Listen up artistics, there’s nothing more artistic than being a Poet. This is a completely new company since their current CEO took over and went all-in on photonics, so this is like being able to buy into a pre-IPO company. Their market cap is only $1B and they have the patents and development roadmap to 10X soon.
Poet’s CRO yesterday gave an interview confirming everything bullish. They’re still at the core of Celestial AI which was just bought by Marvell for $5 billion in agreement to supply to Amazon. They have about a dozen customers, including Foxconn, NTT, Luxshare, Adtran, and they have “a few other \*large\* customers… we will announce when the time is right with those customers."
Photonics will be utilized in so many global industries, just look into Poet’s patents and development roadmap, this is the future. 🌌✨🌌
Positions:
$9c 4/17, $10c and $12c Jan2027, and shares