$LWLG
RejectedLightwave Logic
Electro-Optic Polymer R&D
CPO Lasers5 mentions in feed
Investment Thesis
Rejected. R&D-only company at $2.2B MC vs. SIVE at $820M actually shipping lasers to hyperscalers.
Rejection Reason
One no-revenue developer agreement with TSEM justifying $2.2B MC. SIVE is designing lasers into AMD, Marvell, Jabil, Apple supply chains at $820M MC. The valuation gap is indefensible.
From the Feed (1 signals)
Just an FYI: I did miss this with Shunsin (6451). Foxconn picked by $NVDA as exclusive rack-scale supplier for Groq accelerator. This is highly positive for Shunsin (Foxconn's optical packing arm). ShunSin's CPO and optical packaging basically backdoored Nvidia's next-gen supply chain with this news. You're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.