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ATLsuTiger
| Favorite team: | LSU  |
| Location: | Johns Creek |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 5742 |
| Registered on: | 8/25/2009 |
| Online Status: | Not Online |
Recent Posts
Message
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/17/26 at 7:15 am to LChama
2031
I’ll add that I think this gets bought out before then. Probably at a lower price unfortunately.
The current CEO has a proven track record of navigating his companies to M&A outcomes.
I’ll add that I think this gets bought out before then. Probably at a lower price unfortunately.
The current CEO has a proven track record of navigating his companies to M&A outcomes.
1
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/17/26 at 7:10 am to Neauxla
This continues to gets sucked up on dips. Massive accumulation is happening. This doesn’t hit $100 eventually I’ll eat my hat.
re: OWLT Baby products.
Posted by ATLsuTiger on 4/17/26 at 7:07 am to bayoubengals88
They have already become adjusted EBIDTA positive and margins are still strong. They probably hit true profitability by EOY 2027. Everything about this company is setup perfectly. They are going to expand their market to +18 months demo and I think this becomes a pediatric telehealth play.
I’ve texted with the CEO recently and he is going to return to our Reddit board to answer retail investor questions after the next earnings call. I’ll link the Q&A thread here as soon as I have it posted on r/OWLT.
I’ve texted with the CEO recently and he is going to return to our Reddit board to answer retail investor questions after the next earnings call. I’ll link the Q&A thread here as soon as I have it posted on r/OWLT.
re: Microvision MVIS
Posted by ATLsuTiger on 4/17/26 at 7:02 am to supadave3
I believe the company will announce a reverse split vote at the shareholders meeting. This will lower the float and create a situation where the next major news announcement comes with a significantly smaller amount of shares available which will cause a massive squeeze. There are some absolutely massive names they could announce this summer/fall. This was the exact same thing OUST did.
re: Microvision MVIS
Posted by ATLsuTiger on 4/16/26 at 7:15 pm to Paul Allen
Bought more today. Just waiting for this to play out the way I think it will.
re: OWLT Baby products.
Posted by ATLsuTiger on 4/16/26 at 10:23 am to j1897
Bump.
Do some DD and jump in before the gap fill runup.
Do some DD and jump in before the gap fill runup.
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by ATLsuTiger on 4/16/26 at 9:57 am to bayoubengals88
MicroVision is also targeting non-automotive markets too and security and defense. There is also an augmented reality display component to MVIS that Anduril is playing with after acquiring IVAS from Microsoft.
The market caps are the only thing I'm looking at. One is fairly valued. The other is still waiting for validation. I always lean towards the more speculative play. I can see both succeeding though for nice gains. Good luck! :cheers:
The market caps are the only thing I'm looking at. One is fairly valued. The other is still waiting for validation. I always lean towards the more speculative play. I can see both succeeding though for nice gains. Good luck! :cheers:
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by ATLsuTiger on 4/16/26 at 8:34 am to bayoubengals88
Oust merged with Velodyne and that is why they have the head start. It’s basically been the only option. MVIS is about to start announcing deals this year. Movia S will start eating into OUST market share next year.
They are currently talking with:
Caterpillar
Nissan
Volvo
Mercedes
They are currently talking with:
Caterpillar
Nissan
Volvo
Mercedes
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by ATLsuTiger on 4/16/26 at 8:20 am to bayoubengals88
The one problem with OUST is they are targeting non automotive verticals. The winner of western LiDAR will have to dominate auto OEMs.
MVIS is the better bet. Spinning LiDAR is not the future of LiDAR. It will be FMCW and photonic based.
Buying MVIS today will be like buying OUST 3 years ago. Only MVIS has better connections to the auto industry and better assets after acquiring LAZR, Scantinel, and Ibeo.
MVIS is the better bet. Spinning LiDAR is not the future of LiDAR. It will be FMCW and photonic based.
Buying MVIS today will be like buying OUST 3 years ago. Only MVIS has better connections to the auto industry and better assets after acquiring LAZR, Scantinel, and Ibeo.
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/14/26 at 1:04 pm to Neauxla
Lost in the void. Was $1.50 when I started this thread.
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/14/26 at 12:47 pm to The Egg
A TSM partnership is clearly being priced in here.
Sold a few of my $3 shares to lock in some profits but still rocking 25k shares @ 4.28 for the long hold.
Sold a few of my $3 shares to lock in some profits but still rocking 25k shares @ 4.28 for the long hold.
re: OWLT Baby products.
Posted by ATLsuTiger on 4/14/26 at 12:42 pm to ATLsuTiger
Keep an eye on this one!
Projecting $130m in 2026 revenue. Straight up undervalued at this level.
Getting m&a vibes as well.
Projecting $130m in 2026 revenue. Straight up undervalued at this level.
Getting m&a vibes as well.
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/13/26 at 3:55 pm to LChama
What a beauty! :bow:
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/10/26 at 1:10 pm to Sabans straw hat
If they succeed it will likely trade at multiple hundreds per share eventually.
Good chance they get bought out before that happens though.
Good chance they get bought out before that happens though.
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/10/26 at 8:39 am to ATLsuTiger
Triple
Digit
Potential
Stop fricking around and put in the DD!
Digit
Potential
Stop fricking around and put in the DD!
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/9/26 at 1:26 pm to j1897
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/9/26 at 10:14 am to j1897
No. Foundry tapeouts happen first. Then deals and revenue.
re: OWLT Baby products.
Posted by ATLsuTiger on 4/9/26 at 10:11 am to ATLsuTiger
This will be the easiest gap fill play of the year.
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/9/26 at 9:58 am to j1897
Customers come through their foundry partners. Global Foundries is one of the main foundry partners.
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/9/26 at 7:43 am to j1897
Officially Tower Semiconductor, Silterra and Global Foundries will all have multiple tapeouts this year. Revenue for LW comes in 2027/2028.
re: Lightwave Logic LWLG
Posted by ATLsuTiger on 4/9/26 at 7:40 am to LChama
I highly recommend you all put in the DD to connect these dots. Ask AI to use transcripts from earnings calls as well as foundry announcements about their SiPh platforms.
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