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POET Technologies $POET (naskaq) or $PTK (tsx) first-ever wafer-level integration of electronics and photonics into a single device
3 Canadian Based Company Spotlights
POET Technologies partner with Luxshare Tech and announces availability of 400G and 800G optical engines, and what it could mean
Due diligence. POET (Nasdaq) has a major breakthrough technology for manufacturing photonic chips that can be deployed in more than 6 multidecade, multibillion markets (biosensing, artificial intelligence/computing, space sensing, defence sensing, 5G telecom, datacenter transceivers, Lidar,…).
Due diligence. POET (Nasdaq) has a major breakthrough technology for manufacturing photonic chips that can be deployed in more than 6 multidecade, multibillion markets (biosensing, artificial intelligence/computing, space sensing, defence sensing, 5G telecom, datacenter transceivers, Lidar,…).
POET (Nasdaq). Overview DD. Worth looking.
POET (Nasdaq). Overview DD. Worth looking.
POET (Nasdaq). Overview DD. Worth looking.
POET Technologies (Nasdaq: POET). A journey to become a large, multibillion, optoelectonic semiconductor company.
POET Technologies (Nasdaq: POET). A journey to become a large, multibillion, optoelectonic semiconductor company.
POET Technologies (Nasdaq: POET). A journey to become a large, multibillion, optoelectonic semiconductor company.
POET Technologies (NASDAQ: POET). A journey to become soon a large, multibillion company.
POET Technologies - 2nd institutional investor shortly after 1st one
POET Technologies - 1st institutional investor ($2.2M) - photonics industry probably next market bubble
POET Technologies - 1st institutional investor ($2.2M) - photonics industry probably next market bubble
POET Technologies - disruptive technology - first institutional holding
Mentions
Points for clarification. POET’s silicon-based design is a solution to thermal mismatch, not a victim of it. Because the base of the entire system is silicon (which matches the CTE of the chips it connects to), POET actually has better thermal stability than the traditional Frankenstein approach of gluing glass and metal together. And while POET outsources wafer fabrication to a foundry (SilTerra in Malaysia), they’ve moved to owning the assembly process. They already have working products. OP is way off base.
It’s $POET. Astounding risk to reward ratio, it’s an old listing that completely switched to photonics, still very unappreciated by the market because of how complex their patents are. Made 400% gains on both my individual and Roth accounts by timing calls correctly. 2026 is looking like the year I’ll retire in my 30s 😁
Are other brokerages also limiting the purchase of POET? I scooped some up today but is this an organized thing by brokerages to limit the sale of stock?
Impressive list. Let me verify against current prices and add context on your "next" picks: **Your Claimed Winners (Verified):** | Ticker | Your Entry | Current | Return | Verdict | |:-------|:-----------|:--------|:-------|:--------| | RKLB | $5 | $75.99 | **+1,420%** | Verified MONSTER | | ASTS | $10 | $83.47 | **+735%** | Verified MONSTER | | PLTR | $20 | $167.86 | **+739%** | Verified MONSTER | | PL | $6 | $20.41 | **+240%** | Verified | | LUNR | $4 | $17.88 | **+347%** | Verified | | BBAI | $3 | $5.84 | **+95%** | Verified | | NBIS | $55 | $89.95 | **+64%** | Verified | | ACHR | $4 | $8.13 | **+103%** | Verified | That's legitimate alpha. But here's the **challenge** on your forward picks: **POET Reality Check:** - Market Cap: **$640 million** (still small) - Q3 Revenue: **$0.3 million** - Q3 Loss: -$9.4 million - Op Margin: **-3,200%** This is genuine "early stage" risk. No revenue inflection yet. **HUMA Reality Check:** - Current Price: $0.975 (+1.5% from 52W low) - **80% below 52-week high** - Q3 Revenue: $0.75M, Loss: -$17.5M - Market Cap: $150M HUMA isn't "down 85% and ready to recover", it's down 85% and still burning cash with minimal revenue. The fundamentals haven't improved; the price just fell to match reality. **NBIS "Like ASTS at 25" Claim:** At $23B market cap, NBIS is actually priced similarly to ASTS ($23B). Both are already "discovered." The comparison doesn't hold. Your winner criteria works. Your forward picks need the same rigor you applied to the winners.
my port is only HOOD SOFI ASTS RKLB POET LUNR SLS wsb special
Photonics stocks down big today except for…POET
Also POET holding up better than some other photonics picks
What the hell does POET actually do, I don’t believe in stocks with tacky names
I regret not buying more POET calls last Friday
If POET goes above 8$ I’ll literally shit on my bosses desk and post it.
Today we will see if there’s more fuckery afoot with POET I guess
Another blessed day for POET enjoyers 🥰
Wow and I thought I was bullish on POET! Double digits for sure by June. Hope it’s closer to 70 than 10!
I'm with you on RKLB, NBIS and ONDS but the likes of POET... Idk about that one man.. Oh and Open Door. That meme died some time ago no?
Same brother. Same. Made a bunch the past 2 years and I think its time to hang up my degenerate ways lol. I went 50% voo 10% gold 3% silver 5% Google 5% rddt rest in ONDS, SLS, RKLB, HOOD, POET, and then 15% cash or so for swinging shares.
I’ve been spending a lot of time thinking about how to invest in AI without just defaulting to “buy the obvious winners.” What I’ve landed on is a thesis that focuses on the biggest limiting factors to AI’s growth, and trying to invest in those before they become obvious. This isn’t meant to be safe or conservative. It’s explicitly high-risk / high-reward. I’m also not a VC, so I’m limiting myself to public companies only. The first bottleneck that seems unavoidable is energy. Datacenters are already power constrained, and AI only makes that worse. There are lots of angles here (solar, geothermal, etc.), but I personally focused on nuclear because it feels inevitable at scale. I ended up choosing Oklo because they’re targeting datacenter-sized deployments rather than traditional utility grids. Another constraint that feels underappreciated is processing efficiency, especially if you’ve ever dealt with training models on large video datasets. Moving data between memory and compute becomes the real bottleneck. I made a small, speculative investment in GSTi, which is trying to address this by co-locating GPU and memory. This one could easily fail, but if it works it’s very high leverage. Related to that is data transfer inside datacenters. Even if compute improves, shuffling data around becomes a problem. Most solutions are incremental improvements to copper interconnects. I went with a more aggressive bet in POET, which is trying to bring optical interconnects down to chip/datacenter scale. That may or may not work, but it would be a step change if it does. Training data is another obvious bottleneck. A lot of companies focus on labeling and cleaning data, but I was more interested in who actually controls large datasets. I chose Veritone because of their partnerships with sports leagues and media companies. In an ideal world, they’d eventually expand into more real-world/industrial data, but that’s still an open question. The last area I’ve been thinking about is physical-world data that doesn’t even exist yet because it can’t be collected at scale. That led me to look at IoT companies, and then one step further at what constrains them. Connectivity kept coming up, especially outside dense urban areas. That’s why I’m currently looking at AST SpaceMobile as a speculative bet on global, device-agnostic connectivity. I’m very aware that some (or all) of these could be wrong. I’m mostly curious whether this “bottlenecks first” framing resonates with others here, and whether there are major AI constraints I’m missing.
Okay does anyone have some down-to-earth thoughts on POET
Finally my POET leaps are approaching breakeven. Do I hold or sell at breakeven
POET just casually mooning
I’m in mostly ASTS, LUNR and POET leaps for the past 2 months. Just sitting on my hands or adding to these
What are everyone’s thoughts on some brokers blocking/requiring phone ins for POET buys? Normal volatility monitoring or something more?
now is the time for INVESTORS to study POET TECHNOLOGY POET ,very important huge change in the worlds production of Semi conductors. This is important to almost everything! DO THE HOMEWORK
POET is a binary bet on the integration of light and silicon. They're racing to solve the AI interconnect bottleneck before their capital expires. It's reminiscent of the 1999 fiber-optic mania. If they displace incumbents by 2026, the returns are generational. If not, they're a footnote. IonQ's trapped-ion quantum architecture presents a similarly brutal, binary outcome for sophisticated portfolios.
I've done a ton of research, and it seems like money printer go brrrrrr. So full port calls on RDDT, ASTS, RKLB, NBIS, ONDS, KRKNF, AMZN, POET, LUNR, MU. These will print. Disclaimer: all of my research may have been in wallstreetbets
POET could cut data center energy use in 1/2
APLD, ARKX, NBIS, IREN, MU, QBTS, BBAI, POET, ASTS, RKLB if you think AI and space sector will keep advancing through 2026.
Some south american cokehead got yoinked and your here moaning about it like it matters. Who's the emotional one? Bro this is an options trading forum. I made $80,000 USD last year trading. Not enough to brag about, but 2026 is so far off to an amazing start!!! Watch this video and get hyped for the greatest free market for innovation that has ever existed!!! https://www.youtube.com/watch?v=Gvf547kGOXs LFG!!! PLTR TSLA GOOG ONDS LMT POET RR KSCP RKLB
Trade normal shares for a year. Learn everything during it. Experiment a year later with options. 1. You will always be a step behind no matter how experienced 2. Don’t trade S&P500 options; everything is priced in 3. Trust your gut 4. My stocks are based on the thesis that space stocks will be the new AI this year: ASTS, Redwire, SpaceX, POET, etc.
POET could still be a big winner. They have an optical imposer platform that undercuts the competition by 70%. This addresses a bottleneck in AI data centers, so they could be the leader in what is expected to be a $15 billion market if they can execute.
Yes! I made 40% from ASTS, Redwire, POET, bitcoin, etc. ASTS is like 96% though of port
Qué lindo empezar así el año! ASTS, POET, ONDS, SLS... Sólo fallé en CHOW y PAVS, entré tarde. Pero 6% arriba en un día no está mal.
POET is about to have a year of years
Why are brokers blocking us from buying POET. They know something…
Great DD. Newer to investing and I wanna get some POET. I don’t know much about options so I was considering just buying some stock. Should I wait for a dip? It looks like it will probably dip judging by the chart (I know there’s a chance it won’t) so I’m wondering if I should wait a bit. It’s about $7 as I type. Thanks bro
Maybe sooner if POET has something to do with MRVL AMZN 👀
$POET up 12% to $7.11 but it is going to $15 by EOY 2026 Silicon Photonics and Optical Interposers will start replacing copper connectivity in AI data centers in 2026-2028 because we are reaching the physical limits of copper conductivity at distance for multi-GPU clusters
POET +11%, UAMY + 20%, ONDS + 9.5%, LUNR + 7.5%, SOC + 28% the good guys will win forever and they will never stop winning
There's a thread about it on POET subreddit.
Have to call the broker to buy POET on Schwab? Lol what fuckery is this....
$POET bulls eating good today.
Maybe us tards do have something special in us. NBIS and POET ripping to start the year.
? OP said the same. I have no idea why, maybe a glitch? I've bought POET using Schwab no problem.
POET - Get in loser, we’re going to the moon.
Schwab won’t let me buy POET unless I call it’s annoying lol
Schwab wont let me buy POET, what should I put $300 on instead?
POET gonna be a strong 2026 momentum play. Less than $1 billion market cap don’t miss out
Empecé el año decidido a hacer plata. ASTS, ONDS, CHOW, BIDU, BBAI, POET y SCCO adentro. Agregué más a SLS y mantengo ZLAB, TIGR y ANGH. A la Luna!!
My POET 6.50 calls might not expire worthless today.
All in on $POET. It's either Lambo or I live upto my name...
this will blow your mind my big investment for 2026 and beyond not only makes no money but is PRE REVENUE . Do the homework Poet technology POET
T212 has made it impossible to search for pies unless they’re already popular. Go to the Memes community, look for the POET thread, click on the poster’s username and look at the only pie there.
Seeing NBIS and POET get so high on these lists is interesting
POET, WULF, APLD andBBAI
For a quick lottery stack, maybe: ASTS RKLB LUNR PL POET ONDS NBIS
ALMU, POET, and LWLG are not even close to profitable. Why would you be interested in them?
I’ve been looking at the POET leaps - how far out did you end up going?
Buffet the fucking idiot? Imagine if he had invested his fortune into 0DTE POET calls, he’d be a trillionaire.
Spot on about having an active subreddit with knowledgeable users. That’s something I look for too. Found it with PLTR, ASTS, and RKLB. Not to be confused with an active subreddit with dumb users, like you’ll find for the meme stocks we probably can’t list here. I actually bought some POET leaps today. Their sub reminds me of the other 3 before the stocks took off.
Spot on about having an active subreddit with knowledgeable users. That’s something I look for too. Found it with PLTR, ASTS, and RKLB. Not to be confused with an active subreddit with dumb users, like you’ll find for the meme stocks we probably can’t list here. I actually bought some POET leaps today. Their sub reminds me of the other 3 before the stocks took off.
I would probably hold something conservative until after the drop post-Fed chair announcement but I panic sold in April and am only up 9% this year so playing catch-up and hoping GOOG, PL, WMT, and POET can keep me slowly cruising back to even with market
Hopefully POET but seems like that would be in H2 of next year if at all
Buy $7 POET calls 2027 and you’ll make it back
OKLO is a top contender for shittiest Meme or pump and dump of 2025. Other nominees include MSTR POET and BYND.
https://preview.redd.it/91ertnhodlag1.jpeg?width=1290&format=pjpg&auto=webp&s=9ca3e4ec20765162074edf691d5f7be381c56b7a Thank god you didn’t pick POET from those bots
Well I feel like those POET calls are going to be a donation in a couple weeks
Bought 2028 POET ITM leaps, $5 strike Got 2 years for this cult stock to get a nice pump
A fair point. Go into Communities, go to the Memes community and look at the top post about POET. Go into the poster's profile, click on pies and you'll see it.
I have a small holding in POET but I'm getting sick of snowflakes crying every time it goes don a few cents. Who the fuck cares for another five years?
POET Technologies gonna end next year over 100 dollars. That is a promise.
Why the fuck did I buy POET why the fuck
Im gambling on $POET. Need cheaper, faster, and larger data transfer. Cant rely on copper
I don't see POET getting above 15-20 next year. So the 17 strike January 2027 is a little tight for my liking.
Do you think this would be strategy for some of these stocks: POET, ONDS, FLY, LMND, and ASTS? I'd honestly never considered doing this (calls, puts, etc., for some reason have always seemed impossible for me to understand.) Feel free to DM me if that's easier.
POET Technologies.... basically a technology that enables AI to run efficiently, saving 90% energy costs, and as AI expands, POET will be a critical part of it.
Gave the family money last month. Now they paid me back almost double saying 'invest some of it'. Fuck yea baby its going straight into $POET calls 💦💦💦
Noticed I saw POET everywhere for a week and haven't seen it once in a few days. Insiders only selling, never buying.
LOL, same thing happened to me yesterday. I said fuck that, if people are having trouble buying POET, then it might not go up
lol Schwab wont let me buy POET. telling me I have to place transaction thru a broker
Huge Data centers will start laying the pipes in 2026 and that's when we see huge orders for POET. As this technology is/was evolving during the planning and initial construction, we haven't seen these orders yet. These connections/ pipes are part of the latter construction. There's no alternative or way around optical fibers and POET is the most economically viable choice. I have stocks.
# lol @ POET price action today. remember kids, this is what dilution looks like. a gift that keeps on giving. in pieces. to pieces.
Buy $POET and then oil that thang’ down!
Since POET's products would help reduce the power needed to run those data centers it seems there is a huge market for the. Data center companies might be overvalued, and AI might be overvalued, but the data center buildout is going to continue.