Antonio Costa — $POET Net premium +$6.6M https://t.co/H60729CgQu↗
Jun 3
Antonio Costa — $POET setting up https://t.co/sCty6uPfMZ↗
Jun 3
Serenity — The difference between NASDAQ and EU listing:
$POET: $2.4B MC
-> Packages Sivers lasers
-> One $50m pre-production contract for warrants
> $XFAB: $1.7B MC
->SiC/GaN/MEMS/Silicon…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 2
Gaetano — If you don't like a stock
Whether it's $SIVE $POET $ALMU $LWLG $AAOI etc.
Maybe just don't buy it
Rather than shorting it
NFA of course.↗
Jun 2
Midas — If you missed the INSANE pump in Phonotics stocks like $AAOI, $POET, and $SIVE.
Don't miss the Quantum Armsrace.
Here are 5 stocks that could explode: https://t.co/0NDj8ASgqr↗
Jun 2
InvestmentGuru — $POET notable OI 🤔 https://t.co/nQdPTAaUmX↗
Jun 2
KaizenInvestor — Best strategy might be to let your AI agents search X on short reports and go long.
You will easily beat the market.
$SIVE and $POET are some recent examples. https://t.co/E6xc…↗
Jun 2
Dustin — $POET With the indirect connections to Nvidia through partners like Luxshare, it really makes me wonder.
The Zacks report had some very interesting lines:
“This company (Lumilens)…↗
Jun 1
Serenity — -> IP acquisition
-> Just waiting for CPO to take off
$SIVE is a laser chokepoint for photonics and are publicly validated by:
- $GFS (1 of 2 public laser suppliers with $LITE fo…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Serenity — There's a new $SIVE short seller with 0 clue what they're talking about.
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.…↗
May 2026 · 99 mentions
May 31
Midas — $POET
$IMSR
$SMR
$NNE
$PRME
If this helped you out, follow me for more.↗
May 31
Michael | Hypermarkets — It's September 2026, stocks I bought under $20 and they exploded 1000%
1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Le…↗
May 29
Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher:
$BE was at $120 now $322
$ASTS was at $63 now $134
$IONQ was at $28 now $72
$IREN was at $30 now $70
W…↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…
April 2026 · 128 mentions
Apr 30
KaizenInvestor — One of the best posts on $POET from one of the best accounts to follow on X.
Koreans are taking over my feed and with good reason.↗
Apr 29
Dustin — $POET green close at 8.03 on 80M volume after yesterday’s chaos is a big win. That’s not dead stock action, that’s buyers stepping in and holding the line. Yesterday was shock, tod…↗
Apr 28
KaizenInvestor — @daniel_koss Yes, I agree. For all the investors I hope $POET recovers but it's just not for me any more. I need to be able to trust management to make my business case.
This is…↗
Apr 28
KaizenInvestor — Filtronic got punished yesterday.
Why? Probably because of the customer dependence. Around 75% of the revenue comes from SpaceX.
Investors saw what such a customer dependence c…
March 2026 · 35 mentions
Mar 31
KaizenInvestor — $POET pumping before earnings is often a good sign.
The $NVDA - $MRVL collaboration basically validates the whole POET business case. https://t.co/uidj0QWKq6↗
Mar 31
Damnang2 — $POET, here we go again!!!!
👇My latest $poet article
https://t.co/VD5qvb8SMs https://t.co/U6jY13sIaU↗
Mar 31
KaizenInvestor — To summarize, I made 3 buys yesterday.
$HIMS at $18.7
$OUST at $16.7
And $POET at $4.9
$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers…↗
Mar 31
KaizenInvestor — $POET to report after earnings tonight.
Don't expect any big revenue figures as they are basically still in the pre-revenue phase. They will report some NRE fees, but nothing spe…
February 2026 · 6 mentions
Feb 27
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$IBRX
$AAOI
$UAMY
$LITE
$POET
$TE
$AMPX
Here is my method 👇↗
Feb 18
mon — So many great stocks, so little capital. 🧐
If I were building my own ETF:
$IREN
$ONDS
$CIFR
$NBIS
$WULF
$IBRX
$PL
$ASTS
$RKLB
$NUAI
$POET
$ALMU
$KRKNF
$UAMY
$COPX
$OUST
$TE
$ENPH…↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
mon — The market so far:
🟢
$NUAI 6%
$AMD 5%
$LMND 5%
$UAMY 3%
$BABA 2%
$ENPH 1%
🔴
$ZETA, $RR, $SOFI, $DUOL & $PATH -1%
$ROOT, $MSTR, $FUBO, $ASST & $MSFT -2%
$POET, $NBIS, $C…↗
Jan 12
mon — The best opportunities in the market right now: $HIMS and $IREN.
Next on the list are $PATH, $ZETA, and $OUST.
For investors willing to take on more risk: $TE, $POET, $ALMU, $UAM…↗
mon — YTD performance so far:
$IREN +16%
$HIMS +2%
$ONDS +38%
$UAMY +44%
$TE -2%
$PATH +2%
$POET +9%
$ZETA +15%
$EOSE +19%
$OUST +24%
SPY only +1%.
I started the year with 7 stocks fro…
December 2025 · 2 mentions
Dec 29
mon — My Top Stocks for 2026:
1. $IREN 🥇
2. $HIMS 🥈
3. $ONDS 🥉
4. $UAMY
5. $TE
6. $PATH
7. $POET
8. $ZETA
9. $EOSE
10. $OUST
Past performance:
- Top stocks for 2024 YTD: See belo…↗
Dec 9
Dustin — $POET government shutdown and fake AI bubble scare dropped this unnecessarily. Anyone who grabbed some in the $4’s was handed a gift. I think we’re back in $8-9 territory in the ne…↗
AlmaCap — $SOI (SOITEC) earnings yesterday and $IQE earnings this morning are a window into what we can expect across the photonics industry.
We're still very early to the photonics / CPO s…↗
May 28
InvestmentGuru — THE $42 BILLION BROADBAND SUPER CYCLE IS JUST GETTING STARTED -
$HLIT $CALX $CLFD $ADTN $DY $GLW $MTZ $PWR $COHR $AAOI $POET
Everyone is chasing AI semiconductors, GPU clusters,…↗
May 28
Serenity — $MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier).
- “Scale-up interconnect represents one of the newest and most strategic…↗
May 27
Antonio Costa — $POET $7.5M positive net premium today 🤔 https://t.co/NSq6IdYY9A↗
May 26
KaizenInvestor — Let me update you on my public calls in the last 2.5 months, if you followed with 1K each time:
The calls
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20…↗
May 26
Serenity — @Mengmengeth Well $JBL is new TAM expansion into pluggable optical transceivers.
CPO with Ayar, $POET, Lightelligence, Celestial, and those players are entirely new.
So having b…↗
May 25
Serenity — $JBL literally announced in their fireside chat…
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this spec…↗
May 25
Serenity — Nah, I think $SIVE is still extremely undervalued relatively speaking.
Ayar, Lightmatter, Lightelligence, celestial, and others all probably command $5-$15B+ valuations.
Not eve…↗
May 24
Serenity — When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (u…↗
May 24
InvestmentGuru — The full optical stack:
$COHR → $LITE → $AAOI → $POET → $AXTI → $IQEPF → $SIVEF → $LWLG
This isn’t a trade. It’s a multi-year infrastructure supercycle.↗
May 23
Jason's Chips — Given the popularity of this article, I will definitely be doing a CPO Supply Chain 102.
Assembly ( $HIMX, FOCI), Test ( $AEHR, $TER), Fiber ($GLW), even ferrules (Mipox, Seikoh G…↗
May 23
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
May 23
Serenity — For $SIVE to become the next $80B+ $LITE.
Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T.
They basically supply lasers to the leading players i…↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
May 21
Dustin — $POET MMCAP International is a long-time insider with years of deep visibility into POET’s operations and just dropped $400 million in a registered direct offering at $21 per shar…↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
Antonio Costa — $POET Impressive positive net premium for a stock that is falling -9% On high alert !! https://t.co/spz9hWRnrC↗
May 19
Serenity — Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to mee…↗
May 19
Dustin — $POET MMCAP is smart money and long. They were involved with raises with warrants at 5 and 5.5 recently as well as a direct offering at 7.25.
Now they are involved with a new off…↗
May 18
Gaetano — You can make a lot of money trading high spec stocks
In the NYSE/NASDAQ optics space that's typically $LWLG $POET $ALMU
Personally, I can't go into any of these with any meaning…↗
May 18
Serenity — $POET and $IREN literally both won the Fake it Until you make it award.
-> Grey area endless marketing of crap through influencers.
-> Diluted retail enough to hoard tons of cas…↗
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 16
InvestmentGuru — Most people are focused on silicon.
The real bottleneck nobody’s talking about? Indium Phosphide.
$NVDA needs faster chips.
Faster chips need faster interconnects.
Faster interc…↗
InvestmentGuru — Weekend Dip Dive: The Dips Worth Watching
Market closed red across the board today. Nasdaq -1.54%. S&P 500 -1.24%. Dow -1.07%.  Inflation fear, rising yields, oil above $104, no I…↗
May 15
TheValueist — $POET I haven't read this yet, and it's on the table.↗
May 15
TheValueist — $POET (Bloomberg) -- POET Technologies raised $400 million in a registered direct offering of 19.05 million common shares and warrants to a single institutional investor at $21.00…↗
Michael | Hypermarkets — 10%-20% SPY crash starts right now says Tom Lee.
Here's 10 stocks I'd add under $10:
1. $POET — Current: ~$19 | Buy Zone: $8–$9
Marvell deal noise fades; $50M Lumilens deal hold…↗
May 15
Serenity — @DanilSer33 The new $SIVE / Ayar / AlChip / $AMZN trainium supply chain is more bullish than the recent $POET $50m -> $500m purchase order.
Markets probably won’t see the conn…↗
May 15
Serenity — HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)???
FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA.
High convict…↗
May 15
InvestmentGuru — $POET
This is one of those setups where the technology story is compelling — especially around optical interconnects, data movement efficiency, and scaling AI compute — but timing…↗
May 14
Gaetano — $POET, you dog .
If anything, you have to be entertained.
If you are short, yikes. Let this be a reminder.
If you trimmed your position down (like myself) ouch. But it was the…↗
May 14
mon — $POET dropped 47% in a day, now up 211.67% in 2 weeks.
Nothing fundamentally wrong. The CFO confirmed a Celestial AI order on Stocktwits, and Marvell (which bought Celestial in F…↗
May 14
Antonio Costa — $POET no resistances above... everything is possible. https://t.co/92CBhDQVD4↗
May 14
TheValueist — $POET Seems like someone knows something. https://t.co/0C5YFpr3WY↗
May 14
BULL OF BRITAIN — Go ask the next person you walk past on the street what a Photonic is.
Then walk to a hedge fund and ask what a Photonic is.
Then ask the leader of your country what a Photonic…↗
May 14
Serenity — The warrants do help incentivize the $500m in extra purchase orders for $POET though.
But I'm not complaining, it's actually more beneficial to $SIVE than it is to Poet, since Si…↗
May 14
Antonio Costa — $POET $IREN Bullish options flow https://t.co/uumGpvQ0Vq↗
May 14
TheValueist — $POET +40%. Someone is getting a very sensitive part of their body squeezed. https://t.co/G4Ltyq3cUf↗
May 14
InvestmentGuru — $POET just made a move that could redefine the optical layer of AI compute. The company announced a joint development partnership with Lumilens built around a new Electrical-Optica…↗
May 14
Antonio Costa — $GRRR I do believe this one could be the next $POET
The combination of fresh multi-billion-dollar AI announcements + sub-4x P/S on growing revenue gives the stock a legitimate sh…↗
May 14
Serenity — Fun read! Think you covered majority of the important points regarding the overall CPO growth curve and wrote a great bull case.
Especially how $SIVE feeds into Ayar, $JBL, and $…↗
May 14
Dustin — $POET This is only the first of many deals - POET needed validation, now that they have it - future deals will be even better.
They will literally be in a position soon, where…↗
May 14
Serenity — If you didn't know $POET is up 22% premarket on a $50m purchase from Lumilens.
Scaling to $500m with a longer term framework.
As mentioned in Sivers 2025 annual report: $POET i…↗
May 14
TheValueist — Don't short the optical networking names. If you don't believe the story, sit on the sidelines, or you'd better damn well thread the needle on timing. These companies are so small…↗
May 14
TheValueist — $POET +17% pre on this news. Earnings 5/15/26 pre.
POET Technologies and Lumilens Advance Wafer-Level Photonic Integration for Next-Generation AI Optical Networks
Joint developmen…↗
May 14
Antonio Costa — Such as $POET i think $GRRR and $FNUC could be also potential GEMs just a matter of time. GRRR is trading at ridiculous 3.3-3.5x sales.↗
May 14
Antonio Costa — $POET Mentioned several times this name as a potential GEM around $6 today is trading at $16↗
Antonio Costa — $POET POET Technologies and Lumilens Advance Wafer-Level Photonic Integration for Next-Generation AI Optical Networks https://t.co/47mQEghEhK↗
May 14
Serenity — $SIVE 2025 annual report analysis.
TLDR: Extremely Bullish.
Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications…↗
Serenity — @MajorOcelot45 I’m only looking at results, these are follower high conviction suggestions.
$POET was mentioned at $6 here, it’s $14 now, so can’t argue with triple digit returns…↗
May 13
Michael | Hypermarkets — 1 year ago, $LITE was at $40. It's up 2600% so far at $1040.
Here's 15 stocks surging right now like $LITE:
1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for m…↗
May 12
Frenchie — Si vous aviez acheté le panier photonics depuis mon ancien post :
$LITE → +14%
$COHR → +14,7%
$AAOI → +38,1%
$AXTI → +69,6%
$IQE → -13,0%
$POET : → +101,4%
$SOI / Soitec : →…↗
May 12
Serenity — The 2.5% dilution to get listed on NASDAQ is actually extremely bullish with $SIVE, and I see it heading to $3B+ once its trading on US markets.
I think it's undervalued at curre…↗
May 12
InvestmentGuru — $POET what a comeback.
From dropping to $6.43 after the $MRVL deal break news to now pushing near $15 premarket — this market keeps reminding everyone how unpredictable trading…↗
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
Dustin — $POET Options flow today is extremely bullish with over 78,000 calls traded versus only 23,000 puts, giving us a put/call ratio of just 0.29.
A ratio this low is rare as hell and o…↗
May 11
TheValueist — This $POET dip buy turning out to be a banger. +11% today. https://t.co/zBozDmwh7r↗
May 11
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 11
InvestmentGuru — $POET - The Optical Interposer Bet
The Technology
The core thesis starts with the platform itself. POET’s Optical Interposer allows the integration of electronic and photonic devic…↗
May 11
InvestmentGuru — $DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL
$SIVEF
Some good-looking small cap and early-bet setups in this market right now. A mix…↗
InvestmentGuru — SECOND WIND ALERT:
$EOSE & $POET
Two names that went on wild rides are back on the radar — and the setups are worth watching.
$EOSE (Zinc Battery Storage)
→ Ran 362% in 2024, ano…↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 9
InvestmentGuru — 20 Stocks That Could Be the Next Market Leaders
$JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near.
$QS — Solid-sta…↗
May 8
TheValueist — $POET recovering lost ground.
For clarity on how I will be managing my X timeline going forward:
The main timeline will remain focused on broad market research, industry comment…↗
May 8
KaizenInvestor — I calculated the value if you followed all my decisons with 1K in the last 2 months:
The decisions
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20 - 50 s…↗
May 8
Serenity — $SIVE supplies lasers to likely $JBL, Ayar, Lightmatter, $POET, $MRVL Celestial, Lightelligence, $AMD, O-Net/Enablence, and others.
Not including silicon photonics programs with…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 6
Serenity — @Mellokhai No, my opinion is quantum dot is way too early with names like $ALMU.
Investing now likely just funnels their dilution machine for R&D. Likely will end up like 2025 $P…↗
May 6
InvestmentGuru — $POET back to double digits. 🤔 https://t.co/YIQlYNAh5x↗
May 6
Dustin — $POET Odds of another gamma squeeze are rising:
-Huge open interest for July 2026 calls, plus huge Jan 27 and Jan 28 on top.
-Expected new big partner unveiling this summer.
-Q1 ea…↗
May 5
Serenity — Uh, was there any news with $POET …
Or does the universe just not like short sellers? https://t.co/8rYaWornYf↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 3
Serenity — @MeltemDemirkus $SIVE is in the laser chokepoint that Goldman says has significant EPS upside.
But they're undiscovered to institutions still, despite their likely mapping to $AM…↗
May 3
Serenity — It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.
This is my prediction/guess with est. mapping:
$NVDA ate up all the capacity with $COHR, $LITE after the…↗
May 3
Michael Sikand 🦑 — I have more Substack subscribers than the CEO of $POET has shares↗
May 1
KaizenInvestor — @Ren_aramb Looks like $POET money finding a new place to me.↗
May 1
KaizenInvestor — April was probably my best month ever with a return of 48.49%.
Raised some cash this month with the sales of $POET, $HOOD and $CROWD. The only buy I made this month is $FTC.
Wo…↗
May 1
InvestmentGuru — Where NOK Sits vs. The Photonics Stack- Most photonics plays are component-level:
$COHR, $LITE, $CIEN, $AAOI, $MRVL, $FN, $POET, $LWLG
$NOK is the system-level integrator sitting…↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
KaizenInvestor — So, in the past couple of months management has led investors down in some FinX favorites.
I can recall $EOSE, $TE, and $POET stocks plunged after management heavily missed reven…↗
Apr 28
Serenity — @tme5s So $POET does the packaging side of things.
If $MRVL dropped Poet, it means Marvell felt they could vertically integrate that layer into Celestial and just buy lasers dire…↗
Apr 28
Dustin — $POET The dreaded black swan.
Last night I was hyped on POET hitting $20+. Today they dropped the Marvell news and the stock took an absolute beating. Huge profits vanished in min…↗
Apr 28
Michael Sikand 🦑 — @stocktalkweekly Not a single photonics research account covered $POET during the most insane bull run of photonics 🤣↗
Apr 27
Serenity — Pretend $SIVE, $LITE make specialized blue and red maine lobsters.
Very rare, not many people can do.
$POET steams the lobsters and prepares it in a ready-to-go container.
$MRVL…↗
Apr 27
BULL OF BRITAIN — To all the recent $POET investors. I hope you all take a read of this spicy post $AXTI.
We'll see who the real gamers are on the 30th.
Game on.↗
Apr 27
InvestmentGuru — $POET.
My post yesterday was simply an observation on momentum at the time, when $POET was trading around $17 overnight, not a trade call or an attempt to influence anyone.
The co…↗
Apr 27
KaizenInvestor — @upand_right @pepemoonboy It’s not about not being happy imo but they might have an in-house solution ready. They bought Polariton which does a similar job as $POET.↗
Apr 27
Serenity — @AD14977 I've always said $POET is the most likely to get designed out down the road.
They just buy lasers and package them... and $MRVL can just go directly to the laser source a…↗
Apr 27
Serenity — @satyadeva97 @PhotonCap For $POET, not an overreaction. Poet was largely single source customer concentration risk, although they started getting other smaller customers.↗
Apr 27
BULL OF BRITAIN — $POET being bad makes $ALMU even more bullish btw 😉↗
Apr 27
Serenity — @Jackylee811574 $MRVL will likely do that interposer packaging IP in-house. I did expect them to design out $POET down the road, just not this early.
They can just buy lasers dir…↗
Apr 27
BULL OF BRITAIN — @inversorBetico They still have $MRVL - they dont need $POET↗
Apr 27
Serenity — $MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry.
Ouch to Poet, down -46%, this is why I don’t like companies with single customer…↗
Apr 27
Dustin — $POET Poet Technologies announces cancellation of Celestial AI purchase orders
Poet Technologies (POET) announced the cancellation of all purchase orders received by the compa…↗
Apr 27
Daniel Koss — Don't wanna know how many margin calls $POET caused today.↗
Apr 27
Damnang2 — $POET
X에서 갑자기 언급하는 사람 많아지면 그게 시그널이다.
불변의 진리인것 같습니다↗
Apr 27
mon — Wow.
So Marvell cancels all purchase orders with $POET due to breach of confidentiality agreement.
Stock down 46.38%. https://t.co/lFsmlBVyey↗
Apr 27
KaizenInvestor — Not the best way to start my Monday. $POET down almost 50% after $MRVL cancelled all the orders for Celestial AI.
The reason? POET breached the NDA last week. The NDA is a confid…↗
Frenchie — Gros coup sur la photonique
$POET s’effondre de -45% en pré-marché
La raison : Marvell a annulé toutes les commandes liées à Celestial AI, y compris celles de 2023, invoquant des…↗
Apr 27
InvestmentGuru — $POET down over 40% after $MRVL canceled all purchase orders tied to Celestial AI including initial production orders first disclosed in 2023.↗
Jason Luongo — 8. $POET - POET Technologies
Optical engines for AI data centers. Their patented optical interposer platform enables faster, cheaper, and more energy-efficient data transfer. Just…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 27
Dustin — $POET The "Parabolic" Setup: Why This Week Matters
Technically, the stock just completed one. However, one factor suggests a "second leg" or continued momentum will occur this we…↗
Apr 27
Dustin — $POET
Interesting points from the CFO Interview that has been overshadowed by the Marvell focus:
Transcribed in quotes
1. "We’re also in the light source business, which a…↗
InvestmentGuru — Overnight movers in tech are flashing risk-on.
Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading.
Momentum is spreadin…↗
Apr 27
InvestmentGuru — $POET looks like new ATH tomorrow https://t.co/X5nB2uoZVt↗
Apr 26
KaizenInvestor — It’s incredible difficult to short stocks nowadays.
Short reports are meant to spread fear in the market and create a short-term drop on the stock.
Those reports are often writ…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
InvestmentGuru — $POET and $LWLG — The Photonics Long Game
Two names. Same mega-theme. Very different risk profiles. Here’s why both deserve a spot on your watchlist 👇
The Tailwind (Same for Bot…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Apr 25
Serenity — It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different…↗
Apr 25
InvestmentGuru — Holding $POET for the last 6 months through all the volatility with conviction and patience. Strong themes take time to play out — staying focused on the bigger picture.↗
KaizenInvestor — Looks like I really found the bottom of $POET. Now up 200% since I bought. https://t.co/CrJDCyYyRz↗
Apr 24
Black Panther Capital — $INTC up 51% the past month.
$POET 93%
$AAOI 43%
$IREN 23%
$NBIS 37%
$SIVE 150%
And people are still asking if the AI trade is over.↗
Apr 24
Dustin — $POET Yesterday's defence of 10.70 was a perfect indicator of Fib retracement. If we open strong or if there is a retracement into 11.30 -11.50 with strong defence we know institu…↗
Apr 24
InvestmentGuru — My 5 Favourite small cap Photonics Plays Right Now
$POET — First production order for POET Infinity optical engines worth $5M+, targeting 30,000+ shipments in 2026 for 400–800G AI…↗
Apr 23
Michael | Hypermarkets — On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712.
Since then, AI has changed our world.
$APLD $1 -> $42 (4100%)
$IONQ $5 -> $84 (1580%)
$ASTS $2…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 22
Daniel Koss — @MarkosAAIG I don't think it has to be news to be a good investment though. How many people have I seen lose 30-40% on $POET because they were 100% correct but too early↗
Apr 22
InvestmentGuru — $POET
$LWLG
$ALMU
$OPTX
$SHMD
What a move in last one week, hopefully you winning↗
Apr 22
InvestmentGuru — $POET up ~64% this week — classic short squeeze.
Explosive volume + rising price forced shorts to cover, with ~8.8M shares shorted in a single day (~15% of volume).
AI/data cent…↗
Apr 22
KaizenInvestor — I added more $POET at $4.9, making my average cost now at $5.8.
This makes $POET one of my fastest doublers.
I believe this is just the beginning with the CFO confirming the pu…↗
Serenity — Oh wow, I missed this.
That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships.
That translates mat…↗
Serenity — Europe seems to be having a fun time from AI.
$LPK +20.69% - (glass core substrates) +20.69%
$IQE - 12.22% - (InP epiwafers)
$SOI +11.02% - (silicon photonics substrates)
$ALRIB…↗
Apr 22
Serenity — Woah... $POET is up 20.5% premarket today after a 19.32% gain.
Mainly after the CFO's interview confirming they're the direct supplier to $MRVL.
I wonder if markets know who the…↗
Apr 22
InvestmentGuru — $LWLG : technology breakthrough bet
$POET : execution and product bet↗
Apr 22
InvestmentGuru — $POET making some important moves here — addressing PFIC status for U.S. shareholders, planning a U.S. HQ relocation, and securing fresh financing all at once. This signals a clear…↗
Apr 21
Damnang2 — Paid subscribers have probably already seen this discussion in the article I published in early April.
I am not a prophet, so I cannot know the exact answer. What I try to do is l…↗
InvestmentGuru — When you see so many runners in the market, don’t try to chase everything — focus on a few high-conviction setups and size them properly. Spreading yourself too thin across too man…↗
Apr 21
InvestmentGuru — Lots of runners in this market right now. Stay disciplined. Size your positions properly.
$BYND
$SLNH
$BB
$DGXX
$PLUG
$SIVEF
$BULL
$POET
$LWLG
$RR
$BLNK
$PLUG
$BB
$NVTS↗
Damnang2 — $POET and $LWLG
At first, I was very negative on $POET. When I first started posting on X, I even wrote that I had a bearish view on the company.
After that, I spent a lot of tim…↗
KaizenInvestor — Hope you did not listen to the $POET short report. They are up 22% today.
POET announced a plan to redomicile to the United States, directly countering a short thesis published b…↗
Apr 19
Serenity — $MRVL in talks to develop $GOOGL TPU for two different chip models.
High possibility $SIVE likely became the light source for Google's supply chains if talks go well.
Especially…↗
Apr 19
InvestmentGuru — $POET — POET Technologies: The Optical Interposer That Could Collapse the Whole Supply Chain Into One Chip
POET Technologies’ patented Optical Interposer integrates lasers, modulat…↗
Serenity — @crux_capital_ That’s misunderstanding qualification cycles if you think they can design out $POET in a short timeframe for celestial 2028 volume ramp.
Same with $SIVE and $POET b…↗
Apr 18
InvestmentGuru — $ATYR
aTyr Pharma is advancing ATYR1923 through Phase 2 clinical trials for interstitial lung disease — a rare, underserved condition with few effective treatments. The company’s n…↗
Apr 18
InvestmentGuru — 20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework
$CIFR — AI Data Centers
$BKSY — Space AI / Earth Intelligence
$SOUN — Voice AI
$RXRX — AI Drug Discovery
$POET — Photoni…↗
Apr 17
InvestmentGuru — Today’s move
$POET +5%
$NVTS +20%
$VLN +5%
$INDI +10%
This is long term potential↗
KaizenInvestor — My buys from 2 weeks ago are now:
$HIMS: up 48%
$OUST: up 44%
$POET: up 48%↗
Apr 16
InvestmentGuru — Photonics and Space bouncing today
$AAOI
$COHR
$LITE
$LWLG
$POET
$AXTI
$AEHR
$SATL
$RKLB
$ASTS
$SIDU
$SPIR↗
Apr 15
Serenity — @filiusveritatis No, they didn't have the same fundamentals. This is what majority of retail investors don't understand and it's so frustrating.
$SIVE literally landed $JBL as a…↗
InvestmentGuru — $POET moving higher in overnight trading
UPDATE: PFIC CLARITY + STRATEGIC SHIFT
POET Technologies Inc. has officially addressed its PFIC status, and the message is clear: this i…↗
KaizenInvestor — $POET down 7.5% after the short position of Wolfpack Research.
As I explained in the previous post, Q3 earnings of Poet will be very important. This is in 5 months.
Institution…↗
Apr 14
InvestmentGuru — 5 Photonics Small Caps on the Move
$POET – Building the AI data highway
POET’s optical interposer is designed to move massive data faster and more efficiently inside AI systems.…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
InvestmentGuru — $SPIR $SIDU $SATL $LUNR $POET $LWLG $OPTX $ALMU
Small caps + hot sectors = momentum setup
Space and photonics names catching flows as narratives heat up.
Low float, high interes…↗
Apr 13
InvestmentGuru — Top 4 Conviction Semiconductor Plays
$POET — AI bandwidth play. Photonics solving the real bottleneck → data movement. Early + explosive upside.
$NVTS — Power is the constraint.…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 12
KaizenInvestor — @Noobverest I keep buying $POET below $6 as well.↗
Apr 12
Black Panther Capital — @ParadisLabs I agree with you. $POET is worth watching at the moment for confirmation.↗
Apr 12
Black Panther Capital — $AAOI, $COHR, $LITE have already run 150-250% and trade at extreme multiples.
The UPSTREAM play is where the undiscovered leverage sits.
Here is what most people are missing in t…↗
KaizenInvestor — @BlackPantherCap I understand, I think you have to the earnings of Q3 to buy. After that in can go quick for $POET↗
Apr 11
InvestmentGuru — 10 small-cap momentum stocks across 2 high-beta sectors to watch and potentially hold 👇
$SPIR — satellite data + defense momentum
$SIDU — high-volatility space microcap
$SATL — s…↗
Apr 11
KaizenInvestor — $POET and $OUST remain very interesting buys at the moment. Q3 2026’ wil be big for both companies.
$POET up 43% and $OUST 24%.
$POET is a riskier photonics play. They are basi…↗
Apr 11
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
InvestmentGuru — $POET
$LWLG
$SATL
$SIDU
$VLN
All moving today↗
Apr 10
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
InvestmentGuru — $POET and $LWLG best risk reward in photonics
$SATL and $SIDU best risk reward in Space
$VLN and $INDI best risk reward in semiconductor↗
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
InvestmentGuru — $SIDU, $SATL, $SPCE, $LWLG, $POET are all showing strong setups—great names for traders right now, offering clean volatility and opportunity if levels hold and momentum continues.↗
Apr 8
Serenity — When you go through the list of the leading CW laser companies from $COHR to $AAOI.
It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the…↗
Apr 8
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Strong demand + AI/data center tailwinds = cont…↗
Apr 7
Serenity — I get a sense of pride when I see a thesis playing out well real time.
$LITE $371 -> $836 in the last 4 months.
Not bad for a $58B company despite macro?
This is while indexes…↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Apr 6
InvestmentGuru — Interesting play in this market
$SATL
$SIDU
$SPCE
$LWLG
$POET↗
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
Apr 3
Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF:
The most anticipated ETF of all time:
$TRT - $5.88
$HGRAF - $4.49
$SIVE - 9.9 SEK
$QURE - $17.21
$AEHR - $45.08
$ENVX -…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
KaizenInvestor — Earnings were not spectacular for $POET, but they have never been. The first (apart from NRE's) revenue is expected in the second half of 2026.
The most interesting financial stor…↗
Apr 1
Serenity — @Berlinergy @ryansfinance $SOI fits in the $POET club. Trading close to book value, don’t see much downside risk personally.
Upside is more limited but I can see it going up 200%…↗
Apr 1
Serenity — @ryansfinance $IQE probably has most binary upside at these levels and legitimately could 5-10x upon successful restructuring and conversion toward InP AI segments.
$POET has pre…↗
Apr 1
Serenity — Something that markets are finally starting to realize:
Downstream: $NVDA invested $2B into $MRVL Celestial CPO program:
$POET (Celestial’s Interposers): To ship 30,000 optical e…↗
Apr 1
Serenity — @B38B37 @PhotonCap $NVDA handing $2B to $MRVL does make me a bit more bullish on the celestial ecosystem like $POET and $SIVE.↗
Apr 1
Serenity — @PhotonCap I’ve talked about $POET before! But personally I’ve liked the laser side of things more with $LITE and $SIVE↗
Apr 1
Serenity — Modest +1,124.09% return over the past year.
Anon, only a few years left to escape the permanent underclass due to AI?
OpenAI raising $122B is enough to fuel the rally for anothe…↗
Serenity — @marioyep5 Yes, $POET is beneficiary but $SIVE is incredibly important to $NVDA and $MRVL Celestial now as the light source. https://t.co/mn3oESTKlw↗
Mar 31
Serenity — @InvestWithFelix Yep $POET is a massive beneficary. It’s more well known with Celestial.
Even analysts miss though Poet’s light source for ELS comes from $SIVE.
But huge for thei…↗
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 29
Serenity — @martijnde_boer It goes $SIVE -> Win -> $POET -> Celestial -> $MRVL basically.
You just buy out the upstream light source and Marvell’s supply chain gets controlled for dirt cheap…↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 28
Serenity — @FrostByte123456 Not saying I don't like $POET.
I'm just very surprised you have the laser supplier to $POET in $SIVE at 1/9th the valuation at the time.↗
Mar 28
Serenity — Great callout on $HIMX and now down -31.54% (accelerated by macro).
This is a good lesson around chokepoints.
They missed two things on this "Meme Stock":
- Chokepoints can be…↗
Mar 27
Serenity — You cant spell Winner without Win.
Because of that: I’m bullish on $SIVE supply chain.
$SIVE -> WIN (TPE:3105) -> Ayar SuperNova -> $JBL -> Hyperscalers, as one flow.
If you c…↗
Mar 26
Serenity — @JapanDeepValue1 So there's deep investors (like you), then there's traders (like myself).
What investors miss is what causes a stock like $SIVE to go up.
For me, I timed it aro…↗
Mar 25
Serenity — $SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI?
No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net,…↗
Mar 25
Serenity — @QuantumDom It’s like $NVDA, there’s a whole ecosystem but sometimes the largest beneficiary is the direct GPU or Laser supplier like $SIVE or $LITE.
Instead of the $POET, $FN typ…↗
Mar 24
Serenity — @siv_s7 It’s not speculation? $SIVE powering Jabil 1.6T is confirmed from OFC.
This is not even including Ayar, $POET Celestial, and other CPO players.↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — @Cheva28789724 Yes in my original post, I published financials. The restructuring February, made $SIVE much more highly compelling.
So, I see $SIVE being more low risk, high rewa…↗
Mar 22
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
Mar 21
Damnang2 — I have uploaded my article on $POET to Substack.
https://t.co/WM1c71Hien
It is a free article for now, so please read it first, and if you find it valuable, do not miss the earl…↗
Mar 20
Damnang2 — I will be posting a deep analysis article on $POET after OFC 2026 on Substack this evening.
https://t.co/uFwOs0uByA
Going forward, this kind of in depth analysis will be shared o…↗
KaizenInvestor — @BlackPantherCap Do you think they still have a lot of potential after their recent run? I have invested in $POET lately.↗
Mar 16
KaizenInvestor — $POET up 6% after announcing a strategic partnership with LITEON.
LITEON is a globally recognized Taiwanese manufacturer specializing in optoelectronic semiconductor components a…↗
Mar 14
Damnang2 — 2/5에 저장해두고 아직까지도 업로드 못하는 너... $POET https://t.co/9fscYeXTnc↗
Mar 13
KawzInvests 🦑 — $AAOI $LITE $COHR $POET $CIEN
NVIDIA just committed $4 billion to lock up laser supply from $LITE and $COHR.
$AAOI makes the exact same category of component in-house and trades…↗
Mar 13
KawzInvests 🦑 — $LITE $COHR $AAOI $POET $CIEN
Next week we have NVIDIA GTC and OFC happening in the same week.
GTC is where Jensen Huang will talk about Silicon Photonics, Co-Packaged Optics, and…↗
Mar 11
KaizenInvestor — @daniel_koss Thanks Daniel, I’ve done a lot of research on photonics in the last 2 to 3 weeks as I really wanted some exposure. I’m certainly not an expert on it, like our Korean f…↗
Mar 11
KaizenInvestor — I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile.
$OUST: I purchased Ouster, inc at $20,…↗
Mar 11
KaizenInvestor — Last Monday, I took a position in $POET at $6.52.
Here is my business case
As artificial intelligence models continue to grow in complexity, the conventional copper cables used t…↗
Mar 7
KaizenInvestor — @YodaStockInvest Under $10? Probably $POET at the moment.↗
Mar 3
mon — My current portfolio:
LT:
$IREN
$ONDS
$KRKNF
ST:
$UAMY
$AXTI
$TE
$ALMU
$OUST
$NUAI
$OSS
Researching: $IBRX, $HYFT, $POET, $REAX, $LAES, $SATS, $JOBY, $COPX & $USAR. ✍️↗
Mar 2
KaizenInvestor — $QUBT is taking big strides to make quantum tech a reality, though the stock slipped 1.5% after earnings.
The main takeaway is their pivot from pure research to physical manufactu…↗
Mar 2
Dustin — $POET Here's the Trail:
Lumentum Partnership
Laser Integration: POET is working with Lumentum to use its Directly Modulated Lasers (DMLs) and integrated drivers within POET's tran…↗
KawzInvests 🦑 — CPO is the thesis behind the photonics sector catching a bid. Co-packaged optics is the next evolution of AI infrastructure and the supply chain runs through
- $AAOI
- $LITE
-…↗
Feb 2
KawzInvests 🦑 — @crux_capital_ This is literally my watchlist. Photonics sector is waking up across the board. $AAOI $PLAB $LITE $COHR $OPTX $POET all moving together. Earnings season is going to…↗
mon — Top Sectors + Stocks:
AI Data Centers: $IREN & $CIFR.
Rare Earth: $UAMY.
Robotics/Drones: $ONDS & $OUST.
Biotechnology/Healthcare: $PRME & $HIMS.
Energy: $TE & $EO…↗
Jan 3
mon — Great start to the year for my Top Stocks for 2026.
1. $IREN +13.05%
2. $HIMS +2.89%
3. $ONDS +12.91%
4. $UAMY +18.13%
5. $TE +17.37%
6. $PATH -3.11%
7. $POET +13.11%
8. $ZETA -2…↗
Jan 1
mon — DECEMBER PORTFOLIO UPDATE
YTD: +447.18% 💚
LAST 30 DAYS: -11.7% 🩸
LONG-TERM PORTFOLIO:
$IREN
$ONDS
$HIMS
SHORT-TERM PORTFOLIO:
$TE
$UAMY
$PATH
$POET
This month I’m down 11%. Th…↗