AVG 🇬🇧
300 posts

AVG 🇬🇧
@AverageAtB
Investor | Road to £10k | London based | Arsenal fan $MU $TSEM
Beigetreten Mart 2026
122 Folgt85 Follower

@AverageAtB @Jenny_1884 I think you might be competing for that crown if city win the premiership this year. 😬
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$LWLG is where the photonics story gets dangerous and interesting.
I’m not treating this like a real business yet but like a levered option on polymer modulators actually making it into production.
The Tower PH18 deal and GF PDK integration are real progress, and four Fortune Global 500 customers in Stage 3 is why the stock went vertical.
But $237K of 2025 revenue on a ~$1.6B market cap still smells more like anticipation than proof.

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I always find it hard to believe investors can’t beat the market in 2026.
I think the mistake people make in this argument is using professional fund managers as the benchmark.
Fund managers can’t run a concentrated portfolio like we can.
They can’t ignore redemptions when a client wants to take their money out at the wrong time.
Thoughts?

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@YieldHunterJD Nice mate 💪🏻
Monday is my auto-invest day too, I’m currently down 0.7% but I expect this to get way worse throughout the day lol.
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@AverageAtB @EdwardJDavey @VP Ed Davey led Lib Dem’s to their best ever election result in decades. He knows what he is doing
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