Feb. 24 at 2:34 PM
$LWLG Biggest Asymmetric play of my lifetime. 500M market cap lmfao.
If one company moves to Stage 3, it could be a highly experimental, siloed R&D project. If four separate, massive global entities independently test the material and all decide to push forward to commercial prototyping, it establishes an industry consensus. It means the smartest photonics engineers across different corporate ecosystems have all looked at the physical bottlenecks of AI data transmission and arrived at the exact same conclusion: EO polymers are the key to breaking through.
This takes the material out of the realm of "speculative science project" and positions it as a necessary evolution for next-generation hardware.
