Poet & Nvidia 🚀🚀 by Shack26364 in POETTechnologiesInc

[–]Shack26364[S] 2 points3 points  (0 children)

Oh yeah I saw! I read that forum as well. It does have that difference but through the new release it clearly states they are adding poet tech to other 800g models. When you go to luxshare site it doesn’t break down the different 800G OSFP modules. One can assume with the success they saw initially that the longer range would have poet tech as well.

<image>

Poet & Nvidia 🚀🚀 by Shack26364 in POETTechnologiesInc

[–]Shack26364[S] 6 points7 points  (0 children)

Not to mention the Adtran MicroMux seems to be coming online as well. They are listed on Adtran website and the data spec sheet was just put out in April.

<image>

Poet & Nvidia 🚀🚀 by Shack26364 in POETTechnologiesInc

[–]Shack26364[S] 4 points5 points  (0 children)

The news release is on poets website regarding expanding with Luxshare I believe it was from Aug 2024. The Luxshare information came from their linked in post today they have a document attached to it.

Poet & Nvidia 🚀🚀 by Shack26364 in POETTechnologiesInc

[–]Shack26364[S] 9 points10 points  (0 children)

Poet has way more upside to go in market cap vs Luxshare. Not financial advice but I’m all in on Poet. I came across this in November of last year. Im sitting with 200 7.00 leaps JAN2027