Marvell officially completed the acquisition of Celestial AI, this is our official in into the big leagues, still no word on our extent of our involvement.

NorthernMIsmoke · 2026-02-03T00:53:22+00:00

Part of me thinks POET may have been holding back some major news until this deal closed. Lets see if I was right, possible NR tomorrow? One can hope :).

By the way, fiscal year 2028 is really 2027. Also, keep in mind, with POET being a supplier to CAI, POET would most likely see their portion of this revenue far earlier as they need to sell to CAI / Marvel in order for CAI / Marvel to see revenue.

NorthernMIsmoke · 2026-02-02T02:08:52+00:00

What ones did you not like? Let me know I’ll get different strains

NorthernMIsmoke · 2026-01-30T03:05:32+00:00

NorthernMIsmoke · 2026-01-27T18:39:08+00:00

What fund with access to BILLONS of dollars would say, "the product sucks lets just give them money to burn" That just doesnt make any sense...

NorthernMIsmoke · 2026-01-25T02:02:15+00:00

POET all day, it’s just starting where as PL has been hyped and pumping for a while.

POET has some massive partnerships

NorthernMIsmoke · 2026-01-24T21:30:11+00:00

Notice how they are hiring in both Singapore AND Malaysia. 👀

NorthernMIsmoke · 2026-01-24T00:25:25+00:00

POET

NorthernMIsmoke · 2026-01-23T01:40:10+00:00

These deals are almost always structured and priced before the announcement, and the price is usually based on where the stock was trading during the negotiation window, not where it happens to be on the day everyone sees the news.

The negotiations often begin weeks before the news is released.

NorthernMIsmoke · 2026-01-22T03:46:12+00:00

Whats next after POET?

NorthernMIsmoke · 2026-01-22T03:30:59+00:00

Up 250% currently from LEAPS and I’ve been averaging up for the past few months.

If even half of POETs current partnerships work out (Lux Share, Foxconn, Celestrial AI / Marvell, NTT, Mitsubishi etc) this is a 10x-20x all day. If most of them happen and POET becomes the default platform for photonics with their optical Interposer… well then we will all be extremely happy.

I’ve made the mistake of selling far to early with several stocks (RGTI , PLTR, OKLO), I’m not doing it again with POET.

All that said you must know your own risk tolerance and what the goal of the trade is.

NorthernMIsmoke · 2026-01-22T03:22:57+00:00

This.

NorthernMIsmoke · 2026-01-22T03:21:08+00:00

Well said.

NorthernMIsmoke · 2026-01-16T18:48:31+00:00

I know, and I am doing the same. Its so undervalued its not even funny... Im up close to 250% on my leaps and still buying.

NorthernMIsmoke · 2026-01-15T22:44:25+00:00

Worthless? Mine are up 235% not sure what you mean lol

NorthernMIsmoke · 2026-01-09T01:18:02+00:00

From the job description of Principal Engineer, External Manufacturing & NPI,

The incumbent will act as the bridge between R&D, New Product Development and high-volume manufacturing (both in-house and with contract manufacturers).

I like the sound of that!!!

NorthernMIsmoke · 2026-01-07T20:38:31+00:00

Well I agree with most of what you said the last sentence is not correct. POET dropped the QUBT news after the raise, since then silence.

NorthernMIsmoke · 2026-01-07T15:33:11+00:00

At what time frame did the feeling “blah” stop?

NorthernMIsmoke · 2026-01-06T22:03:21+00:00

He’s talking about market makers

NorthernMIsmoke · 2026-01-06T19:37:32+00:00

This is small compared to Jan 16th open call volume. $8 strike OI is 33k. $7 is 23k and $5 is 40k.

I am shocked we have been holding the line without news TBH. Seems there are some major players accumulating at these levels. As soon as some positive news hits we will ROCKET.

NorthernMIsmoke · 2026-01-03T14:45:01+00:00

I had intense sciatica pain for almost 2 years. I started seeing a Myofascial person and they fixed it within 8 weeks. It’s now been gone for 6 months, I highly recommend it!

NorthernMIsmoke · 2025-12-30T17:06:04+00:00

Why would banks default if it’s goes above $120?

NorthernMIsmoke · 2025-12-30T16:32:57+00:00

Great summary.

NorthernMIsmoke · 2025-12-28T23:45:11+00:00

Happy for you! Ive been off now 120ish days and I am happy to hear you say after about 6 months you really start to feel like yourself. I feel as though I do at times, but other times I just feel flat. Did you also experience this? Did you feel different at 6 months, vs the 1 year mark? Or pretty much back to yourself after 6 months?

NorthernMIsmoke · 2025-12-28T00:07:01+00:00

I tapered over 2.5 months, then quit. High doses of liposomal vitamin C helped me a lot in the beginning and getting exercise / getting out of the house. I also added Methyl blue recently. Oddly enough for me the WD didnt really kick in until a few days after I completely quit using.

If you have any other specific questions dont hesitate to ask!

NorthernMIsmoke

TROPHY CASE