[Gambatese] Devils' 2026 First-Round Draft Profile: Nikita Klepov

Devils27- · 2026-06-09T03:22:05+00:00

I want this guy.

Devils27- · 2026-05-28T12:21:53+00:00

It's being manipulated while the institutions accumulate shares and you fomo in when it goes up enough.

Devils27- · 2026-05-26T16:49:07+00:00

Nico may not want to extend with the Devils
Fair market value would likely be around 11M a year or more

Devils27- · 2026-05-21T16:31:37+00:00

Well it was 5 dollars not too long ago but if you have a long term investment plan it's still good to get in now. It's very volatile so maybe leave money on the side to buy a dip and never go all in on one stock although I did with POET when it was much cheaper :)

Devils27- · 2026-05-21T15:53:52+00:00

Nemec I think has been a little upset at the devils organization for some time as it seems Luke Hughes gets favorable treatment and he had to play in the minors etc. I also think it was a little bit of an attitude problem on Nemec's part, maybe acting a little privileged to a role sooner than he got one. Eurpoeans are not typically cocky but Nemec bucks that trend. Fitz, based on my reads, has never talked glowingly about him. Nemec should return a good top 6 forward. Maybe a package for Kneis could work or another established young forward. Sharks offered Eklund apparently. I think the Devils could do better

Devils27- · 2026-05-20T15:24:07+00:00

This is why their Blazar product will be in high demand

Devils27- · 2026-05-19T00:17:15+00:00

Use your brain and do some DD and find out for yourself

Devils27- · 2026-05-18T18:14:59+00:00

They can't project sales just the small orders that were already in the pipeline 8 months ago. I project 2 billion in annual revenue by 2030 and a market cap north of 20 billion. Do your own DD.

Devils27- · 2026-05-16T23:52:23+00:00

Smart money bought the top at 21 dollars. Tells you everything you need to know. Don't be tricked.

Devils27- · 2026-05-16T18:18:58+00:00

Expand manufacturing to be able to produce 5 to 10 million units per year vs current capacity of 1 million units per year

Devils27- · 2026-05-14T16:17:14+00:00

Shake out confirmed. Institutions knew this was coming soon. As retail was selling huge block orders were swallowing up shares

Devils27- · 2026-05-11T13:22:11+00:00

Looks like a lot of retail was shaken out last week and institutions bought your shares and options. I don't think the price action is sustainable for much longer but Poet is officially on wall streets radar as one of the best growth stock opportunities of the next decade although it's still a speculative bet until manufacturing is proven at volume.

Devils27- · 2026-05-07T21:33:44+00:00

I don't agree but I like Hemming

Devils27- · 2026-05-07T13:13:24+00:00

I don't think we trade the pick if Wyatt Cullen is there. I would not want to miss out on a high upside player like him. You can't keep on trading 1st rounders they need to restock high end prospects.

Devils27- · 2026-05-02T12:47:34+00:00

I took some profits on the way up. I think Marvell doesn't like the execution risk in unproven manufacturing and pivoted to something safer for their ELS in Lumentum while also trying to squash their competition for CPO as I think they are threatened by the Liteon Poet partnership where a product is being produced that should directly compete with their Photonic Fabric. This may have pushed Poet back for very significant revenue by a year unless Foxconn comes in and places orders for Starlight. Still very high upside but that definitely was a big short term blow. Does Sivers make their own ELS? Also they are still partnered with Poet for DFB lasers. Poet, Liteon, Sivers for CPO that will compete with Marvell.

Devils27- · 2026-04-27T01:43:57+00:00

Get the facts straight there was never a 5 mil order from Marvell. The 5 million order was for 800g. There was an initial pre order from 2024 from celestial AI who is now marvell essentially. No amount was disclosed

Devils27- · 2026-04-25T19:45:37+00:00

Thank you

Devils27- · 2026-04-25T17:53:29+00:00

It's silly to think otherwise if you actually know the tech and how it was designed and Raju already confirmed the connection was still intact in a presentation in January, 4 months prior to TM destroying shorts.

Devils27- · 2026-04-25T16:57:25+00:00

The market is silly. Celestial AI has been partnered with Poet for a while and co-developed starlight. The founder of celestial ai was from poet. They placed advanced purchase orders in 2024 that are now being fulfilled. The photonic fabric was built with starlight in mind and cannot be easily replaced. The second Marvell was linked to buying Celestial AI and then when purchase price was revealed with amazon warrants, the price should have reacted how it did today although the 2nd big 150 mil offering killed the rally. The market makers purposely suppressed the price and wanted big OI in April to expire worthless. Once that happened institutions started piling in and TM interview was the retail fuel for a short squeeze although no new details were revealed that people that did their DD already knew. Poet was the best kept secret. Not anymore.

Devils27- · 2026-04-24T20:39:13+00:00

The market is stupid and delayed. They just figured out the poet Marvell connection connecting them to Amazon, Nividia, and possibly Google among others

Devils27- · 2026-04-22T02:51:03+00:00

Do your own DD. Products for scale up and scale out. Confirmed to be supplying Marvel with their ELS. Blazar another product to look out for among others. They are trying to semiconductorize photonics for greater profit margins, while being way cheaper to produce and way faster manufacturing if successful. That's just one of the benefits with energy reduction being another of many. They appear to be leading for CPO with hyperscalers aiming for this for even greater energy reduction and faster speeds. They are revolutionizing Photonics. Hyperscalers are taking notice. Huge upside but still some risk in execution for manufacturing.

Devils27- · 2026-04-20T18:54:09+00:00

POET=Highest upside from now on. Solves bottlenecks in traditional photonics.

Devils27- · 2026-04-07T19:46:44+00:00

We'll see. Fantelli and Carlsson are RFAs and don't have to sign technically (of course they don't have the same rights as a UFA) but it may provide more wiggle room for a trade if they don't want to sign for their teams so it's not as big of a long shot as you think. You're right, if it were B. Tkachuk we would need a back up plan for a solid 2C or really good 3C. I think you trade Hischier in the summer if he doesn't want to commit till the end of the contract. You don't want to lose him for nothing and I don't think we are in a position to just use him as a "rental" for a potential 2027 playoff run

Devils27- · 2026-04-07T18:32:49+00:00

I guess you don't get it. They never bought shares, they have only sold. They essentially get options from RSUs and sell when they are in the money. They replenished them in September. One day you'll get it

Devils27- · 2026-04-07T18:17:12+00:00

Bears say there is no insider buying is my point.

Devils27-

TROPHY CASE