u/MediocreDesigner88

Reddit r/wallstreetbets
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-8.8%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -8.8% Long Return -8.8% Short Return -
Average Return
7d -22.2%
30d -33.5%
90d -12.5%
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Thesis
Theme
Source
Long
Jan 17
$8.30
-8.8%
POET photonics pivot could 10x from $1B cap
The author argues POET is effectively a new company under its current CEO, who went all-in on photonics, making it comparable to buying a pre-IPO company. With a $1B market cap, patents, and a development roadmap, the author expects a 10x return, supported by the CRO's bullish interview, POET's core role in Celestial AI (acquired by Marvell for $5B with an Amazon supply agreement), and about a dozen customers including Foxconn, NTT, Luxshare, and Adtran. The author holds $9 calls expiring 4/17, $10 and $12 calls expiring Jan 2027, and shares. No specific risk is stated.
AI Photonics
Showing 1 of 1 calls · sorted by mentions

u/MediocreDesigner88 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: POET.

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