Directly mentions and is bullish on POET
there’s literally nobody else you want to be bullish on your stock than this person. His/her research has been goated for the for the CPO space
https://x.com/aleabitoreddit/status/2071488272245944399?s=46&t=aiNRnguJNyufNLsmAHvAcA
People are seeing our discoveries
https://x.com/aleabitoreddit/status/2069775271562289299?s=46&t=aiNRnguJNyufNLsmAHvAcA
Not saying this confirms anything, but didn’t POET already have a collaboration with Luxshare back in 2023 for 400G and 800G receive optical engines? And if I remember correctly, they expanded that collaboration later as well.
So with this Marvell/Luxshare partnership, the question becomes pretty interesting:
Is POET potentially a component inside some of these optical solutions through Luxshare?
Or does this mean Luxshare/Marvell are going a different route completely?
Genuinely curious what people think here. Constructive discussion