POET, NVTS, SNDK Stocks Hit 52-Week Highs Today: What’s Driving The Rally?

• POET Technologies CFO confirmed a commercial purchase order tied to Marvell in a Stocktwits interview. 
• Navitas Semiconductor rose on momentum from its gallium nitride and silicon carbide technologies. 
• Sandisk’s inclusion in the Nasdaq-100 has solidified its standing as a major AI-related memory provider. 

POET Technologies Inc. (POET), Navitas Semiconductor Corp. (NVTS), and SanDisk Corp. (SNDK) each surged to fresh 52-week highs on Wednesday as investor enthusiasm shifts from broad artificial intelligence themes toward the underlying infrastructure that powers them.

While POET Technologies’ and Navitas Semiconductor's stocks surged by over 24% and 20%, respectively, Sandisk's stock climbed by over 8%, reflecting a focus on companies building the backbone of AI systems.

POET Validation From Industry Tie-Up

POET Technologies climbed after the CFO confirmed a commercial purchase order linked to Marvell Technology Inc. (MRVL) in a Stocktwits interview. 

The development helped counter recent skepticism from short sellers and strengthened confidence in its optical interposer technology, which aims to replace traditional copper-based chip connections with faster light-based systems.

In the interview, CFO Thomas Mika said the company’s $430 million financial reserve provides what he calls the “Three C’s,” strengthening its position to win over major hyperscale cloud customers. 

“It gives us capacity, capability, and credibility. It’s really important for our customers to know that we’re going to be there for the long term. With a lower amount of cash, they might conclude otherwise,”  Mika said. 

The company saw its fiscal fourth-quarter non-recurring engineering (NRE) and product revenue jump over 1,000% year-on-year to $341, 202. 

Navitas Pushes Power Efficiency Narrative

Navitas Semiconductor advanced its continued momentum in next-generation gallium nitride and silicon carbide solutions. 

The company’s 800-volt power systems are designed to support high-density AI data centers, where energy consumption and heat management have become critical factors as workloads expand.

Adding to the momentum, Navitas appointed of Gregory M. Fischer, a former Broadcom vice president, as an independent director. Fischer previously oversaw high-speed internet chip development and played a key role during Broadcom’s $37 billion acquisition by Avago Technologies in 2016. 

SanDisk Extends Nasdaq-100 Inclusion Momentum  

Sandisk continued its rapid ascent following its separation from Western Digital. The company’s recent addition to the Nasdaq-100 has cemented its position as a key beneficiary of rising AI-driven memory demand. 

SanDisk is a major player in 3D NAND flash technology after Micron, supplying enterprise SSDs and high-capacity storage solutions that are increasingly in demand due to AI-driven memory requirements.

What Are Retail Traders Saying? 

A Stocktwits user said, “Marvell acquiring Polariton just shows how serious the push into optical connectivity is getting,” and added, “This actually reinforces how important optics is becoming, and POET is right in that mix.”  

Another user said, “Biggest damn problem with AI is the power bottleneck and NVTS solves this.” 

So far this year, SNDK and POET stock have gained over 321% and 101%, respectively, while Navitas has rallied over 20%. 

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