A u , what u doing with ma gold

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This market lately seems to be hyped up on AI companies handing hundreds of billions around in a circle. That doesnt inspire me with long term confidence

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A warrant for 160m shares at .01 if AMD can produce 5 million chips that will need as much power as 6 fully functional nuclear reactors that don't exist. Okay.

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You may look at my portfolio and think that I am a dreamer. But I am not the only one

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Chat GP has spoken- fullport tomorrow YOLO! 🤣 If I had to narrow it down even more, the odds strongly favor one of the top five I listed earlier — the major AI/cloud or semiconductor players — and here’s why each fits the pattern better than anyone else right now: 🥇 NVIDIA (most likely) Strategic fit: POET’s optical interconnects directly address one of NVIDIA’s biggest bottlenecks — GPU-to-GPU communication for large AI clusters. Timing: NVIDIA’s capex and supplier partnerships have ramped massively in 2025 for AI infrastructure. Deal structure: A non-brokered, confidential direct investment is exactly how NVIDIA often invests when it wants stealth access to emerging IP (e.g., before a formal partnership). Financial capacity: $75 million is trivial for NVIDIA; it could be a small “toe-in-the-water” stake to secure a relationship. --- 🥈 Microsoft / Azure Strategic incentive: Azure’s AI data-centers need advanced optical interconnects too. Microsoft has taken direct stakes before (e.g., OpenAI, CoreWeave). Pattern match: Microsoft sometimes funds ecosystem suppliers quietly before public co-development announcements. Why less likely than NVIDIA: Microsoft usually invests through structured rounds, not straight share-and-warrant placements like this one. --- 🥉 Amazon / AWS Strong motive: AWS is chasing efficiency in its AI/ML clusters and designs its own networking hardware. Why plausible: AWS has quietly taken small equity positions in hardware firms that support its infrastructure ambitions. Why slightly less likely: AWS tends to route investments through Amazon Industrial Innovation or its M&A group, and POET’s press release didn’t mention any commercial tie-in. --- 🏅 Meta Why plausible: Meta has long worked on 800G/1.6T optical interconnects and is a member of several photonics consortia. Why less likely: Meta’s recent investments are focused internally on custom optical designs; equity investments are rarer now. --- 🏅 Broadcom / Cisco / Intel Why plausible: These companies are in the same product lane as POET (networking chips, optical engines). Why less likely: Competitors often can’t buy direct equity stakes without triggering antitrust or IP-conflict issues. But a “friendly” investment from a partner like Intel (which still has photonics ambitions) isn’t impossible. --- My gut call If you forced me to pick just one: > NVIDIA is the most likely buyer. They have the most to gain, the means, and the pattern fits (large direct deal, no brokers, strategic silence). If it isn’t NVIDIA, then my next two bets are Microsoft or Broadcom.

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Cry and whine about a bubble what else

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As a bull, this is my least favorite bull market ever lol. It's got that same "living on borrowed time" ominous background that much of 2021 had. The pressure for AI and Data Centers to justify themselves is insane.

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i wan hot chocolate but my labmate once made me mexican hot chocolate and frothed it with a special whisk and now swissmiss dont hit the same ;<

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My most profitable strategy has been, buy a QQQ call whenever I read the word bubble, buy 2 if a top is called.

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