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I think we could see 0.5 lets see. GLA

Good start to the day, should test recent highs today. GLA

Taken a few here Laura for a bounce, directors bought a lot higher up and im sure they dont want there investment to be zero. Plus they have also received advanced payments from GM. They were on the route to breakeven so lets see what happens.

Looking better here, back to blue. Lets see if we can break todays high tomorrow. GLA

Yep, will be a bumpy ride but will get there

The value chain would be the following:

Epiwafers → Lasers / Photodetectors → Optical transceivers → Switches / GPUs → AI data centers

1) In the most upstream part we find companies like:

-- IQE

-- LandMark Optoelectronics

These companies manufacture composite semiconductor epiwafers (InP, GaAs), essential for: High-speed lasers, photodetectors, coherent optical components

2) A little further down, actors like:

-- Lumentum

-- Consistent

-- Applied Optoelectronics

3) And at the top of the system:

-- Nvidia

The critical point: if the epiwafers supply fails, the entire optical chain fails.

Current situation

The two largest photonic epiwafer factories

$IQE ($LITE provider) is up 62.53% this week

Landmark is up 23.95% this week.

https://www.tradingpro.app/noticias/analisis-de-mercados/atencion-inversores-la-fotonica-como-cuello-de-botella-de-la-ia

Think that value is way less, would think £1+ here.

Bigdaddy do some research. Not sure where you are getting sand info from.

IQE is the leading global supplier of advanced compound semiconductor wafers and materials solutions that enable a diverse range of applications across:

· Smart Connected Devices

· Communications Infrastructure

· Automotive and Industrial

· Aerospace and Security

As a scaled global epitaxy wafer manufacturer, IQE is uniquely positioned in this market which has high barriers to entry. IQE supplies the global market and is enabling customers to innovate at chip and OEM level. By leveraging the Group's intellectual property portfolio including know-how and patents, it produces epitaxy wafers of superior quality, yield and unit economics.

Company signed a multi-year extension to its strategic agreement with Lumentum Holdings Inc., (NASDAQ: LITE, "Lumentum"), a global leader in photonic technology, for the supply of epiwafers supporting advanced sensing technologies.

Yesterday:

NVIDIA announced multiyear strategic agreements with Lumentum Holdings Inc. (NASDAQ: LITE) to accelerate innovation in advanced optics technologies, including research and development, to enable next-generation AI infrastructure and systems designs.

Certainly opportunity, will bounce back up shortly

Companies like $AXTI and possibly $IQE likely have a long way to go.

https://x.com/aleabitoreddit/status/2028511702288085093?s=20

Up 70.83% 0.44 Usd

$NVDA has just invested $2 billion to support Lumentum's R&D and a new U.S. fabrication facility.

This is a massive tailwind for photonics stocks from: $LITE, $COHR, $AAOI, $AXTI, $IQE and others.

$IQE's 28% rise today makes more sense as they're a known $LITE supplier. And $AXTI is a known $IQE supplier.

The collaboration targets silicon photonics, optical interconnects, and package integration, which flows through the entire photonics supply chain.

https://x.com/aleabitoreddit/status/2028464631195574674?s=20

Here you go some links

https://www.reuters.com/technology/nvidia-invest-2-billion-photonic-product-maker-lumentum-2026-03-02/

http://nvidianews.nvidia.com/news/nvidia-announces-strategic-partnership-with-lumentum-to-develop-state-of-the-art-optics-technology

Jutta Meier, Chief Executive Officer of IQE, commented:

"I am very pleased to continue our highly successful relationship with Lumentum through this multi-year supply agreement extension. Together we have achieved significant innovation in sensing technologies, from development through to mass production. We are excited to build on our success moving forward, as we expand advanced sensing into a new generation of consumer and automotive products."

Https://x.com/zerohedge/status/2028455809437381012?s=20

3.8p about to break, should see 4s soon

Some kind of churn maybe still the warrants/seller once done should go

Should get a Tr1 here soon

Should get assay results next

They are not selling just diluted