POET

POET

POET

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q2 Jul 14, 2026 Cedar Grove Capital Management 12.8% -13.2% ABVX, CMG, CVNA, ENSG, EVLV, FRMI, GEMI, HIMS, KITS.TO, MTY.TO, NKTR, OFRM, POET, QURE, REAL, RR, SG, SNWV, TOI, XE AI, Biotechnology, consumer discretionary, healthcare, Long/Short, Patience, SmallCap, Telehealth

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 26, 2026 Seeking Alpha Seeking Alpha POET Technologies Inc. Technology Semiconductors & Semiconductor Equipment Neutral Toronto Stock Exchange 1.6T Modules, Co-Packaged Optics, Data Center Buildout, Manufacturing Partnerships, market share, Optical Interposer, Photonic Integrated Circuits, POET Technologies, Revenue Growth, semiconductors
Feb 4, 2026 Twitter / X @johhnyWalkerAZ POET Technologies Inc. Semiconductors & Semiconductor Equipment Semiconductors Bull NASDAQ 1.6T, AIInfrastructure, datacenter, Lasers, OpticalInterposer, Packaging, Photonics, semiconductors, WaferLevel
Feb 4, 2026 Twitter / X @yianisz POET Technologies Inc. Semiconductors & Semiconductor Equipment Semiconductor Materials & Equipment Bear NASDAQ AIConnectivity, backlog, Cashburn, datacenter, Dilution, EquityRaise, Hiring, Optics, Photonics
Feb 4, 2026 Twitter / X @crux_capital_ POET Technologies Inc. Semiconductors & Semiconductor Equipment Semiconductors Bull NASDAQ AIInterconnects, CopackagedOptics, datacenters, OpticalEngines, SiliconPhotonics, WaferScaleManufacturing
Feb 4, 2026 Twitter / X @crux_capital_ POET Technologies Inc. Semiconductors & Semiconductor Equipment Bull NASDAQ datacenters, hyperscalers, Lasers, manufacturing, Marvell, Optics, Packaging, Photonic, SiliconPhotonics, Transceivers
Feb 4, 2026 Twitter / X @crux_capital_ POET Technologies Inc. Semiconductors & Semiconductor Equipment Semiconductors Bull NASDAQ Alignment, CopackagedOptics, datacenters, EML, Interposer, Malaysia, Marvell, OpticalEngines, Packaging, Photonics, Transceivers, WaferScale, Yields
Sep 16, 2025 Short Thesis Bear Cave POET Technologies Inc Information Technology Semiconductors Bear NASDAQ Adoption, Capital needs, Commercialization, Photonics, semiconductors
Aug 8, 2025 Seeking Alpha Ahmed Abdelazim POET Technologies Inc. Information Technology Semiconductors Bull NASDAQ —
Aug 7, 2025 Seeking Alpha Kennedy Njagi POET Technologies Inc. Information Technology Semiconductors Bull NASDAQ —

BSD Shareholders of POET

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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