“Simply put, I want to improve shareholder value,” says $POET’s new COO Sandeep Kumar
reddit.comu/RevolutionaryDWave — 6 hours ago
r/POETTechnologiesInc
Good time to Buy POET ?
I have around 20k usd to invest.
I am thinking about investing in POET ?
what's say ?
u/Legal-Landscape-3951 — 19 hours ago
Will POET be included in this ETF?
https://x.com/JSeyff/status/2057193927455772873
Bullish for photonics in general. Would be amazing if POET is part of the ETF
u/duecesdueces — 17 hours ago
POET Releases Update on Manufacturing
POET X account released this quiz on their manufacturing: https://x.com/POETtech/status/2056042213445152913?s=20
Today they just released the answers: C, C, C
What is the year-over-year %-age increase of the company’s combined office and lab space in Singapore (previously 5,000 square feet)?
a) 25%
b) 50%
c) 250% (correct answer)What is the company’s current assembly capacity, including facilities at Globetronics and NationGate (previously 0 in 2025)?
a) 2,500 square feet
b) 10,000 square feet
c) 20,000 square feet (correct answer)Here’s the big one: What is the approximate %-age monthly increase of the company’s wafer supply from Silterra (previously 65 wafers per month; answer is verifiable by purchase orders)?
a) 10%
b) 100%
c) 823.1% (correct answer)
u/WiseAddiction — 1 day ago
No doubt news was the lighter for the rocket fuel, but keep an eye on Gamma Levels, too
If you're even just new to trading POET, the recent news really gives a firm picture of where we are heading. I also find it REALLY interesting how we hit the PUT wall (Options Gamma) and started a run up again. Institutions often use gamma levels as reference points and it's crazy when they work live.
However, this could just be a temporary dead cat bounce or it's time for another leg up for highs. Not gonna lie, it feels like we have more momentum. What do you think is next?
u/Halo-nm — 23 hours ago
Citadel boosts stake in POET by 273% per 13F filing
I have not seen this posted anywhere else but Citadel has increased their ownership in POET by 273% representing roughly 2 million shares. The FUD spreaders can continue to try to push the stock down but we all know the increase in institutional ownership is for good reason. Institutions are buying the dips now when the paper handed retail traders get scared. Citadel also holds 10M in Calls & 4M in puts.
Link to article: https://fintel.io/so/us/poet/citadel-advisors-llc
Edit: because people keep commenting “this is because they’re a market maker” this is citadel advisors LLC which manages their massive hedge fund. The market maker is Citadel securities, therefore they are investing in the actual company within their larger fund.
u/New_Kaleidoscope9242 — 2 days ago
Red days group support
You may cry here, stomp your feet, cursing them is highly suggested. go ahead. we are going down
u/Suitable-Dream-4043 — 2 days ago
Shareholders to vote June 26th, 2026 whether to redomicile to US
The board already approved to redomicile to the US and will have shareholders vote for the move. I feel confident that this is going to pass and will likely be big news when (if*) it happens. Also, I'm sure this something the large institutional investors have already thoroughly considered and given their position and the potential upside, I am leaning in the direction that the institution that bought $400 million worth of shares will vote Yes. Whats your thoughts on this news in about 6 weeks?
u/Dazzling-Ad7012 — 2 days ago
POET bull is back! $40 before EOY
Some of you may have seen my post on WSB or on this sub, but I am back. This entry looked great considering:
1.TACO Tuesday is tomorrow and that’s good news day
2.The institutional investor buying in at $20 was enough to convince me to go all in again. This time I have twice as many of the same contract. These calls will take me to 400k before EOY as my thesis of POET being at $40 before EOY remains
3.What the market is not currently pricing is the fact that POET just got a fuck Ton of capital and now have the ability to work on either acquisitions or growth. I have a strong feeling that $400 mil is going to be put towards a new factory in the US, especially after the change in domicile. If you saw what happened to AAOI after they announced their new factory being built in the US price.
4. POET is going to start announcing more POs in the next few months. The surge in share price after the last PO explains itself.
5.POET does not require as much revenue as other competitors to become profitable as they are expected to have far higher gross margins. This means that POET could be a much more profitable company than competitors in a shorter period of time so the ramp up time required is not as significant
6. POETs communication with shareholders is getting better. This is extremely important to the market as it will signal that the company is ready to get serious and act as a real company
7.CFO is gone soon which will gain more confidence in the company from retail and institutions. That guy fucked a lot of people over (not me as I got lucky and sold the day before MRVL deal was cancelled)
8. Meaningful Dilutions are complete. The most recent dilution at $21/share signals that the stock is not going to be diluted to the levels that it was when they kept diluting us at $7.25. There’s a higher bar now and that will only help POET in raising funds with a lower effect on our % of ownership.
With all that being said, current macroeconomic factors are slowing the market. I will not be surprised if we drop down to $12/share but that’s something I’m willing to stomach. People are worried rates are going to rise. That sucks for small cap companies! But not POET, because their balance sheet has very little debt. Rates will hardly affect POET’s operations as they are sitting on a boatload of cash financed through equity.
u/New_Kaleidoscope9242 — 3 days ago
POET: The sale in a non-brokered offering to a single institutional investor raised gross proceeds of US$400,000,020
If a single investor bought all offered shares, should it be good for the stock?
I am not experienced with this so please explain to me.
u/Old-Entry2142 — 3 days ago
I went all in.
Disclaimer: The money in my trading account is not money I need to live, survive, or secure my future. My rule has always been that this is money I am 100% willing to lose. And since I’m willing to lose it, I’m willing to risk it all for the potential of a huge upside.
I know what I'm doing is totally unwise. Not everyone is in a position where they don't need the money sitting in their trading account, and I certainly wouldn't advise anyone to do what I am doing. I am violating all common sense here.
But I genuinely believe in the solution this company offers, and I see a massive potential. For that possibility of a big upside, I decided to go for it. Like someone else said, consider yourselves seed investors.
Good luck to all (except shorts 😁)
Ps; if things go down you dont need to send that wellness check as you did with another after the marvel saga hehe.
u/OrneryTea88 — 3 days ago
Do y’all truly believe in this company? or was it just a pump and dump
reddit.comu/Vic_greenbeen — 3 days ago
$POET: Short Seller Takes Aim. $13.30 Is the Line — Break It and $11.26 ...
youtube.comu/ugos1 — 2 days ago
POET's 20000 sq ft fab.
Isn't that just 1/3 of American football field?
It's the same size of my house..
u/SoSKnZaZa — 3 days ago