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@aleabitoreddit
Small positions in $POET
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@aleabitoredditposted on X
Oh wow, I missed this. That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships. That translates materially to $SIVE laser production as well. Markets haven't fully priced in either yet imo.
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Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
60% Engaged
40% Positive
20% Negative
Positive
40%
Negative
20%
Neutral
40%
Key Takeaways
What the community is saying — both sides
Supporting
1
POET is transformative photonics technology
and that both $POET and $SIVE are massively undervalued, with expectations they will double once the market wakes up.
2
Celestial AI’s Photonic Fabric is powered by POET
and Marvell plans to integrate that tech — as proof Sivers ($SIVE) should see meaningful downstream demand.
3
real Marvell–POET–Sivers relationship
, not just speculation.
4
POET at ~1000x revenue vs SIVE at ~20x
framing Sivers as a clear candidate for a large re‑rating if the thesis proves out.
5
“toast”
if those reports hold up — a clear counterweight to the bullish camp.
6
POET up ~20% pre‑market
and quick moves — driving short‑term questions about entry points, expected purchase orders, and immediate sympathy gains (or lack thereof) for $SIVE.
7
SOI substrate monopolies
and suggesting Marvell’s adoption would accelerate demand for POET‑enabled components.
Opposing
1
$SIVE appears priced for perfection
a 10x run and trading at 20.4x P/S vs peers at 3.9x suggests most upside is already baked in.
2
protect the downside
and demand the poster disclose position size and entry timing before others follow.
3
dilution is likely
for $SIVE soon and point to peers like $POET with ~$430M cash as a reminder to check balance sheets.
4
RF‑SOI won’t rebound until ~2027
, smartphone demand is down, photonics hype is overstated, and paying 23x 2029E EBIT for a cyclical in a downcycle is excessive.
5
$ALRIB, $CLF, PCL / Fittech / WIN
and whether the author is still bullish on 6706 FITTECH; a few also note $ARM is ripping — signaling demand for follow‑ups on those names.
Top Reactions
Most popular replies, ranked by engagement
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@Plaskpojken
If you want another clue for Sivers POET Marvell connection. Look at the tags that Vickram (CEO Sivers) did here Matt Murphy is CEO of MARVELL and Dr. Suresh Ventkatesan is CEO of POET.
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@Dmytro_Lebid
The fact is, Celestial AI’s core platform, Photonic Fabric, is powered by $POET technology. With $MRVL planning to integrate Photonic Fabric into its next-gen custom chips for 1.6T, it’s clear that POET is becoming a critical component in the value chain. https://t.co/DVUkZLwZs7
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@TheWiseAdapter
o say what is baked in on $SIVE , after 10x in run a month. It trades at 20.4x P/S versus its European peers 3.9x. Lots appear to be baked in
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@ChicoBismut
The problem is that $SIVE will have to dilute very soon. $POET has 430 millions $ in the bank.
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@NoahDerksen
$SOI up 4x YTD and flat out overvalued — RF-SOI (30% of sales) won't bottom until 2027, smartphones down 12%, Photonics hype overdone. 23x 2029E EBIT for a cyclical in a downcycle. Way too expensive. Hard pass. NFA
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