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Brera Holdings PLC - Ordinary Shares - Class B

Brera Holdings PLC

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SoFi Technologies Inc

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Intel Corp.

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Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$POET 

I’m calling it

We are connected to NVDA

Too many overlaps with NVDAs CPO specs

The form factor, fiber attach unit, specs, etc

POET’s optical engines feature detachable fiber block interfaces, matching the multi-lane fiber connectors in NVIDIA’s Spectrum-X switches

NVIDIA’s silicon photonic engines use 200 Gb/s micro-ring modulators but lack integrated TIAs and drivers, requiring external optical components—exactly what POET provides

The image POET posted this morning has a MACOM TAI - which is a partner with Lumentum - who is a partner involved in NVDAs CPO

Also, POETs flip-chip layout matches the detachable sub-assembly shown in NVIDIA’s CPO imagery in March

POET is integrating the components with Foxconn for NVDA and this is done on the Optical Interposer platform 

To many parallels 

Last week I would have said 10% chance

This week 70%-90% 

Not financial advice 

Lose everything at your own risk

cchom

bakedwaffle

GOLDSTEIN DMITRY

Marcus Johnson

Summer

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Trust me, I'm on Stocktwits

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$POET  
I admit, I&#39;m getting lazy in my old age.
Here&#39;s another one I really like.

StockTwits For Android 

$POET 

IDR is rarely wrong. And he’s currently on Vacation.

If you know, you know. 🙏

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$POET 

Pretty confident this is the moment some us here have been waiting for for years 🚀

Looks like the days of it just being a dozen of us shootin the shit on this board are over 🍻

IdeletedRobinhood

$POET besides SpCB and Poet 
What are the others stocks you are invested in

FuulsGold

$POET 

Interesting thought process. Can’t say I disagree.

$POET Good analysis from perplexity.

https://www.perplexity.ai/search/7b6001ff-9c3d-494a-a26d-3321da66be0e#0

The evidence confirms POET Technologies is a likely optical engine supplier for NVIDIA’s CPO products. Key overlaps include:
 • Form factor: Detachable fiber interfaces matching NVIDIA’s CPO switches.
 • Component synergy: POET supplying TIAs/drivers missing in NVIDIA’s photonics.
 • Shared partners: Foxconn manufacturing and Lumentum-adjacent tech (MACOM TAI).
 • Roadmap alignment: Joint focus on 800G/1.6T AI infrastructure with 2025 production targets. While no direct partnership is publicly declared, the technical and supply-chain linkages make POET a critical enabler of NVIDIA’s CPO ambitions.

Kristoffer Nelson

POET Technologies Inc

 

I’m calling it

We are connected to NVDA

Too many overlaps with NVDAs CPO specs

The form factor, fiber attach unit, specs, etc

POET’s optical engines feature detachable fiber block interfaces, matching the multi-lane fiber connectors in NVIDIA’s Spectrum-X switches

NVIDIA’s silicon photonic engines use 200 Gb/s micro-ring modulators but lack integrated TIAs and drivers, requiring external optical components—exactly what POET provides

The image POET posted this morning has a MACOM TAI - which is a partner with Lumentum - who is a partner involved in NVDAs CPO

Also, POETs flip-chip layout matches the detachable sub-assembly shown in NVIDIA’s CPO imagery in March

POET is integrating the components with Foxconn for NVDA and this is done on the Optical Interposer platform 

To many parallels 

Last week I would have said 10% chance

This week 70%-90% 

Not financial advice 

Lose everything at your own risk

@IdeletedRobinhood This would be insane if true!!

S loved JB and Me

Chico Bismut

Shane hunt

jan franck

@IdeletedRobinhood if we are, we will rocket and never look back…

foQuz

Marius Burghardt

Irving Berlin

 if we are, we will rocket and never look back…

ABC-Schuetze

@IdeletedRobinhood and not to forget thatthe new manufacturing facility is the only place in Asia where Nvidia server units gets made, and they will produce at the facility for a single customer (NVIDIA??)

Ryan Strong

bryan Lamoureux

Thomas Cotto

 and not to forget thatthe new manufacturing facility is the only place in Asia where Nvidia server units gets made, and they will produce at the facility for a single customer (NVIDIA??)

@bakedwaffle 

Yup

Another parallel

Mentioned it yesterday, but forgot to add that to this post

FinnessaurusFlex

 

Yup

Another parallel

Mentioned it yesterday, but forgot to add that to this post

@IdeletedRobinhood if true, when would we be looking for an announcement

 if true, when would we be looking for an announcement

quickstart

@IdeletedRobinhood 100 percent agree........once this is formally known, we celebrate........ and retire. With said news, I do believe the stock will run to 50+

StockTwits Web

 100 percent agree........once this is formally known, we celebrate........ and retire. With said news, I do believe the stock will run to 50+

@IdeletedRobinhood As much as I would like this to be true, I&#39;m skeptical. POET is exchange listed, the would really want to announce a deal of this format, they need this kind of news. Yes, I know, possible NDAs, etc. But why would Nvidia want an NDA for this? What I think is more probable is that if they are doing anything for NVIDIA, then they are doing a limited test run whose outcome will determine if NVIDIA will want to go forward with a deal or not.

 As much as I would like this to be true, I'm skeptical. POET is exchange listed, the would really want to announce a deal of this format, they need this kind of news. Yes, I know, possible NDAs, etc. But why would Nvidia want an NDA for this? What I think is more probable is that if they are doing anything for NVIDIA, then they are doing a limited test run whose outcome will determine if NVIDIA will want to go forward with a deal or not.

SirGay_LoveRaw

@SirGay_LoveRaw 

“Why would NVDA want an NDA for this?” 

That’s an easy one 

No NDA, and this information being public for the past year, would have resulted in someone buying out POET by this point - even if just to “flip” the company at a higher price 
 
If this is true and successful, an NDA allows time for NVDA to develop proof of concept before deciding on a direct offer/buyout - or ensuring Foxconn has dibs if they wanted us 

Chances are we’ll either be bought out or financed by NVDA as a strategic investor from now on 

Whichever one is a more efficient way for them to ensure POET won’t go bankrupt

Daniel Olatunde

 

“Why would NVDA want an NDA for this?” 

That’s an easy one 

No NDA, and this information being public for the past year, would have resulted in someone buying out POET by this point - even if just to “flip” the company at a higher price 
 
If this is true and successful, an NDA allows time for NVDA to develop proof of concept before deciding on a direct offer/buyout - or ensuring Foxconn has dibs if they wanted us 

Chances are we’ll either be bought out or financed by NVDA as a strategic investor from now on 

Whichever one is a more efficient way for them to ensure POET won’t go bankrupt

@Barbaro69 

It’s still speculation, but there’s just too many parallels at this point for me to keep
it in the “wishful thinking” category

 

It’s still speculation, but there’s just too many parallels at this point for me to keep
it in the “wishful thinking” category

@IdeletedRobinhood I mean NVDA can win a bidding war with anybody, they don&#39;t have to hide behind an NDA... 
But anyhow, I hope your theory turns out true, that would be splendid indeed

 I mean NVDA can win a bidding war with anybody, they don't have to hide behind an NDA... 
But anyhow, I hope your theory turns out true, that would be splendid indeed

@SirGay_LoveRaw 

Well, that’s not the only factor. 

What if that was known last year, and then Amazon wanted to use optical interposers, so they approached POET a year ago and NVDA/Foxxconn is serviced more slowly due to limited resources at POET. 

Then NVDA has a slower timeline and no jumpstart on the tech integration - and they have to out bid another large company because they didn’t have POET sign an NDA

NDAs are very common in tech, and there really would be no reason for NVDA not to have an NDA on POET (if collaborating) 

It protects them in many more ways than one 

And it’s not like POET has the leverage to say “Sorry NVDA - we’d love to collaborate with Foxxconn for you, but we aren’t signing your NDA.”

~

Another thing is pretty much every potential competitor of NVDA - Google, Amazon, Microsoft, Apple - all make more money and have more cash than NVDA 

NVDA is just valued extremely high due to recent growth and an expectation of that in the future - they can’t necessarily “easily outbid anyone” IMO

Regardless, the whole thing is still speculation obviously - I just think there’s a lot of parallels unveiled this week/today that shouldn’t be ignored 

Here’s to hoping 🍻

snuzuluz

Nick Bovear

 

Well, that’s not the only factor. 

What if that was known last year, and then Amazon wanted to use optical interposers, so they approached POET a year ago and NVDA/Foxxconn is serviced more slowly due to limited resources at POET. 

Then NVDA has a slower timeline and no jumpstart on the tech integration - and they have to out bid another large company because they didn’t have POET sign an NDA

NDAs are very common in tech, and there really would be no reason for NVDA not to have an NDA on POET (if collaborating) 

It protects them in many more ways than one 

And it’s not like POET has the leverage to say “Sorry NVDA - we’d love to collaborate with Foxxconn for you, but we aren’t signing your NDA.”

~

Another thing is pretty much every potential competitor of NVDA - Google, Amazon, Microsoft, Apple - all make more money and have more cash than NVDA 

NVDA is just valued extremely high due to recent growth and an expectation of that in the future - they can’t necessarily “easily outbid anyone” IMO

Regardless, the whole thing is still speculation obviously - I just think there’s a lot of parallels unveiled this week/today that shouldn’t be ignored 

Here’s to hoping 🍻

@IdeletedRobinhood Look at what i wrote a few weeks ago : https://stocktwits.com/STR33/message/616002657

POET just wake up from a dream where NVDA disclosed an investment in POET in their ER. ... its just a dream. Now tell us who is the mystic acrredited institutionnal investor (that title really exist ? 😂 )

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STR33 (@STR33) | Stocktwits

STR33

@STR33 

😂 If they mentioned us in their PR we are gone 🚀

 

😂 If they mentioned us in their PR we are gone 🚀

@IdeletedRobinhood Compelling, thanks. Would this be an established OE product for a transceiver, light source, or something not revealed as yet?

 Compelling, thanks. Would this be an established OE product for a transceiver, light source, or something not revealed as yet?

mcnitwit

@mcnitwit 

Probably a custom optical engine sub assembly using the optical interposer 

But this is all speculation and specifics are definitely not revealed yet - let alone confirmed at all

 

Probably a custom optical engine sub assembly using the optical interposer 

But this is all speculation and specifics are definitely not revealed yet - let alone confirmed at all

@IdeletedRobinhood Yep, even if so, early stages, but if Mitsubishi has dedicated a platoon of engineers to its work with POET, one can only imagine what Nvidia would invest.  Q of who the “strategic investor” is remains.

 Yep, even if so, early stages, but if Mitsubishi has dedicated a platoon of engineers to its work with POET, one can only imagine what Nvidia would invest.  Q of who the “strategic investor” is remains.