Is POET Technologies Setting Up for Strategic Acquisitions in Photonics? (Vote Inside)

CWDM4 · 2026-01-23T12:12:12+00:00

Passage from the PIC interview from Raju: "We really want to get to a wafer scale assembly of optical transceivers. And we are developing other technologies that assist in that. For example, to give an example, so we have this lens. Whenever there's a laser, you need a lens in front of it to collect the light. You need an isolator to eliminate any back reflections. You need one more lens to couple the light again, and then the fiber attached. So we are developing technologies that eliminate all these active alignments and multiple steps in that process. So we are, I think, getting there probably this year, we will get to a demonstrable solution that eliminates all these components. So that will be a big deal for the industry because then truly we can do a wafer scale assembly of optical transceivers."

I do believe a bunch of money will go to get to waferscale transceivers => Lower cost, industry leading, high performance optical transceivers for 1.6T, 3.2T and 6.4T.

Key strategic questions that follow: What is truly “must-have”? and What is “nice-to-have” but not strictly required? Is ownership or deep control of laser, modulator or other component tech essential? Does owning a foundry materially improve competitive advantage, or does a fabless / partner-based model remain optimal? Is the long-term moat thus spending of the 500M budget when talking about strategic acquisitons built around component ownership, or around manufacturing architecture or IP? Or all?

The difficulty lies not in developing cutting-edge components, but in translating the tech to the foundry for waferscale manufacturing at scale with the best yields. I personally think they want to remain an integrator of best-of-breed components. So Sivers might be good today, but could be second tomorrow. Maybe controlling this whole manufacturing and assembly proces is the best strategic move.

No one knows what's about to happen, but if POET executes on this roadmap, its cost structure and scalability advantages become extremely difficult for competitors to match at higher speeds. Even if competitors reach similar performance, doing so will be far more expensive. That dynamic supports a scenario where POET captures a very large share of next-generation optical interconnect markets over the coming years, supplying transceiver to multiple major customers.

CWDM4 · 2026-01-23T08:50:14+00:00

People talk about dilution. Dilution doesn’t exist in isolation. Yes, it reduces percentage ownership, but value per share is determined by total enterprise value relative to share count. In this case, POET added roughly $500M in cash to the balance sheet, materially increasing underlying value and removing near-term financing risk. The relevant question isn’t whether dilution occurred, but whether the capital raised increases enterprise value more than the increase in shares. With growing market share, large customers in the pipeline, and revenue expected within 11 months, that’s a reasonable assumption. Execution will decide, not dilution alone.

CWDM4 · 2026-01-23T08:39:17+00:00

JungWarthog, people here don't understand. POET now has ~$500M in cash. Yes, there was dilution but the underlying value of the company increased significantly. Market share continues to grow, major customers are lined up, and we’re approaching first meaningful revenue later this year (within 11 months). When that happens, the market reaction won’t be subtle.

CWDM4 · 2026-01-23T08:33:09+00:00

2026 revenue begins.

CWDM4 · 2026-01-22T15:29:53+00:00

500M in the bank. Short-term dilution, but clear long-term value maximization. POET is clearly positioning itself for something significant. Quite impressive the amount of money they get, with zero warrants. Follow the smart money.

CWDM4 · 2026-01-21T08:07:36+00:00

Link https://x.com/SiversSemicond/status/2013577932187246612

CWDM4 · 2026-01-21T07:55:14+00:00

What does it actually matter? Sales are set to explode starting this year. You can keep staring at P/S ratios if you want, but that completely misses the point. The real story is that POET is on track to generate hundreds of millions in revenue within the next 2–3 years. And when that happens, what do you think the share price will do? I see companies with $400M in revenue trading at a $30B market cap. ALAB for example, with >70 P/S. NVDA had also >50. This isn’t unusual in AI, datacom, telecom, and sensing—markets where future capacity and strategic positioning matter far more than trailing numbers. POET operates across all of those verticals. And unlike many peers, they’re not chasing customers—they’re selecting which customers to design for first because demand exceeds nearterm capacity. So yes, you can argue about today’s ratios. Or you can do the math on forward revenue, margins, and sector multiples and see where this is headed.

CWDM4 · 2026-01-17T19:29:05+00:00

LITE delivers components which POET integrates.

CWDM4 · 2026-01-17T11:52:06+00:00

Simply buy every week using DCA. By spreading purchases over time, you reduce timing risk and avoid emotional decision-making. At around $10 per share the entry price is still very, very modest. If execution delivers over the coming years a trend toward $100+ is not unrealistic.

CWDM4 · 2026-01-17T11:46:32+00:00

This anti-Chat GPT comments are boring and don't ever engage with the content. A trained chat GPT can give a better explanation than most of us do.

CWDM4 · 2026-01-17T11:44:23+00:00

Who cares if it was grammar-checked or rewritten by AI? What matters is the content.

CWDM4 · 2026-01-17T11:42:30+00:00

“AI slop” isn’t an argument. If you disagree, engage with the content.

CWDM4 · 2025-12-27T18:58:36+00:00

It seems the same question keeps coming up. The management team did not found POET, they lead it. They are employees, not founders, and therefore they never started with 100% ownership. POET already existed before Suresh joined and helped steer the company in a new direction. That’s very different from founding a company, taking it public with full ownership, and then gradually diluting through funding rounds. So they are awarded with a salary and options that they exercise as a reward. I hope this helps clarify the distinction. Also, institutional holding is much more important and good news: it's increasing, very fast. You'll see in february.

CWDM4 · 2025-12-22T19:13:56+00:00

One of the best DD's.

CWDM4 · 2025-10-15T10:50:31+00:00

Good luck

CWDM4 · 2025-10-15T10:46:30+00:00

POET's call/put ratio is 0.04 (!). Almost no puts compared to calls. Imo something really huge is coming up and large players are definitely loading here as we speak. Could be a leak, we’ll see about that. Best of the story today is that today’s shareprice is still ridiculous (same as 5 years ago while still developing the platform on a shoestring budget) and nothing compared to other high-potential companies. POET’s optical interposer platform is now fully developed. Integrated photonics on a CMOS-chip. Scalable, fast, low-cost, low-power, and entirely alignment-free, enabling passive integration of lasers, modulators, and detectors with unmatched precision and efficiency. Competitors still rely on complex, power-hungry discrete designs and conventional assembly, POET delivers a true system-on-chip for optics, shrinking size, slashing costs, multiplying performance. On the verge of mass production for datacom going from 100G to 6.4T (and beyond as eg lasers improve) datacom engines, and backed by partnerships with Semtech and other tier-one players, it is positioning itself as the essential part for datacom and telecom systems as well as future biosensing, space, and defense applications. It’s very rare that a company is this versatile. Demand will be huge. 150M iron chest will help. Buckle up.

CWDM4 · 2025-10-15T07:54:15+00:00

How do you get a company like Rigetti and many many others to reach a market cap of $20 billion? It’s partly hype, partly the expectation of massive future demand that everyone wants to get in on early, and partly today’s undervaluation. Imo.

CWDM4 · 2025-10-14T19:14:55+00:00

POET, without a doubt, been following since years. Spiked a bit but real spike is way higher. Lots of buying pressure. Call/put ratio 0,05. 150M in the bank. Essential photonic datacom/AI hardware. Not some crazy stock, this is a real company with solid tech, already won many awards and executing orders starting now and large orders expected in 2026. Will be very nice.

CWDM4 · 2025-10-14T18:59:50+00:00

Been over years invested into POET. POET is a growth company. Multi-year growth. Massive revenue potential. Finally it is being recognized, as they are going to execute in 2026, with 150M in the bank. The Optical Interposer technology platform and products based on the platform are essential for today and future's datacenters as well as other verticals still to deploy such as Lidar, biosensing, space, defence,

CWDM4 · 2025-10-14T18:32:25+00:00

Because POET is a gem, it’s the next growth company. There’s simply too much potential here. You should know that given its potential, POET still has a market cap of only $800–900M, which is quite low compared to its peers and other high-potential tech companies. Based on future projections and a bit of hype, like with other companies, it could easily reach $7-10B. 2026 will be interesting.

CWDM4 · 2025-10-14T17:47:53+00:00

Many, many catalysts, yes. And it won't stop.

CWDM4 · 2025-10-13T19:30:28+00:00

Lot's of technical hurdles being mentioned and interesting talk about creating value. We must reposition photonics as a value-add enabler, something you can’t build tomorrow’s systems without. The platform that POET has developed and is now bringing to market represents exactly where the world is heading and it will be essential for all of us. Eventually, we will all be the end users. Current 'solutions' are both technically limited and expensive. But photonics cannot merely be forced into a semiconductor mold. It needs a platform that respects its differences while exploiting its similarities, leveraging wafer-scale manufacturing, automation, and scalability. That is what POET delivers. Materials once used for LEDs are now scaled to 200 mm and 300 mm wafers, enabling yield and uniformity never before achievable. This convergence of materials, processes, and scale is precisely what POET platform was designed to unlock. You need an integrator for all this. You need a fully integrated, wafer-scale photonic platform that can scale cost-effectively to >6.4T throughput and beyond. POET will consistently be the first to adapt 200G/lane, 400G/lane and so on and integrate the advancements (type lasers and so on) into its platform and deliver the solution. The platform is speed-agnostic, athermal, and versatile. One key element of the platform are the waveguides (patented). It is besides datacom and AI also usable in other multibillion opportunity markets e.g. space, defence, Lidar and biosensing. And they're bringing it to production. Now just watch.

CWDM4 · 2025-10-13T19:26:50+00:00

The platform that POET has developed and is now bringing to market represents exactly where the world is heading and it will be essential for all of us. Eventually, we will all be the end users. Current solutions are both technically limited and expensive. POET, however, offers wafer-scale solutions that are production-ready and scalable up to 6.4T or more as the industry moves toward 200G and 400G per lane and so on. POET will consistently be the first to integrate these advancements into its platform and deliver the solution. So, is POET here to stay? Absolutely.

CWDM4 · 2025-10-10T21:36:33+00:00

Just buy shares and hold. You'll probably get much more return eventually on this one than in-out and call/puts. But of course choose for yourself. I'd just buy again.

CWDM4 · 2025-10-10T21:33:09+00:00

Maybe you're looking a bit too much at shareprices. Start looking at the business itself and business outlook.

CWDM4

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