POET Technologies Inc (Derivatives) (POET)

Fun new information discovery from Poet OSINT community:

Seems likely that $POET / $SIVE are going to power a Top-3 hyperscaler (either Amazon, Microsoft, Google).

Given a Linkedin update from Ankur Singla (CEO of Lumilens).

Who stated their customer is one of the top 3 hyperscalers with their post focusing on CPO/NPO.

With that clue, seems more likely the Sivers CW DFB light source path over other EML suppliers given it's CPO Scale Out/NPO.

If you don't remember, Sivers is the laser supplier to Poet. And Poet has purchase agreements with Lumilens.

Always fun to find major potential breadcrumbs in the wild before they're officially confirmed. (Disclosure, long Sive)

$POET and $IREN literally both won the Fake it Until you make it award.

-> Grey area endless marketing of crap through influencers.

-> Diluted retail enough to hoard tons of cash

-> Cash is sets baseline Market Cap.

Now $POET probably has around $830M pure cash from dilution after $400m private placement.

While their marketcap was sitting under $500m last year.