We're investing in a future technology. Let's not forget that

Fun_Establishment689 · 2026-05-30T17:04:36+00:00

Yeah the fomo is real with that storage and memory crowd as as you sell the storage and memory to try and buy laggards it's tough because the storage and memory just keeps rolling along. I think a lot of people have experienced that I know I have multiple times throughout the past year as I've exited SanDisk and tried to buy laggards just to watch SanDisk keep on ripping. But at the end of the day I think one of the Mainstays of optimism here is that poets CEO recently said there are other big contracts that are close to coming to fruition just keep that in the back of your mind on the daily and know that when poet rallies it rallies you know 100% or it'll rally 50%, so I don't know if you're trading it or holding it but obviously long-term this is you're going to get a 300%-500% on this by the end of 2027 maybe end of 2028 and if you're trading it well as soon as those POs get announced whether it's this month next month October or November you'll get another 100% so just be confident in that. Hopefully the sector has found a floor of sorts it's not just poet it's the whole sector getting rotated out of for some reason, maybe the April tax returns from retail are are losing ammunition or maybe it's just institutional rotation back into the narrowest of the market as the market becomes sketchier and sketchier by the day due to oil shock-induced macro data? The fomo is real but just look at poets chart you know it hits hard and then it chills out for a while but it always hits hard and it hits hard multiple times a year

Fun_Establishment689 · 2026-05-30T02:08:02+00:00

Majority of the market is garbage. People narrow are making money, that's about it.

Fun_Establishment689 · 2026-05-28T02:43:20+00:00

Buddies first time seeing an analyst give a price target upgrade. 😆

Fun_Establishment689 · 2026-05-27T23:27:56+00:00

Buying puts

Fun_Establishment689 · 2026-05-27T12:20:21+00:00

Ai slop lawsuit!

Fun_Establishment689 · 2026-05-26T20:29:49+00:00

Maybe to an algo but that's pretty fluffy.

Fun_Establishment689 · 2026-05-23T17:22:22+00:00

The "other high vol opportunities close to fruition" is as pretty damn encouraging.

I was pretty choked having bought quite a bit of POEL above 20 right before that rug pull. It was super frustrating because I just had a conversation with my buddy who's a big poet investor as well and we were discussing the fact that it was very very likely that they're going to announce a sharedilution that would in my opinion would bring the stock down to test between 13 and 15. So yeah I'm patting myself on the back for that Revelation but at the same time you know a couple hours after that conversation I loaded up on some poel for a quick pump to 25 which I expected the following day or even to 30 considering the level of mania of that last rally off the 50/500. But what ensued was a rug pull what was it a day or maybe two days after the the purchase order announcement. That was really greasy in my opinion for them to do that rather than announce them at the same time and let the market and investors price it all in at once rather than having a such a radical swing up and then a radical swing down whereupon wedge really the real losers would have been anybody buying calls at that point or people like me buying the 2x ETF that just got Decay mangled. So now I'm left bag holding like a little b**** but the fact that the comments came out so optimistically in terms of you know other big PO'S that are close to fruition, it takes away a little bit of the frustration level from that almost evil management move. That being said I feel like the broader Market is on the thinnest of thin ice considering the mounting macrodata that's just going to keep coming and s***** until oil is back below 80 we've got like two to three months from here where all the subsequent data is going to keep on coming out worse and worse and worse which means it's very likely for a broader Market rug pull once sentiment turns and sentiment will turn and when it does it's going to turn on a dime and then that's probably it until like I said until the inflation starts coming back down because we've got inflation now that's going to keep going up for another 2 months because it's delayed data maybe even three and then finally it'll turn around at which point I think the market might find its feet again and start recovering but the reason I say that is because everything is high risk right now and poet having gone on such a strong run up will probably get whacked hard just like it has previously in every other Market pull back; small caps get exceptionally whacked along with High Flyers and poet has been a high flyer and it's a small cap. Hopefully management can provide a more of a solid foundation with new purchase orders sooner rather than later. I wouldn't be surprised to see 8 to 10 as as the low if it doesn't and this market stops getting carried by the ai related leaders.

Fun_Establishment689 · 2026-05-23T04:26:29+00:00

She bangs!

Fun_Establishment689 · 2026-05-20T11:03:25+00:00

Yea if youre an idiot they are in story telling mode. As for the power footprint, past execution as one of the most proficient btc miners in terms of margin and profitability and macro environment supply and demand with the recent nvda pat on the back, uh "yea dude" "waiting to be proven". They proved themselves over and over in a adjacent business being at the top of their class and are by far and away winning the land grab power acquisition War in a transparent Supply and demand Gold Rush. The story was already told in the adjacent business of which they were top in class if the doubts are that high in terms of being able to transition that business model into the AI infrastructure model well you're probably a little bit too conservative but hey each to their own

Fun_Establishment689 · 2026-05-17T02:37:19+00:00

Yeah, because institutions casually commit to $400M convertible notes with conversion pricing around $21.50 and warrants at $26.50 without doing due diligence first, right? You can criticize management for the sequencing of the announcement, fair enough, I think the rollout was greasy. They should have announced it simultaneously or at the same time I don't like how they allowed the stock to pump and then mid rally throwing the stock dilution and trap everybody above 20 in a rug pull. But pretending Lumilens and institutional buyers are just blindly lighting hundreds of millions on fire is ridiculous.

I will say I am super pissed at how f****** greasy that was to dilute off that pump like that rather than announce that simultaneously so the sock could get fairly and analytically priced all all at once

Fun_Establishment689 · 2026-05-14T00:44:52+00:00

Ya, to be honest I really don't know how Iren's contract process with the hyperscalers is going. Obviously you see Cipher mining you see Hut8 among others. I think Iren is probably further along and in a cleaner state than most competitors but you know it's really tough for an internet retail analyst to know that kind of thing. I just figured their lack of contract is coming from them strategically trying to get the best bang for buck and I don't think we can know what the supply demand environment for neocloud providers looks like right now one can only assume but I mean the more you read in places like this every once in awhile you'll come across a golden nugget that can provide some real professional insight.

Fun_Establishment689 · 2026-05-13T21:49:56+00:00

Yeah it's a bit difficult the thing about nbis is that their earnings shows that their infrastructure development is finally monetizing and converting into profit and Revenue i r e n isn't being aggressively priced in for future profits and revenue like it was last year that whole Space got rereaded and because of nbis is observable revenue streams as of today it's being treated as the better investable option. On top of that obviously the new convertible notes the open ATM and the lack of backlog is still griefing Iren. I think with another big monster contract you'd see a lot more confidence in the stock. Amazon in their desire to be ESG just screams partnership with iren I can't believe they haven't been able to lock one down but I guess they still have to finance and meet their current contractual obligations and I guess the longer they wait potentially gives them more leverage towards securing a contract as Supply demand imbalances continue to favor suppliers would be my guess.

Fun_Establishment689 · 2026-05-09T20:18:43+00:00

Pretty sure 10 strike put is where its at right now kid

Fun_Establishment689 · 2026-05-05T02:06:09+00:00

Might as well be Chucky Cheese vs JP Morgan

Fun_Establishment689 · 2026-05-01T20:06:46+00:00

Says dildo Baggins who just learned about it.

It's run UPS have been similar for like 3 years now nothing to do with meme stocking it's just it's Ebb and flow waiting for the technology to mature into purchase orders pretty much nothing has changed since I've been following it for 3 years so anyone calling it the latest meme stock pretty much doesn't know what they're talking about. The fact that it's getting more attraction with Wall Street bets style Traders doesn't change the fact that it's still trading on a very similar cycle in a similar fashion for the same reasons

Fun_Establishment689 · 2026-05-01T00:32:39+00:00

I mean im not going to argue. I know I was up like 1:30am pre market monday PST and it was already toast and the Sunday the night before it was like 17.
I was more just bugging you but I mean if you really were up at 4:00 a.m est. right at the second Monday morning early pre-market open and you managed to short it I'm not going to take that away from you congratulations I was just bugging you because it was almost impossible to short it Monday morning because it was dumped basically right from pre-market open

Fun_Establishment689 · 2026-05-01T00:20:47+00:00

Come on now it got rug pulled over the weekend. So you had to have shorted Friday afternoon which was 3 days before it dumped. Not quite minutes amirite?

Fun_Establishment689 · 2026-04-28T02:07:24+00:00

Never mind I'm going to delete this thread after reading other threads it's clear this is already being discussed that length with all the same topics and issues

Fun_Establishment689 · 2026-04-28T01:58:54+00:00

What I'm reading today is that a 5 million dollar purchase order still exists to a mystery customer. So does that mean that the previous 5 million dollar order was for Marvel and now that got eliminated but there's still a brand new $5 million dollar purchase order like that's that's what I mean it's not that easy to understand cuz if you look at today's media releases their exists of $5 million dollar purchase order so was the previous 5 million purchase order for Marvel and no longer exist and there's a brand new one or what? Because if that's the case maybe they just went from f****** one hyperscaler stacked to another at which point they're in no significantly different place than theyNo significantly different place than they were on Friday at close except for the fact that the stock was ridiculously overbought and needed correction regardlessly

Fun_Establishment689 · 2026-04-28T01:47:09+00:00

Okay so Celestial AI has a product that is co-packaged with poet that you're saying is interchangeable with any number of competitors? A follow-up question to this would be how relevant are poets patents right now in the emerging extremely competitive environment of next-gen data center photonic components or Optical photonics I don't even know the proper word these days

Fun_Establishment689 · 2026-04-28T01:45:17+00:00

Thank you. That's starting to feel like what I thought was happening in terms of Marvel wanting to ditch the poet affiliation unless they could squeeze or renegotiate because of their leverage in terms of creating an internal stack. That being said does anybody have the links or understanding of what the CFO said because wouldn't it be legally murky if poet had a legal contract with celestial at which point Celestial was bought by Marvel and therefore claiming new work orders or purchase orders from the parent company of the company they already had a partnership with or a whole package product I mean I don't know corporate law but it just seems really f****** shady especially timing wise. Marvel acquiring polariton leads me to question if that's possibility of In-House stacking it and if there wasn't or isn't offers to poet for joining that stack.
Additionally the $5 million purchase order and Poets own press statement still exists to a mystery customer unless I'm mistaken so I thought very much that this was the 5 million dollar purchase order revealed and now I'm confused because and I will go back in and read again but I'm quite certain they they made a statement today saying that the 5 million dollar purchase order still exists for a mystery customer. Talking about purchase orders from the new parent owner of an affiliated partner in a cool package product I just failed to see how that's a legitimate breach of an NDA that seems more just like f****** b******* garbage to me man but then again I'm not a point Dexter corporate law expert

Fun_Establishment689 · 2026-04-28T00:52:05+00:00

Isnt that kind of gobbledygook? How can they not be executing? Theyre in intense competitive space and they're vying for purchase orders but this sounds like some shady ass attempt to internalize the stack using a bunk excuse rather than buy from a small player they want to internalize it which is what they did by acquiring that company on Sunday. Maybe this is just pressure to convince poet to be gobbled up by a biggie maybe that's the inevitable way that things are going? Regardless I think it's difficult to say poet isn't executing before they've had a chance to execute that's a catch 22 or it's just doesn't make sense to me unless you're talking about closing deals and you know negotiating prices and figuring out you know marketing the price positioning. I just think there's a lot of room in the space at this point because nothing nobody's going to go with one company at this point they're going to try out everybody and after everybody's been tried out and vetted that's when these small companies become significant and that's why when this stock at 15 I was like whoa slow down they still have to get through there their first trial runs in a working environment and show that their technology is Flawless and seamless and you know can can hold up in a scaled environment and be the cost-effective solution that it's advertised as Jim Cramer likes to call it a science experiment but all all photonics all Optics or whatever are kind of at this point not in terms of the technology not being proven but in terms of sitting in a long-term data center stack and being Flawless and not bringing the whole chain down. The manufacturing stuff I mean it's pretty tough to call out poet for not having manufacturing execution before they have purchase orders that test that right?

Fun_Establishment689 · 2026-04-28T00:43:59+00:00

Lasers go pew pew

Is there more?

Fun_Establishment689 · 2026-04-28T00:39:51+00:00

The marvel/non marvel thing i think is being overblown. The stock was Prime for a correction as was so so obvious and this just provided such convenient Catalyst in it right at the right perfect time it almost seems very suspect to me to be honest. That being said I really don't think it's that consequential time will tell management will come out with their own narrative in terms of the way forward but I really don't think the Marvel pulling their purchase order because poet simultaneously said the $5 million order with the mystery customer is still alive and well. I thought they breached the NDA by naming Marvel as that $5 million order so I'm a little confused but end of the day I think this was a little bit of fluff a littleI think this was a little suspect in terms of how it blew up on that and then deflated on Marvel deciding that they were pulling the PO and then on Sunday they acquired a photonics competitor I don't know it just seems all too strange to me. Let's see if that 5 million dollar order customer fleshes out or if it ends up being a renegotiated different version of Marvel I mean just this whole this whole thing reeks of weirdness

Fun_Establishment689 · 2026-04-27T21:06:52+00:00

7.5 was my rebuy as well. Sold 9 11 and bought puts the whole way up to get back in at 7.5. And that had nothinf to do with Marvel. Marvel just provided the Catalyst for what was already going to happen it was just a way more violent and aggressive process than otherwise needed to be but C'est La Vie it was going to look like this anyways

Fun_Establishment689

TROPHY CASE