Need to ramp up on more OpenAI deals to prop the market…

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iv ramp before announcement, iv drop off after price action. market expects price to be steady so IV is reduced. aka people thought pump and it turned out to be dump after the news. op says now that it’s low buy up long dated calls and shares because this should be printing in a few quarters. if you low DTE calls i’d wait for their Q1 earnings to make a move. expect only small movement until it heats up around a big earnings

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begging on the off ramp of the interstate is more profitable than this shit

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Big funding raise. Accelerated manufacturing ramp cash burn. From no revenue to first Production Order. I've been waiting for opportunities like this.

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I was coincidentally digging this - since there is quite a bit of shills around this ticker. The 5 million dollar order is a like a phase 3 trail of a biotech company, why I say this - yield : we don't know how good the yield is going to be, the 225 million that has been raised is simply going to support this production - if the yield is pretty bad, they will loose money and time, and if their customer loose their customer these guys are done They have a strong tech moat but they are not the only players... I am only highlighting the issues cause someone already spoke of the bull case... In my mind if they are not expected to have further dilution and if there is news saying their estimated yield = actual yield ....we are looking at a strong acquisition that is it... We might see 4x the price to acquire... All I am saying is there is no way you are going to see a run right now...but an eventual period of consolidation and hopefully good enough news to ramp up

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If you're asking seriously and not just snarking, the answer is that they've just started generating revenue as of this quarter. The big ramp up has just started (hence the massive recent investments), so I'd say about 1 year to profitability or at least a clear path to profitability. Obviously the big question is whether the purchase orders keep coming: "POET Technologies Receives $5 Million Production Order for 800G Optical Engines" https://share.google/aTARK5NqWxOuXNjwo

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Yes , it exists . I don’t know whether it is FULLY occupied. This announcement is less than a week old. I’m guessing it takes some time to ramp up, hire, setup etc.

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From ChatGPT: "Coinbase’s high fees are sustained by **trust, regulation, and convenience**, which became far more valuable after the 2022-2023 exchange collapses (FTX, Celsius, Voyager, BlockFi, etc.). Here’s the breakdown: # 1️⃣ Perceived safety and regulatory clarity * Coinbase is a **publicly listed U.S. company (NASDAQ: COIN)**, subject to SEC reporting, PCAOB audits, and U.S. GAAP. * Customer assets are **segregated** and held 1:1 (not rehypothecated). * It’s one of the few exchanges that **hasn’t had a major hack, insolvency, or freeze event** in over a decade. * U.S. users value this regulatory perimeter: FDIC-linked fiat accounts, SOC 2 compliance, and legal recourse in U.S. courts. → This “trust premium” is worth paying for, especially post-FTX. # 2️⃣ Ease of use and fiat access * Instant ACH/credit card purchases, simple interface, auto tax reporting, and broad integrations (PayPal, Apple Pay, etc.). * Kraken or Gemini are slightly less polished, and Binance US has reduced fiat rails and limited availability in some states. * Retail users are less fee-sensitive when the UI and on-ramp are seamless. # 3️⃣ Reputation risk after FTX * After FTX blew up, even experienced traders migrated to platforms with **transparent audits and legal entities in the U.S.** * Binance (and Binance US) suffered reputational spillover and regulatory crackdowns; Gemini faced its Earn-program lawsuit. * Coinbase became the **default “safe harbor”** for Americans who don’t want to risk frozen accounts or opaque offshore custody. # 4️⃣ Psychology and inertia * For small U.S. investors, a few dollars of extra fees per trade feels trivial compared to the peace of mind of “Coinbase is safe.” * People rarely move platforms once KYC, bank links, and portfolios are set up. " I agree

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I’m sensing we ramp up and burn down quickly at the end again.

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u/---Right--Tackle--- You're embarrassing yourself again 😔... Remember when you bought ATM leap puts and believed you'd get rich bc they would have tons of extrinsic value even after going deep ITM? >Nice try, you’re clueless on how any of this works. Case in point: you think the government controls the long end of the curve. Lmao. Retard. PS I’ve been long all year. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up Educate yourself a bit about what is going on. If Japan can control their yield curve easily what makes you think we can't lol... If you're 100% long why are you crying about "astronomical valuations" 🤔?

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