C12H16N2

$SEDG has one of the cleanest and most well documented exposures to 800V. Like $NVTS there is a $IFNNY connection. In sum, they working on an SST transformer tailored to 800V DCs. This tech is directly in their wheelhouse, do very reasonable expectations of execution. Everything was spelled out in detail about a year ago. Another interesting $NVTS parallel is shorts are egregiously off sides on this one. I imagine 800V will be a hot topin on the upcoming earnings, and perhaps that will be a moment of re-discovery and re-rating. There is a lot more documentation, including whitepaper, and some analyst notes on this. I imagine smarter people than me will be all over the details of this over the weekend and there will be plenty to read about on monday morning, which is when I expect this thing to gap.

$POET POET Technologies Inc. (NASDAQ: POET) (the “Corporation”), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today announced it has entered into a definitive agreement to issue and sell 19,047,620 common shares (the “Common Shares”) and a warrant exercisable for 19,047,620 Common Shares (the “Warrant” and together with the Common Shares, the “Offered Securities”) to a single institutional investor in a non-brokered registered direct offering. The combined price of one Common Share and the accompanying Warrant in respect of one Common Share will be US$21.00, raising aggregate gross proceeds of US$400,000,020. The Warrant will be exercisable at an exercise price of US$26.15 per Common Share for a period of three years from the date of issuance. The closing of the financing is expected to take place on or about Monday, May 18, 2026, subject to the satisfaction of customary closing conditions.

$1 million into these $FRMI calls now

if we get a gap up tomorrow that doesn't close by eod, it's a runaway gap which can turn this move into a lockout rally very quickly