u/SeaAdvisor944

Buried in the Outlook section of today's Q2 release, after all the Tier 1 and Lumilens bullets everyone's posting about, is the most informative sentence in the document: POET will "make additional announcements and updates in September, subject to the prevailing confidentiality agreements."
Read that phrasing carefully. This is a company that got 47% of its market cap vaporized in April because its CFO talked about a customer relationship the customer wanted quiet. Now every public word goes through counsel — and they're openly telling us the constraint exists: we have news; NDAs decide what we can say and when.
Two takeaways: (1) Silence ≠ nothing happening anymore. Pre-Marvell POET announced everything instantly, so quiet meant empty pipeline. Post-Marvell, real wins may be contractually unnameable — see today's deliberately anonymous "Tier 1 laser company." (2) They just handed us a dated catalyst window: September. That's not hype cadence, that's a company scheduling disclosures around what its agreements permit.
The irony: the muzzle that came from their worst blunder might be the most bullish structural change here — for once the market might find out about a win after it's real instead of three years before

This is for long term investors, not really for day traders. Overall I'm very excited about recent earnings in the space of optics, particularly as it relates to PEOT. The most recent from Coherent:

The copper-to-optical trade just got its third confirmation in eight days (AAOI, LITE, now COHR). The demand is real, it's contracted, and it's accelerating.

COHR Q4 FY26: Beat-and-raise, and the raise is the story

• Revenue $2.05B, +34% Y/Y (+42% pro forma) — came in at the very top of guidance and ~$55M above consensus
• Datacenter & Comms: $1.615B, +59% Y/Y, +19% Q/Q. Now ~79% of the company. This is acceleration, not just growth
• Non-GAAP EPS $1.74 vs $1.62 consensus — above the top of their own guide ($1.52–1.72)
• Non-GAAP gross margin 40.2%, +215 bps Y/Y, marching toward the 42% Investor Day target
• FY26 totals: revenue $7.12B (+22.5%), non-GAAP EPS $5.61 vs $3.53 (+59%) — EPS growing more than 2x revenue
• The guide: Q1 FY27 revenue $2.2–2.4B ($2.3B midpoint = +12.5% sequential, ~45% Y/Y) and EPS $1.85–2.05. They just printed $1.74 and are guiding the next quarter's floor above it
• Balance sheet reset: mezzanine equity gone (preferred converted, dividend drag eliminated), ~$2B cash + short-term investments, NVIDIA partnership intact
• CEO quote says it all: entering FY27 with "exceptional customer demand" as AI datacenters "transition from copper to optical connectivity"

I just went through the Lumentum earnings call, and wanted to share my thoughts for long term investors like myself. Full disclosure I had ChatGPT summarize these thoughts:

IMO the important part isn't that LITE crushed earnings. It's what management said about where optical networking is going.
A few things jumped out:
• 1.6T is ramping now — LITE had record 800G shipments and is already ramping 1.6T. Demand remains extremely strong.
• Supply is struggling to keep up with demand. Management basically said they're still shipping behind customer demand, particularly for high-power lasers/EMLs.
• CPO/NPO is becoming more real. LITE said its lead CPO customer's demand signal has actually increased, and management called CPO the natural end-state of the technology roadmap.
• NPO is accelerating. LITE already has its first external-light-source module purchase order, with delivery expected in H2 2027. They see broader NPO/CPO deployments around 2027–28.
• Most importantly, management described these newer NPO/CPO opportunities as additive to the existing optical market rather than simply replacing today's products.
Why does this matter for $POET?
POET's whole thesis is basically: AI keeps driving bandwidth higher → power becomes a bigger constraint → optical needs to move closer to the compute → increasingly integrated optical engines/interposers become valuable.
LITE just independently validated basically that entire trajectory.
Obviously this doesn't prove POET wins any particular customer. LITE is a competitor and will capture plenty of this growth itself. But it does make the market POET is trying to enter look increasingly real, urgent, and enormous.
And now I'm VERY interested in what COHR says tomorrow. If Coherent independently confirms accelerating 1.6T demand + increasing NPO/CPO adoption, that's a much stronger validation of the POET thesis because we're hearing the same thing from multiple major optical players.
That's the part I'd be watching tomorrow — not just whether COHR beats EPS.

Summarized by Gemini:

Applied Optoelectronics (AAOI) released its Q2 2026 earnings yesterday evening (August 6), delivering an overall bullish report for optical networking demand that should provide a strong tailwind for POET Technologies today

Key AAOI Print Details & Guidance Highlights
Revenue Top-Line Beat: Reported $191.9 million (+86.4% YoY, +27.0% QoQ), hitting near the high end of their guidance range ($180M–$198M).

Datacenter Explosion: Datacenter revenue surged 140% YoY to $107.7 million (making up 56% of total revenue). Management noted that 800G product volume more than doubled sequentially.

Turnaround to Non-GAAP Profitability: Non-GAAP EPS came in at +$0.06 (vs. -$0.16 YoY), beating expectations and marking a return to non-GAAP net profitability. GAAP net loss widened to -$22.8 million due to gross margin compression (27.7% vs 30.3% YoY) and scaling Opex

Massive Q3 Guidance: AAOI guided Q3 revenue to $255M–$290M (a massive ~33–51% sequential leap) with non-GAAP EPS ramping to $0.11–$0.26.

Demand-Capacity Mismatch: CEO Thompson Lin explicitly stated that demand for 800G transceivers and 1.6Tb products is projected to outpace production capacity through mid-2027.

What This Means for POET Today
Massive Market Validation for 800G/1.6T Ramp AAOI's report confirms that hyperscale demand for 800G and 1.6T optical interconnects isn't just intact—it's bottlenecked by manufacturing and supply capacity. Because POET’s Optical Interposer is designed to lower production costs, reduce thermal output, and accelerate assembly throughput for 800G/1.6T engines, AAOI’s capacity strain validates the precise pain point POET aims to solve.

Sympathetic Sector Surge AAOI’s robust Q3 guidance and surging revenue typically trigger immediate algorithmic buying across the AI optical interconnect group (POET, LITE, COHR). Expect upward pressure on POET during pre-market and regular trading hours.

Margin Compression Highlights the Optical Engine Solution AAOI’s GAAP gross margin declined YoY (27.7% vs 30.3%), driven by scaling costs associated with legacy transceiver packaging. Wall Street analysts reviewing AAOI’s call will note that traditional assembly methods are squeezing margins under high volume—reinforcing the long-term thesis for POET’s wafer-scale optical integration.

I got approved internally for a promotion at the VA to GS14 from GS13-10. What step am I likely to go to? Gemini says GS14-6, but that's only a 6% raise. Isn't it supposed to be closer to 10-15%?

I've been off Zyn since January 3rd, after using for ~3 years. New years resolution gone right for once. It was awful quitting, but I had tapered from ~90mg / day to ~15 before finally going off completely on that day.

The agitation, sleeplessness, and depression was the worst, with the depression lasting for several months. I even had 2 panic attacks, random for me, at the end of January which I think was related.

Anyway, everything got much better by the time March rolled around. There was no looking back. Then randomly last week, I bought a tin while I was at a gas station. I thought I owed it to myself after some stressful weeks, but now I'm back to using 5-6 pouches a day. I'm already trying to quit but am get extremely agitated when i do. I'm so upset that I am going to have to go through all of this again, and I can't blame anyone but myself. Not looking for sympathy, just wanted to share my story