Jim Cramer - Mad MoneyLightwave LogicLWLGCOMMENTApr 13, 2026
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.
The make specialty chemicals for the fibre optics industry to develop better such optics. They are making modulators that can potentially make the internet run better (faster and using less power). If they can achieve that, this can boost their revenues. The problem with LWLG is that they're at the development stage, and the market shuns such unproven companies. LWLG has a clean balance sheet, but hasn't made profits yet. He isn't disparaging the company and maybe they will succeed, but the market doesn't like these kinds of companies.
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.