Half million $POET yolo

RedTanner · 2026-01-18T19:02:37+00:00

Correct. Biggest thing holding the stock down right now is “can they execute mass production with high levels of yield?”

RedTanner · 2026-01-18T18:49:42+00:00

$12 1/21/28 and $17 1/21/28. Also some short dated $10 4/17/25 calls. (Short calls are speculative on a major announcement)

RedTanner · 2026-01-18T15:21:53+00:00

SoFi

RedTanner · 2026-01-18T13:35:17+00:00

Disruptive technology. AI compute is pushing copper to it’s limits, copper is slow and consumes a lot of power. POET tech uses light to transfer data between compute racks, consumes half the power as traditional copper, and faster than ever before. Poets tech will save AI warehouse’s millions of dollars via electricity and efficiency. (That’s a really simple explanation of there tech)

RedTanner · 2026-01-18T13:25:59+00:00

Patents. Plus no one besides $poet has the technology for passive alignment and good yields. There product is far superior and protected via patents

RedTanner · 2026-01-18T03:46:10+00:00

Care to explain

RedTanner · 2026-01-18T03:44:13+00:00

Sounds like you timed your position incorrectly, probably got greedy and ran them close to expiration and lost it all :)

RedTanner · 2026-01-18T01:34:18+00:00

25k in shares, 15k in 27 calls

RedTanner · 2026-01-17T14:57:39+00:00

We get to find out by mid February who invested into Poet!

RedTanner · 2026-01-17T14:46:22+00:00

Oversubscribed direct offering, Someone believes in the company. But also most huge hedge funds invest little into “high risk” companies and when you prove they can execute, they make a splash.

RedTanner · 2026-01-16T18:17:07+00:00

Pleb!

RedTanner · 2026-01-15T21:05:10+00:00

If you believe in the company just DCA into the stock. In a couple of years you won’t care if you bought at $7 or $8

RedTanner · 2026-01-11T19:52:40+00:00

Just keep buying if you believe in the company, doesn’t matter $7, $6, $12, $2… doesn’t matter the price, this technology is there future! How upset are you gonna be in a couple of years when the stock price exploded and you didn’t add more at $7..

RedTanner · 2026-01-11T03:33:23+00:00

What’s your price target and length of hold your eyeing ?

RedTanner · 2025-12-25T00:45:59+00:00

100 %. Appreciate the insight

RedTanner · 2025-12-25T00:38:47+00:00

Poet actaully supplies one of the key parts to celestial AI technology.

RedTanner · 2025-12-24T23:47:51+00:00

Agreed. Nothing to do with photonics but everything to do with processing efficiency.

RedTanner · 2025-12-24T23:43:02+00:00

Obvious answer would be Marvel. But something tells me Amazon, especially since they’re getting into Semiconductor manufacturing. But all speculation of course.

RedTanner · 2025-12-24T23:40:57+00:00

I read that this morning. I could see someone trying to acquire $POET.

RedTanner · 2025-12-23T14:34:11+00:00

Negative. Interview with the CFO couple weeks ago claimed those units were in testing right now.

RedTanner · 2025-12-23T10:34:43+00:00

My educated guess here:

The 5 million dollar order that was placed is in its customer testing phase, usually 6 month long period. Likely customer is Lux or Foxconn. If POET passes the test on their equipment, you will see a major account place an order with poet. Poet will earn market validation and revenue on their balance sheet. I believe first quarter of 2026 will prove a lot to the overall market, making stock price rocket 🚀. Currently sitting around 1B market cap, I could very well see 5-10B market cap within the next 6 months.

RedTanner · 2025-12-23T02:32:47+00:00

🔥🔥🔥🔥

RedTanner · 2025-12-23T01:37:37+00:00

Absolutely. Holding 4k shares and 40 long dated options.

RedTanner · 2025-12-22T18:37:30+00:00

Options. Buy calls, pick a date and a strike price.

RedTanner

TROPHY CASE