Scrollingaway
28 posts
@Scrollingaat
Just a guy doing his own thing
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
NEW: We're short POET Technologies. $POET announced Celestial AI/Marvell cancelled product orders. We believe POET isn’t being transparent and this isn't the only dead partnership. Full report: nightmarketresearch.com/poet
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
We visited $POET's HQ building in Toronto. We found abandoned rooms and none of the tenants on the same floor recognized POET.
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
$POET what kind of daily drama is this, wtf. Can someone on the ground in Toronto do a @CitriniResearch Analyst #3 type of job and take an unbiased look at what is going on? NMR is clearly pushing its own agenda since they are short. Glad I’m out of this drama.
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
NEW: We're short POET Technologies. $POET announced Celestial AI/Marvell cancelled product orders. We believe POET isn’t being transparent and this isn't the only dead partnership. Full report: nightmarketresearch.com/poet
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
We visited $POET's HQ building in Toronto. We found abandoned rooms and none of the tenants on the same floor recognized POET.
The nice thing about multi-year bottlenecks from: $HPS.A to $SNDK to $LITE Is that you can sleep a easier despite market volatility like today. Knowing demand will be extreme even 1 year... Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted: -> One has a huge market share over Transformers -> One has huge market share over NAND -> One has huge market share over EML/OCS. And the one thing in common is that they're all likely backlogged on orders into 2028. Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year. It's H1 2026 now.
Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL Celestial -> Lightelligence -> $POET -> $GFS ecosystem -> $AMD CPO -> O-Net / Enablence -> $AAPL Silicon Photonics _ -> $YSS Golden Dome/DoD -> $RTX / $ERIC (Space) -> Bae Systems -> $AEVA With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META. With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu. On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B. And Sivers happens to be the bleeding edge for CPO (also starting from 0). This is definitely high-beta and volatile. But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year. This is just extremely early on (H1) before the CPO supercycle starts H2 2026.
