Calls
1
u/Gabbeb0y
Reddit r/wallstreetbets
Win Rate
100.0%
return
+5.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 06
$7.36
+5.6%
The author claims POET Technologies is likely the stealth supplier of ELS laser modules for Nvidia's Rubin platform through Foxconn, citing a $5M initial 800G optical engine order with H2 2026 shipment matching Rubin's H2 2026 ramp, POET's OIF-ELSFP-compliant Starlight/Blazar products needed for TSMC's silicon engine, and hiring for mass production. The mechanism is that Foxconn integrates POET engines into Nvidia Spectrum-X800 switches, giving POET volume without a direct Nvidia contract. The catalyst is the H2 2026 production ramp. The author frames the thesis as speculative analysis based on public supply chain data.
AI Photonics
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u/Gabbeb0y has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: POET.
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