DefiAlpha

[Theo @ai_uncovered]

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[DefiAlpha @DefiAlpha000]

@ai_uncovered @ShogunMasterRoy File

[POET Technologies @POETtech]

NEW: POET Redefines Optical Integration with Its Hybrid-Integrated 1.6T 2xFR4 Transmitter PIC

"The size, ease of adoption, functionality, value, and performance makes POET’s Hybrid-Integrated 1.6T 2xFR4 transmitter PIC a breakthrough solution for customers. The industry can unlock more of AI’s capabilities because POET’s advanced transmitter allows for an exponential increase in connectivity, data transfer and compute power. It is poised to become an essential component to the manufacturing of hardware devices for AI and data center hyperscalers."

Read the full whitepaper on the POET Blog.
https://t.co/bFoTNT3kC2

#POETpowersAI

[DefiAlpha @DefiAlpha000]

@StakeUsa Starlight Christmas
Tomgolf1313

[DefiAlpha @DefiAlpha000]

@StakeUsa Yellow.
Tomgolf1313

[Gaetano @crux_capital_]

🚨Why I think $MRVL acquisition of Celestial AI is a MASSIVE tailwind for $POET technologies

Marvell just shook the semiconductor stack.

The Celestial AI acquisition, $3.25B upfront, potentially $5.5B, is more than a headline.

It’s a direct swing at the memory wall. A very loud message that the next phase of AI scaling runs on light, not electrons.

Credits to Marvell for locking down the Photonic Fabric. Fair. They NEEDED that IMO.

It’s one of the most important architectures in the industry.

But if your analysis stops there, you’re overlooking the second-order name with far more torque:
POET Technologies $POET

Marvell paid to solve a physics problem...

Celestial’s architecture is elite. Silicon Photonics, however, comes with a fundamental limitation.

It cannot generate its own light.
GPUs run at temperatures that turn integrated lasers into toast. So the system needs a remote light engine pushing photons in through fiber.

Marvell now owns the chassis but they still require the engine

This Is Where POET Fits in...

This is supply-chain reality

Celestial has been working with POET since 2022 for that exact component.

The product - POET’s Starlight.

The advantage - up to 75% lower cost based on Celestial’s own presentation.

The status - designed in and validated.

Marvell acquired Celestial’s architecture along with Celestial’s dependencies.

One of my first thoughts when I saw this was, will Marvell replace Poet and use their current laser tech (Inphi) instead?

Possible in theory.

In practice, I dont believe there is a runway for a replacement path.

Marvell guided investors to revenue in 2H 2028. In hardware timing, that is already around the corner.

The architecture is fixed.

Production planning is underway.
Re-qualifying a new light-engine vendor now risks delaying the entire roadmap that justified the $3.25B check.
They require a wafer-scale, passive-alignment solution that exists today.

POET holds that position.

So what is this hypothetically worth?

Let’s be extremely grounded and look at Marvell’s own guidance for this deal.

Marvell is targeting a $500M revenue run-rate by late 2028, doubling to $1B by 2029.

If we apply standard industry napkin math:

The light engine (laser source) typically makes up roughly 10-15% of the hardware BOM in optical systems.
If POET holds the socket (and I believe they do) the math gets interesting:

At a conservative 10%, for $500M platform revenue, we get a ~$50M potential revenue to the light supplier.

At $1B platform revenue, ~$100M potential revenue.

For a company like POET currently doing <$5M a year, a single contract ramping to $50M+ ARR is a fundamental re-rating event.

Note: This is strictly a hypothetical model based on BOM assumptions, not official guidance. But the volume implications are undeniable.

Separately...

With Celestial off the table, the list of independent companies with proven optical-interposer IP is shrinking.

Broadcom, AMD, Nvidia are all watching. The buy-vs-build equation shifts toward whoever is left standing.

POET transitions from interesting small-cap to strategic scarcity play.

TLDR;

Marvell’s move confirms the broader trend.

Copper is reaching its limits inside the rack.
Light becomes the growth curve.
And by validating optical scale-up, Marvell effectively elevated POET into a Tier-1 supplier lane for the AI era.

The optical supercycle is already underway.

This is not a recommendation for anyone. Nor is it financial advice.

There is still ALOT of uncertainty with POET and alot that needs to be proven, but the story for me keeps getting better and better.

[Antonio Costa @ACInvestorBlog]

$POET The more i read about AI Data Centers the more i believe that Photonics is the next big thing for AI infrastructure.

The physics of copper is running out of road, and light is the only scalable answer.

[A-Man 🥽 @SpinnerCapital]

$POET can be one of those "looking back" stocks people talk about. With $225M in institutional investment in Oct alone ($300M in cash + no debt), something is happening and $8M/Q cash burn is funded for years. Options want $7+ and in the future I could see this as a $10B+ MC

[DefiAlpha @DefiAlpha000]

@ABC12D2 Would really love it to bounce off that support at this point

[Gaetano @crux_capital_]

My new deep-dive on POET Technologies $POET is live.

With $300M and its first production orders, the company is at a critical inflection point. The risk is no longer financing; it's 100% manufacturing.

I break down the tech, the partners, the risks, the massive competition, and the 5-year revenue models.

100% Free Substack https://t.co/PmGg8lNNsz

Please share this so all $POET investors can have access!

[WallStreetBets Memes 🚀💎🙌 @WSB_memes]

$POET — The Photon Dealer That You're Missing via /r/wallstreetbets #stonks #wallstreetbets https://t.co/XlU8I8N9LY

[Antonio Costa @ACInvestorBlog]

$BYND +100% of short interest was the reason for the EPIC short squeeze on $GME

[$BYND 🚀 @BeyondApe]

Repost and Like if you’re holding $BYND. I’m sending someone $5K.

Reply with $BYND

[Kevin Xu @kevinxu]

if this post gets 10k likes i will go all-in on $BYND

[Capybara Stocks @capybaraReborn]

Volatility likely to remain extremely high in $BYND today with 130 million + shares already traded in the first 10 minutes of the trading day. Remember to be careful and responsible out there.

[Tiger Line Trading @TigerLineTrades]

$BYND FALLING WEDGE + DEMAND ZONE

*POSSIBLE REVERSAL

[Iced @IcedKnife]

time for round 2.

HOLD YOUR BAGS.

$BYND

[Capybara Stocks @capybaraReborn]

600 million shares traded in 15 minutes and already up 70% on the day. So much buying pressure a trading halt was triggered, likely the first of many today. To infinity and $BYND. Remember to keep a cool head.

[Brynn Titone @SyntryHealth]

AI is helping doctors and nurses catch health issues earlier and personalize patient care. It’s not replacing your clinician—it’s helping them care for you, better.
🔗 https://t.co/ABV9ADUeqv
#AIinHealthcare #SyntryHealth

[DefiAlpha @DefiAlpha000]

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