Alain P Roclore

@ARKInvest @downingARK 🎯ofthe buildout = networking. 🎯that, is the answer to the ❓: how to transport more bits for less Watts? Optical integration of new materials in #CMOS-ready fabs for >#400G/L for 1Tbps6 or #3T2 #transceivers or #CPO for #AIFactories! Partner w $GF $TSEM lightwavelogic.com/press-releases

AI adoption is outpacing the internet, and infrastructure is scaling to match. We believe this is the beginning of a massive buildout, as consumers and enterprises signal strong demand. @downingARK shares the latest on AI infrastructure in a new blog. ark-invest.com/articles/analy…

@ON_AI_Foundry @PatrickMoorhead New organic materials being qualified in multiple SiP foundries w full CMOS processes compatibility allow not only from 400G/L but have a roadmap to 1T/L while operating at <1V w excellent BER. That's a place where network efficiency is coming from...

@PatrickMoorhead @PatrickMoorhead The "foundry kicker" matters only if it lowers the pJ/bit of data movement. Bandwidth is great, but if they don't break the Physics Wall, AMD is just scaling into the same thermal limits Blackwell is hitting. TCO wins on Efficiency. 🏛️⚡

Vuzix is looking forward to attending the Optica Industry Summit on Advanced Optics at the Corning Museum of Glass, March 24 - 26, 2026, in Corning, New York. Vuzix VP of Advanced Optics, Robert Schultz, will participate in Session 6 on March 25 from 11:10 - 11:55 AM ET, “Emerging Platforms: Waveguides, Meta-Optics, and DOEs,” where industry leaders will explore how next-generation optical platforms are enabling new device categories across AR, heads-up displays, sensing, and communication applications. If you are attending and would like to connect with the Vuzix team, send us a message to schedule time. $VUZI #OpticaSummit

This PR from a month ago between $TSEM and $NVDA provides the context for the value of $LWLG 's involvement!!!

@PatrickMoorhead I'd love to better understand the constraints to the progress of photonics (CPO) inside the copper scale up backbone of NVLink... And the opportunities it presents in terms of sheer number of connections vs scale-out and scale-across...

$LWLG - $GF Global Foundry Photonics Platform Enables Integration of Lightwave Logic High-Speed Polymer #Modulators Through #GDSF PDK! accessnewswire.com/newsroom/en/in… #400G /L for #1600G #3200G #transceivers and #CPO aimed for #AIfactories #Quantum #HPC A $2.5B SAM next year at 60%GM?!?

@dixielee1969 The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

$LWLG 7.50 coming

@zohmbastic The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

$LWLG so far ~1/3 trimmed

@KarelCapital @aleabitoreddit The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

@aleabitoreddit Thoughts on the new $TSEM and $LWLG deal? finance.yahoo.com/news/lightwave…

I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T silicon photonics last month (hint hint for GTC), likely pushing the downstream players to use it. And now, Tower is the leading supplier of 1.6T SiPh PICs and the primary foundry for scale-up CPO architectures. (the other being global foundries) From my forward est: 2028 Forward P/E: ~16.8x to ~18.1x (Tower set a target $2.84B revenue by 2028, with ~31.7% operating margin, ~$750M in net profit) The thing to note is over 70% of their planned SiPh capacity is already reserved through 2028. And photonics haven't even ramped up yet. So, I expect them to strongly beat earning projections due to extreme photonics scaling + allocations price hikes that's not modeled into projections. Also, $TSEM is heavily de-risked by 70% of capacity already being reserved. MC is likely due to $TSEM being a very obscure upstream player in the photonics supply chain. But I expect the $NVDA GTC conference to be that catalyst that brings it to premium valuations. I'm long $TSEM as an asymmetrical upside for upstream photonics foundry layer.

@planert41 The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

Woah $LWLG going nuts Damn that march 5 call is gonna 20X Remember seeing some small flow on 2/13 Think i might have tossed this into the watchlist as a potential optical play when the sector was raging

@BeuvingJordy The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

📈 The Optoelectronics / Photonics wave seems unstoppably lately 🚀 Lightwave Logic $LWLG up 47% now after hours on Tower Semi deal

@PolarizingLit The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

$lwlg !!! Lightwave Logic and Tower Semiconductor Announce Development Agreement to Enable High-Speed, Low-Power Modulators on Tower's PH18 Silicon Photonics Platform accessnewswire.com/newsroom/en/in…

@CaesarCapitalz @PepInvestStocks The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

I probably need to look into $LWLG! Great find @PepInvestStocks 😮‍💨

@InvestmentGuru_ The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

$LWLG Lightwave Logic just announced a development agreement with Tower Semiconductor to integrate its high-speed, low-power polymer modulators into Tower’s PH18 silicon photonics platform. Why this matters 👇 • Targets AI data center optical networking • Enables 200G–400G high-speed optical links • Focus on lower power consumption + higher bandwidth • Multiple engineering tapeouts expected in 2026 This is an important validation step for LWLG’s technology and moves it closer to commercialization within the fast-growing AI infrastructure and photonics ecosystem. Still early-stage, but partnerships with established foundries like Tower are how breakthrough tech begins entering the semiconductor supply chain. Photonics + AI infrastructure remains a space to watch. 👀

@HyperTechInvest The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

This is not a technical post I think many people have a hard time at first with some new industries, but many know semis well at this point $TSEM is the highest-quality foundry, just as $TSM is $LITE has the most technologically advanced lasers, while $COHR is catching up in some aspects, just like $NVDA is the leader and $AMD is catching up Then $AAOI is more of a volume manufacturer taking advantage of a shortage, a la $MU $SIVE has great laser tech but is still much more niche than $LITE, hence the Lite $XFAB is a specialty fab, still with not as much exposure as $TSEM and not the leader, just like $INTC $ALMU is trying to use larger wafers, just like Cerebras is trying to make larger chips $POET is trying a new, innovative approach, but is still niche, akin to Groq $SMTC sells chips for optical connectivity, just like $ALAB sells retimers $BESI is a key machinery enabler for silicon photonics, just like $AMAT is for logic chips $CIEN is pretty much the $CRDO of the optical world $AXTI sells a supply-constrained backbone product and has seen explosive upside, like $SNDK

Photonics stocks in layman's terms $TSEM = $TSMC $LITE = $NVDA $COHR = $AMD $BESI = $AMAT $XFAB = $INTC $AAOI = $MU $POET = Groq $ALMU = Cerebras $AXTI = $SNDK $CIEN = $CRDO $SMTC = $ALAB $SIVE = $LITE Lite

@CKCapitalxx The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDAhttps://towersemi.com/2026/02/05/02052026/

$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.

The $LWLG - $TSEM news: accessnewswire.com/newsroom/en/in… TSEM customers will have access to easy integration of 400G/Lane for 1.6Tbps and 3.2Tbps interconnects! Why it matters: $TSEM - $NVDA towersemi.com/2026/02/05/020…

@crux_capital_ This is why the $LWLG - $TSEM news matters: Feb 5 2026 $TSEM - $NVDA deal for 1.6Tbps interconnects: towersemi.com/2026/02/05/020…

$LWLG had some big news today with $TSEM Let’s break down what $LWLG does, what this news means, and what we need to watch for LWLG is working on electro-optic polymer materials that can be used inside silicon photonics modulators. Essentially they are trying to supply a material that helps optical chips move data faster, with lower power, and in a smaller footprint. If that works, the business model looks like this: Get the material designed into the chip Help it move through qualification Make money from material supply plus licensing/royalty streams. Success for Lightwave would be getting its polymer technology inserted into real silicon photonics chips that end up inside transceivers or co-packaged optics. So what does the Tower news mean? It means Lightwave is getting its technology worked into another real silicon photonics foundry platform. Tower and Lightwave are collaborating to bring LWLG’s modulator designs onto Tower’s PH18 silicon photonics platform, with multiple engineering tapeouts planned in 2026 targeting low-power 200G and 400G architectures. This story gets more credible when customers can actually build around the technology inside foundry environments they already use. Every additional foundry relationship makes that easier. And this is where the broader setup gets more interesting. Management says $LWLG now has 4 Fortune Global 500 / tier-1 companies in Stage 3, which is the prototype-to-final-product part of the cycle, plus around 15 more engagements in earlier stages. So the funnel is building thats for sure Now let's talk about the balance sheet because that's crucial for pre-revenue companies. They raised capital recently and management says they are funded beyond December 2027, which gives them runway to try to convert this pipeline into something real. So what do we watch from here? Do these Stage 3 programs move through qualification? Do the 2026 tapeouts at Tower and other foundries validate performance at 200G and 400G per lane? And does any of this start lining up for a real production revenue window in 2027 or later? ... In reference to my tagged post below, this is what I mean Almost everyday there is an opportunity to makes 20-30-40% if you pick the right names. Obviously that is not an easy feat, but the more you know and the more you are exposed, the higher the likelihood.