Ticker brief
POET POET TECHNOLOGIES INC
Technology · Semiconductors
last close
$5.46
1 day
+2.4%
14 days
-21.7%
mkt cap
$1.5B
signals 14d
32
authors 14d
23
crowd 14d
-0.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 86% cheap · 11 pctile own 1y | IV/HV 1.14× |
| Skew — 25Δ RR 30d | +0.033 50 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +22.06 elevated | 5-session Δ +1.41 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-16 (z=2.5) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.28 (−1 bearish … +1 bullish)
Who spoke23
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @OptionsFlowBoss | C | · | 4 | +0.00 |
| @ACInvestorBlog | C | -4.51 | 3 | +0.53 |
| @OpenOutcrier | C | · | 2 | -0.05 |
| @salmaogs | C | · | 2 | +0.18 |
| @Sofigoodboy | C | -3.17 | 2 | +0.25 |
| @Stevendiaz | B | -0.49 | 2 | +0.20 |
| @TheNewMoney_app | C | · | 1 | +0.20 |
| @kiantrades | C | -1.01 | 1 | +0.40 |
| @ClassicRoy | C | -1.10 | 1 | +0.40 |
| @Glitch_Trades | C | +0.31 | 1 | +0.35 |
| @convequity | A | -0.53 | 1 | +0.65 |
| @PrismMarketView | C | · | 1 | +0.10 |
| @BlackPantherCap | C | -1.59 | 1 | +0.70 |
| @Analytica_X | B | -0.29 | 1 | +0.35 |
| @tenet_research | C | -1.23 | 1 | +0.40 |
| @StonkValue | C | -6.11 | 1 | +0.40 |
| @PolarizingLit | C | -0.26 | 1 | -0.15 |
| @Kaizen_Investor | B | -1.87 | 1 | +0.30 |
| @FransBakker9812 | A | -0.18 | 1 | +0.25 |
| @dannycheng2022 | C | -2.64 | 1 | -0.45 |
| @SergeyCYW | B | -1.17 | 1 | -0.60 |
| @JarvisFlow | C | · | 1 | +0.00 |
| @OracleNYSE | C | +0.83 | 1 | +0.50 |
Recent signals30of 32 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @OracleNYSE | +0.50 | Reports Samsung is weighing silicon-photonics acquisitions, putting POET and LWLG in focus. | +0.6% | tweet ↗ |
| 2026-10-16 | @JarvisFlow | +0.00 | Rates POET neutral because loud bullish hype is supported by only modest positive flow. | +0.6% | tweet ↗ |
| 2026-10-16 | @Sofigoodboy | +0.35 | Reports POET's earnings date and planned production using SIVE light sources. | +0.6% | tweet ↗ |
| 2026-10-15 | @ACInvestorBlog | +0.55 | Frames POET as oversold and undervalued near cash value with sub-$1B premarket capitalization. | -9.2% | tweet ↗ |
| 2026-10-15 | @SergeyCYW | -0.60 | Quantifies severe AI-stock drawdowns and cites financing, revenue and industry risks behind the decline. | -9.2% | tweet ↗ |
| 2026-10-15 | @dannycheng2022 | -0.45 | Warns against these small speculative stocks because few become lasting outperformers. | -9.2% | tweet ↗ |
| 2026-10-14 | @FransBakker9812 | +0.25 | Discloses 1,000 assigned POET shares, hedged spreads, and continuing strong IREN conviction. | -6.5% | tweet ↗ |
| 2026-10-14 | @Kaizen_Investor | +0.30 | Describes a thesis-driven policy of rarely selling within a year, citing POET as the example. | -6.5% | tweet ↗ |
| 2026-10-14 | @PolarizingLit | -0.15 | Notes sharp declines and waits for LWLG and POET to convert agreements and orders into delivery. | -6.5% | tweet ↗ |
| 2026-10-14 | @ACInvestorBlog | +0.80 | Buying POET at $6 and GRRR at $9, expecting one may double. — Explicitly states new purchases at named prices with a bullish doubling thesis. | -6.5% | tweet ↗ |
| 2026-10-13 | @StonkValue | +0.40 | Frames POET as an AI-data-center beneficiary through energy-efficient optical engines. | -13.6% | tweet ↗ |
| 2026-10-13 | @ACInvestorBlog | +0.25 | Notes extreme oversold conditions, 26% short interest and positive net options premium. | -13.6% | tweet ↗ |
| 2026-10-13 | @tenet_research | +0.40 | Reports rising institutional holders, ownership, 13F shares and invested capital in POET. | -13.6% | tweet ↗ |
| 2026-10-13 | @Stevendiaz | +0.40 | Reports CIFR convertible financing and argues it creates severe dilution risk versus POET. | -13.6% | tweet ↗ |
| 2026-10-12 | @Analytica_X | +0.35 | Three small caps are presented as potential beneficiaries of AI infrastructure constraints. | -14.8% | tweet ↗ |
| 2026-10-12 | @BlackPantherCap | +0.70 | Argues the AI-linked basket has not begun its major run and offers large upside if execution and the thesis persist. | -14.8% | tweet ↗ |
| 2026-10-11 | @OptionsFlowBoss | +0.00 | Shares POET gamma heat zones without visible levels or direction. | -21.7% | tweet ↗ |
| 2026-10-07 | @PrismMarketView | +0.10 | Maps AI-capacity expansion across India, Malaysia and North America. | -26.4% | tweet ↗ |
| 2026-10-06 | @convequity | +0.65 | Argues POET's passive optical assembly can relieve an AI-cluster connectivity bottleneck. | -29.2% | tweet ↗ |
| 2026-10-06 | @OptionsFlowBoss | +0.00 | Reports open-interest changes, with details contained in linked media. | -29.2% | tweet ↗ |
| 2026-10-05 | @Stevendiaz | +0.00 | Reports AAOI completed a $588M capital raise and argues at least $1B more funding may be needed by 2027. | -30.1% | tweet ↗ |
| 2026-10-05 | @Sofigoodboy | +0.15 | Links POET hiring to hopes for smooth SIVE-related mass production by year-end. | -30.1% | tweet ↗ |
| 2026-10-05 | @Glitch_Trades | +0.35 | Jokingly says POET can someday reach $12 provided one-cent support holds. | -30.1% | tweet ↗ |
| 2026-10-05 | @OpenOutcrier | -0.35 | Recaps unusual put activity from October 5 across five tickers. | -30.1% | tweet ↗ |
| 2026-10-05 | @OptionsFlowBoss | +0.00 | References POET open-interest changes shown in linked media. | -30.1% | tweet ↗ |
| 2026-10-05 | @salmaogs | +0.15 | Reports open-interest updates showing whales retained more than half of listed positions. | -30.1% | tweet ↗ |
| 2026-10-04 | @ClassicRoy | +0.40 | Lists the first six of multiple securities with explicitly labeled bullish call-flow activity. | -29.9% | tweet ↗ |
| 2026-10-04 | @kiantrades | +0.40 | Reports notable bullish options flow with strikes, expiries and premiums. | -29.9% | tweet ↗ |
| 2026-10-03 | @TheNewMoney_app | +0.20 | Reports 175,314 weekly option contracts with calls representing 83% of volume. | -29.9% | tweet ↗ |
| 2026-10-03 | @OptionsFlowBoss | +0.00 | Flags POET open interest for review Monday without a directional stance. | -29.9% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.