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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
I love how robinhood's digests AI will generate blurbs for every random ass stock including shit like POET that still isn't even a 1B market cap, yet SNDK (115B) never has one cause not even AI can figure out that shit. If there was a blurb every day it would probably read "SNDK is up another +4% because fuck you, that's why"
Hurts to see LITE AAOI at ATH while I’m holding POET waiting and waiting….
Well i could live with that. POET alone seems to have a hard time to grow on his own.
Time for ATOM, POET, OSCR, RILY shorts to pay me hugely and dearly with their money.
Time for ATOS, POET, OSCR, RILY shorts to pay me hugely and dearly with their money.
ATOM Golden cross. POET. OSCR.
You mean POET? Are there any other players? I was watching them for a bit and see that it's up 11+% in 5 days.
POET needs a fuckton of capital to commercialize no matter what these YouTube pump dummies tell you. Hence the continued offerings at $8ish
If there is more public usage tied to NVDA or the broader ecosystem, a re-rate of POET is def possible. Marvell’s acquisition of Celestial (who I think worked with/maybe did co-dev with POET) could be a low key step in that direction. It’s been a pretty speculative stock but I may re-open some long dated POET calls
Even better, buy $POET for the ride along with Marvell.
If you like MRVL, wait til you hear about $POET 🤑 Market still hasn’t priced in their collaboration.
Was actually thinking about reopening a position in POET because of all this. It’s super volatile and regarded but could be worth another flier as the tech space gets more derisked
Nice scrolled to find another POET gentleman and scholar
Photonics is definitely the next AI hardware frontier. It’s a matter of picking the winners. I’m in on MRVL and TSEM. MRVL acquired Celestial AI and is now the biggest player with potentially transformative tech to increase compute interconnect speeds. TSEM is a bleeding edge photonics foundry that could win whoever else comes out on top (similar to TSMC). Also keep an eye on Ayar Labs once it IPOs. I see a lot of recs for POET in this space. Not sure why.
AUR - autonomous trucking that is starting to scale this year, I think solid for the longterm but also may go wild depending on macro and sentiment. I also like QS - incredible tech and very solid management, this year is also important to them. And it is make or break it this year for POET, didn’t take part in the optical mania, but still well may if they convincingly monetize for shareholders. I hold some KRKNF, which I like but is a bit richly valued now, also HGRAF - I think both need more time. Lots to choose from for longterm portfolio building in the SAASpocolypse and recent dips in other tech. And I personally think BTC is here to stay, and MSTR is ridiculously well positioned and growing its hoard with STRC and other preferreds (and STRC itself a neat credit product for cash generation.)
NNE - massive upside if they execute, but you’ll need a long time horizon. Could say the same for Oklo although that’s already had some run. LWLG, POET - different plays on squeezing more compute out of chips. If either gets widely adopted, could sky rocket. IONQ (or QBTS/RGTI) - Quantum computing. Ion most well established and safer balance sheet to be able to cover the long cycle that quantum will need. But if they can improve the models/error rates, it’s like unlocking a new dimension in computing. NXE - owns one of the best uranium deposits in the world. Applying now for NRC permits; if they execute and uranium prices stay elevated, could be 10X
>POET Technologies reported fourth-quarter 2025 revenue of $341,202 some people here make that in day trading options
Did POET have earnings? anyone know what the news is
Where's the $POET earnings, all $15.77 in net revenue?
I’m still holding big on POET, only just broke my avg because it came back today lol
Thank goodness for that big pump on POET today. now I’m only down….checks portfolio…. 20%!
Yes POET numbers look good going forward https://preview.redd.it/mb465baebvrg1.png?width=1954&format=png&auto=webp&s=f82cecd848d45fef0675437fd361f8c8f52c4fc1
POET, because it helps with the bottleneck of mfg
Thoughts on POET or ENVX ?
POET is almost at my PT of $1.
!banbet POET 15% 4w
Can POET randomly spike before earnings? I promise never to anything stupid again.
Looking forward to $POET reporting Q4 revenue of $15.77 next week
POET ready to catch up with AAOI and LITE.
Can you explain POET to me? Nvidia have their own photonics thing, so why is POET good?
POET could very well hit big. If possible I’d pivot to SIVE though.
Applied Digital and POET stock
lol, true that! i mean, with the news about them moving past prototype stage, feels like it could be a good time to jump in. plus, how wild is it that the fed's talking rate hikes again? like, can they just chill for a sec? def gonna keep my eye on POET after this.
I made some profit one time and moved on into index funds I just need my $10k now in RLAB, NBIS, and POET to make me some short term profit and that’s going to my house downpayment lol
#TLDR --- Ticker: POET Direction: Up 🚀 Prognosis: Sell Grandma's Hummels and buy shares (Hold for 1-2 years) OP's Credentials: Bought GME at the $430 peak and failed their broker's options entry test Catalyst: Magic fiber-optic wafers and highly unfounded Foxconn/NVIDIA rumors
Cool. I made money on POET last year... Recently, I'm playing in & out of LITE AAOI GLW in this space... currently in LITE ...
POET starting to look sketchy and I hold it
2022 invested mostly in pennystocks Made a killing then lost most of it A few of the ones that made it big after I sold at a loss maybe IONQ + POET and a 3rd one
I mean AI data center spending is still a major thing so I am holding my Applied Digital and bought POET
YES. For POET, RZLV, and SLS, I seperately put $5k for each. Hopefully I wont lose all the 15k.🤦♂️
Please can we get POET to sub $6??? I dont want to get assigned again
Will $POET ever actually, you know, make money?
I went all in POET based on this thread and have seen nothing come from them since… guess I’m holding for life
Here I am holding POET… did I fuck up
NGL POET $6 puts printed this morning lol I'm fucked. This is addicting.
If stock Jesus could bestow $8 POET tomorrow I might go to church this week, my $6 puts paid out this morning, now I need my calls to come back from the ded
Broker keeps spamming about "MARGIN" calls... Look, I don't care about your shitty picks, I already got HOOD, POET, ASTS calls. I am all good, ok?
POET Technologies (POET): The Synapse of the AI Stack NVIDIA is the brain. Marvell Technology (NASDAQ: MRVL) is the nervous system. POET Technologies (NASDAQ: POET) could be the synapse — the integration layer that determines how efficiently signals actually travel between them. Most investors covering the optical space still classify POET as a silicon photonics company. That's the wrong framework, and it could be costing them clarity. POET's core innovation — the Optical Interposer platform — is a hybrid integration architecture that solves a problem silicon photonics fundamentally cannot: the external light source challenge at scale. Silicon photonics can route and modulate light with extraordinary precision, but silicon doesn't lase. It needs a laser input, and coupling that laser efficiently into a silicon chip across high production volumes has been one of the most persistent manufacturing bottlenecks in the entire optical ecosystem. POET's Optical Interposer bonds III-V semiconductor materials — the compound class that actually generates light — directly with silicon electronics at the wafer level, eliminating the wire bonds that create RF crosstalk, thermal inefficiency, and yield problems in traditional approaches. POET arrived at OFC with its two leading External Light Source products: Blazar and Starlight. Blazar is a highly integrated hybrid laser designed to power both co-packaged optics and high-bandwidth chip-to-chip data communications links — POET's most advanced ELS product to date, described as the commercial embodiment of its "semiconductorization of photonics" mission. Starlight, the next generation of POET's original ELS solution, was demonstrated in an eight-channel, high-power, multi-wavelength configuration integrated into a working optical engine showing commercial readiness for the industry-standard ELSFP module form factor. At the Lightwave Innovation Reviews ceremony, POET accepted an Elite Score award for POET Teralight — its 1.6T transmit and receive optical engine line — with judges assigning it a score of 4.5, among the highest of any winning entry at OFC 2026. POET also recently announced a strategic collaboration with LITEON Technology — one of the world's leading providers of optoelectronic semiconductor components and high-power optical systems — to co-develop next-generation optical communication modules for AI and hyperscale data centers. The jointly developed optical engine leverages the POET Optical Interposer to integrate optical components, drive electronics, and coupling structures into a compact, thermally optimized module targeting co-packaged optics and AI systems. Prototypes are targeted for late 2026, with high-volume production anticipated for 2027. Less than 24 hours later, POET announced a second OFC partnership with Lessengers for the joint development of a 1.6T 2×DR4 optical transceiver module designed for next-generation AI clusters and hyperscale data center networks. The collaboration pairs POET's optical engines with Lessengers' Direct Optical Wiring (DOW) technology, creating a scalable architecture for the high-density optical interconnects AI infrastructure requires. Two partnerships in two days. A top-tier industry award. The company's largest OFC booth in its history. A $150 million raise completed in January to fund what comes next. Is this the profile of a speculative pre-commercial play anymore? The Capital Foundation and What to Watch Next One of the persistent concerns around POET has been balance sheet fragility — a legitimate question for any hardware company trying to scale a novel manufacturing architecture. That picture has materially changed. In January 2026, POET closed a $150 million registered direct offering with net proceeds earmarked for targeted acquisitions, R&D scaling, acceleration of the high-speed optical module and light source businesses, and operational expansion. At current operating burn, that runway gives POET the capacity to execute on the LITEON and Lessengers partnerships, advance Blazar and Starlight commercialization, and pursue the M&A pipeline management has flagged without returning to market for near-term dilution. The next major event on the radar: Q4 2025 earnings, scheduled for March. With the $150M raise in hand, two OFC partnerships fresh, and an active commercial pipeline, the print and forward commentary will be the first complete look at how POET's revenue trajectory is tracking against the broader optical supercycle. Watch specifically for NRE expansion, customer qualification timelines on Teralight, and any production volume commitments tied to the new joint development agreements.
It couldn't be more obvious that poet will be selling 100g, 800g (both types), and both ELS products as soon as their lines are finished set up (said to be soon).The products were qualified last year, and the production line qualification for all five in house products are imminent. For FIT and Lessengers, it's also becoming clear that they're licensing the platform for 1.6T to Lessengers and FIT who showed those poet inside transceivers this week, to be available next quarter. The timing, availability, lack of PO, silence re numbers all indicate licensing, which POET alluded to one time late last year. The hints about even bigger entities to be revealed in the next few months, combined with the SEC investor anonymity for the 150 million capital raise, PLUS poet estimating that they can get to whole transceiver passive assembly this year, all suggest even bigger announcements this summer. Then, the Russell 2000 listing in May will add more gasoline on top. Management needs a prodding to do better on the investor relations front, no question. But, this will be an extremely interesting summer.
POET Technologies (POET): The Synapse of the AI Stack NVIDIA is the brain. Marvell Technology (NASDAQ: MRVL) is the nervous system. POET Technologies (NASDAQ: POET) could be the synapse — the integration layer that determines how efficiently signals actually travel between them. Most investors covering the optical space still classify POET as a silicon photonics company. That's the wrong framework, and it could be costing them clarity. POET's core innovation — the Optical Interposer platform — is a hybrid integration architecture that solves a problem silicon photonics fundamentally cannot: the external light source challenge at scale. Silicon photonics can route and modulate light with extraordinary precision, but silicon doesn't lase. It needs a laser input, and coupling that laser efficiently into a silicon chip across high production volumes has been one of the most persistent manufacturing bottlenecks in the entire optical ecosystem. POET's Optical Interposer bonds III-V semiconductor materials — the compound class that actually generates light — directly with silicon electronics at the wafer level, eliminating the wire bonds that create RF crosstalk, thermal inefficiency, and yield problems in traditional approaches. POET arrived at OFC with its two leading External Light Source products: Blazar and Starlight. Blazar is a highly integrated hybrid laser designed to power both co-packaged optics and high-bandwidth chip-to-chip data communications links — POET's most advanced ELS product to date, described as the commercial embodiment of its "semiconductorization of photonics" mission. Starlight, the next generation of POET's original ELS solution, was demonstrated in an eight-channel, high-power, multi-wavelength configuration integrated into a working optical engine showing commercial readiness for the industry-standard ELSFP module form factor. At the Lightwave Innovation Reviews ceremony, POET accepted an Elite Score award for POET Teralight — its 1.6T transmit and receive optical engine line — with judges assigning it a score of 4.5, among the highest of any winning entry at OFC 2026. POET also recently announced a strategic collaboration with LITEON Technology — one of the world's leading providers of optoelectronic semiconductor components and high-power optical systems — to co-develop next-generation optical communication modules for AI and hyperscale data centers. The jointly developed optical engine leverages the POET Optical Interposer to integrate optical components, drive electronics, and coupling structures into a compact, thermally optimized module targeting co-packaged optics and AI systems. Prototypes are targeted for late 2026, with high-volume production anticipated for 2027. Less than 24 hours later, POET announced a second OFC partnership with Lessengers for the joint development of a 1.6T 2×DR4 optical transceiver module designed for next-generation AI clusters and hyperscale data center networks. The collaboration pairs POET's optical engines with Lessengers' Direct Optical Wiring (DOW) technology, creating a scalable architecture for the high-density optical interconnects AI infrastructure requires. Two partnerships in two days. A top-tier industry award. The company's largest OFC booth in its history. A $150 million raise completed in January to fund what comes next. Is this the profile of a speculative pre-commercial play anymore? The Capital Foundation and What to Watch Next One of the persistent concerns around POET has been balance sheet fragility — a legitimate question for any hardware company trying to scale a novel manufacturing architecture. That picture has materially changed. In January 2026, POET closed a $150 million registered direct offering with net proceeds earmarked for targeted acquisitions, R&D scaling, acceleration of the high-speed optical module and light source businesses, and operational expansion. At current operating burn, that runway gives POET the capacity to execute on the LITEON and Lessengers partnerships, advance Blazar and Starlight commercialization, and pursue the M&A pipeline management has flagged without returning to market for near-term dilution. The next major event on the radar: Q4 2025 earnings, scheduled for March. With the $150M raise in hand, two OFC partnerships fresh, and an active commercial pipeline, the print and forward commentary will be the first complete look at how POET's revenue trajectory is tracking against the broader optical supercycle. Watch specifically for NRE expansion, customer qualification timelines on Teralight, and any production volume commitments tied to the new joint development agreements.
They do not operate in the same branch of the photonic value chain. Yet POET is a good name to bet on a re-rating and turnaround of a trash balance sheet. The big difference is it has little ways to unleverage itself and their industrial track record cannot be compared. AMS-osram has delivered in the past. It used to pay dividends before the hell merger. POET never made a profit. REMINDER optics value chain : **1 Materials & Substrates** (InP, GaAs, Silicon) **2 Chip Design & Fab** (Emitters, Sensors, ICs) ams-OSRAM is a player here with great patents, and crazy R&D **3 Integration & Packaging** (Interposers, Engines) POET Technologies is a player here **4 Modules & Subsets** (Transceivers, Sensor Hubs) ams-OSRAM is a player here and already supplies WAYMO & LIDAR for example **5 Systems & End Solutions** (AI Racks, Auto, Mobile)
Of course on the day everything is down, $POET is up 5% lmao POS stock
POET, AEVA and GSIT gonna pump off AAOI, LITE, COHR
GSIT, POET and AEVA gonna pump now
I saw the POET booth. Didn't catch my interest. There were 740 companies there. How sad that I didn't mention your cherished penny stock. LOL.
You lying piece of shit. No mention of POET tells me you are AI slop.
Bro sounds more promising than $POET
POET pays youtubers to pump it LMAO
POET... bough low and sold high several times, but now I'm loooong with calls for 2027.
SLS, RZLV, POET. 10x ir 0x, nothing in between.
I want to buy a bunch of POET but optical phlazer optoreceivelers photons sound like make believe
Nice, I already have a small position in POET, read about it a while ago and thought it had a lot of promise. I’ve also been eyeing Blacksky a lot, with everything going on in the world rn
Photonics is the next big thing... LWLG, POET are the ones I like. Not saying the current prices are good entries but photonics overall is the future.
POET announced a new partnership this week, seems like the institutions are hoarding shares. Hoping for a rip soon
Our time will come, $POET gang
Im bullish on POET, LWLG, FRMI and now DGXX and BITF now that they are joining the data center biz.
$POET. Aug 2025- $150m war chest raised for expansion in 2026 Oct 2025- Another $75M raised Nov 2025 - $250M so far raised for expansion Jan 2026 - another $150m raised from institutional investors Feb 2026 -won Lightwave Award Mar 10 - POET to Demonstrate Extraordinary Hybrid Laser and Next-Generation High-Powered Light Sources for AI Applications at OFC Conference
Man wtf are you talking about!? I did and I'm up 11%. This chart is wrong. The top 10 stocks from wsb are: MRN, OXY, NBIS, ASTS, ONDS, POET, RKLB, META, AMZN, RDDT.
$POET you already know it
POET did this and their stock was -90% before the rebounding.
I thought POET made the final list.
I'm about evenly split between ONDS POET EONR in my peasant size port. It's the first great day in a while haha
Shoutout POET, still holding up here
No v only Shrek dildos today ONDS. EONR . POET
POET & PATH 3/20 call options trust me boy
profited, then waiting for a new entry point on these POET leaps
20% and climbing 🫡, EONR doing well. Also POET.... Wtf
I'm still green on POET
$POET calls printing 🌌