License for materials is different than license for ideas. The companies already knew China was going to produce their own version of whatever was produced there. That’s an open secret and trade off for cheap labor. If companies actually cared about IP theft they wouldn’t produce in China

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Yea I know, but I don't know of any other IP that lets me trade 2k on YOLO 0DTEs Options, make 5k and cash it out the next day

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https://richtechrobotics.com/resources/jv-agreement-asia-market Annnd there goes the IP.

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Didn't know they could track your IP from the grave

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your wife looking it up and it's tracking your ip

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This isn’t completely true. Risk reward isn’t pure math. You only get one life and I had a friend lose everything when a high flying stock went to zero (representing 90% of his NW) as the whole company was laid off. No one saw it coming. Sure an early NVDA person might be $100m instead of $500m by selling RSUs early, but it also matters that it could also have been $5m vs $0 had NVDA failed when it was struggling, or had some event like a financial or IP scandal tanked their finances. It is rational to sell RSUs, bank a few million and continue to earn, even if it cost you millions down the line and would buy the stock with a ‘free dollar’ as the best option. Diversification is critical for life savings. We aren’t in a game to maximize cash for no reason, we are living a life.

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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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Corn bought some IP from gold, rumored to be 14.5B worth

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\> Do you think these data centers are running drones in Ukraine? No. No, but they are not majorly run for Sora, Vibe or any video slop generation either. It's not even the most important part of the market. Work and business doesn't rotate around Hollywood movies. And the entertainment industry is not giving any IP to AI companies no matter how much they try. \> All the useful AI doesnt need these huge data centers, they run locally. There are 600 million active ChatGPT users. You can't run GPT models locally unless you are an SF ML engineer.

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POET is the next OPEN. My 9$ strike 10/31 calls ip 100%

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