Roberto, thanks for the kind words and the suggestion. I’ve looked at Lightwave Logic over the years and the Perkinamine story is genuinely interesting on the physics side. That said, BEP Research is deliberately focused on the larger co-design and memory bandwidth names where I can add institutional-grade signal, and I tend to stay away from small-cap single-technology stories where the risk profile is really a venture bet. I’ll keep an eye on the Tower PH18 and CPO milestones through 1H, and if polymer modulators start showing up in hyperscaler roadmaps I’ll absolutely revisit. Appreciate you being a subscriber.
Thanks for this different take. Very useful. Would it be possible for you to take a deep dive on the Perkinamine polymer developed by Lightwave Logic?
Roberto, thanks for the kind words and the suggestion. I’ve looked at Lightwave Logic over the years and the Perkinamine story is genuinely interesting on the physics side. That said, BEP Research is deliberately focused on the larger co-design and memory bandwidth names where I can add institutional-grade signal, and I tend to stay away from small-cap single-technology stories where the risk profile is really a venture bet. I’ll keep an eye on the Tower PH18 and CPO milestones through 1H, and if polymer modulators start showing up in hyperscaler roadmaps I’ll absolutely revisit. Appreciate you being a subscriber.
Thank you for taking the time to answer, Ben.
Reading this, and your previous posts, I wonder if there's any particular reason that MU isn't among the tickers listed in your disclaimer.
I don’t own any currently but it could be a good position