$POET POET Technologies Inc.

The Acquirers Podcast发布 2026-09-19

《Linguistic and financial concepts: Hapax legomenon ("something said only once")》

在股价下跌47%、抹去此前涨幅后，买入POET，作为布局光子学领域的高风险入场。

例如，如你所知，我们昨天在收盘时买入了 POET 的股票。这是一家光子学公司，它违反了一份保密协议，并失去了与 Marvell 的交易。我的意思是，这属于高风险，但它已经下跌了 47%，而我在寻找重新进入光子学板块的方式。

所以，我们买入了 POET，因为在这轮光子学热潮中，它已经回吐了此前取得的全部涨幅。

For example , as you know, we bought POET shares yesterday at the end of the day. It is a photonics company that violated a non-disclosure agreement and lost its deal with Marvell.

I mean, it's high-risk, but it's down 47% and I was looking for a way to get back into the photonics sector. So, we bought POET because it had shed all the gains it had made in the midst of this boom in photonics.

看原视频09:55

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InvestAnswers发布 2026-09-09

《🚨 EXIT THE PUMP? Harvesting overbought spikes and Stalking the Kill Zones! 🎯》

$POET看涨

POET 尽管当前财务表现不佳且缺乏买入信号，仍具吸引力，受指标改善、100% 的意外上行、预期营收增长及超卖状态推动。

The door poet 有一个下降楔形突破，并在 0.618 斐波那契位得到确认。有没有想法再来一波上涨？我认为上一次拉升是空头挤压。让我们看看 Poet，Poet Technologies。

记住，如果我没记错的话，那是一个相邻的 AI 标的。不，他们生产电气产品。哦，好吧，我们也先看看财务。哦，难看。我不喜欢，我已经不喜欢这些财务了。我不碰亏钱的东西。好吧，这是我非常严格的一条规则。

为什么要买亏钱的东西，当你可以买赚很多利润的东西？不过，他们确实有一个意外的 100% 上行。他们在这里确实转为了盈利，并预计这里会有大幅营收增长。所以这很有意思。也许他们正在翻开新的一页。

我得看看他们的，是的，非常小、很小量的债务。那里不太令人担忧。好，好吧，让我们再放大一点看这个，因为财务看起来确实在真正复苏。它在均值回归上。非常超卖。这里这个绿点，那是正面的，而且那在 80% 的情况下是对的。

我们能走得更高吗？这可能是一个不错的小标的。你可能得有耐心。我会更多地研究这一只。但，是的。没有买入信号。大的卖出信号。均值说是的。趋势即将转向。是的。是的。这看起来有吸引力。The door 非常有吸引力。

The door poet had a declining wedge breakout and confirmed was at the 0.618 Fibonacci. Thoughts about making another run up? I believe the last pump was a short squeeze. Let's check out Poet Poet Technologies.

Remember that's an adjacent AI player if I'm not mistaken. No, they make electrical products. Oh, well, let's also look at financials first. Oh, uglies. I don't like I already don't like the financials.

Um, I don't touch crap that loses money. Okay, it's a very strict rule of mine. Why why buy that loses money when you can buy stuff that makes a lot of profit? though. But they did have a surprise upside 100%.

They did turn a profit here and expect big revenue growth here. So this is interesting. Maybe they are turning the page. I'd have to look at their Yeah, very small small amount of debt.

Not too concerning there. H All right, let's zoom in a little bit more into this because the financials look like they are really recovering. Uh, it is on the mean reversion. Very oversold.

This green dot here, that's a positive and that's right 80% of the time. And could we go higher? This could be a nice little play. You may have to be patient. I'm going to look more on this one.

Uh, but yeah. Um, no buy signal. Big sell signal. Mean says yes. Trend is about to turn. Yes. Uh, yeah. This is looking attractive. The door is very attractive.

看原视频30:49

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