Noname

9UPVTGGE

[ChinoAleman @chinoalemano]

Nvidia put $2B into $MRVL.

Yesterday Google signed a $12.2B warrant.

Marvell now supplies custom silicon to all three US hyperscalers.

$POET was in that chain.

It got cut.

$LWLG is one layer deeper, and Marvell can't buy it out the same way.

➡️ April: Marvell canceled all purchase orders to POET, alleging a confidentiality breach.

POET denies it.

Class actions are pending.

Down 47% in a day.

The lesson: Marvell doesn't push value down the chain. It absorbs it.

➡️ February it bought Celestial AI.

➡️ April it bought Polariton.

Polariton built the fastest modulator ever measured.

997 GHz.

The material inside that device?

Perkinamine, from $LWLG.

Marvell bought the device.

It didn't buy the chemistry.

$LWLG is 20 years of patents in electro-optic polymers. You don't design that in a fab.

BlackRock holds 7.8%.

Five Stage 3 customers, one Fortune Global 500.

Volume production target: H2 2027.

The honest part:

$33K revenue last quarter. $6.6M net loss. NLM Photonics competes with the same material and also ran through Polariton.

The signal is the foundry devices arriving between now and Q4.

First pass working, 2027 holds.

Another mask spin, add six months.

Not financial advice.

[Market Wire News @marketwirenews]

$LWLG - Lightwave Logic Inc Announces Timing of Second Quarter 2026 Financial Results and Business Update Call

ENGLEWOOD, CO / ACCESS Newswire / August 3, 2026 / Lightwave Logic, Inc. (NASDAQ:LWLG) (the "Company"), a technology platform company le… https://t.co/ssgwT6EfNP

[SoFire @Sofigoodboy]

BlackRock filed a Schedule 13G reporting a 7.8% stake (12,040,420 shares) in Lightwave Logic.

$LWLG

[Noname @B485iA]

@naklongpoong พ่อใหญ่ Black Rock ยื่นซื้อเพิ่มละนะ🤣

[Noname @B485iA]

https://t.co/eCQAoLFeVo

[Noname @B485iA]

@ClawdsNFT @pudgypenguins @doodles @FunkariNft @goodvibesclub @moonbirds @BoredApeYC @D3lMundos @Nakamigos @Azuki 🚀🚀Clawds #Clawds

[Clawds @ClawdsNFT]

Hold any of these?
Claim access.
FCFS.
https://t.co/ce0Q43B3UT

[Clawds @ClawdsNFT]

FCFS.
https://t.co/j6LzIA8WsY

[Noname @B485iA]

@Cryfi_app_ 🧐🧐🧐