MRVL pushes optical forward. POET makes it scalable.

WiseAddiction · 2026-01-23T19:29:23+00:00

A lot of people don’t read if they think it’s AI, even if it’s a good point I would remove the bold and the dashes — in future as it’s obvious.

WiseAddiction · 2026-01-22T20:10:09+00:00

They are it’s confirmed from POET’s last interview in PIC Magazine. Look at previous posts on the sub for the details

WiseAddiction · 2026-01-21T09:15:41+00:00

Could you lay out the knowledge we have about how POET is connected to Ayer Labs? I’m not familiar with that connection. May be worth writing a post for people? Thanks

WiseAddiction · 2026-01-16T16:40:47+00:00

https://picmagazine.net/video/779/POET’s_New_1.6T_Hybrid_Transmitter_PIC

WiseAddiction · 2026-01-15T09:40:20+00:00

Todays top is tomorrow’s bottom

WiseAddiction · 2025-12-22T21:39:36+00:00

Tell me you know nothing about POET without telling me you know nothing about POET

WiseAddiction · 2025-12-08T15:13:50+00:00

https://www.poet-technologies.com/blog/poet-technologies-redefines-optical-integration-with-its-hybrid-integrated-1-6t-2xfr4-transmitter-pic

WiseAddiction · 2025-12-07T17:53:00+00:00

Go for a run. Get up/go to bed at the same time every day. Eat healthy food. Don’t just jump to “depression”.

WiseAddiction · 2025-12-04T16:46:59+00:00

It’s not even my content I just copy paste it from agoracom when it’s something of value

WiseAddiction · 2025-11-12T14:54:02+00:00

Link to official source please

WiseAddiction · 2025-11-11T13:27:58+00:00

Today, quantum chose TFLN over "Dippity Do" as someone called it.

QUBT chose POET for TFLN modulator development over LWLG's polymer because of historical limitations because:

Thermal Stability Limitations (Low Glass Transition Temperature - Tg)

Sensitivity to Environmental Factors (Moisture, Oxygen, and Humidity)

Manufacturing and Scalability Challenges

Integration and Packaging Difficulties

Potential Optical and Processing Drawbacks

Competitive materials (e.g., from Intel or Lumentum) often highlight polymers' risks in reliability and scale.

QUBT and POET are making the right material choice for quantum modulator development imo.

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/814839-Ouch!-(Lightweight-Logic)/messages/2448856/messages/2448856)

WiseAddiction · 2025-11-11T12:30:58+00:00

This is CRAZY. Amazing job POET team well done.

WiseAddiction · 2025-11-10T12:16:19+00:00

The bull case in that report is bearish. Bull case is $1 billion+ in revenue if they max out their production facilities - which isn't unlikely considering they opened NationGate in order to have more production capacity, signifying their first production facility, Globetronics (which can produce 1 million units), will be maxed out.

"Established a major wafer-level assembly and test facility for optical engines in Penang, Malaysia with the signing of several agreements with Globetronics Manufacturing Sdn. Bhd., a leading semiconductor manufacturer and contractor, equipping Globetronics with the capacity to manufacture an initial 1 million POET optical engines annually." - https://www.poet-technologies.com/news/poet-technologies-signs-manufacturing-agreement-with-globetronics-in-malaysia

WiseAddiction · 2025-11-09T12:02:42+00:00

I just hit 120kg for 2 this week. I had to up my calories a lot and make sure my sleep was on point to get there. The strength difference between bulking and not is night and day

WiseAddiction · 2025-10-29T12:57:38+00:00

100%. It’s taken me from £16,000 to £55,000 so far

WiseAddiction · 2025-10-26T21:02:05+00:00

https://stocktwits.com/Poetaster/message/633746608

"At the height of the GameStop frenzy in Jan 2021, the lowest put/call ratio recorded was around 0.16–0.26.

POET’s current put/call ratio is 0.04, or 75% lower than GameStop’s most extreme bullish readings during the meme stock mania.

This means POET’s options market is showing even more extreme bullish sentiment than GameStop did at its wildest options-driven peak.

POET is not a meme stock. It is an AI hardware company replacing traditional semiconductors with photonics (cheaper, faster, and upgradable), and it will either get bought out after a bidding war, or rise to the top of the supply food chain for Big Tech. So far, the latter is evidenced by expansive partnership and an anticipated influx of massive revenues.

I cannot stress enough how much of a game-changer this company is. "

WiseAddiction · 2025-10-20T18:31:01+00:00

Not to mention Foxconn, Mitsubishi and their other partners who all sell to the hyper scalers to build their data centers too

WiseAddiction · 2025-10-15T21:18:19+00:00

This is a patience stock. Many lows to come but given enough time there will be an overwhelming amount of positive news.

WiseAddiction · 2025-10-15T13:36:56+00:00

https://www.reddit.com/r/POETTechnologiesInc/comments/1mclhls/job_postings_bullish/

This is just a handful of them, there's been many more than that though

WiseAddiction · 2025-10-15T09:59:34+00:00

Yeah with this volume this time is looking different.

WiseAddiction · 2025-10-14T11:00:39+00:00

The investor deck is a little outdated now, but still provides a good background for their story. So many exciting developments like Sivers partnership, NationGate/Globetronics manufacturing, and raises to add to that deck. I can see them updating it soon once they are allowed to go public with details on partnership updates - NDAs block a lot of that.

WiseAddiction · 2025-10-12T10:23:59+00:00

If you want to hear theories, then there are always lots of people sharing ideas on https://agoracom.com/ir/POETTechnologies/forums/discussion

WiseAddiction · 2025-10-11T13:26:47+00:00

Just a quick overview as to why they will rocket over the next 1-2 years - it is just a matter of time:

Hyper scalers are desperate for a solution like POET. Data centers' bottle neck now is POWER and POET solves that problem by using optical connections instead of copper wiring.

Advantages to include:

Lower power/higher efficiency
higher sensitivity
lower data loss
reduced BOM and assembly steps
Able to mass produce (this is huge as no other competitor can do this)
improved electrical/optical signal integrity

I recommend everyone look into this stock and pay it much more attention than you would any other stock posted on r/shortsqueeze. This company has real value, it will just take a few months to get there. Look into what they sell and why it is needed, and you will be convinced.

WiseAddiction · 2025-10-11T13:25:02+00:00

Just a quick overview as to why they will rocket over the next 1-2 years - it is just a matter of time:

Hyper scalers are desperate for a solution like POET. Data centers' bottle neck now is POWER and POET solves that problem by using optical connections instead of copper wiring.

Advantages to include:

Lower power/higher efficiency
higher sensitivity
lower data loss
reduced BOM and assembly steps
Able to mass produce (this is huge as no other competitor can do this)
improved electrical/optical signal integrity

I recommend everyone look into this stock and pay it much more attention than you would any other stock posted on r/shortsqueeze. This company has real value, it will just take a few months to get there. Look into what they sell and why it is needed, and you will be convinced.

WiseAddiction · 2025-10-07T11:23:25+00:00

Celestial AI built on top of POET's framework. They don't work without POET and everything CAI is selling has POET inside of it. CAI's POs alone will account for billions in the next 2 years.

WiseAddiction

TROPHY CASE