Alain P Roclore

[NioCorp Developments @NioCorp]

May has been a very busy and productive month on site at the #ElkCreekCriticalMineralsProject, with work continuing to take shape on the mine portal project.

Pre-construction work continues on establishing the mine's underground access, which will serve as the main entry point for personnel, equipment, and materials, and eventually the exit point for Elk Creek's ore.

We couldn't be more happy to see this project come together on the ground.

#CriticalMinerals #ElkCreek #Niobium #Scandium #Titanium #RareEarths #Construction

[Alain P Roclore @ARoclore]

Besides Polariton's #plasmonics recently acquired by $MRVL , $LWLG has in their portfolio MZs and MRMs #Perkinamine based #polymer #modulators . This opens for them 3 of the 6 MRVL growth pillars shown at #Computex yesterday! Light up the future!

[Alain P Roclore @ARoclore]

@milkfish323 Possibly 1 of 2 unnamed foundry for CPO: check Visera using EOPs... but even $TSEM and $GFS will suffice to address short term $2-4B SAM by 2028 w >60% GM ~= $1-2EPS ?!?

[Alain P Roclore @ARoclore]

May 2026: $LWLG : "most of the integration of PDK 1.1 in high volume foundry will be be done in 2026"

[Steve Bussé @steve_busse]

$LWLG $MRVL $NVDA

Interesting chain of connections:

NVIDIA invested $2B in Marvell.
Marvell owns Polariton.
Polariton’s record-setting modulator was demonstrated using LWLG’s Perkinamine material.

The key question isn’t whether the technology works — that has already been demonstrated. The real question is whether Perkinamine is part of Marvell’s commercial roadmap or was only used in a lab demonstration.

Because of LWLG’s NDA-heavy approach, investors may not get confirmation until a tape-out, foundry milestone, or a named design win emerges.

2H 2026 could provide important signals. Until then, this remains one of the more interesting threads connecting AI infrastructure, advanced modulators, and electro-optic polymers.

https://t.co/6VOYZlLUa9

[Alain P Roclore @ARoclore]

@Sofigoodboy $LWLG qualified to $NSDQ without help of financial inst. Now, institutions want in b4 the big run but they still "only" own 25-30% of float: they will create extreme volatility to scare small investors until Fall26 breakout! Buy, lock and forget till then IMO. SAM $2-4B GM>60%

[Alain P Roclore @ARoclore]

$MRVL Increasing Network Bandwidth while cutting power in all 3 scale-up, -out and -across using Plasmonic-Organic Hybrid acquired from Polariton! #EOpolymers #Perkinamine from $LWLG

[Daniel Newman @danielnewmanUV]

$MRVL 130% YTD run was written in the stars. Misunderstood no more. Custom AI chips AND a massive connectivity portfolio. 🚀

[Alain P Roclore @ARoclore]

@JesseCohenInv @Investingcom , Inside $MRVL newly acquired Polariton optics, sits $LWLG polymers, #Perkinamine, with a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: https://t.co/lxhPbdT7Br and: https://t.co/HXO2pevkw8

[Alain P Roclore @ARoclore]

@ahmadabusujood Interesting: When $LWLG polymers, #Perkinamine, lands a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: https://t.co/lxhPbdT7Br and: https://t.co/HXO2pevkw8

[Alain P Roclore @ARoclore]

@EchoAnalysis Long way to go!!! When $LWLG polymers, #Perkinamine, lands a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: https://t.co/lxhPbdT7Br and: https://t.co/HXO2pevkw8

[Alain P Roclore @ARoclore]

@Sofigoodboy @MrPelican2025 @Ren_aramb When $LWLG polymers, #Perkinamine, lands a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: https://t.co/lxhPbdT7Br and: https://t.co/HXO2pevkw8

[Alain P Roclore @ARoclore]

@AndyrooMac @moninvestor Since you bring it up... When $LWLG polymers, #Perkinamine, lands a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: https://t.co/lxhPbdT7Br and: https://t.co/HXO2pevkw8

[Alain P Roclore @ARoclore]

@SchietsSteve @yianisz Gents, If I may post an update... When $LWLG polymers, #Perkinamine, lands a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: https://t.co/lxhPbdT7Br and: https://t.co/HXO2pevkw8
📷
Goldman Sachs Group Inc
GS
$992.10

-0.46%

[Alain P Roclore @ARoclore]

When $LWLG polymers, #Perkinamine, lands a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: https://t.co/lxhPbdT7Br and: https://t.co/wUs8qYltD3

[Alain P Roclore @ARoclore]

This news, following the March 16 PR that $LWLG PDKs with GDSFactory support $GF customers, should remind all that $LWLG #Perkinamine EO #polymers have passed 70Gbd #cryogenic #Quantum demos. Also part of #QPIC Quantum foundry buildup w #SMARTphotonics https://t.co/HspAAaGWSQ

[GlobalFoundries @GlobalFoundries]

Introducing Quantum Technology Solutions — @GlobalFoundries' new quantum business built to scale U.S. manufacturing from prototype to production.
Anchored by customer demand across multiple qubit modalities. Supported by @CommerceGov CHIPS R&D Office. 👉https://t.co/32XeG3p9o2

[Alain P Roclore @ARoclore]

Coincidence? Tower just got $1.3B order for 2027 & is working "...with industry innovators on next-gen modulators for ultra-high bandwidth data transmission"...
https://t.co/eTYxxaS1C8

[Alain P Roclore @ARoclore]

@aleabitoreddit check $LWLG in @pic_magazine EDA done, PDKs done, TapeOuts done, Packaging done, devicesTesting results great as incoming! Qualif in 3 @Fortune Global500... 2025 SAM $2.5B -> 2026 $GS CPO guidance x10!! >50%+GM!? See p36 https://t.co/jGij5pTxpU

[Alain P Roclore @ARoclore]

Coincidence? Tower just got $1.3B order for 2027 & is working "...with industry innovators on next-gen modulators for ultra-high bandwidth data transmission"...
https://t.co/eTYxxaS1C8

[Alain P Roclore @ARoclore]

In the 1Q2026 business update aired on May 13, the CEO just stated high volume production will start in 2H2027!!! AI infrastructure scaleOUT, #200G /L #LPO transceivers at <0.2V and <3db loss ?!? >60%GM in a $2-$4B 2028 SAM incl #CPO Worth every penny! https://t.co/O6XcNXsxem

[Alain P Roclore @ARoclore]

Coincidence? Tower just got $1.3B order for 2027 & is working "...with industry innovators on next-gen modulators for ultra-high bandwidth data transmission"...
https://t.co/eTYxxaS1C8

[Alain P Roclore @ARoclore]

In the 1Q2026 business update aired on May 13, the CEO just stated high volume production will start in 2H2027!!! AI infrastructure scaleOUT, #200G /L #LPO transceivers at <0.2V and <3db loss ?!? >60%GM in a $2-$4B 2028 SAM incl #CPO Worth every penny! https://t.co/O6XcNXsxem

[Value Investing Edge @StonkValue]

Top 2026 growth stocks supporting the next generation AI infrastructures buildout -

Optical sector

1. $AAOI - AI Data Center Optical Transceivers Lead | $50 billion TAM

2. $AXTI - Semiconductor Materials/InP Lead | $90 billion TAM

3. $LWLG - Electro-Optic Polymer Lead | $100 billion TAM

4. $LITE - Photonic Components Lead | $50 billion TAM

5. $COHR - Lasers/Optics Lead | $45 billion TAM

Critical Minerals

1. $USAR - US Rare Earth Lead | $30 billion rare earth TAM

2. $UUUU - Uranium Lead | $45 billion TAM

3. $MP - Rare Earth Producer Lead | $30 billion TAM

4. $UAMY - Antimony Producer Lead | $500 million TAM

Memory/Storage

1. $SIMO - Storage Control System | $150 billion TAM

2. $SNDK - NAND Flash Memory Lead | $500 billion TAM

3. $MU - HBM Memory Lead | $500 billion TAM

4. $WDC - Data Storage Systems Lead | $500 billion TAM

5. $MRAM - MRAM memory Lead | $200 billion TAM

Energy

1. $AMPX - Silicon Anode Battery Lead | $200 billion TAM

2. $TE - American Solar Lead | $1 trillion energy TAM

3. $EOSE - Zinc-Based/ Battery Storage Lead | $22 billion TAM

4. $BE - Fuel Cell Lead | $2 trillion TAM

Semiconductor

1. $NVTS - GaN Power Semiconductors Lead | $10 billion TAM

2. $MRVL - Networking Semiconductors Lead | $800 billon TAM

3. $AMD - AI GPUs Lead | $800 billion TAM

4. $ARM - Semiconductor Architecture Lead | $500 billion TAM

5. $AMBQ - Low Power Edge AI | $200 billion TAM

AI Infrastructures

1. $NBIS - AI GPU Cloud Infrastructure Lead | $500 billion TAM

2. $IREN - AI HPC Data Center Lead | $500 billion TAM

3. $CIFR - $BTC Mining Data Center Lead |$600 billion TAM

4. $ALAB - AI High-Speed Connectivity Lead | $1 trillion TAM

We are still early in the AI buildout phase and these stocks has long runway for growth.

Bookmark and invest in the best ones!

[Alain P Roclore @ARoclore]

@Speculator_io @speculator_io In the 1Q2026 business update aired on May 13, the CEO declared high volume production will start in 2H2027!!! AI infrastructure scaleOUT, #200G /L #LPO transceivers at <0.2V and <3db loss ?!? >60%GM in a $2-$4B 2028 SAM incl #CPO . On sale! https://t.co/O6XcNXsxem

[Alain P Roclore @ARoclore]

@aleabitoreddit @mohitjandwani In the 1Q2026 business update aired on May 13, the CEO just stated high volume production will start in 2H2027!!! AI infrastructure scaleOUT, #200G /L #LPO transceivers at <0.2V and <3db loss ?!? >60%GM in a $2-$4B 2028 SAM incl #CPO Worth every penny! https://t.co/O6XcNXsxem