is the current $Rigetti Computing(RGTI.US) of photonics.

I have zero clue… How they’re valued at $1.8B.

Foxconn’s optical arm Shunsin, for $NVIDIA(NVDA.US) CPO packaging, assembly, and testing…

Is valued less at $1.4B?

$SIVERS SEMICONDUCTORS AB(SIVEF.US), the laser source for $Jabil(JBL.US) and $Marvell Tech(MRVL.US) was 1/3rd their valuation earlier this week?

Feels like dumb money institutions went into the wrong name off a development test agreement.

I have no open positions, just confused

Source: Serenity

$ALRIB is starting to grow on me.

First they have $Microsoft(MSFT.US) Quantum as their core hyperscaler customer.

Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE as customers.

And it’s profitable + paying dividends…

And a genuine duopoly in the MBE space.

And accelerating order book growth with a new breakthrough in silicon photonics machines..

I keep comparing $Lightwave Logic(LWLG.US) with stuff like Riber, then I keep thinking:

Isn’t this just highly compelling at current prices?

Source: Serenity

I feel like markets should value:

$Applied Optoelectronics(AAOI.US) $93 -> $162 (~$13B MC) after their new capacity projections today.

and

$SIVE should be valued at 7.7 -> 38.5 ($1.1B MC) at least?

If one is ramping to ~$1.97B capacity EOY 2027 (which is basically revenue, since hyperscalers are buying anything they can make)

Then the other is the likely laser supplier to hyperscaler supply chains from $Amazon(AMZN.US) Trainium to $Microsoft(MSFT.US) Maia Clusters?

At the very least, should price in forward revenue growth.

This is including execution uncertainty, and without premiums assigned to others like $Lightwave Logic(LWLG.US) at $1.1b+.

If Win semi qualifies $SIVE and $POET Tech(POET.US)/Ayar/and others scale up. I feel like $SIVE valuation could easily 20x-30x from here?

If $Applied Optoelectronics(AAOI.US) hits $378M/month projections, could easily 5x from here to a ~$30B MC.

These possible price targets is how insane the optical supercycle is (like memory), but largely depends on how each company can execute.

Source: Serenity