POET POET Technologies Inc

$POET $LWLG Broadcom + Meta are the recent ones.. but these big companies putting up huge sums of money (esp as stock offerings) tells you a lot. And that money is going exactly where Poet and LWLG and other AI infra stocks are operating.

$POET it only took 2 weeks for this stock to go from $6 to $20+ but you never know which two weeks that will happen in again…buy and hold

$POET No debt, award winning technology, $800 million in cash. Marvell is going after the wrong target. They know they won’t be able to compete against Lumentum with POET’s technology 😎 This validates POET’s technology and capabilities. Extremely bullish.

$POET If Marvell successfully swallows Lumentum and clamps down on its laser pipeline, POET’s unique Optical Interposer platform becomes infinitely more valuable to the rest of the market. • Drastically Reducing Laser Material: Traditional optical transceivers are heavily reliant on raw Indium Phosphide (InP) lasers, which Lumentum controls. POET’s platform allows for a hybrid architecture that integrates electronic and photonic components at the wafer scale. • Higher Yields with Less Material: Because of their passive assembly process, POET’s architecture uses far fewer actual discrete laser chips to achieve 800G and 1.6T speeds. If there is an industry-wide scramble for lasers because Lumentum is locked up by Marvell and Nvidia, POET's ability to stretch scarce laser supply further makes them an incredibly attractive partner. 🎯

$POET Many many billions being thrown around in exactly the optical / photonics space Poet operates. And we’re valued at roughly $200M?? 😂😆😢

$POET As said earlier, 4$, 5$ , 15$ or 20$ will not sell. My target is much higher. In the meanwhile this can go down, up, down, dont care...Its hard , but only the most resitants will win at he end !!!

$POET well with this move marvell -> lumentum i guess there is a legit scenario that POET could be bought out as well by competition 🔥

$POET said it yesterday but MACD, OBV, and ADL are all pointing to accumulation in the mid-5s low.  Nobody knows exactly what the fed chair comments will look like but all things equal things are looking pretty good from here

$POET Just to remind some stupid posts on the stock with the below. 1 month stock performance accross the entire optical sector: - Poet: - 30% - AAOI: - 33% - Lite : - 20% - Cohr: - 31% - AEHR: - 44% - Sivers: -37% - CRDO: -24% - Semis - INTC: -31% - AMD: -16% - Memory: - MU: -18% - SNDK: - 32%. The poor performance affects all the entire AI stocks industry and not only Poet until the market gains more confidence in improving macros and AI massive spending (which is a wrong reason) and midterms drama.

$POET the fact this company has no debt is actually insanely good right now....WHAT A MOVE THEY DID. THOSE WHO HOLD GET RICH

$POET 💪💎💎💎 POET's Optical Interposer solves the CPO "test economics" crisis through major structural advantages over traditional monolithic approaches: Wafer-Scale Testing: Hybrid integration allows passive alignment and component testing at the wafer level. This catches defects early, eliminating the risk of scrapping expensive finished modules. External Light Source (ELS): Placing lasers on the system faceplate isolates them from intense accelerator heat. This allows independent testing, scaling, and hot-swappable replacement without disturbing the compute package. 75% Less Assembly Complexity: Standard semiconductor passive placement replaces complex wire bonds and active alignments, radically slashing sequential testing steps. The Trade-off: Custom optical setups require costly, non-scalable testing. By contrast, POET uses standard semiconductor architectures to lower the bill-of-materials, making high-volume mass CPO rollout far more cost-effective. BTMFD 💎💎👊👊

$POET great spot to be loading here - we should get a nice run through year end and to end of Q1 as production scale and customer orders are firmed - no way Suresh schedules a Q1 call without a high confidence these goals will be met and hopefully exceeded - Buckle up!

$POET Shorts can absolutely get f*cked! lol Any semlance of revenue in earnings and this shit flies, imho.

$POET Thinking about how much dilution Sivers has dropped financing about $20 million… most of it debt conversion, leaving less than $10 million in cash while their O/S soars over 350 million shares. Meanwhile we’re sitting on $800 million and zero debt, just waiting for the tests to be completed, and on the cusp of a 450 million pipeline to start. What an absolute monster this can become in 2027 if management delivers.

$POET I keep telling you, humans are barely trading- it’s 90% algo and bot sector rotation trading. No significant moves until humans WANT to own POET again, volume drives price. We’re cooked until the 16th - and they had better dazzle with the updates.

$POET this acquisition will make the optical sector more strategically important and POET will become an acquisition target sooner. Overall very bullish for the sector and POET. We rip higher tomorrow.

$POET Ready for the next leg up? 💪💎💎💎 An Ecosystem Scramble: With Marvell taking a massive asset like Lumentum off the board, Marvell's direct rivals (like Broadcom, Cisco, or MaxLinear) and major assembly partners (like Foxconn or Luxshare) will feel intense pressure to secure their own optical integration layers. This pushes POET into a position where it may become a vital independent partner—or potential acquisition target—for players left out of the Marvell-Lumentum ecosystem Validation of the Tech: This multi-billion dollar bet highlights that the biggest bottleneck in scaling AI cluster data centers is light (optical interconnects moving massive data at high speeds). It validates POET's entire focus on optical interposers.

$POET short interest dropped by 550K shares (2.27%), from 24.26M to 23.71M. Interesting to see shorts reducing exposure even during the selloff. Bullish sign heading into November earnings! I’m still super confident about Nov 16th!

$POET can't wait till this board is filled with normies when NVDA partnership is announced

$POET 20 before you know it. new all time high once volume delivery is confirmed and subsequent order is announced. 1M/month units won't be nearly enough next year, and once additional capacity expansion is announced we'll see some real fireworks. shorts please do keep selling.