POET POET Technologies Inc. Common Shares Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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16:48
Jul 16
Jul 16
Author defends long-term holdings against short-term bear market criticism but does not express a fresh forward-looking trade idea or position change.
LOW
14:54
Jul 16
Jul 16
Watch GFS, JBL, and POET as supply-chain partners in Sivers' CPO laser ramp; mentioned as qualification/HVM partners in a constrained CW capacity environment, making them read-through beneficiaries rather than direct author positions.
MED
15:07
Jul 15
Jul 15
Author defends semiconductor fundamentals against short-term drops, citing supply-chain confirmations of optical giants sold out through 2029, memory demand structural, and hyperscaler capex high, but lists tickers as factual research not current positions.
LOW
13:05
Jul 08
Jul 08
Watch POET as a SIVE ecosystem partner beginning production in H2 2026. Supply-chain mapping context, not an author-owned position.
MED
20:42
Jul 07
Jul 07
Author expresses no personal conviction in POET but wishes the parent well on their put-selling strategy, offering no trade idea.
LOW
17:10
Jul 07
Jul 07
Watch POET as a design-in partner for Sivers' InP laser supply chain via the Optical Interposer ELS; mentioned as a beneficiary read-through, no author position disclosed.
MED
14:42
Jul 07
Jul 07
Watch POET as a SIVE customer and valuation reference point; author notes SIVE trades below POET despite comparable or superior positioning, no author position in POET stated.
MED
18:11
Jul 06
Jul 06
Co-mentioned in bearish optics/photonics sector commentary; speaker says group bounces are weak and needs further shake-out before a real bottom.
LOW
12:46
Jul 06
Jul 06
Author believes POET's Optical Interposer platform, backed by a $50M initial order from Lumilens and a $400M capital raise, positions it to solve AI data center interconnect bottlenecks and deliver 5-
Author believes POET's Optical Interposer platform, backed by a $50M initial order from Lumilens and a $400M capital raise, positions it to solve AI data center interconnect bottlenecks and deliver 5-10x returns over 3-5 years.
HIGH
08:24
Jul 06
Jul 06
Watch POET as a photonics platform entering HVM H2 2026 with top-3 hyperscaler customer exposure; supply-chain context, not an author position.
MED
16:13
Jul 04
Jul 04
Avoid POET / no fresh long: author says there is way too much drama, MRVL cancelled orders, CFO disclosed confidential information, dilution risk remains, and calls the Q1 position probably their worst trade of the year.
HIGH
18:19
Jul 03
Jul 03
The author views the AI selloff as a buy-the-dip opportunity, explicitly calling the pullback in NBIS a perfect entry point while dismissing META's excess compute concerns as absurd.
LOW
19:53
Jul 02
Jul 02
Watch POET as an upstream AI name that benefited from broad AI rally; selectivity now advised.
MED
17:22
Jul 02
Jul 02
Author lists supply-chain revenue facts for multiple CPO-related tickers as a factual rebuttal, not a personal position.
LOW
17:12
Jul 02
Jul 02
Watch POET as a near-term volume-ramp beneficiary in photonics; no author ownership stated.
MED
16:56
Jul 02
Jul 02
Author defends photonics thesis with supply-chain facts and revenue projections but frames it as confidence in existing holdings, not a new position.
LOW
16:31
Jul 02
Jul 02
Buy these photonics names for a short-term relief bounce given oversold conditions, as the speaker expects a reversal early next week.
MED
16:36
Jun 30
Jun 30
Author mildly agrees $POET could move higher; parent context cites depressed expectations as potential catalyst, but no explicit position language from author.
LOW
12:03
Jun 30
Jun 30
The author explicitly states the Marvell blunder made it hard to trust management, that they still haven't executed as desired, and that the bear case remains present. This is a direct critique of POE
The author explicitly states the Marvell blunder made it hard to trust management, that they still haven't executed as desired, and that the bear case remains present. This is a direct critique of POET's strategy and management credibility, warranting an AVOID stance for investors waiting for proof of execution.
Risk: If POET delivers on H2 shipments and Malaysia capacity, the AVOID stance could become overly cautious; the positive catalysts are not zero.
14:08
Jun 29
Jun 29
Avoid the optics/photonics basket near-term; author cites continued poor price action across the group as the sole basis, with no fundamental catalyst provided — thin reasoning, price-action-driven call only.
MED
08:07
Jun 29
Jun 29
Monitor POET and laser-related names as the AGM transcript confirms a multi-year supply bottleneck, supporting potential pricing power and order visibility for laser suppliers.
MED
07:34
Jun 29
Jun 29
POET AGM disclosed existing capacity ~1M optical engines/year vs. projected demand of ~1M/month exiting 2027, implying ~10x capacity expansion needed; production ramp guided H2 2026.
LOW
06:57
Jun 29
Jun 29
Watch POET as optical engine capacity ramp (1M/month by end-2027, ~10x expansion) and Lumilens $500M commercial agreement could be highly positive if management executes — author explicitly does not own it.
MED
09:59
Jun 27
Jun 27
Author expresses interest in research on Poet and Sivers as potential hyperscaler suppliers but only commits to looking into it, not a position.
LOW
02:11
Jun 27
Jun 27
Watch POET as a similar merchant supplier model to SIVE, potentially benefiting from increased optical interconnects demand.
MED
14:17
Jun 26
Jun 26
Author says optics/photonics is an avoid sector but explicitly names COHR and MXL as exceptions, while the rest of the basket is a watchlist from a prior hot take.
16:15
Jun 25
Jun 25
Watch POET as a CPO scale-out participant in the same photonics ecosystem as SIVE; supply-chain map mention, not an author-owned position.
MED
15:26
Jun 25
Jun 25
Watch SIVE, JBL, and POET as supply-chain beneficiaries in laser/photonics for CPO and AI infrastructure; no current position disclosed.
MED
03:03
Jun 25
Jun 25
Watch POET as a CPO scale-out beneficiary; author's timing framework places the pricing window for this theme in late H2 2026, roughly 8 months out from current date.
MED
14:01
Jun 24
Jun 24
Author declares the optics/photonics trade's short-term trend is broken and unraveling but expresses hope for a turnaround, making this a factual trend observation rather than an active short position.
About POET Analyst Coverage
Buzzberg tracks POET (POET Technologies Inc. Common Shares) across 33 sources. 62 bullish vs 12 bearish calls from 34 analysts. Sentiment: predominantly bullish (26%). 192 total trade ideas tracked. Past 7 days: 3 watch. Latest voices: kaizen_investor, aleabitoreddit, photonbull.