POET POET Technologies Inc

$POET I just like how POET is mentioned next to LITE, COHR, AAOI by a writer for Stocktwits and on X. Take that, you Bears, who continually bash this company... 😅✌️ You might want to research about the big companies listed and how long it took what they had, to be needed also. (Took 25 years for AAOI, and LITE first came on the seen in 1966, I've read.) Love the post that the Stocktwits guy wrote. POET has got, what the current Ai data center bottlenecks need as a fix....ready and waiting.....and "disruptively" chip agnostic! (IMdumbretailO...holding long....Dear God, can the macro market, stop sucking!!!! 😅)

$POET Who added in the $6’s today? 💪🏼🦾💪🏼🦾🤑🤑 Love this!! The tape has nothing to do with the fundamentals. They are completely disconnected and doing their own thing. Optical got sold as a group today. That is not a POET headline. Inside, they are heads down. The $50 million purchase order is still on the books. Qual units are already with customers. Some are still testing. Some are past qual and into acceptance. Yields are good! Cash is still 3/4 of a billion. None of that moved because the stock did today. They are already closing in on the prize. They just cannot say that part yet. The customer has to sign off before a name hits the wire. Quiet is not empty. Mark this. The price and the company are not the same thing.

$POET At this valuation the market is pricing Poets products as yet-to-be-validated imo. Despite validation being the one thing we do have - produced product not so much obviously (yet). Any concrete wisp of product going out the door and a shipment roadmap that actually looks like scaling vs monthly units sub 10k… and this will rip so hard. Does management have the business chops? That’s the big question. The tech is obviously solid - hence the awards and partnerships.

$POET This latest announcement on the industry-wide shortage is excellent news for POET Technologies. Lumentum (LITE) just announced its AI components are sold out through early 2029, the impact creates a massive tailwind for the entire optical sector. With a 30% to 70% supply shortfall among legacy giants, tier-1 tech hyperscalers must look outside their traditional supply chains to keep AI data center builds on track.This massive supply gap perfectly aligns with POET’s production ramp scheduled for the second half of 2026. The bottleneck proves the rapid shift from copper to optical interconnects. It strongly validates POET's Optical Interposer platform and accelerates commercial traction for its 1.6T tech and partnerships like Lumilens and LITEON. Instead of fighting for market share, POET is entering a supply-starved market desperate for capacity. Shorters can offer me all the tea in China... not selling a share. 💎💎👊👊 See you guys next week 🚀

$POET People who can afford to buy right now and are not, may regret this day for the rest of their lives. There will come a day very soon when this never goes below $15 again.

$POET this guy just opened his twits account last week, don’t waste your breath with people like this if they have a new account it’s because they only have one agenda and that’s to spread Fud…ALL small caps are getting crushed because that’s what happens when interest rates go up, I’ve seen this movie many times before this is not company specific… The only way stocks will find ground and head higher is with news so you either hold and wait for that or cut bait and run …I’m holding!!! block out the noise and block out turds with brand new accounts😉

$POET Lumentum confirms it’s poets opportunity to lose. Just hurry up and build out the capacity that the big boys demand.

$POET Mark this post. Share price and the company are not the same thing. Not correlated today. One is a tape. One is a business. They are not tied. Optical is getting sold as a group. AAOI down about 9%. Coherent about 5%. Lumentum about 4%. Photonics ETF down about 6%. Nasdaq down with them. Profit-taking after a huge year. Not a POET headline. Nothing inside the building changed today. Inside, same company. $50M Lumilens PO still on the books. Path to $500M still the framework. Qual units still with customers. Some testing. Some past qual and into acceptance. Yields past teething and called good. Cash still most of a billion. Production plan still the one Suresh said is unchanged. None of that moved because the stock did. Price is fear. Fundamentals are the orders, the quals, and the line. No correlation. This is the buy-when-they-hate-it window. Opportunity of a lifetime if you can sit still. Come back and read this when the name hits the wire. 💎👊🏼💎

$POET Microsoft is set to rally. - Hopefully due to The licensing deal that’s rumoured to be in the works. Break out imminent!? 👀

$POET Still holding...still bullish. The price action daily range makes me more certain this is being managed algorithmically until significant developments are announced....

$POET a slew of new openings published overnight. Sure, the company is just trash, nothing to see here!

$POET Management confirmed its production ramp is on schedule to begin shipping optical engines. They are targeting an aggressive expansion to reach a manufacturing capacity of 1 million units per month by the end of 2027—a massive 10x increase over current capacity. Unlike many micro-cap semiconductor companies that struggle with funding during a scale-up phase, POET has built an ironclad balance sheet $796 million in cash and short-term investments. This eliminates near-term dilution risk and fully funds their $50 million initial capital equipment deployment. POET logged its 6th consecutive quarter of sequential revenue growth, with Q2 revenue jumping 112% year-over-year. Options traders are betting on a massive breakout with historic volume velocity. Extreme Put/Call Skew: In recent sessions, option flow recorded a staggering 39,822 call options traded against barely any puts, marking over 6x the expected daily volume.

$POET On October 2, 2026, the typical price consolidated at $7.88, yet the Volume Flow Indicator climbed back up to 300,947,633 The VFI is showing a bullish divergence Smart money is flowing into the stock at a faster rate than the flat price action suggests. Investors are deliberately soaking up available shares at this lower price floor, tightening the float ahead of the upcoming qualification cycles and PR’s. any day now

$POET Drop that Licensing deal news Suresh! My Oct 16 call are counting on you! God bless! 🙌🏿

$POET Happy friday and and a happy Thanksgiving to all my fellow Canadians. Long and strong! 💎💎👊👊

$POET ready for a short squeeze ahahaha. People are getting too comfortable with their shorting here

$POET where is the problem? The article is relevant...unlike your post that offers absolutely nothing but a smart ass remark.

$POET Macro weakness across the board. Treasury yields, etc. Best thing you can do is either try to time the bottom of the current Iran debacle or sit in your hands and go outside.

$POET Almost positive a big NR is coming in short order. Suresh tried for Sept, but it got slightly delayed. DWTWYW.

$POET my way of thinking is .. in current Macro you want value backed growth .. and POET is sitting right at its inflection point naturally i added here in my value backed growth department 💸🧠