看多 (0)
该周期暂无看多观点。
POET Technologies Inc. · TradingView
美元 · 头像标出博主观点:绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
2026-10-03 – 2026-10-09
该周期暂无看多观点。
该周期暂无看空观点。
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.