Author is bullish on POET for both a long-term optical interposer AI data center thesis and a near-term gamma squeeze above $8.
POET — LONG The author believes POET offers a great solution to power-hungry and overheated AI data centers, and that major players are already gearing up for a shift to optical interposers, supporting a long-term bullish view. Near term, the author sees a gamma squeeze setup because over 100,000 contracts would be in the money this Friday if POET closes above $8. The author holds January 2027 $10 calls and January 2026 $10 calls, indicating returns would track POET's underlying stock price rather than option P&L.
I'm a believer in this stock for the long term. Great solution to power hungry/ overheated AI data centers and we're already seeing the big boys gearing up for a shift to optical interposers.
This Reddit post, published January 14, 2026, features u/justwhatnot discussing POET. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/justwhatnot · Tickers: POET