Alex Collins
29 posts

Alex Collins
@AlexOnStocks
19 l UIUC Posting stock plays & market takes


$LWLG just signed a deal with Tower Semiconductor ($TSEM). Up 15% on the day. 20% after hours. Here's why most people are still underestimating this: LWLG isn't just a hardware company. They're a Material + IP Royalty Licensing business like Qualcomm, but for photonics. Every modulator built on Tower's PH18 platform using LWLG's polymer = royalty fees. At scale, they're targeting 60%+ gross margins. The TAM they're going after: • AI Datacenters: $10B • General Datacenters: $7B • Telecom: $7B • $24B total by 2028 And Tower ($TSEM) was already shown in LWLG's own investor deck as a target silicon photonics foundry partner. This isn't random. This was the plan. They currently have 3 customers in Stage 3 (prototype → production) and 15+ in earlier stages. The Tower deal just turbocharged that pipeline. Imagine a flashlight turning on and off 100 billion times per second. That's what $LWLG's Perkinamine® polymer enables. AI needs it.




















