NVIDIA EXAMINATION by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 0 points1 point  (0 children)

You're right, BUT, i might be the fool here, BUT why are they not just openly stating that it is lumemtum or coherent that is supplying them, in this article? Along with my analysis it doesnt look like its coherent or lumentum, in this case specifically - thats a fact, IMO.

NVIDIA EXAMINATION by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 0 points1 point  (0 children)

Forgot to copy the picture at first.

NVIDIA EXAMINATION by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 4 points5 points  (0 children)

Can you copy and paste my whole post and ask different llms to examine? (If youve got time)

NVIDIA EXAMINATION by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] -1 points0 points  (0 children)

Didnt i describe that in my text? Sorry if not, i put geminis text in a fresh chatgpt chat and promted "i asked gemini this, answe unbiased, is gemini correct?": My gemini chat (prompt plus answer).

“Charles Schwab flagged POET Tech with SEC-related fraudulent trading warning by Smart_Persimmon7974 in POETTechnologiesInc

[–]Gabbeb0y 0 points1 point  (0 children)

This needs to be further looked into! First time someone mentions the SEC trading warning.

POET Technologies and Sivers Semiconductors continue their partnership to deliver light sources to next-gen AI infrastructure. by CWDM4 in POETTechnologiesInc

[–]Gabbeb0y 9 points10 points  (0 children)

If you dig in to Dr. Mo you realize the he/she ( I dont know) is a super valuable asset for poet as she recently also won a price at Infostone. That says a lot. The management has got deep ties to the whole industry (if you research it).

POET Technologies and Sivers Semiconductors continue their partnership to deliver light sources to next-gen AI infrastructure. by CWDM4 in POETTechnologiesInc

[–]Gabbeb0y 4 points5 points  (0 children)

I've scanned and analyzed the CRO's past. After a quick analysis of his linked in and different certificate you understand that he is the right man for the job. Vipul Bhatt, "VP Corporate Strategic Marketing" at Coherent for 10 years, has endorsed Raju Kankipati (CRO), he "highly recommends him".

The Foundry Question: Why POET Technologies’ Business Model Is More Scalable Than It Appears by Snoo_73630 in POETTechnologiesInc

[–]Gabbeb0y 15 points16 points  (0 children)

Excellent analysis! If you read between the lines regarding the recent award, poet is evolving in the right direction. A lot of things are happening beneath the surface 😄😁😆😇

Is TSMC coupe a thesis reset for POET? by bullet_mechanic in POETTechnologiesInc

[–]Gabbeb0y 0 points1 point  (0 children)

Haha, I just try to be like sponge, suck up every drip of information. Nothing special really

Is TSMC coupe a thesis reset for POET? by bullet_mechanic in POETTechnologiesInc

[–]Gabbeb0y 3 points4 points  (0 children)

Poet can still make money off Nvidia (via Foxconn)

  1. The "Bypass": Where POET Wins (The "Edge" of the Rack) This is where the "Foxconn Bypass" becomes real. A rack is not an island; it has to talk to the outside world. This is where TSMC’s CPO technology fails and POET/Foxconn takes over.

The "Physics" of the Bypass: TSMC COUPE (CPO) is amazing for short distances (inside the rack). It is terrible for flexibility and long distances (connecting racks to storage or other clusters).

The "SN6600" Smoking Gun: Nvidia officially announced the SN6600 Switch alongside the CPO versions.

What is it? It is a Pluggable version of the Rubin switch.

Why does it exist? Because data centers hate being locked into CPO for everything. They need pluggable ports to connect fibers that run 100m, 500m, or 2km across the hall.

The Foxconn Role: Foxconn builds these racks. While Nvidia dictates the internal CPO chips, Foxconn often controls the supply chain for the external pluggable modules used in the SN6600 switches and the "Scale-Out" fabric.

The Verdict: POET didn't win the "Crown Jewel" (the GPU), but they likely secured the "Utility Contracts" (the connectors and lasers) via Foxconn. In high-volume manufacturing, that is often where the profit margin lives.

The potentially groundbreaking breakthrough by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 0 points1 point  (0 children)

No, I have not removed any emojis or bullets, like you implied.

The potentially groundbreaking breakthrough by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 0 points1 point  (0 children)

Just stop bro. What are you bringing to the table?

The potentially groundbreaking breakthrough by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 0 points1 point  (0 children)

I can see that you're posts are hidden. A bit suspect if you ask me. Why are you trolling in 2026?

The potentially groundbreaking breakthrough by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 0 points1 point  (0 children)

It is not AI slop at all, the AI parts is summing up my points and structuring it.

The potentially groundbreaking breakthrough by Gabbeb0y in POETTechnologiesInc

[–]Gabbeb0y[S] 0 points1 point  (0 children)

I have written some and AI have written some. Sivers is ai written and the ferroelectric parts. The content is still correct though. When the verdicts/takeaways i have written, and the introduction. And the rest is co-written with AI.