- Setting the stage
Let me start by telling you whats good. The main economic factor effecting stock prices across the board right now and for the foreseeable future is BeerFlu related. From Stimmy hopes to Vaccine Pumps to lockdowns. Everything in the financial news cycle bar the election itself since March has been a derivative of COVID-19 in some form or another.
Now that the stage is set, lets talk about the future of Corona. Vaccine pumps, lockdowns, and everything else related have been in an attempt to reopen the economy to its pre-covid levels, however due to the public health concerns, and financial constraints this is nigh impossible without a major change. In comes Cree and UVC light.
- UVC light, Corona, and Humans
What is Far-UVC light? I am glad you asked! UVC light is just light, which is a form of electro-magnetic radiation.
Depending on a lot of fucky physics shit some wavelengths of this radiation hit cells or even atoms and transfer their energy. (like when you stand in the sun and get warmed up! You're hit by a range of IR light up to UV-B light transferring their energy to warm you. UV hits your DNA and causes some damage though which is what gives you sunburn!) UVC light usually is absorbed in the atmosphere and doesn't make it to the surface from the sun. So, due to some factors and the fact that it hasn't been an evolutionary threat to Viruses and bacteria for the most part (I'm not a virologist or biologist, but this seems like a safe assumption), viruses and bacteria in the air are susceptible to being damaged by this light, and effectively neutralized. Far-UVC light (222 nm) efficiently and safely inactivates airborne human coronaviruses
"wow!", you might say. "Why haven't we installed this everywhere already?" Well there are 2 main issues. Let's dive in!
Let's be clear, this light IS radiation, and we are talking about it killing biological bodies. UV A/B does cause skin cancer after all, and UVC is pushing itself higher up the radiation spectrum to where we start getting to X-Rays and stuff. Human safety is the obvious concern here. HOWEVER, some UVC happens to fall in a range where it can not penetrate the cells of the outer layer of the EYES and SKIN. Exposed internal live tissue will be damaged similarly to other UV lights (read: sunburn inside your guts) but it is unlikely people walk around with massive open holes in their gut while a UV light is pointed at it. Honestly though I'm just gonna copy-paste an abstract to another paper here, because its a better summary than I could write.
"Airborne-mediated microbial diseases such as influenza and tuberculosis represent major public health challenges. A direct approach to prevent airborne transmission is inactivation of airborne pathogens, and the airborne antimicrobial potential of UVC ultraviolet light has long been established; however, its widespread use in public settings is limited because conventional UVC light sources are both carcinogenic and cataractogenic. By contrast, we have previously shown that far-UVC light (207–222 nm) efficiently inactivates bacteria without harm to exposed mammalian skin. This is because, due to its strong absorbance in biological materials, far-UVC light cannot penetrate even the outer (non living) layers of human skin or eye; however, because bacteria and viruses are of micrometer or smaller dimensions, far-UVC can penetrate and inactivate them. We show for the first time that far-UVC efficiently inactivates airborne aerosolized viruses, with a very low dose of 2 mJ/cm2 of 222-nm light inactivating >95% of aerosolized H1N1 influenza virus. Continuous very low dose-rate far-UVC light in indoor public locations is a promising, safe and inexpensive tool to reduce the spread of airborne-mediated microbial diseases.
- Creation of UVC light in low doses
The next challenge is creating effective, cheap UVC light in controllable doses to effectively neutralize airborne coronaviruses. Here I'll just link what the FDA says the 4 main ways to make it are. Link
"Low-pressure mercury lamp:
Historically, the most common type of lamp used to produce UVC radiation was the low-pressure mercury lamp, which has its main (>90%) emission at 254 nm. Other wavelengths are also produced by this type of lamp. There are other lamps available that emit a broad range of UV wavelengths, but also emit visible and infrared radiation. Excimer lamp or Far-UVC lamp:
Type of lamp, called an “excimer lamp”, with a peak emission of around 222 nm. Pulsed xenon lamps:
These lamps, which emit a short pulse of broad spectrum (including UV, visible and infrared) light have been filtered to emit mainly UVC radiation and are sometimes employed in hospital settings to treat environmental surfaces in operating rooms or other spaces. These are normally employed when no humans are occupying the space. Light-emitting diodes (LEDs):
Light-emitting diodes (LEDs) that produce UV radiation are also becoming more commonly available. Typically, LEDs emit a very narrow wavelength band of radiation. Currently available UV LEDs have peak wavelengths at 214 nm, 265 nm, and 273 nm, among others. One advantage of LEDs over low-pressure mercury lamps is that they contain no mercury. "
- CREE and UVC LEDs
Copy Pasting the RH synopsis on Cree,
"Cree, Inc. Common Stock, also called Cree, is a manufacturer of lighting-class light emitting diode (LED) products, lighting products and semiconductor products for power and radio-frequency (RF) applications."
As listed above, LEDs are capable of producing UVC light. Why am I so focused on LEDs? Because they're cheap and easy to install/ power. Cree manufactures LEDs, but has no range of 200-220~ LEDs yet.
#And I'd bet my titties their on their way, because otherwise I'd be a better CEO for this company than the dude in charge now.
Some quotes on UVC light:
"On exposing mice to 222 nm, far-UVC light from a krypton-chlorine excimer lamp, Brenner and colleagues found no evidence of [human] skin damage, even though they found that the same light was effective at killing the superbug MRSA "
"In principle, there is no reason why LEDs cannot be manufactured to emit at almost any wavelength, by adjusting the alloys of the semiconductors used. Gallium nitride (GaN), for example, which forms the basis of most commercial LEDs, has a band gap of about 3.4 eV, corresponding to a visible violet emission of wavelength 360 nm. The band gap of aluminium nitride (AlN), meanwhile, is about 6.4 eV, corresponding to a natural emission very deep in the UVC, at 210 nm. As a result, Al-GaN LEDs emit light at wavelengths somewhere in between, depending roughly on the ratio of aluminium to gallium."
"Far-UVC LEDs based on such alloys have already been demonstrated in the lab. Since 2007, for instance, Hideki Hirayama
at the Riken research institute
in Saitama, Japan, and colleagues have been creating Al-GaN LEDs with emission wavelengths down to 222 nm (Electr. Commun. Jpn10.1002/ecj.11667
). Meanwhile, with an emission at 210 nm, the shortest-wavelength UVC LED was demonstrated in 2006 by Yoshitaka Taniyasu
and colleagues at the NTT Basic Research Laboratories
in Atsugi, Japan, based on pure AlN (Nature 441 325
Unfortunately, these lab devices have an efficiency of barely a few per cent – well below the 20–40% needed for practical use – which means that none of them has ever been commercialized. Despite LEDs becoming available at shorter and shorter wavelengths – with Nitride Semiconductors
in Japan even offering one at 275 nm – most commercially available UV LEDs emit at UVA wavelengths of about 350 nm, where they find applications in the curing of adhesives and ink-jet printing."
Why Cree? Well if you watch this part of a podcast from where I linked to around 55-56 minutes
you'll hear a lot of notable quotes pertaining to LEDs and Cree. its about 10 minutes.
"LEDs are the future [of UVC light]"
"If you think about it... very quickly you can think of a large number of applications"
"what is the timeline for massive deployment" "by the end of the year these companies will be in the millions of productions... new companies starting development"
I am confident in Cree will be the lead American manufacturers and the world in UVC LED efficiency and innovation. Now you might be asking, "ok I'm sold on the LEDs, but what about another company?"
Well a simple google search of "largest LED manufacturers" nets a google result for this page which makes the statement that
Cree is not only the 2nd largest manufacturer of LEDs, BUT THAT
"Cree is one of the largest LED lighting
companies producing lighting class LEDs and semiconductor products for power and radio frequency (RF) applications. Cree LED chips combine InGaN
materials with its proprietary SiC substrates to deliver superior performance and high endurance for semiconductor devices and high intensity LEDs, which operate at high temperatures and voltages.
Indium gallium nitride
Cree is the 2nd largest LED manufacturer with roughly 1.5 BILLION in revenue, and a team of chemical and electrical engineers who have industry leading experience with the EXACT chemical components that will go into the manufacturing of UVC LEDs. I am confident Cree will not only be the first to market with human safe UVC LEDs, but continue to pull the biggest manufacturing contracts for these LEDs.
MOST IMPORTANTLY: Look how big the fucking CEOs head is.
There is a snowballs chance in hell that Cree is not actively pursuing UVC LEDs for mass production come Q4 2020, and I think this will be announced for their quarterly report on 10/28/20. When you look at their filings... https://imgur.com/a/CdgRy02
screenshots taken from: https://www.sec.gov/ix?doc=/Archives/edgadata/895419/000089541920000044/cree-20200329.htm
There is both a sharp increase in spending in short term investments and R&D throughout the year. Based on the lower numbers in the prior year. I think our buddy big brain Gregg Lowe knows where he can take the company if he gets UVC LEDs to market.
- The Play
If you made it this far, thanks for reading, this took some time to compile and i'd appreciate constructive criticism
I basically think you should buy anything bullish that you can get your hands on. I am very confident news will break of this during their quarterly report, and they will come to market with human safe UVC LEDs within 6 months. I am getting my hands on anything I can thats bullish, but am particularly targeting the quarterly report on 10/28 with 75C,10/30 and 11/6 call options. This stock will likely go insane should they make that announcement.
Also again, look how big this kings head
is. You wouldn't trust a guy with a brain this size????? You're crazy