Half million $POET yolo

AI Summary

Bullish POET thesis citing new CEO's photonics pivot, patents, roadmap, and customer relationships as drivers for a potential 10x.

POET — LONG 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.

This is a completely new company since their current CEO took over and went all-in on photonics, so this is like being able to buy into a pre-IPO company. Their market cap is only $1B and they have the patents and development roadmap to 10X soon.

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u/MediocreDesigner88 Reddit r/wallstreetbets

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.

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