POET POET Technologies Inc

$POET when I bought PLTR at $23 and $RKLB at $4 I remember seeing bearish posts endlessly. You might actually start second guessing yourself. Over time you learn to ignore that shit. No one knows the future is…and asks yourself why are these people so persistent to tell you not to invest in something.

$POET Suresh said we have good yields and producing thousands 1.6T per batch. We are so F close to literally printing money. Yeah im AFI on this. Meaning ALL FUCKING IN

$POET We need Poet to put one of these bad boys out.. except obviously further along commercially..

$POET On an unrelated note - my posting privileges on Agora were just revoked, because I posted something critical (but 100% factual) about POET. So I won't be posting there anymore, I guess. On a price action note, this dropping on such little volume is just sad. On to next week.

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

$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.

$POET As said earlier, 4$, 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 i find it funny that people say in every forum “this business is dead!” when we’re seeing this shit across the board

$POET a lot of impatience on this board but I get it the markets can chew you up. You have to remember that the CEO always has said end of 26 ramps will start and 27🚀🚀🚀NOTHING has changed! None of these bad earnings has changed anything as long as the CAPEX is still pouring in as it’s been stated we are on target. Now if we get zero color of anything exciting and concrete on the 17th then I will too be frustrated but unless it’s bad news of some sort why would I sell? $4 in cash and we have technology that is just breaking through and no matter what will be used by someone for sure! We will just have to wait and see how many and how big these someone’s are, you don’t ramp to 10 million units a year without insight! We just saw yesterday that $MRVL wants to buy $LITE north of $85 Billion which should make everyone holding shares giddy because that is the tell, you don’t pay that much for something if it’s not gonna be YUGE in the future,Industry is a changing😉

$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 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 Marvell acquiring Lumentum makes POET's Optical Interposer tech. more valuable as an independent alternative.More strategically valuable primarily by increasing the appeal of multi-sourcing and non-vertically integrated options in a consolidating AI optics supply chain. I'd be adding shares, if able.

$POET Startups with startup valuations and startup stock prices‼️ Which team has more upside from here? Exactly!! POET is a millionaire maker. They’re smaller than Marvell and their whole stack, but this isn’t a UFC fight. It’s the stock market. Finding smaller diamonds in the rough like POET that get mentioned in the same conversations as Marvell is the crown jewel of small-cap finds. Lumilens is the POET-inside product already in the ring with them. Giants get fat and slow. The small ones that actually ship into the same stack are the ones that re-rate. This is a once or twice in a trading career type of setup. POET‼️ 💎👊🏼💎

$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 100M+ orders are coming by H2 next year management will tell us that the 10x planned expansion was too conservative. I am quite sure the optical interposer is actively under consideration for proprietary hyperscaler ecosystems. it's funny how some folks think the current stock price means anything. well I guess it sort of does: it means OPPORTUNITY lol

$POET Company is now trading near its cash position. In a market where large players are consolidating optical/AI interconnect technology, a cash-rich company with differentiated IP can theoretically look attractive as a tuck-in acquisition.

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

$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 MACD Crossover: On October 29, POET's MACD line crossed into positive territory. Historically, when POET's MACD triggers a bullish crossover, the stock has advanced further over the subsequent 30-day period in 36 out of 44 cases (82% historical odds). How you like those odds shorts ?

$POET Just showing how it trades almost exclusively with the algorithm. Money is rotating out of software and will rotate back into tech after the epic beatdown Money can’t sit on the sideline- investors want returns.