# IF POET DOESN'T REACH $12 BY EOY, I WILL GRACIOUSLY ACCEPT PERMABAN FROM WSB
**🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀**
[Link to first part](https://www.reddit.com/r/wallstreetbets/comments/1lw1ft3/poet_the_10_bagger_you_dont_know_about/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) \-- If you do not understand what this company does, here is a brief overview from their [website](https://www.poet-technologies.com/technology):
>"The POET Optical Interposer™ utilizes a novel waveguide technology that allows the integration of electronic and photonic devices into a single multi-chip module. By applying advanced wafer-level semiconductor manufacturing techniques and novel packaging methods, POET’s Optical Interposer eliminates costly components, assembly, alignment and testing methods employed in conventional photonics solutions. ... POET’s Optical Interposer provides a flexible and scalable platform for a variety of photonics applications ranging from artificial intelligence to cloud data centers and consumer products. Notably in the AI sector, POET is able to meet the industry’s demand for more optical connectivity with a unique design architecture that can easily be configured for higher data speeds. That achievement has been recognized by leading companies as an innovation that can power the next generation of computing.
...
The POET Optical Interposer is a platform technology. It offers the ability to produce opto-electronic devices of various kinds in high volumes with the efficiencies of wafer-level processing. The low-cost integration scheme and scalability of the POET Optical Interposer brings value to any device or system that integrates electronics and photonics, including some of the highest growth areas of computing, such as Artificial Intelligence (AI), the Internet of Things (IoT), autonomous vehicles and high-speed networking for cloud service providers."
**🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀**
https://preview.redd.it/6tl3ugbhiktf1.png?width=1069&format=png&auto=webp&s=4049fb34e517c82e34aaea9f5adf2666d60e626a
The sequel that nobody asked for. I'm back with an update on $POET, because the market is overlooking the most bullish news release this company has ever put out. [From two weeks ago:](https://www.poet-technologies.com/news/poet-technologies-to-present-at-ecoc-2025)
>"*Initial purchase order for production volumes of optical engines placed by a key customer*
>... Separately, POET announced that it has **received an initial production order from one of its lead customers**, valued in excess of US$500,000, for optical engines based on the POET Optical Interposer™ platform technology.
>The optical engines that have been ordered are scheduled to ship in early 2026 and **production is expected to grow to high volumes as the year progresses**. The Company also stated that during the past few months **it has fulfilled multiple orders from other customers** for the purpose of high-speed transceiver module development."
For whatever reason, these paragraphs were a footnote to the titular aspect of the news release, which was announcing an intention to present at some optics conference in Europe (who cares). What's crucial is that they officially confirmed purchase orders (POs) for their products and added the crucial line, "PRODUCTION IS EXPECTED TO GROW TO HIGH VOLUMES AS THE YEAR PROGRESSES". They are outright telling anyone who cares to listen that they have a huge production ramp (and thus revenue growth) coming in the near future.
The key thing to remember is that **this is the FIRST OF MANY POs** that POET will receive. Don't believe me? POET has two manufacturing facilities--one up and running, one that will start production this quarter. Their first facility produces 1M optical engines a year. If you estimate the price of a single optical engine at $500 ([this is conservative](https://www.fs.com/c/ethernet-networking-3859)), you get **$500M in revenue a year from that facility alone.** Thus, their first PO could be accounting for just 1/1000 of what they are slated to sell this coming year. If this is even REMOTELY close to being the case, POET is massively underpriced and should have a market cap well over $1B.
As we progress through Q4, there will be an onslaught of PO announcements--in addition to other bullish news releases. Last week had TWO of the latter:
>9/29: "[POET today announced](https://www.poet-technologies.com/news/poet-technologies-and-sivers-semiconductors-collaborate-on-external-light-sources-for-co-packaged-optics-and-next-generation-ai-market) a strategic collaboration with Sivers Semiconductors AB (STO: SIVE), a global supplier of advanced optical semiconductors, to develop high-performance and cost-effective External Light Source (ELS) modules tailored for Co-Packaged Optics (CPO) and next-generation AI infrastructure."
>9/30: "[POET today announced](https://www.poet-technologies.com/news/poet-technologies-and-semtech-launch-1-6t-optical-receivers-for-ai-networks) with Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, the immediate availability for customer sampling of high-performance 1.6T Receiver Optical Engines for AI and cloud networks."
Again, such news releases would normally cause respectable pumps in the share price--but for some reason, this didn't happen. **THIS IS HIGHLY UNUSUAL AND PRESENTS AN ASYMMETRICAL OPPORTUNITY FOR SHORT-TERM UPSIDE.** This key point is a divergence from my previous post, where I did not think that there was a clear short-term play. I will again state that POET's announcement of a PO is the most bullish news release this company has ever put out. The fact that the share price did not even take out the local high of $7.60 is **RIDICULOUS**. I have bought 10/17 $7Cs, because I believe that the stock will revisit and take out the $7.60 double top in the coming weeks.
[Cup and handle](https://preview.redd.it/azk5trit9ktf1.png?width=520&format=png&auto=webp&s=4cc27eed4b1d35967e6180312329c6ccfb4960c4)
The chart is primed, and there's now a steady stream of bullish news. Oh, and we are currently in a euphoric AI bubble that shows no signs of popping soon. In a market where quantum (vaporware) stocks go parabolic when the CEO sneezes, a legitimate *and undervalued* AI play should wet your panties. As people begin to understand what POET actually does and where they are positioned within a lucrative market, the share price will soar. This will happen as more news and updates are provided by the company.
**HOW TO PLAY THIS:**
I feel that the recent POET news and broader market conditions (euphoria) are conducive to an explosive move higher. The safest way to play this is to buy 1/16/26 calls--there will be more than enough positive news over this period to push the stock much higher. **I am so confident in POET reaching $12 by EOY that I want the mods to permaban me if I'm wrong.** 1/16/26 calls would pay handsomely if I'm right.
Gambling is fun, so I'm personally going with 10/17 calls. My hunch is that this at least re-tests the $7.60 top in the coming weeks. As you can see on the above chart, volume has been extremely high since the initial PO news came out. This continued today, which makes me think that recent price action is basing for an imminent move higher.
https://preview.redd.it/pndtd3c6aktf1.png?width=619&format=png&auto=webp&s=58cb6e65baf2c2648b1bcd13c8fd582fc58cf5c4
I will briefly include that due to the heavy call OI, any significant move higher (i.e. beyond $7.60) would likely be further compounded by institutional gamma hedging.
**Risk Factors:**
https://preview.redd.it/fv7zrf1x9ktf1.png?width=478&format=png&auto=webp&s=ddd19bdd69d34170715ab37ab43bbbbf2987ea8e
**TL;DR:** POET is about to go up a lot because they announced they are going to start making shitloads of money.
**Positions:**
https://preview.redd.it/k7vsbx6z9ktf1.png?width=431&format=png&auto=webp&s=571b23d46ca9dd4319393876a8a0f351af8963ca
https://preview.redd.it/sk16du21aktf1.png?width=621&format=png&auto=webp&s=03837fc8c5280ffb26d0b86de1ae70f2f84fb71a
Not financial advice.
