Positive (0)
No positive opinions in this period.
POET Technologies Inc. · TradingView
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
No negative opinions in this period.
But maybe... there's a chance some hyperscaler or downstream company announces a volume agreement sometime in the future. and $POET takes off. And they do have the supply chain setup for ramp with that. That's the risk I ended up taking, but it's not exactly a clear as day long for me like $AAOI.
I actually took tiny positions in POET again after reading this news, since it finally gives them visibility into extremely well funded hyperscaler suppliers (on top of Poet's really large balance sheet).
I don't own Poet, but this does look like a very positive outlook for $POET if they match projections, with roughly 10x capacity expansion.