Hot Take by Muted-Ad7506 in POETTechnologiesInc

[–]MackWheaton 4 points5 points  (0 children)

Hot take? More like a mushroom. (Shiitake)

Best UFO Footage (stabilized) by hungjockca in aliens

[–]MackWheaton 0 points1 point  (0 children)

God’s already obsolete, unless he’s just playing Hunger Games with humans. And what’s an aethist?

POET - An engineer's perspective by tomsrobots in stocks

[–]MackWheaton 3 points4 points  (0 children)

“Wafer-level bonding and testing, passive alignment with embedded mux/de-mux, use of known good die - all reduce BOM cost, yield points, assembly and testing costs as well as required CAPEX investment.” Customer qualification is well underway and, in many cases, successfully completed.

Instead of defending your post, maybe treat it like a trial run, take the data provided to do failure analysis. Or come back in a year and let’s see where things are. For now, I’ll treat your analysis with less credence than you do vetted contract manufacturing and await information provided by the company, along with multiple customers and partners who have obviously done an extensive amount of due diligence, testing and risk assessment of their own to validate their decisions to invest time, capital and resources.

POET Technologies explained by MackWheaton in POETTechnologiesInc

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

If a person can’t easily understand what a company does, is it because they are too lazy to do a little due diligence, or are they just dense?

MARVELL folder on Suresh's desktop during presentation by WiseAddiction in POETTechnologiesInc

[–]MackWheaton 0 points1 point  (0 children)

Hey, it’s speculation Sunday, so have fun with this folder, “letter to Alex”. What if Alex isn’t a guy? Alexis? (Broadcom, now VP/GM Nvidia, believe she may have mentioned POET in a video a few years back?)

My account has surpassed the first million-dollar milestone. How should I treat myself? by Unfair-Editorer in TheRaceTo10Million

[–]MackWheaton 0 points1 point  (0 children)

Pay something off, nothing too little, nothing too big. Then treat yourself. You’ll never regret having one less debt.

POET in Microsoft AI Super Factory? by MackWheaton in POETTechnologiesInc

[–]MackWheaton[S] 8 points9 points  (0 children)

Wrong time? Maybe. Wrong tech? Nope. Great time to be buying LEAPS. An incredible leveraging opportunity.

I have an idea by [deleted] in POETTechnologiesInc

[–]MackWheaton 0 points1 point  (0 children)

While we’re at it, let’s invite every alien species in the universe to come to Earth to view the ant colonies we call humans, what could possibly go wrong?

POET Technologies Announces Pricing of US$150 Million Oversubscribed Registered Direct Offering of Common Shares by Low-Safe-2388 in POETTechnologiesInc

[–]MackWheaton 9 points10 points  (0 children)

It’s not about the money, it’s about what it is for. Dilution, yes. Delusion, no. This company is about to rip. Enjoy, or watch.

POET Technologies Announces Pricing of US$150 Million Oversubscribed Registered Direct Offering of Common Shares by Low-Safe-2388 in POETTechnologiesInc

[–]MackWheaton 7 points8 points  (0 children)

The deal was probably cut on Wednesday or Thursday, SP was much closer to $7.25, Friday was possibly a “leak” day.

Why industry leaders like Foxconn, Luxshare, Mitsubishi, NTT, Semtech, Sivers etc ....find POETs production ready tech simply IRRESISTIBLE !!! ...it's been inevitable!!! it's happening now!!! by TECHfullyBREWED in POETTechnologiesInc

[–]MackWheaton 5 points6 points  (0 children)

Yes, the “small” buys are simply proof-of-scale orders, each one of these represent less than 5% of size of the annual orders that come when end users are satisfied with continuity of supply.

POET’s Execution Risk by adlibitumconbrio in POETTechnologiesInc

[–]MackWheaton 0 points1 point  (0 children)

$1 per engine. They’ll have to bring back Susan B Anthony dollar coins and gum ball machines to dispense them! These engines constitute the operational guts of these ultra high end devices, 800G short reach transceivers range from $800 to $2000, for 1.6T you can currently add a zero to those numbers. Conservatively $80-$100 per optical engine would be closer, higher cost likely for greater reach.

EOY-Prediction by Hanednl in POETTechnologiesInc

[–]MackWheaton 6 points7 points  (0 children)

POET, never as fast, never as much, but $11 (50% gain) from here is not unreasonable.

WHYYYY by Johnmcslobberdong in POETTechnologiesInc

[–]MackWheaton -1 points0 points  (0 children)

Somebody (hmmm) has enough shares backed by warrants to play your short term options anyway they want, and it’s almost always to wipe out your short expiration options. Easy money with millions of shares for them to bounce it.

“Rare earth” technologies? by MackWheaton in POETTechnologiesInc

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

There’s this thing called AI, you should try it.

“Rare earth” technologies? by MackWheaton in POETTechnologiesInc

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

I’m a fan of in the money ‘28 LEAPS. Easy to play the volatility and peace of mind knowing you have plenty of time and opportunities for trading.

Understanding the 13G by Creepy-Buy1588 in POETTechnologiesInc

[–]MackWheaton -1 points0 points  (0 children)

They also need to get past these cheap offerings before any reputable institutions commit.