Dear readers, I TOLD YOU SO. (POET +170%).

Right after the “crash,” I posted here that POET Technology was 100% intact. The thesis was bulletproof…

That’s exactly why I kept a good chunk of my position instead of banking easy gains.

Now, just two weeks later, we’re watching the biggest comeback of the year unfold in real time.

POET is exploding today (+27%) after dropping a massive $50 million AI optics supply deal with Lumilens. The partnership kicks off a joint development on next-gen Electrical-Optical Interposers for massive GPU clusters — and that initial $50M order could scale to over $500 million across five years if milestones hit. This is exactly the kind of high-volume AI infrastructure win the street has been waiting for.

I hope some of you rode this with me and stacked some serious profits.

Quick note: this move is very bullish for SIVE too.

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See you in the next post.

Best wishes!