Photonics Sector Surge: Social media discussions underscore exploding interest in photonics, with POET Technologies featured prominently alongside peers in a pivotal year for growth. Investors highlight massive tailwinds driven by AI and datacenter demands, positioning the sector for significant expansion in 2026. POET's innovations are drawing particular attention amid this momentum.
Award Wins Bolster Credibility: Recent buzz centers on POET's second consecutive Lightwave Elite Score award for its Teralight platform, recognizing advances in AI connectivity solutions. Enthusiasts recap the company's roadmap, including upcoming 800G production and OFC conference showcase, fueling optimism for customer wins. The accolade from industry experts enhances POET's market standing.
Technical and Strategic Views: Traders eye upside potential to $7, citing chart support and short gamma squeezes, while long-term voices urge holding through volatility ahead of March earnings. Some express caution over past offerings and broker restrictions, but overall dialogue emphasizes photonics' transformative role. Discussions blend excitement with measured analysis on POET's trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
POET Technologies Hedge Fund Activity
We have seen 71 institutional investors add shares of POET Technologies stock to their portfolio, and 38 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MMCAP INTERNATIONAL INC. SPC removed 2,059,035 shares (-57.4%) from their portfolio in Q4 2025, for an estimated $13,033,691
- MORGAN STANLEY added 857,574 shares (+236.5%) to their portfolio in Q4 2025, for an estimated $5,428,443
- CITADEL ADVISORS LLC added 678,216 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,293,107
- PRIVATE ADVISOR GROUP, LLC added 427,696 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,707,315
- JANE STREET GROUP, LLC added 323,667 shares (+1239.7%) to their portfolio in Q4 2025, for an estimated $2,048,812
- TWO SIGMA INVESTMENTS, LP added 305,639 shares (+inf%) to their portfolio in Q4 2025, for an estimated $1,934,694
- GOLDMAN SACHS GROUP INC added 293,663 shares (+inf%) to their portfolio in Q4 2025, for an estimated $1,858,886
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
