PO POET POET Technologies Inc. Common Shares Loading... : Bullish and Bearish Analyst Opinions

Author names POET as positioned at the photonic integration layer for next-gen CPO/ELS interconnect in AI clusters, in a self-promotional piece linking to their own article.

Watch POET as a supply-chain mapping play; author packages Sivers lasers with a pre-production contract, but no position language.

The author advises against shorting disliked stocks rather than endorsing any position, making these tickers watch-only.

Recommends going long $POET as another example of using bearish short reports as contrarian long signals.

Watch POET as a near-term CPO volume player with heavy SIVE visibility ahead of 2027 ramp; cited as a customer/partner in the CPO supply-chain map, not an author-owned position.

Co-mentioned as a photonics peer expected to show soft current revenues but forward design-win story for AI/hyperscale data centres; no explicit position taken by author.

Co-mentioned as early-stage photonics name; author warns of harsh market reaction to near-term earnings given products still in testing and mass orders 6–12+ months out.

POET Technologies offers hybrid silicon photonics for optical engines, a key technology for AI data center interconnects as copper reaches limits.

The author boasts an 87.7% return on $10K across multiple public buy calls, reinforcing a bullish outlook on OUST, MRVL, POET, HIMS, WOLF, and FLNC by highlighting their gains.

The author appears to be acknowledging or tagging someone regarding POET, but provides no directional view or trade idea.

Author argues Sivers Semiconductors is the sole laser supplier for Jabil's 1.6T transceiver mass production, signaling imminent revenue ramp by 2027 despite market skepticism.

Author argues Sivers Semiconductors is the sole laser supplier for Jabil's 1.6T transceiver ramp, forecasting imminent revenue growth from mass production starting in 2027.

The author argues Sivers Semiconductors is undervalued relative to its peers and likely the primary supplier for high-value photonics companies, suggesting significant upside.

Long POET for its role in co-packaged optics (CPO) and 1.6T networking, where SIVE is a critical enabler.

Bearish view on POET and IREN as the author criticizes their reliance on marketing hype and retail dilution to hoard cash rather than generate real revenue, implying overvaluation.

The author provides a detailed bullish thesis on photonics and advanced packaging plays like SIVE, LPK, AAOI, and IQE, arguing they are long-term asymmetric bets tied to the AI-driven optical supercycle and supply chain chokepoints.

The tweet highlights a short-seller's misleading claim about POET's headquarters being debunked, but the author is no longer invested and notes extreme volatility and dilution.

POET fraudulent, free short.

A user calls out POET: “got what it deserves today… It’ll be back under 10 soon” (+6), dismissing previous bullish “bots” as annoying. The comment indicates the stock had a recent spike (likely from hype) and the community believes it will revert to lower levels, creating a mean reversion short opportunity. Short POET targeting a return below $10, supported by a clear bearish consensus and rejection of the stock’s pump. The stock may have institutional support or a catalyst that reignites the hype. The comment is from one user, albeit highly upvoted.

TheValueist shares a short report from Night Market Research alleging POET Technologies faces cancelled orders and lacks transparency, signaling bearish sentiment.

Watch POET as the company raised $400M in equity with warrants after a price run, signaling near-term dilution risk.

Highly upvoted comments call POET a "scam stock," note its $573k quarterly revenue vs $3B market cap, and AH collapse from +26% to -14%. The stock is a pure hype/retail momentum play with no fundamentals; once the pump stops, the dump is violent. Avoid or short on any bounce; $25 buyers are trapped, and the stock is "down 600%" deservedly. Short squeeze potential if meme momentum returns, but community overwhelmingly bearish.

The author expresses a bullish view on SIVE due to its connection to the Amazon Trainium supply chain, contrasting it with POET's purchase order growth, while noting the market may overlook the link.

The author expresses high conviction that FOCI will outperform as institutions discover its undervalued CPO bottleneck role for TSM and NVDA, contrasting its valuation with POET.

Nothing fundamentally wrong — Marvell pulled Celestial AI orders over confidentiality breach; self-inflicted dip = easy buy.

Long $POET following a 40% surge, suggesting an undisclosed positive catalyst or insider activity that could sustain momentum.

“LexAeterna27” (+16) says “POET is proof this market really is just batshit insane.” User “Wrath_FMA” (+5) notes “poet 22 strike being a 10,000% bagger.” “buyatollah_kuminamy” (+5) says “Not touching POET because i know the second i buy it will be the top.” The community recognizes POET as a meme stock with extreme parabolic moves. There is no fundamental catalyst; earnings prediction from “squibius” (+5) warns of a possible dilutive offering after a pop. Avoid POET. The consensus is that it is a speculative “shitty company” (babyd42) that could crater at any moment. No clear entry point. Some “shitty company day” comments imply the whole meme basket is running, but the risk-reward is unfavorable.

The author argues that Sivers benefits more than Poet from the $500M purchase orders due to laser order structure, while warrants incentivize Poet's deals and the market has not yet priced in this nuance.

POET Technologies surges 24% on a landmark $500 million deal with Lumilens for optical engines targeting AI data centers, with a Strong Buy Quant Rating and massive production ramp projected for 2027.

Long POET as the stock rips on an announced deal, squeezing shorts in small optical networking names.