POET POET Technologies Inc. Common Shares Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
22:33
31 авг
31 авг
The author presents a speculative supply-chain map linking POET to potential hyperscaler.
The author presents a speculative supply-chain map linking POET to potential hyperscaler and networking customers, but explicitly labels it as speculation without a position or forward call.
Низ.
18:35
31 авг
31 авг
Pre-revenue photonics round-tripped in drawdown.
Mentions ALMU, POET, and LWLG as pre-revenue photonic/quantum moonshots with no cash-flow floor that gave back their runs; no explicit directional trade stated.
Низ.
17:57
30 авг
30 авг
Author humorously ranks Microsoft as legendary and Poet as common in a gaming-themed analogy.
Author humorously ranks Microsoft as legendary and Poet as common in a gaming-themed analogy, with no directional position taken.
Низ.
09:04
30 авг
30 авг
POET confirmed external light source partner.
Watch POET as a confirmed external light source/optical engine supplier to Lumilens and hyperscaler end users for SIVE's 2027 programs; beneficiary map, not author-owned.
Сред.
21:13
29 авг
29 авг
The author groups POET with SIVE as a pre-inflection company where 'the market is assigning meaningful value to future commercial success that still has to happen,' creating enormous downside when exp
The author groups POET with SIVE as a pre-inflection company where 'the market is assigning meaningful value to future commercial success that still has to happen,' creating enormous downside when expectations run too far ahead of the actual business.
Risk: No company-specific bearish claim is made; POET could rally on execution or sentiment, and this is a sector-wide risk warning rather than a specific short thesis.
19:35
27 авг
27 авг
POET watch as CPO player
POET listed as a CPO player in later-stage discussions within the CW laser supply chain. Beneficiary map context, no position language.
Сред.
18:28
27 авг
27 авг
Watch POET as pluggable/CPO partner.
POET is cited as a pluggable/CPO partner and beneficiary in the upstream supply chain. This is a beneficiary map, not an explicit position.
Сред.
13:52
26 авг
26 авг
POET cited in TFLN wafer yield qualification
Names POET among optical semi component vendors needing defect-free TFLN wafer bonding yields; no directional view stated.
Сред.
12:22
26 авг
26 авг
Author hedges with "could turn bullish" on four AI-adjacent names ahead of Nvidia earnings.
Author hedges with "could turn bullish" on four AI-adjacent names ahead of Nvidia earnings, indicating a watchful stance rather than a committed position.
Низ.
22:48
25 авг
25 авг
POET Celestial Link deemed theoretically interesting.
Author finds POET's theoretical Celestial Link concept interesting, but offers no directional commitment or catalyst beyond the speculative connection mentioned in the previous tweet.
Низ.
22:46
25 авг
25 авг
POET upside on Celestial AI OpenAI supplier
Speculative long POET because Celestial AI, historically tied to POET’s optical interposer work, is now confirmed as a supplier for OpenAI’s new AI chip, implying POET could benefit from AI optical interconnect demand.
Сред.
22:26
25 авг
25 авг
Author avoids POET due to management quality.
Author calls POET a mismanaged company and says they would rather invest in or support competent management teams.
Сред.
22:23
25 авг
25 авг
Very bullish on POET via SMTC partnership.
Author says they are very bullish on POET because POET has a strong technological partnership with Semtech.
21:42
25 авг
25 авг
Author states POET will benefit from SMTC's earnings-driven growth.
Author states POET will benefit from SMTC's earnings-driven growth, but frames it as a read-through beneficiary rather than an explicit position or trade call.
Низ.
21:35
25 авг
25 авг
Author expresses bullishness on POET and SMTC in reply to SMTC's strong earnings beat.
Author expresses bullishness on POET and SMTC in reply to SMTC's strong earnings beat and raised guidance, but provides no explicit position or forward call.
Низ.
18:42
24 авг
24 авг
Author remains conceptually positive on optical interposer technology but expresses no current.
Author remains conceptually positive on optical interposer technology but expresses no current position or forward call on POET after the MRVL contract cancellation.
Низ.
21:34
23 авг
23 авг
Author shares a link about POET from his wife without expressing any personal directional view.
Author shares a link about POET from his wife without expressing any personal directional view or position.
Низ.
15:55
23 авг
23 авг
Author floats POET as a potential short but dismisses it as not worth it at current valuations.
Author floats POET as a potential short but dismisses it as not worth it at current valuations, so no directional call is made.
Низ.
13:35
23 авг
23 авг
Author not a fan of POET
Author expresses a negative personal opinion of POET, but this is a one-line dismissive comment without any reasoned bearish thesis or short position.
Низ.
05:23
23 авг
23 авг
The author cryptically answers a sarcastic question about which stock is most retarded.
The author cryptically answers a sarcastic question about which stock is most retarded, implying POET without a clear directional trade call.
Низ.
19:10
22 авг
22 авг
Author cautions that easy money in AI stocks is made and recommends concentrating into highest.
Author cautions that easy money in AI stocks is made and recommends concentrating into highest quality AI compounders while diversifying into non-tech sectors, with no explicit positions taken.
15:29
22 авг
22 авг
The author asks a clarifying question about POET in response to a parent post listing stocks.
The author asks a clarifying question about POET in response to a parent post listing stocks as retarded, without taking a directional view.
Низ.
12:46
21 авг
21 авг
Watch POET amid likely Marvell Celestial design-out
Watch POET: the author suggests it may have been designed out of Marvell's Celestial, though POET still supplies Lumilens and Lite-On. No explicit buy/sell; monitor design-win disclosures and customer mix.
Сред.
09:40
21 авг
21 авг
May be vertically integrated out by Marvell.
Watch POET as they may have been vertically integrated out of the supply chain by Marvell.
Сред.
22:39
20 авг
20 авг
Speculation on POET reestablishing relationship with Marvell
Speculates on POET potentially reestablishing a relationship with Marvell and integrating into future AI architectures.
Сред.
15:09
20 авг
20 авг
Author recaps his 2025 call track record with a +57.85% return, notes recent drawdowns.
Author recaps his 2025 call track record with a +57.85% return, notes recent drawdowns, and says he is ready to add to positions and make new calls, implying continued bullishness on his winners.
Низ.
10:48
20 авг
20 авг
The author maps a supply-chain narrative from SIVE lasers through POET and AEVA to NVDA's.
The author maps a supply-chain narrative from SIVE lasers through POET and AEVA to NVDA's ecosystem, but frames it as research rather than a personal position.
Низ.
09:00
20 авг
20 авг
The author outlines a speculative supply-chain thesis linking SIVE, AEVA, POET.
The author outlines a speculative supply-chain thesis linking SIVE, AEVA, POET, and AMZN via Lumilens, but frames it as unconfirmed alignment rather than a personal position or trade call.
Низ.
07:32
19 авг
19 авг
Watch POET for optical engine exposure.
POET is a read-through as an ELS/optical-engine partner in SIVE's supply-chain map; no author-owned position indicated, so watch.
Сред.
06:30
19 авг
19 авг
The author shares a crowd-sourced list of stocks followers would buy on a dip.
The author shares a crowd-sourced list of stocks followers would buy on a dip, but this is a survey result, not their own position or forward call, so all tickers are indexed as watch.
Низ.
Об аналитическом покрытии POET
Buzzberg отслеживает POET (POET Technologies Inc. Common Shares) в 49 источниках. Бычьих сигналов: 78, медвежьих: 14, от 48 аналитиков. Сентимент преимущественно бычий (21%). Всего отслеживается 299 торговых идей. За последние 7 дней: наблюдение: 7. Последние спикеры: Damnang, KawzInvests, ParadisLabs.