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 和 $IREN 实际上都获得了“假装成功直到真的成功”奖。

-> 通过网红进行无休止的灰色地带营销垃圾。

-> 零售被稀释到足以囤积大量现金。

-> 现金设定了基准市值。

现在 $POET 可能在 $400M 私募后，通过稀释拥有约 $830M 的纯现金。

而他们的市值去年还低于 $500M。