$POET

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

—

Win rate (3m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Recent theses

$POETYOLObullish

u/New_Kaleidoscope9242 · 11d ago

Long POET calls · 2 contracts

$POET bull is back! $40 before EOY

Author is bullish on POET reaching $40 before EOY based on institutional buying at $20, upcoming purchase orders, likely US factory announcement, and improved shareholder communication. Recent $400M capital raise enables acquisitions/growth while management changes signal maturation; the company's low debt and high gross margins provide margin of safety despite macro headwinds.

1d-8.0%

3d+4.3%

1w+2.7%

1m—

3m—

6m—

1y—

original post →

$POETYOLObullish

u/New_Kaleidoscope9242 · 37d ago

$POET minimum $40 EOY

Author expects POET to reach at least $40 by end of year, with conviction that it will hit $80. This is a bullish directional bet on significant upside.

1d-8.2%

3d+18.2%

1w-48.3%

1m+14.3%

3m—

6m—

1y—

original post →

$POETYOLObullish

u/darth_salmon · 37d ago

POET YOLO

POET secured confirmation that Marvell is a customer with purchase orders expected to exceed $5m. CFO guidance on higher margins and additional orders suggests strong revenue growth trajectory.

1d-8.2%

3d+18.2%

1w-48.3%

1m+14.3%

3m—

6m—

1y—

original post →

$POETDiscussionbullish

u/Count-to-3 · 82d ago

Long POET

Hope you degens are ready to buy

Long position ($2K) in semiconductor/chip equipment space as part of recovery-focused portfolio during market dip.

1d—

3d+11.2%

1w+2.1%

1m-10.9%

3m—

6m—

1y—

original post →

End of results.