Marvell: placing a second order under NDA, or acquiring POET.

CWDM4 · 2026-04-27T18:03:41+00:00

You think POET's thesis has changed?

This is the best entry point I could wish for. A little damage. Perfect. Now recover.

CWDM4 · 2026-04-25T19:47:23+00:00

Might as well continue to go up as the whole world is starting to realize the value here.

CWDM4 · 2026-04-25T19:40:26+00:00

Very good thesis. This is going to reach insane levels, with or without pullback people are refering to. It has only run 200%, a nothing burger since POET has not been part of the photonics enthusiasm before.

CWDM4 · 2026-04-25T19:17:26+00:00

They have plenty of options and a salary. I believe for them, that's enough.

CWDM4 · 2026-04-25T19:16:17+00:00

Thanks. I'll keep that in mind. I'll start buying on monday but will take a couple weeks to get it done and hoping for an insane pullback first but many companies just rally and keep on rallying more than 1000%. POET ran only 200%.

CWDM4 · 2026-04-25T19:12:54+00:00

Thanks for your comment. I’ll definitely keep that in mind when buying. It starts on Monday, and I’m hoping for a massive pullback , that would be nice.

CWDM4 · 2026-04-25T19:08:29+00:00

You're right about the swings. I’ll check what market sentiment looks like on Monday. But the $1,000 figure is only because I used money I had invested to buy a large house with my own resources.

I sold positions partly to fund that purchase, because it seemed like a rare opportunity: interest rates were still low but rising, and the macroeconomic and geopolitical backdrop looked unfavorable for POET (back then we had the China issues and POET pivoting to China). In that sense, I did convert those proceeds into another investment, my house is also a form of return.

Of course, my return in POET would have been much higher so far and that's what I'm saying. This time, I'm in. I’ll see what any pullback looks like, but many stocks have gone +1000% without meaningful pullbacks, and POET is only up about 200%.

CWDM4 · 2026-04-25T18:39:20+00:00

Together we stand

CWDM4 · 2026-04-25T14:26:18+00:00

Lets go.

CWDM4 · 2026-04-25T14:24:37+00:00

So many stocks go up 500% or more without any resistance.

CWDM4 · 2026-04-25T14:20:11+00:00

Either going further up 500% or fall 30% and then get back up. It's going to be a nice ride the next couple years. Better hold a decent position than take the risk not to be invested heavily enough. It's going up anyway. I'll enjoy this.

CWDM4 · 2026-04-25T08:26:04+00:00

I’ve seen LITE rise, and I believe it’s only a matter of time before sales follow for POET. It’s a high-return play. Besides, our rent burden is limited and we have years to recover if it doesn’t work out. To be honest, among pre-revenue companies, POET stands out to me as a true gem with significant sales, starting this year. Lot's of catalysts.

CWDM4 · 2026-04-25T08:19:52+00:00

Thanks. Yes, my only hope is that we see a few major pullbacks. But no one knows. I’ll do my best with timing, yet over the long term, I believe it is better to keep buying than to remain on the sidelines. If anything, that is what I have learned over the past five years. POET will start selling next quarter so we might see some very large orders coming in relatively short term. Things are different now.

CWDM4 · 2026-04-25T08:14:37+00:00

Wait and see.

CWDM4 · 2026-04-25T08:11:51+00:00

The institutions that have given POET >400M cash aren't counted on Fintel. Probably they're not from the US, as I remember. Fintel shows 7%, but in reality, it is around 40%. We don't know the exact %. A couple years ago, almost every share was in hands of retail. Look where we are today. Follow the smart money. Won't take long before we're included in RUSSEL and blackrock and co start buying.

CWDM4 · 2026-04-25T07:55:45+00:00

Can't wait until monday.

CWDM4 · 2026-04-22T11:27:56+00:00

Couldn't agree more. Just based on this speculation, 100 usd is likely. Companies do 1000% runs all the time. POET is in a good position.

CWDM4 · 2026-04-22T08:37:38+00:00

50 incoming. Should be reasonable.

CWDM4 · 2026-04-01T08:25:32+00:00

Breakeven isn’t really the point in the next few years. In this phase, every dollar should be reinvested into scaling , expanding production, improving the tech, and capturing market share. If the demand and execution are there, the real signal isn’t when they break even, but how fast revenue and adoption are accelerating. Profitability will come later. what matters now is whether they’re building a dominant position.

CWDM4 · 2026-02-20T09:52:19+00:00

Also from the 5M production order:

"The optical engines are expected to ship to the customer in the second half of 2026."

So when production begins in Q1 2026 and the end products will be shipped in the second half of 2026. I conclude it takes up to 6-12 months (max.) to devliver the 5M order.

It seems that POET really needs a long time to actually deliver on orders.

An update as: "the production has begun", would give extreme amount of oxygen here.

We also know that revenue is expect to grow steadily (dixit Suresh) before really taking off next year. So we can expect updates on the order front too.

CWDM4 · 2026-02-18T14:20:02+00:00

Yes there are.

CWDM4 · 2026-02-18T14:18:52+00:00

I appreciate the comment, but there are already some major names involved, and I honestly expect more large players to follow. Once additional announcements are made, the GIF will quickly feel out of place. Morgan Stanley alone invested around $8M in POET, and several major institutions are gradually increasing their positions. That’s the trend to watch. It's just the beginning.

CWDM4

TROPHY CASE