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[GFlow Capital @GFlowCapital]

I have started a position in $LWLG

Here is why:

$MRVL CEO today mentioned: "Polariton has already demonstrated plasmonic modulator bandwidth exceeding 1 terahertz, up to 10 times higher than current silicon photonics and thin film lithium niobate based solutions"

Polariton and LWLG collaborate by integrating LWLG’s electro-optic polymers into Polariton’s plasmonic modulators to achieve ultra-high-speed optical modulation while improving size, bandwidth, and power efficiency beyond traditional silicon photonics and thin-film lithium niobate.

I believe the plasmonics explosion is next, and it's just getting started.

The one downside I do see is that there have been no customer conversions for LWLG, so that's why I'm opening a smaller position, but with this news from MRVL, maybe we'll see a supply agreement with each other soon?

NFA

[GFlow Capital @GFlowCapital]

Thinking about giving away 1 month of free heatmaps and GEX data on gammaFlow, once I hit 100 followers, not sure how many people would be interested in that though

[GFlow Capital @GFlowCapital]

And now $SPX closes green on the day

[GFlow Capital @GFlowCapital]

$SPX doesn't even drop 1% from the highs, and everyone is already hedging 🤣

[GFlow Capital @GFlowCapital]

Still watching this

[GFlow Capital @GFlowCapital]

$CRDO What do I see here👀

1.3M 6/5 $250 calls

[GFlow Capital @GFlowCapital]

Really happy I added to both yesterday!
$CRDO $DGXX

[GFlow Capital @GFlowCapital]

Added to $CRDO and $DGXX today

[GFlow Capital @GFlowCapital]

I hope yall added yesterday $CRDO

[GFlow Capital @GFlowCapital]

@Lupen3Harmonics Seems like everyone is hedging 🤣

[GFlow Capital @GFlowCapital]

$SPX 7500 looking possible tomorrow

[GFlow Capital @GFlowCapital]

Weekly chart

[GFlow Capital @GFlowCapital]

Materials sector looks like it wants a breakout 👀

$XLB

[GFlow Capital @GFlowCapital]

Is it energy? 🤔

Watch for this breakout...

$XLE

[Glitch @Glitch_Trades]

We've literally been front-running every single rotation so far and have been top-ticking our sells.

Loaded up on the next names I believe big money will rotate to after tonight's $AVGO earnings.

Wish me luck.

[GFlow Capital @GFlowCapital]

$SPX doesn't even drop 1% from the highs, and everyone is already hedging 🤣

[GFlow Capital @GFlowCapital]

$META wants $650

~$35M Net Gamma

[AK @1769_alex]

More $META calls coming in, forgot to post this morning.

[GFlow Capital @GFlowCapital]

Added to $CRDO and $DGXX today

[GFlow Capital @GFlowCapital]

$CRDO What do I see here👀

1.3M 6/5 $250 calls

[GFlow Capital @GFlowCapital]

Keep in mind $DGXX is acquiring the exact rack that Morgan Stanley priced at $7.8M per unit. At $35M, that's roughly 4-5 VR200 racks — or more depending on configuration and timing of pricing.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Digi Power X commits $35 million for NVIDIA Vera Rubin systems - $DGXX $NVDA

[GFlow Capital @GFlowCapital]

I've been long $DGXX and here is why:

The DGXX Thesis

Every AI company on earth is racing to deploy more compute. The single biggest bottleneck is not chips, not memory, not optical interconnects.

It is power.

Building a new AI data center from scratch means waiting years for grid interconnection, transformer delivery, and utility permits. Most companies cannot wait. That is exactly where Digi Power X comes in.

DGXX spent a decade quietly assembling what nobody else has — 393 megawatts of fully owned, grid-connected power across four US sites, including their own substations and a combined cycle gas power plant. In a world where hyperscalers are paying billions to secure power capacity that won't arrive for years, DGXX already has it. You cannot replicate that in six months regardless of how much capital you throw at it.

The thesis crystallized when one of the world's top AI chip companies — Cerebras, valued at $50 billion and now public — signed a 10-year, $1.1 billion colocation agreement with DGXX, expandable to $2.5 billion. That expansion ceiling alone exceeded DGXX's entire market cap when the deal was signed.

Phase 1 delivers December 2026. AI revenue is already live today through their GPU-as-a-service platform running NVIDIA B200 and B300 chips. A second tenant is already signed. The balance sheet carries $125 million in cash and zero long-term debt, with debt financing already term-sheeted to fund expansion without diluting shareholders.

The revenue roadmap is explicit from management. $300 million annual run rate by 2027. $500 million by 2028. $800 million to $1 billion by 2029. Against a current market cap under $800 million, the base case implies the stock more than doubles when Phase 1 delivers.

Then there is the optionality the market has not priced at all. A 1.3 gigawatt Letter of Intent in West Virginia — more than three times everything DGXX currently owns — sits completely outside every analyst model.

The validation keeps arriving. NVIDIA published their 800VDC data center roadmap for 2027 — a transition that makes owned substation infrastructure even more valuable as the power delivery architecture modernizes. IREN just announced an 800MW AI campus in Australia using the same playbook. Aschenbrenner's fund owns Applied Digital, CoreWeave, and IREN — the same power-first AI infrastructure thesis expressed across multiple companies. DGXX is the most contracted, most de-risked version of that trade with a December 2026 proof point.

Power is the new oil. DGXX owns the well.

[GFlow Capital @GFlowCapital]

$LWLG just has to confirm a contract with $MRVL and we rip 2x

[GFlow Capital @GFlowCapital]

@pequityresearch Great research. I see a big plasmonics run soon...

[P Equity Research 📰 @pequityresearch]

Lightwave Logic x Marvell: $LWLG $MRVL

Lightwave provides proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power.

These polymers are called "advanced Perkinamine™ chromophores" which were integrated in Polariton’s silicon-photonics-based plasmonic racetrack modulator. This helps offers energy-efficient, low-loss, and high-speed modulation in a compact footprint that is ideal for pluggable and/or co-packaging transceiver modules.

Results: "The plasmonic modulator performance was compared to that of silicon photonic microring modulators. The plasmonic device, using Lightwave Logic’s electro-optic polymer material, was shown to be 250-3000x more stable than the silicon devices relative to operating condition changes. In addition, the plasmonic modulator was tested for 70+ minutes at 100 Gbps NRZ at 80C with no decrease in performance."

Then in April 2026, Marvell announced the acquiring of Polariton. Why?

"By integrating plasmonics with silicon photonics, the technology extends the performance of optical interconnects and supports the continued scaling of next-generation coherent and optical interconnect solutions."

Lightwave Logic will be powering the plasmonics by Marvell.