You can only call it a massacre what happened today at $POET (+14,27 %) today.

Marvell has pulled the plug after the CFO of $POET (+14,27 %) publicly confirmed a business relationship with Marvell, which they interpret as a breach of confidentiality agreements.

The photonics industry has virtually completed its first major cycle - some players are still taking the last leg, others are already making corrections.

One basic idea is the difference in weight between electrons and photons, which massively reduces the energy required to transmit a datum in transmission lines - keyword fiber optics.

The more interesting part, however, is the spreading of the binary logic in light wavelengths in the CPU in order to be able to calculate in a defined space/frame with a higher base than 2. These analog protocol options are physically unlimited, as there is no longer a base number.

In my view, this is one of the most disruptive markets of the next few years.

For the watchlist

$LWLG

$POET (+14,27 %)

$MTSI (+4,46 %)

$FN (-2,05 %)

$TOWER (-0,54 %)

$IPGP (+2,28 %)

$COHR (+4,89 %)

$LITE (+1,42 %)

$CRDO

$AAOI (+0,41 %)

Q.ANT (IPO pending) https://qant.com/de/

From a chart technical point of view $CRDO bottoming out since the beginning of February, accumulation is still possible. Average price target $199 (+86%).

$POET (+14,27 %)

https://s27.q4cdn.com/906368049/files/News/2025/Zacks_SCR_Research_11182025_POET_Thompson.pdf

After I reported 2 weeks ago on the first order won by $POET (+14,27 %) two weeks ago, after a few ups and downs, the share price finally took off today.

The share had formed a nice cup-and-handle formation and broke out to the upside today. We have reached a new ATH and I assume that it will continue. This is supported by the good news of the last few days:

• POET is looking for a "Yield Enhancement Principal Engineer", which is needed if they want to ramp up production fully -> speaks for more orders to come
• A single investor has stepped in with $75 million
• Another award has been won, this time silver for "AI Technology of the year"

This news prompted me to buy more shares yesterday, as the potential commercial success of POET now seems increasingly tangible. In terms of potential, I still see a potential tenbagger.

If there is interest, I could make a short presentation for $POET (+14,27 %) make a short presentation.

@Multibagger I hope you were able to build up a position after all, or maybe you'll get on the bandwagon, which to be honest has already gone a long way. I hadn't reckoned with almost +50% in one day.

$POET (+14,27 %) has finally received its first order. Even though sales are still very low at USD 500,000, it is a start. The validation phase with other potential customers is still ongoing and could result in further orders at the end of 2025 / beginning of 2026.

This could be the starting signal for something really big. If things go well, we are looking at a potential tenbagger.

https://www.poet-technologies.com/news/poet-technologies-to-present-at-ecoc-2025

A good entry point today at $POET (+14,27 %) today. However, I didn't expect it to go up so quickly straight away. 🚀

As Poet is not yet generating any sales, my position is very small in order to limit the risk. However, as soon as the first tier 1 customer places an order, the share should really take off. I am toying with the idea of increasing the stake.

$POET (+14,27 %)

Suitable as a small addition to a portfolio with high growth potential.

https://s27.q4cdn.com/906368049/files/News/2025/Zacks_SCR_Research_05162025_POET_Thompson.pdf

$POET (+14,27 %)

https://www.poet-technologies.com/news/poet-ships-advanced-optical-engine-samples-to-three-global-technology-customers-for-ai-applications

Since one or the other has said that I should post a few trades that I make as a speculative investor, here are the ones from today. I have 4 entries today. 3 of them medium-term, which for me means up to 24 months. They are all three small stocks with a small market capitalization. So for some people they are more like gambling stocks. $POET (+14,27 %) ; $RZLV (-0,98 %) ; and last but not least in this area $CRNC (-5,9 %) . They are all bets that they will become profitable in the next 2 years. The most speculative and with the highest risk is certainly $RZLV (-0,98 %) . In my opinion, the one with the most potential is $POET (+14,27 %) In my rather short-term trading part $MC (+0,18 %) but as a derivative with a KO of 550 euros.