Reddit Posts
NVIDIA just put $2B into a single optical supplier ($LITE). The AI trade is rotating to the networking layer.
Time for the Personal Comeback! $POET $ONDS $QUBT $SOUN
I have decided to go long on MicroLED’s and photonics. FABC, KOPN and POET are my picks
I have decided to go London MicroLED’s and photonics. FABC, KOPN and POET are my picks
DE calls for earnings Thursday morning. I genuinely trade blindly based on faith, prayer, and signs 🙏
A Poet? Trapeze or another Delta Squeeze?
$POET bull is back! $40 before EOY
The Phantom menace POETS enigmatic $400 million investor revealed.
Looking Past the Poetry: A Reality Check on This Weekend's Massive Tech Hit
Remember remember the raise in November the unmasking of a POET
Remember remember the Raise in November the unmasking of a POET
Remember, Remember, the Raise in November: The Unmasking of a POET
Dead $POET Society: A Forensic Teardown of an AI Illusion Ahead of Monday’s Open
Freak the fuck out and panic sell POET, it’s so over
Advice for Robinhood fault to get compensation: SPX calls not closing due to unexpected PDT warning blocking the sale of in the money calls + automatic closing of POET put options without my consent at a price chose by the brokerage, > 100% gain missed
Sivers Photonics ($SIVE) and POET Technologies – thoughts on both in the AI photonics / CPO space?
POET Technologies Secures Financing of US$400 Million in a Registered Direct Offering of Common Shares and Warrant
$POET gains 1000%+, I trade blindly based on prayer and signs 🙏
POET Technologies Reports First Quarter 2026 Financial Results
POET +43% after inking $50M EOI optical deal with Lumilens, with a $500M potential pipeline
POET +43% after inking $50M EOI optical deal with Lumilens, with a $500M potential pipeline
$GMEX — 36% SI on float, ~$1.5M market cap, AI robotics pivot with fresh revenue catalyst. AIIO playbook.
The market giveth, the market taketh and giveth back again in 20 days.
POET gains! Thought I’d hold it much much longer, but sold so I can put gains into NVDA before the earnings next week.
Am I the biggest paper handed bitch here?
Hope you guys banked on $POET after I posted about it a month ago!
POET Technologies and Lumilens Advance Wafer-Level Photonic Integration for Next-Generation AI Optical Networks
POET - Up to $500M light-speed push to ease AI’s data traffic jam (50Mil PO placed for EOI Engines)
What are some Moonshot stocks you believe in?
POET & I Know It, or POEL & I Go To Hell?
The 11-Bagger You Don’t Even Know About: The Ghost of 666
Reddit Ticker Mentions APR.29.2026 - $POET, $SPY, $MSFT, $NVDA, $AMD, $SNDK, $CAR, $AMZN, $ASTS, $NXXT
Update on POET position, closed for 450 gain
Robinhood EU keeps "pausing" trading $POET and other stock (tokens)
POET CEO --> Regard King Potential??
What’s the opposing Theses for POET trajectory after today’s debacle? I want to hear arguments for both sides
POET YOLO “fail”, being the top signal, and learning from fellow Regards’ mistakes
POET announced the cancellation of all purchase orders it had received from Celestial AI
POET 📉 MARVELL CANCELS ALL ORDERS FOR POET! Ouch. I feel so bad for you POET investors. This is not ok.
POET -30% premarket after Marvell cancels Celestial AI purchase orders over alleged confidentiality breach
Reddit Ticker Mentions APR.27.2026 - $SPY, $AMD, $MSFT, $POET, $INTC, $RDDT, $NVDA, $VOO, $ASTS, $QQQ
$CVV in the same sector as $TRT and POET. Huge potential here and currently under the radar.
$CVV Same as $POET and $TRT, Involved in Semis, Space and Ai.
POET finally ripping — turned student loan-era investing into an almost 1 million dollar portfolio. Still bullish to $50 EOY
$POET pumps despite Wolfpack report warning that US investors can be facing a tax nightmare if stock is ruled a PFIC.
POET holders looking at their portfolio today
POET mfs looking at their portfolio today
$POET will be going higher with recent GOOGL/MVRL news
Wolfpack announced short position on $POET; $POET down 9% on the day
POET’s Strategic Partnerships Herald New Era for Optical Tech
Poet Technologies- And The Bet On Optical In...
Poet Technologies- And The Bet On Optical In...
Poet Technologies- And The Bet On Optical In...
POET vs. LWLG – thoughts from this community?
Mentions
Imagine buying POET at $15 🤡
POET you shiny diamond
POET is going to make a big run today if SPY can keep rising. Going to load up on POEL for that 2x.
Fucking POET piece of fucking cock
Can POET break out again? Been bagholding these calls
SPY hires POET CFO for a comment on shorts.
It’s been a month since then and the pattern is becoming clear. There is a chance that POET has been scaling up commercially fast behind the scenes in Malaysia, difficult to say. Time will tell
Not sure, actually. I fucked around with POET for a bit but I think there may be better alternatives. Still in the process of researching DD on which companies will be best positioned to capture the benefit of this technology.
I have zero faith in their management, and there was definitely more to the Marvell rug pull than the "breach of confidentiality" that was POET announcing their partnership.
As a POET holder thank you for your contribution 🙏
I am going to put 40k on a stock options next week whos going to follow me? Look at my history. I bought ASTS at $4. I fucked up by selling my POET calls too early but I got a good play coming
If you didn't buy the dip on asts today, who is you? Also POET headed back to 20
I tried shorting the POET pop at exactly 10am, impressive? Right?
I know how it is considered here, but the positive volume on POET makes me think it is about to pop off. Should be a nice swing trade.
Even POET is ripping lol
Shit like INTC, AMD, and POET are pumping while actual space stocks are dumping? What is this topsy turvy bullshit??
At least my POET bags are a little lighter today. 🤷♂️
POET somehow saving my ass right now
I am agreeing with you to a certain degree, however this is short term bearish but longterm bullish because their max profit depends on the stock rising above their warrant of $26.25. The arbitrage you are referring to is to some degree correct, however what this did was give them a risk free option. MMCAP is essentially a 3-year patient capital bet with no downside on the warrant leg. They can afford to wait. If POET consolidates around $12-15, MMCAP lets the warrants expire worthless and just evaluates their share position. If POET actually executes and runs to $35-40, they exercise and pocket hundreds of millions. They would not make this bet if they were not bullish as this will be an opportunity risk if this does not rise above their price.
Can POET stop being gey and go to $12 already?
Can someone tell me why POET and HPE are moving inverse both directions to QQQ this week...
POET has a joint development agreement with Lumilens including an initial $50 million purchase order, a 1.6T transceiver development with Lessengers, and $430M in cash on the balance sheet.  Whether those partnerships hold up under scrutiny is a fair question but the thesis isn’t built on Marvell alone.
The market is now in the hands of POET and SPCE
Where did all the POET bots go?
I need some advice, I am a total newb when it comes to Options. Ive gotten lucky a few times testing the waters thus far. But would it be regarded of me to buy calls on POET tomorrow under the current circumstances?
Lmao found the $POET bagholder. Should've sold at the peak regard. Now you're out here in the comments like a crackhead asking for some more.
$POET is 21% DOWN in the last month. It’s the worst play
The MMCAP Deal Terms • 19,047,620 shares purchased at $21.00/share, above the prior close of $20.57  • Warrants to buy another 19,047,620 shares at $26.25, exercisable for 3 years  The Arb Applied This deal is actually structurally different from a classic PIPE arb and that matters: The shares were priced at a PREMIUM ($21.00 vs $20.57 close). There’s no built-in discount to short against on the share leg. So the classic “lock in the discount” arb doesn’t apply cleanly here. The real optionality is in the warrants, which were essentially free — MMCAP paid $21.00 for the share-and-warrant unit, meaning the warrant cost $0 on top of the share price. Warrant Value at Time of Deal: • Stock price at close: \~$20.57 • Warrant strike: $26.25 • Warrant is out of the money by \~$5.68 at issuance • But with a 3-year term, using even a conservative Black-Scholes model on a volatile small-cap, those warrants carry real extrinsic value — likely $3–6/warrant • On 19M warrants, that’s potentially $57M–$114M in free optionality What MMCAP Could Do: |Action |Detail | |----------------------------|---------------------------------------| |Short \~19M shares at $21 |Hedge the share purchase | |Cover with their PIPE shares|Lock in near-zero loss on shares | |Keep warrants free & clear |Pure upside lottery tickets for 3 years| |Net cost basis on warrants |\~$0 | Effectively MMCAP neutralized their share price risk and kept 19 million 3-year call options at $26.25 for free. TLDR: the arb here isn’t about a discount, it’s about getting the warrants for nothing by hedging the share leg. At current prices (\~$15), those warrants are deeply out of the money, but MMCAP has 3 years for POET to recover. They’re essentially long a massive call position at zero cost, while retail holders absorbed the dilution and the short pressure on the way down from $21 to $15.
!banbet POET 9 30d
Lmao buying POET so you can fund their upcoming class action suit
His mom is confirmed POET bagholder trying to offload
That POET thing is still over 10 wtf
POET criminally underpriced
I should full ported POET when I had the chance
AXIOS: Trump exploring taking a stake in POET
There are people that bought POET at 20 lol
HOLD $POET we can climb back to 15 tomorrow (maybe)
I like POET and QUBT because they’re exposed both to the future boom of AI and to quantum computing
Exactly. My two cents are, I like POET and QUBT because of they’re exposed both to the future boom of AI and to quantum computing
Jeez, hope nobody was still caught in POET
Bagholding GCTS, RUM, POET, etc.
Buying more $RKLB, $AVGO and $POET tomorrow
Calls on $POET. (IYKYK)
POET. As long as they can scale. That’s the only risk I see. If they can effectively increase production, watch out.
POET is the most sack of shit company I’ve ever had the displeasure of laying eyes upon. Can’t believe I own shares. Up 8% today and it’ll dump down to red by close like always. What a disgusting whore.
POET OTM calls immediately after the first dump
Puts on POET. Same as every day.
everytime POET gets good news some terrible news seems to follow within a day or two...
You're going to want to do that in the 2X leveraged POET ETF.
gonna throw my port on POET this week and see where it takes me
My best % gains are on companies that I have no idea how they work. NBIS and POET, baby. I heard enough shilling on WSBs that I said fuck it we ball. Legitimately don't know what either of them do.
I’m going in all on $POET
MU calls and POET, POET ive had and MU I bought after selling HPE for a hefty gain...HPE was $4,556 to a little over 13k, all washed away in MU. Holding the MU though, calls are for after earnings so hoping the IV at least will bring me back up
Hoping those MU calls rip! MU has great Financials and forward PE so they will kill it just hope its sooner than later. Hoping to get some long calls! I have POET too and hope they redomicile to the US and praying the stock rips up past 20/25 a share. We will see though!
here let me help with some of that GME POET DOOR SPCE ad naseum
Glad that garbage POET is circling the drain.
I’m still up 106% on the handful of shares I’m holding. Made more on the ones I sold. Also, everything fell today POET is fairly volatile. I’ll probably buy more soon. 👍 Not financial advice, of course.
My portfolio was around 50% cash 30min before market close. The 50% is now POET cash-covered puts. Both the stock price looked bargain af, and the options premiums were also very juicy. I hope this doesnt blow up on my face on Monday.
The regardism on this sub never fails. People are surprised there’s profit taking brining the AI trade back 1.5 weeks after POET.gayai and lots of other bullshit has been pumped for weeks (on top of some lofty high rev/earnings growth companies). I’m asking myself which absolutely regarded 6-brain cell take I like more: OPs here or the other thread claiming this last 2 days pullback was because of consumer spending (which ain’t got shit to do with b2b ai capex)
I have a very similar chart. Got absolutely fucked on $POET leaps, but I’m not worried because they’ll recover
Just looked at POET for the first time today LOL holy shit
At least no one here bought POET(-20%) right guys?
All you POET retards can get fucked
why is my POET leap call green
That is me with &POET Except change the $7 to a 2.50 !
$POET $27 today incoming
IREN and APLD and AAOI and POET to the top of the list, plz!
POET gonna rip tomorrow
probably POET and their optical thingamajig macguffin
$POET to $17 tomorrow. Load $16 calls while they’re still cheap today.
Dear SPCE retards join us at POET Club. Together we are stronger. If you dont have money anymore, earn money behind wendys first.
Why is POET going full retard again? it's truly amazing.
POET looking like it wants to moon
MicroStrategy taking a big dumper. POET getting CLAPPED while my G.O.A.T Corning rises with much more room to grow. AAPL with a massive huge cock. FLCL going absolutely nuclear. What's the best way to get an accountant?
Glad I sold POET for NOW yesterday!
POET is gonna be the play today, gents. It broke $15 slightly yesterday. I suspect it'll go past that today and will be in the $25s by end of year.