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POET
POET4 mentions · Related stocks tracker
-3.50% today
-10.48% 90d
Who's tracking it
People we track who have mentioned this stock — their take and the move.
The author upgrades their view on POET's optical interposer collaboration with Sivers, not
POET upgraded guidance for optical interposer with Sivers lasers from 'readiness' to 'production' by end of 2026, and volume orders from Jabil are expected in H1 2027, indicating strong demand and progress.
Source: X / @aleabitoreddit ↗The author reviews notes from POET's AGM, highlighting a severe shortage of laser supplier
POET expects significant revenue growth from Lumilens deal and plans 10x capacity expansion by 2027, indicating strong demand for its optical engines.
Source: X / @aleabitoreddit ↗A community user suspects that POET and SIVE are supplying a top-3 hyperscaler, based on a
Author ties POET to a top-3 hyperscaler via Lumilens purchase agreements and CPO/NPO clues.
Source: X / @aleabitoreddit ↗The post argues that Sivers (SIVE) is a critical laser supplier for next-gen optical archi
POET is mentioned as part of CPO scale-out starting H2 2026, where Sivers is a laser supplier.
Source: X / @aleabitoreddit ↗
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