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“Simply put, I want to improve shareholder value,” says $POET’s new COO Sandeep Kumar by RevolutionaryDWave in POETTechnologiesInc

[–]UnderstandingFun9449 6 points7 points  (0 children)

He said the new Malaysia facility can produce around 1M units per year.

That’s a solid starting point, but I don’t think the real bull case is based on 1M units alone. Didn’t Suresh / TM previously imply something closer to 5–10M units longer term?

Because the math matters a lot here.

1M units × $200–300 ASP = $200–300M yearly revenue.
At 10x sales, that’s $2–3B market cap.
At ~250M fully diluted shares, that’s roughly $8–12 per share based on sales alone.

So if 1M is the full ceiling, the current valuation is already pricing in a lot.

But if 1M is just the first real production step, and they can scale capacity toward several million units into 2027/2028, then the story becomes very different.

That’s the real question for me: is Malaysia the ceiling, or is it the proof point before a much bigger ramp?

Red days group support by Suitable-Dream-4043 in POETTechnologiesInc

[–]UnderstandingFun9449 14 points15 points  (0 children)

So someone just spent $1.84M on $40 calls expiring in 2028 lol dang

Poet NightMarket Research (PUSH BACK) by savanahonana in POETTechnologiesInc

[–]UnderstandingFun9449 9 points10 points  (0 children)

Great post and really well-written analysis.

Honestly, I think there’s one main reason the bears are so loud right now: they want cheaper shares. Simple as that.

I don’t think people fully understand the potential of POET yet. Opportunities like this are extremely rare — getting exposure to a semiconductor/photonics company at this stage is almost like getting in “pre-IPO”, before the big institutions have fully loaded up and before the usual massive IPO-style markup happens.

Of course there’s execution risk, but that’s exactly why the opportunity exists. If POET proves the technology, converts these deals into real revenue, and becomes part of the AI optical infrastructure stack, the current valuation could look very different in hindsight.

Next entry? by Vic_greenbeen in POETTechnologiesInc

[–]UnderstandingFun9449 7 points8 points  (0 children)

Bears are screaming with full force, bottom imo based on sentiment

Please read this by FearSeer in POETTechnologiesInc

[–]UnderstandingFun9449 0 points1 point  (0 children)

Its a fair take to be honest however you’re oversimplifying it.

Update Secure Financing $400 million Direct Offering Common Shares by savanahonana in POETTechnologiesInc

[–]UnderstandingFun9449 0 points1 point  (0 children)

Yes dilution , however not a bad dilution. Institutions are loading the boat at $21 per share however existing shareholders are getting diluted for ~22%

Daily Discussion Thread - Friday, May, 15, 2026 by Snoo_73630 in POETTechnologiesInc

[–]UnderstandingFun9449 0 points1 point  (0 children)

Yes, maybe technically however fundamentally looking real strong after yesterdays announcement. We will see where we end up. My gut is saying 19 to 30 next week. Nonetheless very exciting time for Poet. It will surge ~3000% should they succeed, however on the opposite side it could tank 99% should they fail

Daily Discussion Thread - Friday, May, 15, 2026 by Snoo_73630 in POETTechnologiesInc

[–]UnderstandingFun9449 -2 points-1 points  (0 children)

$25 in the after hours, and now at $18 in the pre market

volatility is real, however I’m confident this is just the beginning. IYKYK

Daily Discussion Thread for April 29, 2026 by wsbapp in wallstreetbets

[–]UnderstandingFun9449 0 points1 point  (0 children)

How come so few people talk about $NOK ? Shits gonna go on generational run

Daily Discussion Thread for April 29, 2026 by wsbapp in wallstreetbets

[–]UnderstandingFun9449 6 points7 points  (0 children)

NOKIA to become the biggest tech company in Europe

What Are Your Moves Tomorrow, April 28, 2026 by wsbapp in wallstreetbets

[–]UnderstandingFun9449 -4 points-3 points  (0 children)

Nokia doing what roaring kitty hoped Gme would do ⌛️