Author discloses long positions in POET and LAES and describes each company's business and momentum drivers.
POET — LONG Author holds POET at a $6.6 cost basis with 5K shares, citing the POET Optical Interposer platform that integrates electronics and photonics into a single chip. The thesis is that POET's optical engines for AI systems and hyperscale data centers benefit from the AI infrastructure boom by moving data faster with less power than copper. No specific risk is stated.
POET Cost basis $6.6 W. 5K in shares.
LAES — LONG Author entered LAES via 33 $5 Jan 15 2027 calls, describing SEALSQ as a cybersecurity and semiconductor company focused on post-quantum cryptography. The thesis rests on hardware and software protecting data against future quantum threats, with momentum from quantum-resistant standards and large-scale IoT security contracts. No specific risk is stated.
LAES just entered for 33 $5 Jan 15 2027 calls
This Reddit post, published January 20, 2026, features u/ChampionshipLower861 discussing POET, LAES. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/ChampionshipLower861 · Tickers: POET, LAES