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D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

QBTS is trending as part of a broader surge in quantum computing stocks, with community members actively discussing its potential for significant gains. Optimism stems from upcoming events, potential government contracts, and the company's technology for optimization, though some express concerns about the current valuation. Overall, there's a sense of FOMO (fear of missing out) driving interest in QBTS.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following news of a memorandum of understanding with the U.S. Department of Energy, sparking excitement about quantum technologies in space. Community discussions revolve around the company's growth potential, comparisons to other tech stocks, and debate over valuation amid a short squeeze. Some are closely watching for a potential Trump-related announcement that could further boost the stock.

MicroAlgo, Inc. operates as a holding company, which engages in the development and application of bespoke central processing algorithms. Its services include algorithm optimization, accelerating computing power without the need for hardware upgrades, lightweight data processing, and data intelligence. The company was founded May 14, 2018 and is headquartered in New York, NY.

MicroAlgo Inc

MicroAlgo is trending due to speculation around its low float, potential for a short squeeze, and comparisons to other high-flying stocks with similar setups like $QMMM. Traders are actively discussing the possibility of a significant price surge, drawing parallels to past pumps and the stock's AI potential. The community is closely watching for a potential breakout, with some mentioning the company's small float and high short interest.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market digests recent rate cut news and anticipates potential impacts on inflation and economic growth. Community discussions revolve around market direction, with some highlighting bullish signals and others warning of a potential downturn. Rotation into value stocks and the influence of AI on the job market are also being actively discussed.

BGM Group Ltd. is a pharmaceutical and chemical company. It focuses on the research, development, manufacture, marketing, and sale of oxytetracycline products, licorice products, traditional Chinese medicine derivatives product, heparin product, sausage casings, and fertilizers. The Licorice products include Gan Di Xin, Qilian Shan Licorice Extract, and Qilian Shan Licorice Liquid Extract. The Oxytetracycline products consists of Qilian Shan Oxytetracycline Tablets and Qilian Shan Oxytetracycline Active Pharmaceutical Ingredients (API). The TCMD product includes Ahan antibacterial paste, which is made from a mixture of traditional Chinese herbal ingredients. The heparin product includes Heparin Sodium Preparations. The Sausage Casings products include Zhu Xiaochang Sausage Casings, which are all-natural food products used for culinary purposes. The Fertilizer products is composed of Xiongguan Organic Fertilizer and Xiongguan Organic-Inorganic Compound Fertilizer. The company was founded on February 7, 2019 and is headquartered in Chengdu, China.

BGM Group Ltd. - Ordinary Shares - Class A

BGM Group Ltd

BGM Group (BGM) is trending due to strong community interest in its AI pivot and recent earnings report, which highlighted revenue growth driven by AI and insurance businesses. Community members are closely watching key technical levels and institutional accumulation, speculating on potential catalysts for a breakout. The stock's unique combination of AI, fintech, and robotics is generating discussion about its long-term potential and comparison to other high-growth AI companies.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology ($GRRR) is trending due to a recently announced $1.4 billion contract to build AI-powered data centers in Southeast Asia. While some investors are excited about the potential revenue growth and see it as a game-changer, others are skeptical, questioning the legitimacy of the partner company, Freyr, and the details of the deal. The community is actively discussing the implications of the contract and waiting for further validation from the company.

89bio, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of innovative therapies for the treatment of liver and cardio-metabolic diseases. Its product pipeline includes pegozafermin, FGF21, NASH, and SHTG. The company was founded on January 18, 2018 and is headquartered in San Francisco, CA.

89bio Inc

89bio is trending following news of its acquisition by Roche, driving excitement and speculation about the future of the MASH space. The community is discussing the potential $20.50 per share value for shareholders and what this acquisition means for other companies in the sector, with some highlighting $ETNB's long downtrend before the buyout news. Community members are now looking for the next potential buyout target in the biotech space.

Bullish engages in the management of a digital asset platform. It also offers market infrastructure and information services. The company was founded by Brendan Francis Blumer in 2020 and is headquartered in George Town, Cayman Islands.

Bullish

Bullish is trending following the announcement of securing a BitLicense from the New York State Department of Financial Services, seen by the community as a significant step for U.S. expansion. Community members are also discussing the firm's earnings report, which beat analyst estimates. Some traders are expressing optimism for potential upgrades and a continued rally, while others remain cautious, citing past performance and broader market conditions.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending as investors discuss its increasing Ethereum holdings and potential benefits from staking rewards. Community members are actively debating price targets and the impact of Ethereum's performance on BMNR, with some drawing comparisons to MicroStrategy's investment strategy. The stock is garnering attention as a leveraged play on the anticipated growth of Ethereum and the broader crypto market.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors react to news of partnerships and positive milestones, with some highlighting its potential in the quantum computing sector. The community is actively discussing the company's progress toward commercial viability and comparing it to sector peers. Despite discussions of profitability, many see RGTI as a long-term play with significant potential.

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$LWLG   The Photonics War Has Begun 
 
$AMD moved first — but LWLG and $POET hold the layers that unlock it all. 
 
In May 2025, AMD quietly acquired Enosemi, a stealth silicon photonics startup focused on co-packaged optics, custom ASICs, and advanced packaging. 
 
This wasn’t noise. It was a signal of urgency. 
 
The next leg of AI isn’t about more compute. 
It’s about physical architecture. 
And that means light. 
 
Why It Matters: 
 
NVIDIA’s Rubin architecture made light-native AI a reality. 
AMD just fast-tracked into CPO with Enosemi. 
Copper is no longer viable. Optics is now foundational. 
AMD moved first. Everyone else is scrambling to catch up. 
 
What the Market Overlooked: 
 
LWLG already controls the material everyone else will need. 
 
Their electro-optic polymers solve the AI stack’s hardest problem: 
Moving massive data at light speed with ultra-low power and latency. 
 
They unlock faster modulation than silicon, sub-1.5V operation, micron-scale CPO design, and foundry-ready compatibility. 
 
These polymers don’t just carry light. 
They turn it into logic. 
 
The next-gen AI stack demands it. 
Only LWLG has it. 
 
Polariton Technologies AG — The Swiss Spark: 
 
Based in Zurich and spun out of ETH, Polariton co-develops 400 to 800 Gbps modulators with LWLG. 
They’ve demonstrated over 1.1 THz bandwidth, sub-1.5V performance, silicon compatibility, and micron-scale density. 
 
But here’s the key: 
 
Polariton can’t scale without LWLG. 
Wherever Polariton goes, LWLG value flows. 
 
Why LWLG’s Silence Is Strategic: 
 
LWLG hasn’t acquired Polariton. And they don’t need to. 
 
Polariton’s breakthroughs depend on LWLG’s polymers. 
Remaining upstream keeps LWLG neutral across all platforms. 
No capex. No dilution. No distraction. 
Only licensing leverage across Tier-1 verticals. 
 
Doing nothing is the move. 
Control the material. Control the future. 
 
With Froth Gone, the Core Is Clear: 
 
LWLG’s price has sold off, but its strategic value has only strengthened. 
Polariton is advancing. 
No one else has polymer-based logic for CPO at this scale. 
The big players are now forced to adapt. 
 
Add POET to the Equation: 
 
While AMD moved vertically with Enosemi, NVIDIA’s Rubin stack requires a photonic-native platform—POET fits that need. 
 
Their optical interposer is modular, low-power, scalable, and aligned with foundry process flows. 
They’ve confirmed active partnerships with AI chipmakers. 
POET likely already supplies or is testing with Rubin—or is next in line. 
 
Just like $IONQ and  $RGTI were dismissed before quantum ignited, 
POET and LWLG sit at a similar structural inflection. 
 
The Race Has Begun: 
 
Intel is leaning into quantum and silicon photonics. 
Coherent, Lumentum, Broadcom, Cisco, Infinera all need scalable photonic I/O. 
NVIDIA Rubin is live. 
Everyone else is scrambling to close the gap. 
 
But only LWLG holds the polymer layer. 
And only POET delivers modular light-speed interconnects to match. 
 
Market Signals Are Flashing: 
 
LWLG, POET, AEHR, and LPTH all caught quiet bids during red markets. 
This isn’t retail—this is smart money rotating into physical bottlenecks and photonic enablers. 
Tier-1 sourcing has begun. 
Momentum will follow. 
 
Final Thought: 
 
LWLG is upstream, essential, and still misunderstood. 
POET is modular, production-ready, and likely embedded. 
Polariton is the spark. 
And AMD just signaled it’s time. 
 
This will not rerate slowly. 
It will rerate structurally. 
 
The bottleneck is real. 
And the light-layer is already live. 
*Options markets are already positioning around the photonics enablers—follow the money before the headlines catch up. 
https://www.crn.com/news/components-peripherals/2025/amd-acquires-silicon-photonics-startup-enosemi-in-ai-systems-push

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In a move to ramp up competition against Nvidia, AMD said on Wednesday that it has acquired Enosemi to develop photonics and co-packaged optics solutions that can help the chip designer enable "faster, more efficient data movement" that is required by ever-growing AI models.

AMD Acquires Silicon Photonics Startup Enosemi In AI Systems Push

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Lightwave Logic Inc

Advanced Micro Devices Inc

POET Technologies Inc

 hold the layers that unlock it all. 
 
In May 2025, AMD quietly acquired Enosemi, a stealth silicon photonics startup focused on co-packaged optics, custom ASICs, and advanced packaging. 
 
This wasn’t noise. It was a signal of urgency. 
 
The next leg of AI isn’t about more compute. 
It’s about physical architecture. 
And that means light. 
 
Why It Matters: 
 
NVIDIA’s Rubin architecture made light-native AI a reality. 
AMD just fast-tracked into CPO with Enosemi. 
Copper is no longer viable. Optics is now foundational. 
AMD moved first. Everyone else is scrambling to catch up. 
 
What the Market Overlooked: 
 
LWLG already controls the material everyone else will need. 
 
Their electro-optic polymers solve the AI stack’s hardest problem: 
Moving massive data at light speed with ultra-low power and latency. 
 
They unlock faster modulation than silicon, sub-1.5V operation, micron-scale CPO design, and foundry-ready compatibility. 
 
These polymers don’t just carry light. 
They turn it into logic. 
 
The next-gen AI stack demands it. 
Only LWLG has it. 
 
Polariton Technologies AG — The Swiss Spark: 
 
Based in Zurich and spun out of ETH, Polariton co-develops 400 to 800 Gbps modulators with LWLG. 
They’ve demonstrated over 1.1 THz bandwidth, sub-1.5V performance, silicon compatibility, and micron-scale density. 
 
But here’s the key: 
 
Polariton can’t scale without LWLG. 
Wherever Polariton goes, LWLG value flows. 
 
Why LWLG’s Silence Is Strategic: 
 
LWLG hasn’t acquired Polariton. And they don’t need to. 
 
Polariton’s breakthroughs depend on LWLG’s polymers. 
Remaining upstream keeps LWLG neutral across all platforms. 
No capex. No dilution. No distraction. 
Only licensing leverage across Tier-1 verticals. 
 
Doing nothing is the move. 
Control the material. Control the future. 
 
With Froth Gone, the Core Is Clear: 
 
LWLG’s price has sold off, but its strategic value has only strengthened. 
Polariton is advancing. 
No one else has polymer-based logic for CPO at this scale. 
The big players are now forced to adapt. 
 
Add POET to the Equation: 
 
While AMD moved vertically with Enosemi, NVIDIA’s Rubin stack requires a photonic-native platform—POET fits that need. 
 
Their optical interposer is modular, low-power, scalable, and aligned with foundry process flows. 
They’ve confirmed active partnerships with AI chipmakers. 
POET likely already supplies or is testing with Rubin—or is next in line. 
 
Just like 

 were dismissed before quantum ignited, 
POET and LWLG sit at a similar structural inflection. 
 
The Race Has Begun: 
 
Intel is leaning into quantum and silicon photonics. 
Coherent, Lumentum, Broadcom, Cisco, Infinera all need scalable photonic I/O. 
NVIDIA Rubin is live. 
Everyone else is scrambling to close the gap. 
 
But only LWLG holds the polymer layer. 
And only POET delivers modular light-speed interconnects to match. 
 
Market Signals Are Flashing: 
 
LWLG, POET, AEHR, and LPTH all caught quiet bids during red markets. 
This isn’t retail—this is smart money rotating into physical bottlenecks and photonic enablers. 
Tier-1 sourcing has begun. 
Momentum will follow. 
 
Final Thought: 
 
LWLG is upstream, essential, and still misunderstood. 
POET is modular, production-ready, and likely embedded. 
Polariton is the spark. 
And AMD just signaled it’s time. 
 
This will not rerate slowly. 
It will rerate structurally. 
 
The bottleneck is real. 
And the light-layer is already live. 
*Options markets are already positioning around the photonics enablers—follow the money before the headlines catch up. 


@QuantMechanic nice summary of why I own both 😎

Perkinamine

@QuantMechanic As a mechanic it seems you’re great with pumps.  

Doesn’t LWLG have a page?   

Maybe keep the posts to only one a day!  

But that’s just me.

bakedwaffle

Aranka Kardos

Irving Berlin

 As a mechanic it seems you’re great with pumps.  

Doesn’t LWLG have a page?   

Maybe keep the posts to only one a day!  

But that’s just me.

Summer

@QuantMechanic Polymers are still a controversial tech and not mainstream accepted.  $Poet is miles ahead of them.  Stop pumping LWLG and associating POET to coattail.

 Polymers are still a controversial tech and not mainstream accepted.  

 is miles ahead of them.  Stop pumping LWLG and associating POET to coattail.

@QuantMechanic After diving in, it makes sense, LWLG should acquire Polariton. Combining their electro-optic polymers with plasmonic circuits could put them in a strong position to lead the optical communications space. Raising capital might be tricky, but the upside far outweighs the risk, IMO. It appears Polariton does have some revenue, making this deal accretive and opening doors to new markets. 
 
The new CEO likely has the M&amp;A experience needed to pull this off, maybe that’s why he’s there in the first place. The silence suggests talks are happening behind the scenes. If sector demand is as strong as the post suggested, this could be active. With AMD making moves in the sector, it’ll be interesting to see how this all unfolds. If money flows into the sector, LWLG could still benefit from the rising tide, even without being the leader.

 After diving in, it makes sense, LWLG should acquire Polariton. Combining their electro-optic polymers with plasmonic circuits could put them in a strong position to lead the optical communications space. Raising capital might be tricky, but the upside far outweighs the risk, IMO. It appears Polariton does have some revenue, making this deal accretive and opening doors to new markets. 
 
The new CEO likely has the M&A experience needed to pull this off, maybe that’s why he’s there in the first place. The silence suggests talks are happening behind the scenes. If sector demand is as strong as the post suggested, this could be active. With AMD making moves in the sector, it’ll be interesting to see how this all unfolds. If money flows into the sector, LWLG could still benefit from the rising tide, even without being the leader.

@QuantMechanic Although I have limited available time, I&#39;ve been slowly digging into these names to read and understand their patent portfolios (that&#39;s part of what I do for a living, so I might as well do it for my investing hobby). Like the polymer angle because that&#39;s more complex chemistry that I can understand. Where does NVTS fit in here? Understand the massive problem of energy consumption and water consumption (particularly in drought regions) of data centers as it is impacting the grid where I live and burning out everyone&#39;s refrigerator motors. IONQ has one solution but as long a Nvidia chips are used, we&#39;ll have power issues

 Although I have limited available time, I've been slowly digging into these names to read and understand their patent portfolios (that's part of what I do for a living, so I might as well do it for my investing hobby). Like the polymer angle because that's more complex chemistry that I can understand. Where does NVTS fit in here? Understand the massive problem of energy consumption and water consumption (particularly in drought regions) of data centers as it is impacting the grid where I live and burning out everyone's refrigerator motors. IONQ has one solution but as long a Nvidia chips are used, we'll have power issues

Buster Bob

@QuantMechanic The pump is real for LWLG. DAMN.