50% off Premium Yearly
Lightwave LogicLWLGDON'T BUYDec 19, 2022Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
Shares have zoomed over 1000% the past year, lifted by Nvidia's deals for Coherent and Lumentum and the data centre boom, and a partnership with Tower Semicondutor. However, LWLG is losing money and the price has run up with low earnings. And will their proprietary materials be stable over time? They've made progress in reliability, but still have a ways to go. That said, AI infrastructure is a good space to be in. Shares can keep ripping, but it's shot up too fast and Nvidia and Lumentum are better ways to play this space.