Unfortunately, lost my shirt on this one earlier this year. Tried again in April and basically sold for a wash $POET. Congrats to those in position during this move.
$POET
"During the first quarter of 2026, we made significant progress in expanding POET’s strategic position within the AI and hyperscale data center ecosystem,” said Dr. Suresh Venkatesan, Chairman & CEO of POET Technologies. “Our partnerships with industry leaders such as LITEON, Lessengers and Lumilens validate the growing demand for POET’s Optical Interposer platform and our ability to enable next-generation photonic integration solutions.
The joint development agreement with Lumilens, including an initial $50 million purchase order for EOI-based optical engines, represents an important commercial milestone for the Company and establishes the framework for what we believe could become a substantial long-term supplier relationship supporting frontier AI infrastructure.”
“We also continued to advance our product roadmap through the joint development of a 1.6T transceiver platform with Lessengers, while strengthening our global market position through our collaboration with LITEON. Combined with our plan to domicile our headquarters in the U.S., these initiatives further align POET with the evolving requirements of customers, partners and investors as demand for AI networking infrastructure accelerates.”
SOLV Energy $MWH Q1 results are in and the results are electrifying ⚡️
Revenue: $677M +66% YoY📈
Adj. EBITDA: $93M +174% YoY 🚀
Backlog 📋: $8.2B (and counting)
The power #grid is getting a massive upgrade
And $MWH shareholders are riding the wave 🌊
Reduced ever so slightly since PnF price target is within reach. Still my largest position by far. Will buy them back if the opportunity presents itself. $LQDA
Reduced ever so slightly since PnF price target is within reach. Still my largest position by far. Will buy them back if the opportunity presents itself. $LQDA
A blistering rally has pushed the S&P 500 Index back to all-time highs, and Wall Street veteran Ed Yardeni is confident the benchmark can breach 8,000 points by the end of 2026. https://t.co/Z3XaQpbHlN
Monday morning coffee will hit differently when it's from a @PIThermoforming lid made from our PureFive® resin. ☕
PureCycle can make your everyday polypropylene application more sustainable. Reach out to our team today and we can show you how.
https://t.co/8mkTh4mSTh
I'm not sure if investors realize how rare this is in biotechs.
UTC had a open market when they got approval.
$LQDA had to fight and still did a better job.
We can put the "just another trepostinil DPI" and "no difference" to bed.