POET Technologies. Every tracked FinTwit mention of $POET, newest first. 790 mentions since the first on Dec 9, 2025. See the price chart.
July 2026 · 28 mentions
Jul 17
Antonio Costa — $POET This is exactly why I bought shares in pre-market this morning for a swing. It was being hyped as a 'gold stock' at $20. Now no one wants it at $7. Classic loser mentality in…↗
Jul 17
Antonio Costa — The same people who swore $POET would hit $50 in May are the exact same ones claiming it’s going to reach $5 today. The market is the best place for anyone who gets a degree in psy…↗
Jul 17
Antonio Costa — Added $POET at 7.35 avg price in pre-market. Thank you weak hands !! The world will end tomorrow 🤣🤣🤣↗
Jul 17
InvestmentGuru — Who’s buying here
$QS $6
$SMR at $7.64
$JOBY at $7.34
$ONDS at $6.65
$SERV at $5.27
$SOUN at $6.31
$TE at $5.94
$POET at $7.67
$RDW at $8.45
$SATL at $3.57↗
Jul 16
Antonio Costa — $POET took some 7.55 for a swing trade. What a gift !!↗
Jul 16
KaizenInvestor — @OmerYucaa Most stocks reached ath not even 2 months ago, what is short-term for you as for me it is yes. I bought most of my stocks more than a year ago. $PL at 4, $RKLB at 27, $P…↗
Jul 16
Serenity — Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):
Using 10% of Win's wafer capacity as a low-end allocation (65% yield as…↗
Jul 15
Serenity — @meikozz_2026 I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher.
And this…↗
Jul 15
InvestmentGuru — The Best Multi-Year Bets in This Market
$QS
$SMR
$JOBY
$ABCL
$RXRX
$TE
$SERV
$SOUN
$ONDS
$POET↗
Jul 15
Antonio Costa — $POET Chart is finally showing signs of reversal. https://t.co/NT0mkA5RxA↗
Jul 10
Antonio Costa — $POET enjoy the cheapies boys... These algorithms are trying to fool you https://t.co/WViA0MssmQ↗
Jul 9
Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
Jul 9
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Serenity — @Emre07465060084 For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines.
- $JBL confirmed via JPM fireside chat they have a relatively dr…↗
Jul 8
Antonio Costa — $POET lost nearly 50% in just few days on no news. Im looking for a big reversal here. https://t.co/mPtMchVUDK↗
Jul 8
Antonio Costa — Added $POET in pre-market. POET Technologies has lost roughly 60% from its most recent major peak in May. I’m certain that the idiots happily buying at $20 are the same ones panic-…↗
Jul 7
Serenity — @FaceHonor $SIVE is probably my favorite stocks right now, not concerned about short term drops.
- You have the laser supplier to $GFS, $JBL, Ayar, $POET, and many other hypersca…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 3
mon — One thing I've been thinking about during this AI selloff is how quickly sentiment can change while the underlying businesses barely change at all.
Over the past week, we've seen…↗
Jul 3
InvestmentGuru — The Category Creator Portfolio
Some businesses aren’t just “leaders” — they’ve built moats so wide, nobody’s even trying to cross them.
$PLTR — Palantir Not a “software company.”…↗
Jul 2
Antonio Costa — $POET long some 8.58 https://t.co/VzXkq0n67A↗
Jul 2
Serenity — @CFc19971622 Are you stupid?
1. $JBL mass producing 1.6T LRO is revenue.
2 O-Net mass producing ELS is revenue.
3. $GFS using $SIVE as reference laser for the hyperscalers is re…↗
Jul 2
Serenity — @Cped221267 Nobody should care about TA charts since people just made up squiggly lines trying to convince others to sell.
$SIVE just raised an emergency $70M for mass production…↗
Jul 2
Serenity — Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 yea…↗
Jul 2
Antonio Costa — $POET is back into an interesting support level again. Another dip on low volume https://t.co/pK5WMicqtU↗
June 2026 · 63 mentions
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 29
Antonio Costa — $POET perfect entry this morning at 8.93 now 9.65 ...↗
Antonio Costa — Im back on $POET at 8.93 for a swing trade. https://t.co/fuQj9aJMIC↗
May 2026 · 107 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 · 197 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…↗
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…
March 2026 · 189 mentions
Mar 31
Gaetano — $POET earnings just dropped
There were a few new bits with some confirmation in there that I really liked
There are also some unanswered questions
Read my full thoughts here:
h…↗
Mar 31
Gaetano — Anyone see the nod to Celestial/Marvell in the $POET report?↗
Mar 31
InvestmentGuru — What a bounce so far
$ONDS
$SATL
$POET
$HIMS
$RDW
$RKLB↗
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
February 2026 · 62 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 27
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 27
Gaetano — $POET The Commercialization Engine is Humming🚨
We got another interview! Exciting times...
Before we dive in I want to address some things. Following the recent capital raise,…↗
Gaetano — There are lots of international accounts that follow $POET very closely
@daily_resting is one of them and he posts really great insight (seen here)
There is also @PhotonCap and…↗
Jan 30
Gaetano — A note for all my $POET investors
You’re not alone if this price action has been frustrating.
From the start, I’ve been pretty set about my time horizon here. My core allocation…↗
Jan 29
Antonio Costa — Long some $POET 5.9 for another swing trade. https://t.co/fjgWM0MqU3↗
Jan 28
Gaetano — If you’re watching AI data center optics, $AAOI is a must watch.
800G is moving from qualification into real volume, and this is one of the cleanest show me execution setups in th…
December 2025 · 68 mentions
Dec 31
Antonio Costa — $POET 6th red day in a row on low volume to test the rising 4h EMA200. The break of the upperline of the falling wedge could send it to $8s imho https://t.co/szBiEzzES6↗
Dec 31
Antonio Costa — $POET Hitting extreme oversold levels. RSI History speaks for itself. https://t.co/m7aLFIYEiN↗
Dec 31
Serenity — @LphaFool $POET indirectly benefits from $MRVL through Celestial. Then there's tons of other photonic players tethered to Maia like $AAOI.
The timeline is so stupid though, it ma…↗
Dec 31
InvestmentGuru — 10 Stocks That Could Be Big Winners in 2026
$ONDS – Next-gen wireless & drone infrastructure
ONDS is positioned at the intersection of private 5G networks and autonomous drones—…
Jun 29
Serenity — @SUOHA_AI Nah, I actually read the whole $POET AGM transcript in the shower. And then compared what they said, compared to what markets might have known already.
This was manual s…↗
Jun 29
Serenity — Just some notes on $POET AGM and read through on optical markets:
- "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two year…↗
Jun 27
InvestmentGuru — The FTC approval of $SPCX’s acquisition of Mesh Optical is more than just another M&A headline—it’s a strong signal that AI infrastructure is entering its next phase. As AI cluster…↗
Jun 27
Damnang2 — I love his research
Will look into it 👀
$POET $SIVE↗
Jun 27
Serenity — $SPCX / Elon Musk acquires Mesh, an optical networking startup.
Which is working on 1.6T OSFP (pluggable).
It’s seems they own the optical engine/packaging side of things, but li…↗
Jun 26
Serenity — @Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announc…↗
Jun 25
Serenity — oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NV…↗
Jun 25
Serenity — @RJCcapital Bruh $SIVE is $GFS reference laser, $JBL 1.6T pluggable laser, Ayar CPO scale up laser, $POET scale out laser, O-Net ELS laser.
And many other undisclosed partnership…↗
Jun 25
Antonio Costa — $POET The Jul24 $11 calls are seeing some serious volume, it’s really catching my attention. https://t.co/IJzl3MyNwP↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Antonio Costa — $POET $12.5 calls with DTE2 are getting volume. https://t.co/f5yAh58Ub8↗
Jun 24
Antonio Costa — $POET Volume has been drying up during the pullback. https://t.co/VNBGsjRznx↗
Jun 24
Serenity — @Web3Eden01 Short sellers (eg. Night Market) were claiming Lumilens had no customers on their $POET short report.
So Lumilens going out and saying they have a top-3 hyperscaler cu…↗
Serenity — Fun new information discovery from Poet OSINT community:
Seems likely that $POET / $SIVE are going to power a Top-3 hyperscaler (either Amazon, Microsoft, Google).
Given a Linke…↗
Jun 24
Michael | Hypermarkets — $BE was losing $200,000,000 every year before spiking 3200% from $10.
Right now, there's 4 stocks setting up exactly the same:
1. $TE target $110+
AI power buildout burning cash…↗
Jun 23
Michael | Hypermarkets — @sunnyoasis I really like $TE $KEEL $POET when they go on sale to add! Thanks for commenting and resharing. This means alot.↗
Jun 22
InvestmentGuru — The AI Gold Rush Isn’t About GPUs Anymore
Everyone is chasing the obvious names.
I’m spending more time looking at the companies that solve the bottlenecks.
AI clusters can’t sc…↗
Jun 22
Midas — @asymmetrix_xyz Top stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Serenity — @CreatorNim Mapping like
- JP Morgan fireside conference for Jabil timelines + Quotes around 1.6T LRO
- Sivers 2025 annual around $POET various press releases with $GFS and other…↗
Jun 21
Serenity — That’s a misconception:
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went…↗
Jun 20
InvestmentGuru — $AAOI
Long-Term Potential vs. Avoidable: A Fundamentals Check
The bull case for AAOI isn’t speculative — it’s tied to a real capital cycle. Cable operators are mid-upgrade to DO…↗
Jun 19
Serenity — @_king142 Yes, choosing the right theme is extremely important.
Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others.…↗
Serenity — $SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar a…↗
Jun 15
Michael | Hypermarkets — $SPCX is trading at $167 can hit $800-$1000+ in 2 years.
Here's 12 stocks under $12 that will do exactly the same:
1. $TE ~$9.00
Leopold's highest-conviction pick, AI infrastruct…↗
Jun 15
Dustin — $POET
$IMSR
$SMR
$NNE
$PRME
If this helped you out, follow me for more.↗
Jun 15
Serenity — @chenchuwei85698 $POET is sitting on too much after another $400m private placement. So they're near ~$1B pure cash.
Not a fan of poet, but even if their tech doesn't get qualifi…↗
Jun 14
Antonio Costa — $POET Will watch to see if it can break the upper line next week. https://t.co/dx06UhrZxN↗
Jun 13
InvestmentGuru — 5 Long-Term Growth Stocks Worth Watching on Pullbacks
$NOK
Quietly transforming into a high-margin technology business. AI and cloud demand is driving 20%+ growth in its Optical…↗
Jun 12
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
Michael | Hypermarkets — Remember, I called out $POET at $7 it ripped 300% to $21.
$TE is pulling back hard now. This is the dip under $6.
4 reasons why its a good add:
1. Leopold Aschenbrenner's Situa…↗
Jun 10
Gaetano — This is a really important post if you care about optics
$lite $cohr $poet $crdo $smtc $aaoi
Please give it a bookmark + read↗
Jun 9
Serenity — @ju5t1n14n Many work against the interest of retail investors.
Especially as JP Morgan / US institutions are trying to buy up the float.
You have a company funded with CHIPS Act…↗
Jun 8
Gaetano — If you are interested in Photonics
Like $AAOI $NOK $LITE $POET etc.
You've got to read this
Please bookmark & share!↗
Jun 8
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR -…↗
Jun 6
Michael | Hypermarkets — Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.
Here's 12 stocks under $20 that can easily 10x-20x:
1. $TE — T1 Energy
Aschenbrenner's AI infrastruct…↗
Jun 6
InvestmentGuru — The most underowned layer of the AI stack — the plumbing
$SIVEF · $POET · $LWLG
Three small-cap photonics names. High risk. High conviction. Long time horizon required.
Here’s w…↗
Jun 4
Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10)…↗
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.…↗
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…↗
May 17
PhotonBull — $POET @POETtech has been posting an unusual amount of tweets about random stuff related to offices, employees or manufacturing sites after @NMRtweet came out with a short report an…↗
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…↗
May 15
PhotonBull — $POET down in premarket trading on dilution news
After their extremely volatile weeks with the CFO talking about sensitive information, $MRVL cancelling all their orders and then…↗
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
Antonio Costa — $POET shorts in life support this morning 😂↗
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
Antonio Costa — $POET what a move !! https://t.co/JWoJFzxJ0u↗
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
Antonio Costa — Yesterday 👇👇 follow the flow to make $$$ $POET 😉↗
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
Antonio Costa — $POET They are back 🤔 https://t.co/f4y6FMVUhV↗
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 4
Antonio Costa — $POET I'm very skeptical about the recent negative news. Someone is betting huge amounts of money again👇 https://t.co/yEs8kCuUQK↗
May 4
Antonio Costa — $POET something is up 🤔 https://t.co/fFP3Ohm3cj↗
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 — 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…↗
Apr 28
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
Gaetano — How I weight my optics portfolio
$LITE $COHR $AAOI $AXTI $POET
I get asked often about my port
And also what ETF is best for optics exposure
So I created a MOCK ETF that reflect…↗
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
Shay Boloor — $POET down nearly 50% after its own CFO breached an NDA by airing the $MRVL deal himself is absolutely wild.
It's like winning the lottery and ripping up the ticket on live TV b…↗
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
amit — this $POET story is just incredible
- only photonics stock to do nothing all year
- short report 2 weeks ago takes it down to $6.80
- CFO confirms a $MRVL order on a podcast a few…↗
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
Shay Boloor — @FuturumEquities It doesn’t matter how great or real $POET technology is.. paying influencers to promote the stock is poor marketing and a red flag I can’t get over.↗
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
Shay Boloor — I said on last Friday’s Futurum Equities Podcast that $POET was one photonics name I would not touch due to management red flags and paid influencer promotion.
Today it’s down 45%…↗
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
Jukan @COMPUTEX — I don’t have any position in $POET, and I never have, but this company is honestly ridiculous.
They had already been notified by Marvell on the 23rd that the contract was being te…↗
Gaetano — $POET
Here is the sequence of events:
> POET & Celestial AI have had a disclosed partnership for years
> MRVL bought Celestial AI last year
> The assumption was always that P…↗
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…↗
Chris Ray — A reminder that companies can just cancel purchase orders... Absolutely brutal. 😅 $POET↗
Apr 27
Gaetano — $POET Rough news
Might have some impact on $SIVE too, at least short term https://t.co/gn53y2gKZJ↗
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.↗
Shay Boloor — $POET down over 40% after $MRVL canceled all purchase orders tied to Celestial AI including initial production orders first disclosed in 2023.
POET said the cancellation was tied…↗
Apr 27
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…↗
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
Antonio Costa — $POET I've mentioned this name several times as a major potential play in the photonics sector. Over the past few weeks, several short reports came out on this company. I was prett…↗
Apr 25
Gaetano — $POET Has had an explosive 2026
Let's revisit all that has come up:
> Confirmation of being designed into $MRVL
> 30,000 units shipping 2026
> $430m in cash
> Malaysia productio…↗
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.↗
Antonio Costa — $POET patience paid off https://t.co/VrSw9ESSrK↗
Apr 24
Tradable Astronaut — Members have called it the most comprehensive trading tool they've used.
Some are recovering losses from earlier in the year. Others are posting wins like +144% on $POET calls an…↗
Apr 24
Gaetano — $POET this move is insane
I am very happy with my coverage on this company over the past few months
Acknowledging the risks, tracking the execution and identifying the upside↗
Apr 24
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
Tradable Astronaut — While the market went sideways this week the Aion Index kept printing winners.
$POET +19.6%
$NVTS +38.4%
$AOSL +32.6%
$SOXL +43.3%
$AEHR +111.9%
1,182 tickers scored daily.…↗
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…↗
Apr 22
Gaetano — This move in $POET is insane.
Up 22% pre-market↗
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…↗
Apr 22
Antonio Costa — $POET I've been told about this stock for a long time, and it's starting to pay off https://t.co/0PITHHUJYx↗
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
Alex A.C. — For the $POET bros, good numbers here:
"If (IF) POET captures 5-10% of the $MRVL Marvell $1B annual Photonics Fabric runrate by 2029..."
You know how Market is treating the AI ke…↗
Apr 21
Alex A.C. — @jukan05 I understand the $POET Infinity transceiver uses $SIVE InP Laser 🤔
Don't know if Marvell only is interested in the interposer or also in Transceivers↗
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…↗
Apr 21
Tradable Astronaut — There is always a bull market somewhere.
1,182 tickers scored across 31 sectors.
$AEHR 100, +113.8% since added. 13 day streak.
$MXL 100, +25.7%
$SOXL 100, +36.3%
$CRDO 100, +…↗
Apr 21
Gaetano — This is a really important update $POET
While it has been assumed that POET was designed in with Celestial AI/ $MRVL I always wanted to frame it as a highly probable assumption ra…↗
Apr 21
Antonio Costa — $POET Unusual call activity https://t.co/m7SS2VrOr7↗
Apr 21
Tradable Astronaut — $POET showed up on the Aion Index yesterday and is now up another 17% https://t.co/6tgiI2xEXU↗
Apr 21
Gaetano — $POET We got an update! $SIVE
@aleabitoreddit
In the StockTwits TV interview, CFO Thomas Mika said Celestial AI had been a POET customer for a couple of years, and that POET sup…↗
KaizenInvestor — These 3 buys have gone crazy in the last 3 weeks:
$HIMS up 62.5%
$OUST up 73.8%
$POET up 114%
Only the beginning↗
Apr 21
Gaetano — Update!
$POET $CRDO $AEHR $AAOI $SMTC $COHR
My personal watchlists are fairly conservative
But when they hit a few weeks ago, they produced some nice gains!
$AEHR
Level 1 - $30…↗
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 20
Tradable Astronaut — $POET you beautiful SOB, finally https://t.co/0SQNAhoQpE↗
Apr 20
Gaetano — $POET up 22% today
This is the wildest open I have seen here in a long time
Riding the tailwinds of $MRVL $SIVE?
Luxshare?
Regardless, noteable strength and volume.↗
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
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
Gaetano — If you invest in $SIVE / $SIVEF
I wrote an article on their major partnerships
What they mean, their significance, and their timelines
I also included some discussion around $…↗
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 18
Gaetano — This is my most viewed post ever!
$AXTI $LITE $COHR $POET $AEHR
I think it did a good job for anyone interested in the Photonics sector of laying out all the different layers that…↗
Apr 18
Gaetano — One of my biggest mistakes in Photonics...
$POET $ALMU $COHR $MRVL $LITE
Was having meaningful exposure to pre-commerical companies rather than being predominantly weighted on the…↗
Apr 17
Gaetano — If you want a pulse check on the optics trade
$Lite $aehr $mrvl $poet $axti
Read here!↗
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
Gaetano — Watchlist update is live‼️
$lite $mrvl $poet $smtc $sive etc.
This is no longer a static piece that gets fully redone every few weeks. It is going to function more like a living d…↗
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…↗
Apr 14
Gaetano — There was a short report posted today on $POET
I've spoken on many of these points that they made in the past
But I laid them all out here in addition to the PFIC/Tax angle
Read…↗
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…↗
Gaetano — $POET my most comprehensive report yet
Included in the full article is my personal strategy and my bear, base and bull projections
Highly recommend giving it a read!↗
Apr 13
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.…↗
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
Gaetano — I am so deep in the weeds on this $POET
Scouring reddit & X for any missed angles on my draft
Watching every POET adjacent interview
Having conversations with industry specialis…↗
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…↗
Gaetano — 🚨 Is the optics trade doomed? Data center delays?!
$LITE $COHR $CIEN $POET $AEHR $SIVE
I just posted what I believe to be one of my most important articles yet.
If you follow my…↗
Apr 11
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
Gaetano — $LWLG is up more than 3x in 2 months
After $POET report gets dropped this weekend, this will be my next deep dive!↗
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
Antonio Costa — $POET Impressive positive net premium today. https://t.co/jGsYLXOqjZ↗
Apr 10
Gaetano — Update:
$AAOI $85 to $153: 80% gain
$AEHR $30 to $71: 135% gain
$COHR $220 to $307: 40% gain
$CRDO $95 to $120: 27% gain
$SMTC $71 to $86: 22% gain
$POET $5 to $7: 40% gain
Wow.…↗
Apr 10
Gaetano — @Jorge89767947 Hey Jordi, yes alot! You can search $poet on my page and a bunch will come up. Also did a post earnings breakdown on my susbtack and will publish a full deep dive th…↗
Apr 10
Gaetano — $POET high volume and big surge today
Timely for my report dropping this weekend!
I’ve written alot about poet in the past. This will take everythinf Ive written and more and co…↗
Apr 10
InvestmentGuru — $POET
$LWLG
$SATL
$SIDU
$VLN
All moving today↗
Apr 10
Gaetano — I’ve got 3 articles in the works right now:
$TSEM $POET $MRVL $SIVE
1 - Tower Semi. What they actually do and what’s been driving the stock the last 4 weeks.
Will post in a few ho…↗
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↗
Gaetano — Posted! No paywall
Check it out if you're interested in $MRVL
Or even upstream like $POET $SIVE
https://t.co/nYjlgyt8Dn↗
Apr 9
Gaetano — As I was writing my $POET report
I was of course digging into $SIVE and $MRVL and Celestial AI
And I realized that what Marvell and Celestial are working towards isn't fully und…↗
Apr 9
Gaetano — Update:
$AAOI up 70%
$AEHR up 125%
$COHR up 30%
$SMTC up 28%
$POET up 30%
$CRDO up 17%↗
Apr 9
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↗
Apr 9
Gaetano — Its never too late to learn about optics
$lite $aehr $cohr $cien $sive $poet↗
Apr 9
Gaetano — This platform is more than stock ideas.
$AAOI $LITE $COHR $CIEN $POET $AEHR
Subscribers get:
• Company specific deep dives and sector wide research
• My watchlist, valuation wo…↗
Gaetano — If you haven't read this yet, please do
$LITE $AEHR $POET $AAOI $COHR
The market presented us with such great opportunities over the last couple weeks
If you have conviction in t…↗
Apr 8
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
Gaetano — This $POET report is going much faster
I have so much built up content & research around it
Report is fully outlined with a handfull of sections completed
1/ Executive Summary
2…↗
Apr 7
Gaetano — There was so much criticism last week
$lite $cohr $aaoi $cien $poet
People talking about how all these stocks were done for
Valuations stretched so far that they have no where to…↗
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…↗
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 4
InvestmentGuru — $NOK — Nokia’s Photonic AI Infrastructure Play Nobody’s Talking About
The Infinera Acquisition Changed Everything-
Most people still think of Nokia as just a 5G RAN vendor. That…↗
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 3
InvestmentGuru — My Top 5 Stocks Under $10 If I Had to Start Over Today
$ONDS
$SATL
$POET
$LWLG
$QS↗
Apr 2
Gaetano — Updates on my watchlist...
$COHR $AEHR $POET $SMTC
10 days ago I launched my Substack
On day 1 I sent out a watchlist of all the companies
Since then, only 6 companies hit my fi…↗
Gaetano — Are we at the top of the optics cycle?
$LITE $COHR $AAOI $POET $AEHR
What I think gets lost in this conversation is that there are really two different questions here.
The first…↗
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…↗
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…↗
Apr 1
Antonio Costa — $POET released its Q4 2025 (and full-year) audited financial results on March 31, 2026 after market close.
- Key Financial Highlights (Q4 2025)
Revenue: $341,202 . This was up s…↗
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…↗
Mar 31
Gaetano — $MRVL ... $POET .... $SIVE ....
What does this mean??
https://t.co/jPVb6BMxtt↗
Mar 31
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
InvestmentGuru — The Photonics and Optical sector— Full Breakdown -
Light. Speed. Fiber. Lasers.
Infrastructure layer-
$CIEN — High-speed optical networking equipment
$GLW — The fiber optic ca…↗
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
Antonio Costa — $POET is back into the demand zone https://t.co/kAloa72dt7↗
Mar 27
InvestmentGuru — Photonics — Watch for Opportunity on Pullbacks . The photonics and optical space continues to be one of the most important themes tied to AI data centers, bandwidth demand, and nex…↗
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
InvestmentGuru — Bookmark this post. Photonics can do better in this market in long term.
My favourite
$AAOI $LWLG $POET $SIVEF $TSEM
$AXTI $COHR $LITE $MRVL↗
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 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Mar 25
Antonio Costa — $POET Daily and Hourly time-frame https://t.co/mFQmFZNsJd↗
Mar 25
Antonio Costa — $POET Bullish options flow https://t.co/xKaM35b4Gx↗
Mar 25
InvestmentGuru — Photonics: Leaders + Asymmetric Upside Plays
$COHR – AI Infrastructure Through Light
Core player in lasers + optical components powering hyperscale AI data centers.
$LITE – The…↗
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
InvestmentGuru — Hopefully you not missing
$LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA
$EMKR $LASE $SIVEF $TSEM↗
Mar 24
InvestmentGuru — Photonics is quietly becoming one of the most interesting sectors right now. Money is starting to flow in, but unlike other crowded trades, many names are still undervalued relativ…↗
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 23
Midas — Photonics stocks like $AAOI $POET feel like data centre stocks between Oct-Nov 2025.↗
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 22
Gaetano — If you invest in $POET
You gotta read this
Or at least bookmark it for later
@damnang2 has some of the best coverage on this company on X.
With earnings coming up it's crucial…↗
Mar 21
InvestmentGuru — My Top 4 Conviction Semiconductor Plays
$POET — Building the AI Data Superhighway
AI needs speed, and silicon is hitting limits. POET’s photonics could redefine how data moves ins…↗
Mar 21
InvestmentGuru — AI, EVs, 5G, AR — the future is being built in these 10 semiconductor plays
$POET — Photonics Engine for AI
AI supercomputers need speed. POET moves data faster than any silicon…↗
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…↗
Serenity — @EquityAndy I personally don’t see much downside risk in the long run aside from dilution since $SIVE is the light for many customers like $POET, $JBL, Ayar, O-Net, and others rath…↗
Mar 20
InvestmentGuru — My Top 5 Photonics Plays
$COHR
The full-stack photonics leader — lasers, materials, transceivers, and components across AI, telecom, and defense. A true “picks & shovels” giant w…↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
PhotonBull — Thin film lithium niobate (TFLN) is the material that makes co-packaged optics (CPO) actually work at scale.
Silicon photonics moves data fast. TFLN moves it fast AND at low power…↗
Mar 19
KaizenInvestor — @BlackPantherCap Do you think they still have a lot of potential after their recent run? I have invested in $POET lately.↗
InvestmentGuru — $POET and $LWLG both green now following sector strength↗
Mar 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power.
High-Conviction Growth Watchlist
$NVDA — AI Chips / Infrastructure
$PLTR — AI Software / Analytics
$ZETA — AI Marketing Tech
$PATH — A…↗
Mar 19
Serenity — @ram_blings Because $POET buys $SIVE lasers then packages it.
$SIVE is the light source, $POET isn’t being used here↗
Mar 19
Gaetano — You all really seemed to like this one!
$LITE $COHR $AAOI $POET $TSEM
So sharing it again just incase you missed it↗
Mar 19
Serenity — @Kaizen_Investor Was aware of it for awhile from all the $POET shilling back on Reddit as it's their #1 favorite stock over there.
And Sivers got name dropped from time to time.…↗
Mar 19
Serenity — @Allstarsv16 They're literally the light source for $MRVL Celestial through $POET, Ayar -> Ai Chip/GUC, O-Net, and now Jabil.
So end users are probably all $MSFT, $GOOGL, $META, $…↗
Mar 19
Serenity — @hankisinvesting $SIVE / $SIVEF and $IQE.
Sivers makes laser arrays and cw dfb lasers for cpo/silicon photonics. And is embedded into hyperscaler supply chains like $AMZN and $MSF…↗
Mar 18
Serenity — @_stockResearch All good questions! My thoughts:
- With $NVDA GTC, CPO is hitting their inflection point today. So I think the timing is right. Before, it was too early.
- Largely…↗
Mar 18
Serenity — Sivers is up another 29% to a $282M marketcap today.
I genuinely think $SIVE could be the next $LITE.
As they’re positioned as the light source for the next generation of hypersc…↗
Mar 18
Serenity — @DocPod4 I’m not long $POET? I’ve never made a thesis post on it.↗
Mar 18
Serenity — @Kaizen_Investor For design/assembly
Eoptolink (China): ~$50B MC: ~$5.3B revenue
Innolight (China): ~$84B MC ~$11B revenue
$FN for low margin assembly ~$20B MC, ~$4B projected r…↗
Mar 18
Serenity — I feel like markets should value:
$AAOI $93 -> $162 (~$13B MC) after their new capacity projections today.
and
$SIVE should be valued at 7.7 -> 38.5 ($1.1B MC) at least?
If o…↗
Mar 18
Serenity — @JapanDeepValue1 I’d slightly disagree. Japanese companies trade at deep book value because there wasn’t any return to shareholders with things like dividends until recently.
My g…↗
Mar 18
Serenity — $SIVE is the upstream laser supplier for CPO and Silicon Photonics.
They're the likely $COHR / $LITE type future light source for:
- $AMZN Trainium Clusters
- $MSFT Maia Clusters…↗
Mar 18
Gaetano — If you really want to get a pulse check on the industry
$LITE $COHR $AXTI $POET $AAOI
You need to read this post
Please check it out, bookmark it, and share it!↗
Serenity — @wayne_rbee Three things:
1/ Generally, the lower the marketcap, the higher the upside (but more risk)
2/ Finding companies that weren’t priced into current pluggable cycles (EMl…↗
Mar 17
BULL OF BRITAIN — "The Silicon Photonics techonology/capacity we need, is significantly higher than what we have today" - Jensen Huang CEO of NVDA about Photonics.
He is literally telling you what…↗
Mar 17
Antonio Costa — $POET falling wedge pattern. Watch closely the upperline of the pattern. https://t.co/tHCEnEkQzy↗
InvestmentGuru — Photonics need a consolidation phase before next upside cycle. This phase might be buying opportunity whoever missed earlier 🤞
$AAOI
$LITE
$COHR
$POET
$LWLG↗
Mar 17
Serenity — @xreaptor The alpha is capturing the rotation from the current EML to SiPh / CW DFB architectural change next year.
So new stuff like Soitec ( $SOI ), $TSEM, $SIVE, and $POET t…↗
Mar 17
Serenity — @MvrlonMusic I believe so.
$SIVE looks like the early $LITE for CPO/Silicon photonics at a $212M valuation, which looks absurd.
They're now the laser supplier for the Asian CPO…↗
Mar 17
Serenity — Just in: $SIVE announces major partnership with O-Net and Enablence for CPO.
Sivers will be the laser array supplier for CPO.
This is thesis validation in effect as $SIVE become…↗
Mar 17
Serenity — $SIVE is now up +73.78% today ($231M MC).
As markets price in information synthesis of the next potential $LITE of photonics.
If I had to explain the difference:
One laser so…↗
Gaetano — @narola_vedant Hey Vedant, no I've been covering $poet for a while. It was $MTSI . Posted it on Substack. It's free to read if you want to !↗
Mar 16
Gaetano — This was an understatement!
$TSEM $POET $LITE $MRVL $SIVE
There is already so much to cover
So far some bits include:
$LITE & $MRVL on OCS
$TSEM & $ORCL on OCS
$NOK new networkin…↗
Mar 16
Gaetano — $POET news with LITEON 🚨
This announcement is about commercialization progress.
Not near term revenue unfortunately.
Let’s unpack it a bit.
POET’s whole thesis is that its O…↗
Mar 16
Serenity — @O_bhaina Feels like $SIVE should deserve a much higher valuation than $POET, which is mainly on the advanced packaging side.
$LITE and $COHR get huge premiums for supplying EML l…↗
Mar 16
Serenity — $SIVE is now up 50%+, to a $190 million USD MC (~1.8B SEK -> USD).
However, I genuinely believe this could be the next $LITE for silicon photonics/CPO.
And I’m holding shares, a…↗
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 16
InvestmentGuru — $POET
POET Technologies and LITEON Announce Joint Development of Optical Modules for AI Applications↗
Mar 16
Antonio Costa — $POET POET Technologies Announces Strategic Collaboration With LITEON Technology To Co-Develop Next-Gen Optical Communication Modules Built On POET's Patented Optical Interposer Te…↗
Mar 16
InvestmentGuru — Photonics - interesting week as $NVDA AI megaconference GTC week
$POET
$AAOI
$LASR
$AXTI
$LWLG
$LITE↗
Mar 16
Serenity — @ram_blings Bottlenecks and companies in AI supply chains are around the world.
As you've seen with HBM with Toto toilets, lot of them are very random.
Just so happens the $…↗
Mar 16
Serenity — @aiwasama I can't control how the market prices in free public information synthesis posted publicly.
The WSB crowd has been on $POET (and talked about $SIVE) for a little bit, b…↗
Mar 16
Serenity — @OriginalRollo Unfortunately it's on Stockholm in Sweedish markets.
Which is why I think $SIVE is probably undiscovered by many institutions, even if they are the cw dfb laser su…↗
Mar 16
Serenity — I’m long $SIVE at $140M.
I believe this is the next $LITE that markets and institutions missed.
$SIVE makes InP CW DFB lasers.
Closest comparison is $LITE in the current EML l…↗
Mar 16
Gaetano — Really great breakdown here $POET
If you invest in $POET or are curious about the company, I highly recommend reading this article↗
Mar 16
Antonio Costa — $POET and $GME trending on @Stocktwits thats what I like to see 📈 to start the week in a good mode 😃 https://t.co/EgFtHmfDri↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
InvestmentGuru — 25‑stock list — one leader from each major sector/theme to watch for future growth
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospac…↗
Mar 15
Gaetano — I can't overstate the important to stress test
$LITE $COHR $AAOI $LWLG $POET
It's easy to be a bull with blinders on
It takes work to be a bull with earned conviction
It has happ…↗
Mar 15
InvestmentGuru — some of stocks
$IONQ
$RGTI
$QUBT
$QBTS
$IBM
$MSFT
$POET
$LSAR↗
Mar 15
Serenity — This is my hot take:
Neoclouds like $NBIS or $IREN would command 1.3X higher valuation...
If they renamed their datacenters to something cool.
Cool Name Examples:
- $POET "Starl…↗
Mar 15
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
Mar 14
InvestmentGuru — Quantum Computing could become a $1T industry over the next two decades.
Quantum computers operate very differently from classical computers.
Instead of using bits (0 or 1), they…↗
InvestmentGuru — AI Is Fast… But Your Copper Wires Are Slower
Think AI is all about GPUs? Think again. The real bottleneck is moving data fast enough. Enter Photonics — sending data at the speed o…↗
Mar 14
Damnang2 — 2/5에 저장해두고 아직까지도 업로드 못하는 너... $POET https://t.co/9fscYeXTnc↗
Mar 13
Serenity — I've been the first few to cover many supply chain photonic names.
Most are up 100-400%+ since I've posted.
Here's the TLDR overview of my thesis posts:
“Safest” Longs as of Tod…↗
Mar 13
Antonio Costa — $POET up days on volume reinforce the uptrend. Lets see what OFC next week will bring us. https://t.co/15RZX1gdY6↗
Mar 13
Gaetano — I've got a great Education Saturday post coming...
$LITE $AAOI $AXTI $LWLG $POET
For anyone interested in understanding photonics
And all the relevant companies
You will gain l…↗
Mar 13
Antonio Costa — $POET The Highest Volume Contracts this morning. https://t.co/gzl3ul1e0l↗
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
Antonio Costa — $POET Vol: 10 130
Put: 1177 / Call: 9266 https://t.co/JEeazMTX65↗
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 13
InvestmentGuru — $AAOI $LITE $COHR $AXTI $GLW
$POET $MRVL $LWLG
OFC 2026 (Optical Fiber Communications Conference) starts next week — one of the most important events for the photonics and AI inf…↗
Mar 13
Antonio Costa — OFC 2026 Next Week 👈
$POET POET Technologies is set to present and demonstrate key products at the Optical Fiber Communications (OFC) Conference. This includes their largest boo…↗
Mar 13
Gaetano — 🚨The next 7 days is going to be insane for optics
$LITE $COHR $AAOI $POET $CIEN
Next week we have both:
NVIDIA GTC where we will hear all about Silicon Photonics, CPO, Networkin…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Antonio Costa — $POET bad market for the stock today. Otherwise i think we could see a nice rally following the company tweet.
The company positions Teralight as noteworthy, with real potential…↗
Mar 12
Serenity — @Temptemo95 It’s usually better to just hold stocks long term and forget about it. As you never know if there’s going to be a surprise hyperscaler deal the next day.
However, thi…↗
Mar 12
Serenity — @ethaantran It doesn’t change my bullish thesis around $378/month US supply chain from laser -> design -> assembly being very mispriced at $8B with $AAOI.
But it does change some…↗
Mar 12
Serenity — $AAOI files for another $250 million USD ATM, upping the amount to $500 million.
The positive note is:
$AAOI has already finished their first ATM.
Markets absorbed $250 million…↗
Tradable Astronaut — This is the time to find stocks you have been wanting to own for a while and start sizing in.
Not all at once. Use the volatility to your advantage.
Be prepared to stomach some v…↗
Antonio Costa — $POET new fresh high in pre-market $8.18 👌↗
Mar 12
Antonio Costa — $POET fresh highs in pre-market. $8 before the open ?↗
Mar 12
Antonio Costa — $POET Very interesting post by the company. Unusual call options activity yest before the close. Next week could be interesting. https://t.co/uyYDee8LEg↗
InvestmentGuru — $LWLG : technology breakthrough bet
$POET : execution and product bet↗
Mar 12
InvestmentGuru — My Personal “AI Photonics Power List”
If I rank risk vs potential upside:
$POET – strong AI networking thesis
$LWLG – huge upside if tech adopted
$AAOI – direct data-center expos…↗
Mar 12
InvestmentGuru — AI photonics layer
$LWLG $POET $AAOI $LITE https://t.co/nLSvJ1Awvn↗
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…↗
Daniel Koss — @Kaizen_Investor Very solid picks. Got SK Hynix and $OUST aswell. $POET would be one of my top 3 picks in photonics but not enough research yet and Marvell is just a lil too big fo…↗
Mar 11
Antonio Costa — $POET strong call options activity before the close. https://t.co/3g4ysc08uX↗
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
Antonio Costa — $POET Setting up.
👉POET Technologies to Demonstrate Extraordinary Hybrid Laser and Next-Generation High-Powered Light Sources for AI Applications at OFC Conference next week htt…↗
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…↗
Antonio Costa — $POET heading higher. Big conference next week↗
Mar 11
InvestmentGuru — 10 AI Infrastructure Stocks To Watch
As AI data centers scale rapidly, many smaller companies are quietly becoming critical parts of the AI supply chain.
Here are 10 small-cap /…↗
Mar 11
InvestmentGuru — The AI boom is entering the -infrastructure bottleneck phase.
The winners are not just the GPU makers — they are the companies solving the scaling problems of AI data centers: powe…↗
Mar 10
Antonio Costa — $POET nice close on a volatile market. With an important conference next week, i would not be surprised with a break of 7.31 this week. https://t.co/POhDNTMKhs↗
Mar 10
Gaetano — $POET Making technical strides!
The products that POET has been putting out look very very promising
I am excited to cover any updates that come out of OFC and GTC in the next fe…↗
Antonio Costa — $POET Squeeze zone 7.31 Next week the Optical Fiber Communications (OFC) will be a HUGE catalyst for this name. All the big boys will be there. Calls are very active this morning.…↗
Mar 10
InvestmentGuru — The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
$AAOI
$COHR
$AXTI
$LITE
$POET
see more ……↗
Antonio Costa — Huge catalyst for $POET https://t.co/LQhlY98RrJ↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 8
Gaetano — @NickNemo17 Yeah definitely.
$POET is further along so that main thesis breaker for them would be no significant commercial traction by Q1 CY27. I would need to see successful del…↗
Mar 8
Gaetano — My strategy for investing in early-stage companies...
I get lots of questions about companies like
$POET $LWLG $ALMU etc.
These companies appeal to many investors becuase they ar…↗
Mar 7
KaizenInvestor — @YodaStockInvest Under $10? Probably $POET at the moment.↗
Mar 7
Gaetano — 🔊If you invest in Photonics, read this!
$LITE $COHR $AAOI $POET
I talk often about being a high conviction investor
So I want to take a moment to unpack what that means to me…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 6
Gaetano — We sure got a pullback!
$LITE $COHR $GLW $CIEN $POET
Lot's of these names traded at uncomfortable valuations for investors (so I have been told)
Well, how about now?
I know the…↗
Mar 6
Gaetano — Understanding Scale-Up vs Scale-Out CPO 📓
$LITE $COHR $AAOI $MRVL $POET
Yesterday I talked about how the optical supply chain is effectively sold out. But to understand where thi…↗
InvestmentGuru — $POET – long term Setup in the AI Infrastructure Race
$POET is positioning itself at the center of the next wave of AI data center infrastructure. The company develops photonic in…↗
Mar 6
Serenity — @james_kittiphan I just found $POET to be low downside risk given they're sitting on like $400m cash with a $1B MC. Then $MRVL probably won't swap them out for 2028-2029 commercial…↗
Mar 6
Serenity — $MRVL released earnings. From transcript:
Targeting $500m ARR 2028, $1B ARR 2029 with Celestial CPO revenue.
$POET the $1B retail favorite interposer stock, is the large benefic…↗
Mar 6
Gaetano — Understanding CPO is critical for photonics investors
$LITE $POET $COHR $AAOI $MRVL
Tomorrow we will dive in to:
- Scale up Vs Scale Out CPO
- What the revenue implications are f…↗
Mar 4
Serenity — @pablocuellar_3 If 3 hyperscalers say they will buy any transceivers you can possibly ever make. It's not really a demand problem with $AAOI, just how much they can capacity they c…↗
Mar 4
InvestmentGuru — Hopefully 🤞 pre market this stocks are looking good
$AXTI
$POET
$LWLG
$AAOI
$LASR↗
Mar 4
Gaetano — 🚨Is $LITE coming for $POET?
Lumentum recently announced it's push to provide ELS aimed at CPO
This is a major market for $POET
And carries serious implications
How do I read t…↗
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. ✍️↗
Antonio Costa — $POET nice pullback this morning for another swing trade.↗
Mar 3
Gaetano — The $LITE conference with Morgan Stanley had so much insight in it
Currently writing up 3 posts:
1 - What Lumentum said about substrate sourcing and what it means for $AXTI
2 -…↗
Mar 3
InvestmentGuru — $POET
$LWLG
$OPTX
Still cheap photonic in market, IMO↗
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
Gaetano — When it comes to finding the 'next' photonics trade
Like $POET $ALMU $LWLG for example
My strategy has evolved a lot over time
This post below reflects my own personal strategy…↗
Mar 2
Black Panther Capital — @moninvestor It’s insane. I was eying an oppurtunity in $POET and $ALMU. Will wait for pullback.↗
Mar 2
Antonio Costa — $POET All eyes on POET Technologies 👇
Nvidia's push into advanced optics validates the thesis for companies like POET. This is all about accelerating high-speed, energy-efficien…↗
Mar 2
Antonio Costa — $POET net premium / Highest Volume Contract https://t.co/mbEy6ycnaP↗
Mar 2
Gaetano — @FreshFedPaper Hey there! I've been covering $POET pretty extensively the last 6 months:) The tags I use at the beginning of posts are (mostly) random optical names.
Unless the po…↗
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…↗
Mar 2
Antonio Costa — $POET Bullish options flow https://t.co/8thc40AcxZ↗
InvestmentGuru — Why Photonics Is a High-Conviction Sector Investment
Photonics isn’t just “optics.”
It’s the infrastructure layer enabling AI, hyperscale data centers, telecom upgrades, and next…↗
Mar 1
Gaetano — 🚨The photonics supply crisis!
$AAOI $COHR $LITE $POET
Why it's here
What it means
What to watch
$LITE $COHR & $AAOI all said the same thing
They're not limited by how much cu…↗
Mar 1
Gaetano — @HyperTechInvest Good question! For me I like to be early with a starter and then DCA as the conviction builds.
I'd rather be too early than too late.
But that being said, I lea…↗
Mar 1
Gaetano — Education Saturday! 📓
$AAOI $LITE $POET $COHR $GLW
New to photonics stocks and wondering why they are going parabolic?
Let's break it down!
Photonics is simply the use of ligh…↗
— Full breakdown of this interview in the works $POET
Exciting times...
Serenity — @labubu_trader I haven't been trading it, but it's really volatile. You did time it well considering $NVDA caused a selloff across the board.
As for, $AEHR they've finally gotten…↗
Feb 26
Serenity — A simpler overview of $AEHR - $1.1B (without the jargon). One of my long positions:
With AI, thermal is a known bottleneck.
With new gen $NVDA or $AMD type chips that gets hot,…↗
Feb 26
Gaetano — $POET Investors you might find this interesting
So we all are excited about POET in Celestial AI/Marvell
We don't have any meaningful details yet, but the assumption is that POET…↗
Feb 26
Gaetano — 🚨 Photonics investors, $NVDA just reported earnings.
The call had clear signal for the photonics trade.
Let's dig in.
$LITE $COHR $CIEN $GLW $FN $CRDO $MRVL $POET
1/ "Netwo…↗
Feb 25
Gaetano — 🚨I want to build a high-conviction community
$LITE $GLW $COHR $ALMU $POET $CIEN
I've been thinking about this alot since I posted.
I don't want to be a trading signal. I respec…↗
Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
Feb 25
Serenity — @martijnde_boer $ALMU and $POET feel more like science projects while $AXTI, $IQE, $LITE and others are all actively used in hyperscaler supply chains.
$POET has a better chance…↗
Feb 25
Gaetano — Well, maybe I was too conservative 😅
Yesterday we saw some big moves
$AXTI up 23%
$AEHR up 14.3%
$LWLG up 13.6%
$ALMU up 13.5%
$POET up 10.6%
$GLW up 4.3%
$AAOI up 4.2%
This…↗
Feb 24
Antonio Costa — $META $AMD The headline announcement this morning is a massive, multi-year strategic partnership where Meta agreed to deploy up to 6 gigawatts of AMD Instinct GPUs to power its AI…↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 23
Gaetano — Is this something you guys are interested in?
Photonics specifically!
Names like $lite $cohr $poet $almu $axti etc.
If so, drop the tickers that you want me to cover!
The more…↗
Feb 21
Gaetano — Education Saturday! 📓
For all my Photonics followers, you'll want to learn this
$AXTI $LITE $COHR $GLW $POET etc.
The Photonics Supply Chain: Start to Finish.
Step 0: Mining an…↗
Feb 19
Gaetano — 🚨It's time for a Photonics Q&A
$POET $AAOI $LITE $COHR $ALMU
Please ask me any specific questions you have
From foundational questions
To understanding individual companie…↗
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…↗
Antonio Costa — $POET Watching for a big reversal here. Stock has been pulling back on very low volume. https://t.co/PJfnvZwDrZ↗
Feb 17
Gaetano — $POET I haven't posted too much since this post
Not much has changed for me.
Decent institutional buying
Awards granted
Celestial AI deal closed
New job openings
But we're stil…↗
Feb 17
Gaetano — <1 Billion $ALMU $LWLG $POET
$ALMU - Aeluma Technologies $260m
Aeluma is shattering the cost barriers of AI and defense by fusing high-speed light technology with standard silic…↗
Feb 17
Gaetano — 🚨 The Photonics Landscape: An Investor's Guide
$POET $LITE $COHR $AXTI $AAOI
Photonics interest is exploding
This is a sector with massive tailwinds for 2026
Let's dig into wha…↗
Feb 16
Gaetano — I've got something good coming for you guys today
It's a thread road map of the entire Photonics sector, including all of the players in it like $AXTI $AAOI $ALAB $POET etc.
It w…↗
Feb 16
Gaetano — This is going to be an Institutional grade memo
$POET $ALMU $LITE $COHR $MRVL
Way more comprehensive than my DD on X
Imagine all the DD for companies i've done on X, but more ex…↗
Feb 16
Gaetano — I am setting out on a very ambitious goal
$POET $LITE $COHR $CIEN $AXTI
I have just started what will be my most extensive and exhaustive report I've ever written
For photonics i…↗
Feb 16
Tradable Astronaut — $POET
When it closes its monthly candle above the 0.768 fib level, that is when it will really have it's run https://t.co/8ZSqkqC5f2↗
Feb 15
Gaetano — If you are new to my page and interested in Photonics
$POET $LITE $COHR $ALMU $AXTI $CIEN
This post linked here & the comment section are a great place to start
I will also be po…↗
Feb 15
Gaetano — 🚨Photonics Education Saturday!
$LITE $POET $COHR $AXTI $ALMU $MRVL
Today's topic is Co-packaged Optics (CPO)
If you invest in this space, you need to understand why CPO is, when…↗
Feb 14
Gaetano — $POET Not much to do for now
For me personally I am waiting for some news to break before doing anything with my position
I want to hear anything about new orders, fulfillment pr…↗
Feb 14
Gaetano — Photonics investors, you'll want to read this!
$POET $ALMU $LITE $CIEN $AAOI
This weekend I will post an updated Photonics watchlist
Lot's of these names have run a bunch over t…↗
Feb 13
Gaetano — @Kaizen_Investor Throw some photonics in there! $LITE $COHR $AAOI $ALMU $POET↗
Feb 12
Gaetano — $ALMU Dropped some bombs during their earnings call
If you follow photonics, you'll want to hear this
$POET $LITE $COHR $AXTI
What has felt like a far away story is suddenly gett…↗
Feb 12
Antonio Costa — $POET Just a note: The sustained high CAPEX from big caps in AI infrastructure is tailwind for POET Technologies, as it aligns perfectly with their value prop in solving optical da…↗
Feb 12
Antonio Costa — $POET is forming a bullish chart pattern on hourly time-frame known as an Inverted Head and Shoulders pattern.
Neckline lies at 6.35
The Inverted Head and Shoulders pattern is…↗
Feb 12
Antonio Costa — $POET POET Technologies Wins Lightwave Award for Advanced AI Connectivity↗
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…↗
Feb 9
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
Feb 9
Gaetano — Photonics investors, I've got a post for you!
At 8:00AM EST I will be posting an update on the sector
Will cover a wide array of names from $AXTI $CIEN $POET $FN $AAOI and more…↗
Feb 8
Serenity — @jayjay12246 Nuanced. So typically concentration builds wealth and diversification preserves it rings true.
I generally agree unless all your diversified picks are high beta and…↗
Feb 7
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
Feb 7
Serenity — @B38B37 These are all big known bottleneck suppliers on the supply chain $TSM or $GLW.
$POET is a few hundred million MC speculative pick without hyperscaler qualification, so the…↗
Feb 7
Gaetano — Education Saturday📓
Photonics Glossary and Key Terms
If you follow $LITE, $COHR, $POET, $AAOI, $ALMU etc. these are some the terms that you should know that will show up on the…↗
Feb 6
Antonio Costa — $POET back over its EMA200 and it is breaking out of its descending channel, signaling a potential trend reversal. https://t.co/XZkgEiJHqR↗
Feb 6
Serenity — Markets have been hit with an AI capex shock.
This is effectively an AI arms race between hyperscalers and foreign nations.
Between 2025 to 2026, capex has increased from:
$GOO…↗
TheValueist — $POET $LITE $COHR Room exists, but it is mostly in the “integration layer,” not in the wafer-level InP bottleneck where LITE/COHR are extracting the scarcity economics.
In this cy…↗
Feb 4
Gaetano — wow, what a day Lumentum $LITE
We need to break this down, because this call had a ton of signal
First, quick context for anyone new to photonics.
Lumentum is one of the most im…↗
Feb 3
Gaetano — In honor of the deal closing today!
$MRVL $POET
Here was my deep thoughts on the deal when it was first announced
Has lots of good insight in there for anyone interested↗
Feb 3
Antonio Costa — $POET momentum is coming back. https://t.co/iOC4TVOevZ↗
Feb 3
Gaetano — Yeah😀
$LITE $COHR $AAOI $POET $ALMU
“Our forward guidance calls for over 85 percent year-over-year revenue growth, yet we are only at the starting line for two substantial opport…↗
Feb 3
Gaetano — Marvell just announced it officially closed the Celestial AI acquisition.
If you’re a $POET investor, let’s talk about what it means and what to watch.
As we’ve discussed, POET h…↗
Feb 3
Serenity — I'm long shares on $AXTI.
We're seeing the HBM/NAND supercycle with $SNDK, $MU, Sk Hynix, and Samsung today.
With constant price hikes due to extreme demand.
The next? -> Phot…↗
Feb 2
Gaetano — I own two very different photonics baskets that are easy to lump together, so let's differentiate them a bit
$LPTH $POET $OPTX $COHR $LITE $KOPN
1 - AI datacenter interconnect. Mo…↗
Feb 2
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…↗
Feb 2
Gaetano — There in fact was a lot of momentum building when I posted this
$POET $LITE $COHR $AAOI $ALMU
I look forward to creating another post like this after we get all the earnings call…↗
Feb 2
Gaetano — When people think about $POET, they usually think about chip-to-chip optical communication.
That’s fair.
That’s where photonics is showing up first in AI infrastructure today: r…↗
Feb 1
Gaetano — If you are investing in photonics companies, you need to understand 400G, 800G, 1.6T, and 3.2T.
$POET $LITE $COHR $AAOI $ALMU $CIEN
An optical transceiver is a small box that take…↗
Feb 1
Antonio Costa — $POET Closed the week slightly below the EMA200 for the 1st time since Dec 2025
The short-term outlook remains bearish from a technical perspective, according to the daily chart.…↗
Feb 1
Gaetano — Another hint…think about their partnerships $POET
I will give the answer that I’m looking for later today I promise
But I think theres value in critical thinking and learning to…↗
Feb 1
Gaetano — Can anyone tell me why this is bullish for $POET?
Hint... there is a right answer↗
Gaetano — High beta selloff kicking up again?
I’m watching a number of names closely for adds or new positions.
Some are long-duration compounders I’m comfortable holding for years; othe…↗
Jan 26
Gaetano — $POET Some of you might find this interesting...
A Program Manager at POET explicitly references 1.6T Tx/Rx as part of products being transferred from R&D into mass production at…↗
Jan 25
Black Panther Capital — 👀 Most mentioned asymmetric investments at the moment:
Energy:
$TE
$BE
$EOSE
Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET
B2C SaaS Provider:
$SOFI
$HIMS
$OPEN
Datacenter:
$I…↗
Jan 25
Gaetano — There is clearly a ton of interest in $POET
I want to open up a place to have a discussion on all things POET
What are your biggest questions on the company?
What concerns do you…↗
Jan 25
Black Panther Capital — 🔖 Bookmark this!
Simple way to start of your research:
1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analy…↗
Jan 24
Gaetano — 🚨Copper crunch Is the viral narrative right now!
I'm really interested in the pivot from copper to optics
$POET $ALMU $LITE $COHR $AAOI
The market is obsessed with copper right…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 24
InvestmentGuru — $POET post offering dip, buying opportunity for Long term↗
Jan 23
Black Panther Capital — I’ve been asked a lot lately what I’m looking at right now.
So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.
My goal for this portfolio is to conv…↗
Jan 23
Gaetano — Some thoughts on the $POET offering
In short, as a shareholder I don't like it.
They have raised so much money over the last 6 months. And it's right when the stock is starting t…↗
Jan 23
Serenity — @PhotonCap @jukan05 If the moonshot (which is massive price hikes on InP like HBM) fails, then $AXTI increases revenue from capacity expansion from Northland's $100m raise and it…↗
Jan 23
Serenity — @PhotonCap 저도 비슷한 생각입니다! Celestial은 꽤 오랫동안 $POET 와 함께 빌딩해왔는데, $MRVL(마벨) 하이퍼스케일러 백도어 소식까지 더해진 현시점에서 그것이 가장 큰 리스크 완화 요인(de-risking factor)이라고 생각합니다.
다만, 이 종목은 일종의 '문샷(moonshot, 대박 아…↗
Jan 22
Serenity — @B38B37 $POET is in an extremely good spot if you look at the financials today.
Of course this is at the expense of former retail shareholders.
No debt, ~435M cash to $1B MC. A…↗
Jan 22
Serenity — $POET has crashed 17% after a direct offering of $150m in shares at $7.25.
They’re now sitting on a ~$420-$450m war chest with a ~$1.02B MC factoring in 20.6M new shares.
IMO thi…↗
Jan 21
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 20
Black Panther Capital — 11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defens…↗
Jan 20
Antonio Costa — $POET Interesting net premium today https://t.co/97bsjyKswQ↗
Jan 20
Gaetano — The validation for $POET just keeps stacking up.
POET took home the Product Innovation Award at the Infostone ICCSZ Awards in Shenzhen for the Teralight 1.6T engine.
Dr. Mo Jiny…↗
Jan 20
Antonio Costa — $POET Looking good 👌 https://t.co/kLidZHkBxE↗
Jan 20
Tradable Astronaut — $POET & $INTC carrying the port, along with $SPY puts https://t.co/vc0IRkf7yg↗
Jan 20
Antonio Costa — $POET Wins Product Innovation Award and Individual Technology Innovation Award at China's Infostone Awards↗
Jan 20
Midas — Looking into photonics stocks like $POET $AAOI $ALMU and $LITE.
Which one do you believe is the best and why?↗
Jan 19
Serenity — @train9898 $POET unfortunately is retail’s top 10 favorite stocks on WSB/X so not exactly under the radar.
But they’re one of the workarounds to inp in 1-2 years time↗
Jan 18
Gaetano — 🚨 $POET is making moves
2026 is the year of productization
In this interview Kankipati talked about:
Celestial AI
The 3.2T Roadmap
Wafer Scale Assembly
And more!
Check out my…↗
Jan 18
Tradable Astronaut — $POET Nice leg higher this past week
If 0.786 fib holds as support, can test 52 week highs soon https://t.co/wcqQ7jAF9B↗
Jan 17
Gaetano — @martijnde_boer Thanks man
U.S publicy traded NYSE/NASDAQ:
$QUBT TFLN platform/foundry (primary)
$POET integrating 400G/lane TFLN into optical engines with $QUBT
$CIEN showca…↗
Jan 17
Serenity — @crux_capital_ Great writeup! I'm sure all players benefit both in engineering workarounds like $POET and $ALMU as well as the bottleneck itself like $AXTI.
Lot of opportunities…↗
Jan 17
Gaetano — @aleabitoreddit Great reporting Serenity! Last week I wrote a full article on the positioning of $poet, $almu, $cohr and $axti in regards to the InP constraint
Hope you could giv…↗
Jan 17
Gaetano — Pretty much sums up my entire thesis I wrote on the 7th!
$POET $ALMU $LITE $COHR
Here are excerpts from the full piece -
The Infrastructure Crisis
Artificial Intelligence creates…↗
Jan 17
Serenity — Executive Order: "President Trump orders HieFo to divest indium phosphide assets"
A follow-up report on the Jan 2nd EO shows that President Trump targeted HieFo's InP wafer fabric…↗
Jan 16
Gaetano — 🚨For those of you watching $POET, this interview is a big deal.
There are several explicit statements in here that give a clean status update on where the company actually is, no…↗
Jan 15
Antonio Costa — $POET update daily time frame https://t.co/FHAIxk1jOi↗
Jan 15
InvestmentGuru — 10 strong looking stocks in this market
$LPTH
$OSS
$ADUR
$AMPX
$SOC
$SKYT
$RDW
$CLPT
$PL
$POET↗
Jan 14
Gaetano — If you are seeing $POET on the move today
Check out this post from a few weeks ago giving a 'pulse' on where POET is at
Lots of options volume coming in.
Traders positioning the…↗
Jan 14
Antonio Costa — $POET Patience is $$$ in this market. https://t.co/ppIMknicMJ↗
Serenity — @Skineeman My opinion around $POET and $ALMU is that inp workaround is 2-3 year timeframe in 2028-2029.
They dont have hyperscaler qualifications and aren’t in modern ASIC archit…↗
Jan 14
Serenity — @grigory_azaryan Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has
- $133m cas…↗
Jan 13
Antonio Costa — It sounds good news for $POET 🤔 right ? photonics, the next revolution↗
Jan 13
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
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…↗
Jan 12
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 11
Black Panther Capital — 👀 37 STOCKS THAT WILL 6X YOUR PORTFOLIO WEALTH NEXT 5 YEARS:
AI and Software:
$PATH
$ZETA
$PLTR
$IONQ
$RBLX
Fintech:
$SOFI
$PYPL
$LMND
$OPEN
$HOOD
Semiconductors:
$MU
$TSM
$PO…↗
Jan 10
Antonio Costa — $POET potential ascending triangle formation.
An ascending triangle is one of the most reliable bullish continuation patterns in technical analysis. It typically appears during a…↗
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…↗
Jan 8
Gaetano — Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE…↗
Jan 8
Gaetano — 🚨Later today I will update my watchlist
$POET $LWLG $AXTI $ALMU $LITE $COHR
After a day of hard selling across some of these names
And a day of big gains for others
I want to q…↗
Jan 8
Serenity — @AlphaAllegro $POET is basically nonexistent for the $AXTI 1-2 year InP bottleneck for 2026-2027 and current asic/GPU architectures but it’s one of the engineering workarounds to l…↗
Jan 8
Gaetano — The AI Buildout and the InP supply constraint $AXTI
$POET $ALMU $LWLG $COHR $AVGO $LITE
AXT is seeing a tsunami of demand for their InP wafers with a record $49M backlog as they d…↗
Jan 7
Antonio Costa — $POET Looks like it is getting ready for a breakout soon. Positive net premium today https://t.co/nqp4hUgZ6C↗
Jan 7
Antonio Costa — $POET is getting HOT https://t.co/fkygdWj5bM↗
Gaetano — Currently working on 3 articles:
1 - $AXTI and the InP shortage + alternative paths
2 - A roadmap of all the major photonics companies I track on this account like $LITE $POET $C…↗
Jan 6
Gaetano — Discussed $MRVL and their Optics exposure in this comment
If you follow $MRVL, $POET or Celestial AI there are some bits in here↗
Jan 6
InvestmentGuru — $RDW • $JOBY • $RR added and $CLPT • $POET watching to add↗
Jan 5
Tradable Astronaut — $POET everyone sold at the bottom? Rip it https://t.co/jL2mZzHx3r↗
Jan 5
Serenity — "FinX vs Wall Street" report
This is FinX 15, a weighted port of the most popular names:
1. $ONDS +33.26%
2. $SKYT +27.46%
3. $TE +22.62%
4. $MU +13.98%
5. $ASTS +13.24%
6…↗
Jan 4
Gaetano — 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…↗
Jan 4
Black Panther Capital — Jon Gray is President and Chief Operating Officer of Blackstone Inc.
“What is the main thing? It’s AI. This is the BIG thing.”
“It started with this massive investment boom, whic…↗
Jan 4
Gaetano — Where do Optics start to show up?
$LITE $COHR $CRDO $POET
Where does copper start to fail?
How is copper being pushed further along?
What will make Optics eat at Copper's mark…↗
Jan 4
InvestmentGuru — 15 stocks that are worth watching for next week.
$ONDS
$ASTS
$RKLB
$RDW
$SIDU
$SOC
$SKYT
$EOSE
$TE
$CLSK
$CIFR
$IREN
$IONQ
$POET
$PLUG↗
Jan 4
mon — Top Sectors + Stocks:
AI Data Centers: $IREN & $CIFR.
Rare Earth: $UAMY.
Robotics/Drones: $ONDS & $OUST.
Biotechnology/Healthcare: $PRME & $HIMS.
Energy: $TE & $EO…↗
Jan 4
Gaetano — 🚨Tomorrow I am going to post my Photonics watchlist!
$POET $LITE $COHR $AXTI $MRVL $CIEN
Along with price levels I would consider adding as a swing trade.
There are about 15 co…↗
Jan 3
InvestmentGuru — Best 25 Stocks in This Market — 2026 Watchlist
$IREN – AI Compute / Data Centers /
$IONQ – Quantum Computing
$RKLB – Space / Launch & Aerospace
$ASTS – Satellite Communications
$…↗
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…↗
Gaetano — What is one question you have above Optics or Copper?
$CRDO $AXTI $POET $LITE $COHR
Last week I did a Q&A that people really enjoyed
So let's do another, but with really specifi…↗
Jan 1
Black Panther Capital — @moninvestor Can I ask what you define as short-term? I wondering since $PATH, $POET and $TE. Especially $TE is there.↗
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…↗
Jan 1
Gaetano — Newest report is in the works!
If you are tracking photonics/optics companies like
$POET $LITE $COHR $AAOI $AXTI etc
This is the read for you.
Here is the opening that I have…↗
Jan 1
Serenity — 2026 Newsletter.
Thematic Investments: Evolution, Disruption, and Bottlenecks
1. Soft Robotics - Evolution to $TSLA, $ONDS, Boston Dynamics.
2. SiPh - InP Bottleneck | $AXTI, $…↗
Gaetano — $POET Naturally has raised some concerns
It's been getting a ton of traction on X and with that you have lots of conversation around the 'bad'
So I took some time to address som…↗
Dec 30
Shay Boloor — @SayNoToTrading I actually shared with my community that I’m not a big fan of $POET.↗
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 29
Antonio Costa — $POET positive net premium today https://t.co/LvvYjEP8sk↗
Dec 29
Antonio Costa — $POET crazy action today but hourly chart looks really nice https://t.co/8yzO7uva1I↗
Dec 29
Gaetano — I've gotten a few versions of this comment on Photonics
$LITE $AAOI $POET $MRVL $COHR $AXTI
Is there interest in me creating another post about:
An overview of photonics (easy t…↗
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 29
amit — WALL STREET BETS TOP UPVOTED STOCKS GOING INTO 2026:
1. $AMZN
2. $RKLB
3. $ASTS
4. $GOOGL
5. $NBIS
6. $RDDT
7. $POET
8. $SOFI
9. $PATH
10. $MU
It’s a very WSB type of li…↗
Dec 29
Gaetano — Dropped a comment on the $LITE thesis and valuation
I am also finishing up a report on all things Lumentum
Similar to the one I did on $POET last week
If you are tracking $LITE…↗
Serenity — @DonkeyCapital69 Uhh, from my own personal research so far, to cover all grounds I’ve liked:
1. $AXTI at the very bottom of the entire supply chain + 1/3rd of InP substrates 1/4th…↗
Dec 29
Gaetano — $POET a comment on POET Tech's moat and competitive positioning
Worth the read if you are interested in what their uniqueness is and how they are positioned in a packed field↗
Dec 29
Gaetano — @train9898 $POET I don’t know if I would go as far as calling it a “moat” yet. I’d frame it more as a competitive advantage that could turn into a moat if they prove it at volume a…↗
Dec 29
Midas — To everyone bullish on $POST:
What’s the difference between $POET now and in 2020?
The stock went up 5% in 5 years.↗
Dec 29
Midas — Why is everyone bullish on $POET for 2026?
$POET was being pumped since 2020 and still has not moved at all.↗
Dec 29
Gaetano — Shared some insight into the $MRVL - Celestial AI - $POET supply chain linked below
If you invest in $POET and want a good starting place to dig more into this new acquisition by…↗
Dec 29
Gaetano — @martijnde_boer So glad someone asked about this. There is a real chain here from $MRVL to Celestial AI to $POET, and the AWS warrant is a clear demand signal. I am going to break…↗
Serenity — @crux_capital_ Agreed, for traders, this should be an interesting opportunity like Lithium in 2021 when EVs came about or HBM currently with Sk Hynix and Micron if people recognize…↗
Dec 28
Gaetano — This post is FULL of valuable insight
It's clear that there is so much interest in Photonics
If you share that interest I highly recommend saving this post I tagged and coming ba…↗
Dec 27
Serenity — @crux_capital_ Thanks, love your posts on $LITE, $POET $AAOI $COHR, $MRVL, and other photonic players too↗
Dec 27
Gaetano — @valleyinvesting Hey man, I don't like to give reccs but I'll just tell you what I have bought from the companies that I publicly talk about.
Over the last few months I've bought…↗
Dec 26
TheValueist — $POET POET Technologies is a photonics integration company whose core differentiator is a wafer-scale “optical engine” and light-source manufacturing platform rather than verticall…↗
Dec 26
Gaetano — We are so early on Photonics.
$LITE $POET $AAOI $COHR $MRVL
There is so much to learn about Photonics/Optics
I learn more and more everyday
A major goal of my page is to be a pl…↗
mon — These are 10 high-risk, high-reward stocks with market caps under $1bn.
1. $PRME
2. $POET
3. $ALMU
4. $RR
5. $NUAI
6. $SLNH
7. $BZAI
8. $DGXX
9. $ASTI
10. $PPIH
I currently hold…↗
Dec 26
Antonio Costa — $POET has seen increased speculation about a potential acquisition in 2026.
This stems largely from Marvell Technology's recent acquisition of Celestial AI (a key partner/custome…↗
Dec 25
mon — List of stocks to add to your watchlist, heading into 2026.
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $CIFR, $NBIS, $SLNH
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $N…↗
Antonio Costa — $POET gap filled.... https://t.co/5tUnDenHRo↗
Dec 23
Serenity — @Plaskpojken I don't know anything about $SIVE yet. $POET isn't exactly a big name yet so by derivative, Sivers likely wouldn't be a major player.
But I'll give it a look.↗
Dec 23
Gaetano — For those of you following photonics...
$POET $LITE $MRVL $CIEN
Have you heard of $AAOI ?
Is there any interest on here for a deep dive/forecast?
They have been on a ripper latel…↗
Dec 23
Gaetano — @SingularityRes I cover $poet often and I just wrote a report on them. I’ll DM it over to you!↗
Dec 23
InvestmentGuru — Runners Everywhere Today — Risk Is ON
The market flipped the switch to full momentum mode, with speculative growth leading across the board. Capital is clearly rotating into futu…↗
Dec 22
mon — Great start to the week.
• $IREN +5% while $CIFR dropped 5% intraday.
• $TE & $POET smashed it, up 13.84% & 12.24%.
• I bought a new stock, $UAMY. I took some profit from $POET and…↗
Dec 22
Antonio Costa — $POET patience makes $$$$ in this market... alot https://t.co/fiS3wUbzdc↗
Dec 22
Gaetano — $POET up 15% today! Almost at daily average volume already
Happy to see more and more investors getting exposed to a really important company↗
Dec 22
mon — $POET +11.58%.
Just hit $1bn market cap. https://t.co/HHE93nRJFo↗
mon — This is a great post by Gaetano on $POET.
Check out his write-up on Substack if you want to learn more about this stock.↗
Dec 22
Gaetano — 🚨WHERE DOES $POET STAND TODAY?
There is so much to be excited for as an investory
And so much to learn as someone watching
Let's look at some of their most recent highlights cov…↗
Dec 21
Black Panther Capital — 24 GROWTH STOCKS TO WATCH IN 2026:
Datacenter:
$IREN
$NBIS
$CIFR
$WULF
$HUT
$BITF
Robotics:
$ONDS
$SERV
$KRKNF
Energy:
$TE
$EOSE
$FLNC
$UUUU
Space:
$RKLB
$PL
$ASTS
$LUNR
Other…↗
Dec 21
Gaetano — 🚨 $POET report dropping in 8 hours!
There was lots of demand for this report so I got right to work. Should be done in the next few hours
Full report will be available on my SS…↗
Dec 21
Serenity — @TheWingman4Life For me personally: A stock is "high conviction" when they are fundamentally de-risked and are going from that point to scale.
For example, $NBIS post-MSFT deal. I…↗
Dec 20
Antonio Costa — $POET Rallied hard Friday on decent volume. If it clears back over 7, may have some good upside. https://t.co/eVDOUZWZ1Y↗
Dec 20
mon — List of stocks to add to your 2026 watchlist. 👀
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $DGXX, $NUAI, $CIFR
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $NAK, $USAR
AI…↗
Dec 19
Gaetano — If you invest in $POET I need your insight...
I am considering compiling all of the recent news from POET tech over the last few months into a report
I could discuss my thoughts…↗
Dec 19
Antonio Costa — $POET any close above 6.61 will open the gate for 7 https://t.co/hw5wwdVh0I↗
Dec 19
mon — Great day today.
$IREN +7.85%
$TE +8.97%
$POET +6.20%
$ONDS +13.59%↗
Dec 19
Gaetano — When I went back in and re-read all the earnings transcripts, something major jumped out at me
$LITE $COHR $CIEN $POET $AAOI
There is so much demand and such significant upside fr…↗
Dec 19
InvestmentGuru — Here are five stocks shortlisted for potential inclusion in my portfolio, each with strong growth or thematic potential:
$RDW • $JOBY • $RR • $CLPT • $POET
These names are on my…↗
Dec 18
Gaetano — 🚨The market’s been trading AI like the party is over
$NVDA $LITE $MU $POET $META $NBIS
Volatility, drawdowns, “capex panic,” bubble talk, and fear that nobody earns a return on…↗
Dec 17
Gaetano — 🚨We need to talk.
$ORCL $NVDA $NBIS $POET $MU $LITE
I’ve got a lot of thoughts on this market.
Some things in AI are accelerating faster than people realize.
Other parts are st…↗
Gaetano — 🚨Here’s why I’m tracking the Luminar/QCi deal as a POET investor.
$POET $QUBT $LAZR
Luminar is selling its semiconductor/photonics subsidiary (LSI) to QCi for $110M cash, pending…↗
Dec 16
InvestmentGuru — High Risk / High Reward Watchlist:
$BITF
$RR
$EVTL
$POET
$BBAI
$ABCL
$RXRX
$RDW
$FUBO
$TE
For high-risk, high-reward opportunities, this is the part of my watchlist where asymmet…↗
mon — Every week, I try to buy a new stock for my short-term portfolio. I’ve had some strong wins, and I’ve also had some losses, which comes with trading highly volatile stocks.
To giv…↗
Dec 15
Antonio Costa — $POET at demand zone. https://t.co/EjoBN3H0CQ↗
Dec 15
mon — -I’m down 5.8% today.
-All of my stop losses were triggered except one.
-I’m now about 75% in cash.
Portfolio
$IREN -9%
$ONDS -11%
$PATH -6%
$POET -6%
$TE -10%
$HIMS -3%
I would…↗
Dec 14
Tradable Astronaut — Opening up 5 spots for 50% OFF LIFETIME
Valid until Christmas. Code CHRISTMAS 🔽
https://t.co/2yHR0G7M8L
$TSLA l $SPY l $POET l $ORCL l $RDW https://t.co/Lfm29khyxd↗
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…↗