POET Technologies Inc (PTK) Quote

Next day settlement begins May 28 per SEC mandate

I will wager we go down for here. This ain’t the olden days of trading when you could make a nice $$ trading. These days traders are in and out so fast that they are satisfied with hamburger money. That’s what ruined the trading rules of old and destroyed the business for a Macdonalds meal.

Well, maybe. I assume you aren’t familiar with this character I call Joe from Nanalyze
What he often does in his vids is explain how the game is played with low-priced stocks
He is also very funny
Sometimes a trader will make a simple statement: trade ‘em, don’t marry them
We will know what happens about two nanoseconds after 4am tomorrow morning

Now we’ll witness the downfall

Joe at Nanalyze produced a vid since so many of his fans asked about POET

I’m not too much into charts. But Glenn’s charting appears to be a negative week on its way.

My game plan
Buy the dip
sell the rip accumulate shares on the way to $5.00 per

From April 10th 2023...
"In a Zacks research report published on April 10, an analyst said POET’s relationship with Celestial AI “could represent $800 million in potential revenues by itself. We believe most if not everything Celestial is planning to sell contains POET.”

10 day bar/volume at hourly intervals
I would still go long

POET......................................https://stockcharts.com/h-sc/ui?s=POET&p=W&b=5&g=0&id=p86431144783

Enjoy Mack!

You are drastically underestimating the power that traders can have. This wasn’t just a blog. That YouTube channel has ~350,000 followers. If 1,000 of them have $10,000 to trade with that’s $10 million of fresh money smacking around a stock that was unnoticed with tiny volume just a week ago. Understand these types will go in and out multiple times per day. And some of these traders are clearly playing with bigger money than $10k. Hell, I’m not a trader but I got my toes wet this week and recouped a nice chunk of my previous losses. Overall…still in the red just a bit. Easy, easy money made this week and I’m a dummy.

We’re not seeing huge dark pool trades recorded so this isn’t institutional accumulation.

This isn’t industry/partner accumulation because nothing has really changed in the last couple months and a potential industry investor has already had opportunity to participate in financings if they wanted to.

IMO this is pure retail trading.

And that is OK as long as the company is raising ~$10 million via the ATM throughout all this.

Whoever orchestrated this whole thing deserves some recognition. Proves to me that in desperate times, someone at POET is willing to get into the mud and get nasty. I like that.

Now…I hope the momentum continues. Best case scenario is the traders bring this to $7-9ish per share. Hover around there for a few weeks and you’ll start to get forced buying by the indexes. THEN things can get weird as you saw with LWLG during 2021/2022.

This didn’t follow the normal 2 days of exhilaration, followed by profit taking back down the hill. You could argue that yesterday was a day of healthy consolidation, market caught its breath, and closed with it up another 25% today, this weekend there are going to be a lot of eyes looking at what happened this and wondering what’s it’s about. We could see a resumption next week with new money coming in (at least early in the week) with volume.

Volume was down a bit today, it also would have been a day to take the week’s profits. Yet up we went again. This whole week felt more like accumulation than a day traders’ battle, pullback were orderly and short in duration.

Agreed KCCO that anything short of several million tucked away courtesy of the ATM would be inexcusable at this point.

With no news to sustain/support this, I do expect to see the requisite hit piece published somewhere by a short player who thinks they can take advantage of the huge run up and lower volume/interest to drive a sharp decline. It almost always happens, and it may be great time to add some shares because a rebound will come. There is just too much steady buying interest to believe that it is one off run based on one positive blog. And if there is significant cash added to the coffers, that is a huge weight off of the share price.

Enjoy the weekend.

Looks to me that what is about to happen if Poet’s management plays their cards right is FOMO. I’ve seen it more than once and have participated in it a very few times makin $$$$. I think it happened with LWLG ( which I used to trade under a buck years ago). I think Poet is about to see it soon, just got to have good timing. The Market makes 0 sense so we can see anywhere between $5 and $20 plus on the FOMO, and then we’ll settle. Just my thought, but seeing it first hand before, I definitely think we will see it with POET, unless management drops the ball

POET in the Baechart 100

I agree

My comfort level here will be greatly increased if it turns out they sold a few million+ shares this week via the ATM. To me this whole thing seems coordinated, and seeing upwards of $10 million raised would confirm that. If the ATM was not used significantly, then wow, what a wasted opportunity.

This won’t get them enough cash for mass production, but it’ll get them through 6 months comfortably without having to prematurely sell a portion of SPX or do another dilutive (warrants) private placement.

POET branded module sales slated for second half of 2025 and I don’t doubt they’ll find buyers. The optical engine sales don’t mean much other than validation the technology works. Those sales don’t benefit POET with revenue.

Management has no room for any errors at this point if they want to ensure that their shareholders see a meaningful return on their investment.

I think they need to convert engagements discussions interests and whatever the heck else they want to use to quantify customers, they will eventually need them be signing an NRE, licensing or sales agreement that will erase all doubt to the company’s viability and place in this burgeoning market.

I do think as things get more complex and the room to operate gets tighter with more heat being generated, Poet will shine, hopefully they sold some ATM shares to give them the cushion to get there. They also need to communicate their strategy to the new eyeballs all over this company right now wondering what the hel did they just buy.

I know many here are traders, but you should try to understand what this company has done, and if you do, then a portion of your trading money should be to buy and hold POET Technologies. The technology is complicated, but they have changed how things are going to be automated at chip level and beyond that, their optical engines are the bomb and they are ready to SCALE production in the 800GB 1.6T and 3.2T speeds. The HYPERSCALE data centers will be using this along with its AI applications. The ability for POET to passively attach high power CW lasers on its optical interposer at wafer scale enables the use of single known-good laser chips and eliminates the need for laser arrays which can be cost prohibitive for high-volume applications. The POET team has worked closely with a company called Celestial AI to define a low-cost packaging solution that is up to 75% lower in cost than competing solutions and is highly scalable for the volumes that Celestial AI is projecting. Celestial AI will make their fortune on optical interconnects. POET will make you a fortune providing the light to do that. Celestial AI alone will get POET there, but they are not going to be POET's only customer either. Enjoy your weekend.

IMHO POET is like a hot air balloon , keep the hot air coming and it will keep rising.

I hope so too. But that’s given those Bozos maybe too much credit for having anIQ high enough to do that

You are well read and up to date as usual! 😂

It remains to be seen if Poet will become a significant player in the photonic packaging space.

Cheers

I think the best news we can get next week is that the company raised $5+ million this week with all this volume.

I’ll be buying next week at around a dollar. All these eyes on our little “GEM” would of liked a puffed up news release, but nooooooo!!! What else would we Xpect from these peckerheads.

Thank you for sharing that paper. I'll read it with my second cup of coffee this morning lol.

I quickly dug through my stash and found some others on the topic.

https://www.mdpi.com/2227-9717/10/11/2342 - Design, Manufacture and Assembly of 3D Integrated Optical Transceiver Module Based on an Active Photonic Interposer

https://opg.optica.org/oe/fulltext.cfm?uri=oe-32-1-40&id=544663 - Low-loss and broadband wafer-scale optical interposers for large-scale heterogeneous integration

https://opg.optica.org/jlt/abstract.cfm?uri=jlt-41-4-1152&origin=search - Beyond CPO: A Motivation and Approach for Bringing Optics Onto the Silicon Interposer

https://opg.optica.org/abstract.cfm?uri=cleo_si-2023-SM1H.3&origin=search - Integrating Nearly-Indistinguishable Quantum Emitters onto a Photonic Interposer

Some are more relevant than others, but you get the point.

ASTAR/AMF had a really interesting paper with their electronic-optics integration method. FOWLP. They built an 8x200 1.6T engine on their manufacturing line and claim it is cheap and ready for high volume. I'll post a link to that paper when it becomes available. Usually within a couple months after OFC.

Now...what do the foundries like Tower, GFS, etc. have on this subject? I think the big boys won here. Even Broadcom has monolithically integrated MUX/DEMUX...something POET had touted that they're the only ones to do.

Slightly off topic but I'd really like to know SPX's plans for a permanent manufacturing facility. Right now it is 5,000 square feet of temporary space and that certainly won't cut it for the long-term.

Hi KCC,

Most silicon interposers used in the electronics industry have just used TSV’s to connect electricity to various chips on the substrate.

It’s when silicon interposers start to combine TSV’s with photonic capabilities that it gets more complex.

Here is an example from a paper showing silicon micro ring photonics being used In a photonic interposer application.

Poet as you know uses a different design.

Which one is cheaper and the most effective.
? I sure don’t know.

Cheers



https://cea.hal.science/cea-04225225/document

um…. ok then.

Small Potato do you post here as Lab Man or is that Dave with the red airplane?

Anyway…saw your comment about Arista’s slide mentioning silicon interposers.

Not to burst your bubble, but that’s not a reference to POET.

Silicon interposers are already everywhere in foundries and are basically free. IMO that is essentially why POET pivoted to be a module maker because their interposer itself was an expensive alternative to what is already offered. I also believe that same reasoning is what caused Mark Lutkowitz and Dylan Patel to call POET’s technology “expensive”.

Technically POET’s is silicon oxynitride anyway ;)

Another Blog Post from Poet
https://poet-technologies.com/blog/2024-apr-24.html

No clue! Haha

When these new traders get bored and move on. The volume will dry up and when that tide turns is probably a good time to find the exit.

End of May when lock-ups expire is likely to create selling pressure unless the company puts out some banger PRs.

Also, 10 consecutive days over $1.80ish triggers an acceleration of warrants for 30 days which will create some selling. If the volume is gone by then, the stock will get hammered.

yup, i find them but dont hold like i should.

Missed it

When is the dump?

Most long time shareholders are still at 50% losses.

That YouTuber sure has some big boy trader followers.

damn. got in this morning, got……

….

shook out.. and now its running, lol. congrats to those holding.

I Agree. As long as management stays on the sideline and doesn’t kill it with its stupid news releases.

FINVIZ take price $3.00

A close above $1.50 would be very positive. Maybe a run to $3.00?

If the ATM is being used I’d guess 750k shares yesterday and probably a bit less today.

So possibly a month or two worth of capital.

💩💩💩💩

Thanks for the info - in light of the other similar volume spike I can't accept this as being an "organic" move.

Nothing too nefarious. POET recently initiated some marketing efforts and one seems to be connecting with a popular YouTube tech/trading channel. A video was posted yesterday and had a few mins on POET. Actually was a good clip. 300k followers.

What is suspect is that the insane volume today only pushed the price up 20%. Tons of traders in and out all day I think. Probably some fundraising via the ATM, too. Well…hopefully…because POET’s working capital is estimated to go negative within a few weeks.

A chart like this can not exist without abusive manipulation and exploitation of non public information...

... IMO of course..

Someone is manipulating the price discovery

A runup to about $3 area would form a very nice cup/bowl. Just saying. HAWK

Agreed. They need $10 million ASAP and at least another $10 million raised by the end of the year. That’s bare minimum just to get them to the start of real production of modules towards the end of 2025.

If the CFO has any strategic sense, they NR tomorrow morning a financing strategy that takes them well into 2025.

If only…

Haha convenient.

A paid pump and dump.

💩

Just need a 300-400% day....lol

Any bets on who’s selling (hint At The Moment)?