POET Technologies — optical interposers for AI interconnect
“$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 this is a decent opportunity as the institutional offering price was $7.25. Poet’s optical interposers are a genuine bottleneck fix to InP and they have a hyperscaler backdoor. Especially because they supply Starlight to $…” post →
| Date | Tweet |
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| 2026-07-16T14:54:42 | 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 assumption, $50-$75 ASP): Sivers would support $341-$512M worth of annual array revenue. Given upper end of managements 5… → · 1217 likes · 628,481 views |
| 2026-07-15T15:07:50+00:00 | 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 month seems like that time of year? $POET confirmed your big optical giants like $LITE, $COHR are completely sold out for the next 2 … → · 261 likes · 33,712 views |
| 2026-07-08 | 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 dramatic moat with their 1.6T LRO and are getting qualified done over next 1-4 months (2 months ago). So should be August 2026 to March 202… → · 275 likes · 56,989 views |
| 2026-07-07 | $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 hyperscaler suppliers. - NASDAQ listing planned in the next few quarters - Followed by M&A goals for TAM expansion. And it's literally t… → · 522 likes · 105,164 views |
| 2026-07-06T08:25:00 | 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 production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hype… → · 1927 likes · 788,625 views |
| 2026-07-02T16:56:31 | 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 years (per $POET AGM) likely starting into 2029. Lumentum is so strained that they buy CW lasers off competitors (earnings … → · 2232 likes · 722,680 views |
| 2026-07-02 | 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 revenue. 4. Ayar joining $NVDA NVLink for CPO and using $SIVE for mass production is revenue. 5. Other pluggable players, potentially… → · 268 likes · 27,529 views |
| 2026-07-02 | 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 likely for allocation from fabs. With $JBL, $POET, $AEVA, and others volume ramping near term. Then $GFS, Ayar, and many other … → · 505 likes · 87,959 views |
| 2026-06-29T06:57:45 | 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 years" $LITE CEO said into 2028, so POET implicitly confirms laser shortage is going into 2029 now. - NRE with a new custo… → · 1184 likes · 586,085 views |
| 2026-06-29 | 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 since it’s on some random GitHub page rather than officially published yet afaik. Then I just learn interesting insights from sta… → · 140 likes · 30,814 views |
| 2026-06-27T02:11:30 | $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 likely sources CW DFB lasers off merchant companies. $SIVE is one of the more startup friendly plausible merchant suppli… → · 1790 likes · 657,629 views |
| 2026-06-26 | 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 announced 1.6T LRO with Sivers - $GFS reference laser announcement with $SIVE - $AMD went to $GFS for CPO - $SIVE announced CW with TFLN - Aya… → · 387 likes · 72,512 views |
| 2026-06-25T16:15:27 | 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 NVLink ecosystem for CPO scale up - $POET and others for CPO scale out - $JBL and others for 1.6T+ pluggable optical trans… → · 2217 likes · 856,476 views |
| 2026-06-25 | @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 partnerships. Watch and learn. → · 1348 likes · 238,512 views |
| 2026-06-24T13:30:53 | 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 Linkedin update from Ankur Singla (CEO of Lumilens). Who stated their customer is one of the top 3 hyperscalers with their … → · 1512 likes · 476,333 views |
| 2026-06-24 | @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 customer is probably pretty material. → · 150 likes · 31,308 views |
| 2026-06-21T11:04:51 | 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 god-mode and developed 1.6T optical transceivers with CW lasers. Effectively designing around the EML bottlenecks, and… → · 1500 likes · 777,690 views |
| 2026-06-21 | 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 others. - Old investor customers decks mapped with different investment rounds of cpo startups at the time All merged together into a t… → · 163 likes · 43,222 views |
| 2026-06-19 | 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. Even if $RDDT outperforms extremely hard, it still gets brought down from $META, $MSFT, $CRM, and other software basket names. → · 142 likes · 24,592 views |
| 2026-05-25 | $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 specific optical transceiver. Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser sup… → · 1037 likes · 359,194 views |
| 2026-05-25 | Nah, I think $SIVE is still extremely undervalued relatively speaking. Ayar, Lightmatter, Lightelligence, celestial, and others all probably command $5-$15B+ valuations. Not even including small guys like $POET or pluggables like $JBL. Sivers lasers likely power them all, and they’re primary/sol… → · 232 likes · 34,321 views |
| 2026-05-24 | 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 (us defense contractrs), $YSS (golden dome). Not including Ericcson + others. Then you have $SIVE -> $AEVA -> Boston Dyn… → · 201 likes · 23,320 views |
| 2026-05-23 | 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 in the CPO space. From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO. before they got… → · 1644 likes · 676,514 views |
| 2026-05-19 | 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 meet US institutions through: > MSCI inflow in 2 weeks. > NASDAQ Listing. > US CHIPS Act backstop. alongside core rev… → · 1140 likes · 335,947 views |
| 2026-04-25 | 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 architectural changes in each supercycle: -> $LITE, $COHR, Innolight, $AXTI and these names led the first I did a the… → · 2384 likes · 483,574 views |
| 2026-04-23 | 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 -> $MRVL -> 1. $AMZN (purchase agreement/warrants with photonic fabric from celestial) 2. $MSFT (maia) 3. $GOOGL (recent dev… → · 2152 likes · 465,760 views |
| 2026-04-22 | @LNMDad Small positions in $POET → · 98 likes · 49,433 views |
| 2026-04-22 | 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 materially to $SIVE laser production as well. Markets haven't fully priced in either yet imo. → · 810 likes · 412,021 views |
| 2026-04-22 | 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 +5.8% - (MBE / Quantum) Then there’s $SIVE down -4.7% from a local Swedish hit piece, while $POET is up 40%+ after Marv… → · 908 likes · 366,065 views |
| 2026-04-22 | 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 upstream laser supplier is yet? (hint: $SIVE). https://t.co/flfx9NVkxk → · 1353 likes · 309,359 views |
| 2026-03-26 | 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 around $NVDA GTC + OFC conference, since there's likely new news around Nvidia pushing CPO architectures. The reason for the parabolic ris… → · 70 likes · 6,188 views |
| 2026-03-25 | @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 type companies. There’s some high margin exceptions like Eoptolink → · 43 likes · 6,116 views |
| 2026-03-24 | @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. → · 48 likes · 10,234 views |
| 2026-01-23 | 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 becomes re-rated anyway. There's two separate bottlenecks, one is all the precursors and feedstock (which $AXTI / Vital owns, ~80% or so c… → · 16 likes · 11,715 views |
| 2026-01-23 | 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 아니면 쪽박)'에 가깝습니다. 자금 조달 이후 재무 상태는 탄탄해졌지만, 시장에는 이보다 더 비대칭적인 수익 기회(asymmetrical plays)를 제공하는 종목들이 분명 있을 겁니다. → · 66 likes · 16,304 views |
| 2026-01-22 | $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. And they can use that war chest to ramp up production/inventory for Celestial. Dilution isn't like $BMNR to put $200m into Mr. B… → · 26 likes · 7,813 views |
| 2026-01-22 | $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 this is a decent opportunity as the institutional offering price was $7.25. Poet’s optical interposers are a genuine bottl… → · 495 likes · 131,556 views |
| 2026-01-19 | @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 → · 15 likes · 5,752 views |
| 2025-12-23 | @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. → · 13 likes · 6,215 views |
| 2025-12-21 | 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 like $AAOI much better than $POET in the photonics space personally. But neither of them are "de-risked yet". So Poet as you mentione… → · 13 likes · 6,443 views |
| 2025-12-11 | I've looked into $POET but didn't like it as much compared to $AAOI given AAOI already has direct hyperscaler customers with $MSFT and $AMZN. $POET had Celestial that got acquired $MRVL, where Celestial used poet’s interposer to connect tpus/trainium, and Marvell sells that to hyperscalers. B… → · 10 likes · 2,568 views |
| Report | Date | Stance |
|---|---|---|
| #119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme | 2026-03-12 | LONG |
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