For anyone reading this bullish post on $POET and thinking it’s hyperbolic clickbait, you’re missing the forest for the trees.
Your takeaway doesn’t need to be negative instead just focus on what I’m trying to communicate. The flow and chart are bullish and it’s going higher.
Is Photonics a Bubble?
- $SIVE at 85x Sales
- $LITE at 27x Sales
- $COHR at 11x Sales
- $AAOI at 25x Sales
- $POET at 1,333x Sales
- $CIEN at 16x Sales
- $SOI at 11x Sales
#POET
Another day Another banger.
Our Discord team caught early,
$POET Jun 12 $16 Calls @ $1.10
Now POET is ripping as the AI optics story gains traction.
✅ Funding secured
✅ $50M Lumilens order
✅ AI photonics momentum
✅ Options flow nailed it
The receipts keep stacking.
💵 Printing while others are still reading the news.
Different day. Same script.
Follow the money.
Cash the move.
Repeat. 🔁💰
#POET
$POET With the indirect connections to Nvidia through partners like Luxshare, it really makes me wonder.
The Zacks report had some very interesting lines:
“This company (Lumilens) has hyperscalers as customers, and we believe POET is providing product to one of them through Lumilens.”
“There is so much interest in Blazar that the company may not even need more high-speed transceiver customers.”
“Shipments will begin in the second half of 2026 to customers previously disclosed as well as to undisclosed new customers.”
Jensen has been hammering the point that the entire industry is facing a massive shortage of photonic interconnect capacity. Given that Luxshare is now a key supplier in Nvidia’s MGX/Rubin ecosystem, it’s not a stretch to think some of POET’s engines could already be designed into those systems.
The AI focus is all about GPUs now. Could some Nvidia GPUs actually be coming right off the production line with POET technology already integrated inside?
GAME CHANGER
If this helped you out, follow for more.
$Poet Technologies Inc The computex event is happening NOW. Liteon will have a presentation tomorrow. Liteon has a codevelopment partnership with Poet.
prototypes won't be out until later this year, but Liteon might potentially talk about this codevelopment project 🚀💎📈💰
$POET and $Sivers Semiconductors partnered to co-develop External Light Source modules for Co-Packaged Optics — combining Sivers' precision DFB lasers with POET's Optical Interposer™ at the wafer level. No active alignment. Lower cost. Built to scale. $1B+ annual market.
Customer prototype demonstrations were committed for H1 2026. That deadline is June 30. 5 weeks away.
$POET is up 225% YTD with retail attention at an all-time high. Sivers prototype news dropping into this momentum could be the catalyst nobody sees coming.