John Walrus

IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers. Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers" Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale" Where have you seen the LIGHT SOURCE for hyperscaler supply chains... At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.

Leopold Aschenbrenner is getting paiddd Bloom Energy is up 14% after hours According to his recent 13F, he entered the year owning $876,000,000 of $BE That position is now worth $2,050,300,000

Leopold Aschenbrenner is getting paiddd Bloom Energy is up 14% after hours According to his recent 13F, he entered the year owning $876,000,000 of $BE That position is now worth $2,050,300,000

They dressed Gio like a nun for coachella

$LWLG just signed a deal with Tower Semiconductor and the market has no idea what just happened. Tower is not a small partner. They are one of the largest silicon photonics foundries on earth with fabs in the US and Israel. Every major semiconductor company knows who Tower is. And today Tower chose $LWLG’s proprietary EO polymer as the modulator technology baked directly into their PH18 silicon photonics platform. Here is why that matters. Tower’s PH18 is a commercial foundry platform. That means every single customer that builds on PH18 now has access to Lightwave Logic’s polymer modulators as a standard design block. $LWLG does not have to go sell each customer one by one. Tower’s entire customer base just became a potential royalty stream. This is the Qualcomm model. Not a hardware company. A material and IP royalty licensing business. Every modulator built on Tower’s platform using their polymer = royalty fees back to $LWLG. At scale they are targeting 60%+ gross margins. Tower was already named in LWLG’s own investor deck as a target foundry partner. This was not random. This was the plan executing exactly on schedule with one of the most important foundry relationships in photonics. 3 customers already in Stage 3, prototype to production. 15+ in earlier stages. $24B TAM by 2028. $730 market cap. The Tower deal just turbocharged the entire pipeline.