justKAWS

@crux_capital_ What are your thoughts on the POET news today?

How to best use my content... $SMTC $MTSI $COHR $LITE $AAOI When I post a thesis, report, update etc. it should not be a signal to buy. I am not timing my posts with ideal entry points. That being said, in all my formal reports I will include levels at which I am personally looking to add/build a position. But just because I make a post discussing a company that does not mean I am suggesting you buy it at the time I post it. I would think this is clear, but just wanted to really lay it out! I post about companies that I believe are positioned well to grow over the next few quarters. Day to day price action will be volatile in pretty much every company I post.

@PhotonCap @3lHyl246m Meaning you are pretty confident with the optical interposer? I am a long time POET investor I just hope the boat doesnt sail without them

@3lHyl246m that's fair. thank you for your comment. but I am pretty sure about optical interposer itself

$POET OFC 2026 opening day. POET Technologies announced a strategic collaboration with Taiwan's LITEON to co-develop optical modules for AI applications. The plan: build next-gen CPO and data center modules on POET's patented Optical Interposer™ : a wafer-level platform that integrates photonic and electronic devices onto a single chip. Prototypes by late 2026, volume production in 2027. POET's persistent weakness has been the "who manufactures this at scale" question. LITEON — founded 1975, Taiwan's first listed electronics company, 50 years of global optoelectronic and power solution manufacturing — answers it. POET designs, LITEON builds. The puzzle clicks. POET is still a small-cap, development-stage company. Partnership announcements and actual volume shipments have historically been miles apart. Lightmatter, Broadcom, and OpenLight are all demoing competing CPO tech at the same OFC. And the CPO market's adoption timeline remains a moving target. Until prototypes materialize in late 2026, cautious optimism.

@damnang2 Very well thought out article that covers pretty much everything. Thank you for sharing. Are there any red flags you are watching for near term? Are you an investor yourself? I have been holding for a while but I am not sure how much longer I will continue to do so.

@beaniemaxi He also talked about photonics. Ive now said this in 2-3 comments to you, CHECK OUT PHOTONICS. I only spam this to you because you've made me a lot of money over the years. My top pick is POET, but there are many other players. Marvell just aquired Celestrial AI who uses POET.

Jensen Huang's CES keynote presentation highlighted a global L4 autonomous driving and Robotaxi ecosystem built on NVIDIA technologies, with WeRide featured as a key participant. Not priced in for $WRD.

@beaniemaxi POET technologies? Thats my largest position.

I also have my largest position ever in small cap tech. Which I feel is ridiculpusly undervalued vs Mag 7. But ofc it will sell off when other high risk assets sell off. I do maintain plenty of hedges however. This does limit my upside considerably but I cannot go broke this way.

I’m not negative about crypto. Actually never been more bullish. I posted in real time my exit weeks ago. That’s cause I can level up by pushing in with size and conviction when the prices begin to bottom. Your problem is you listened to the nonsense that there’s no more cycles.

@seedphrase Awesome to see. I miss the good ole days of WG.

I’m excited to share that I’ve reached an agreement with Pixel Vault to take ownership and creative control of Wolf Game. This new chapter is a partial reset designed to keep the game familiar for OGs while remaining fresh and exciting for newcomers.

@IHunt100xGems Cough cough Ralph.

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