Key Points
- POET’s $75 million investment and volatile price swings spark Reddit’s bullish frenzy.
- High FOMO and AI potential drive obsession, despite pre-revenue risks and uncertainty.
- It sounds nuts, but SoFi is giving new active invest users up to $1k in stock, see for yourself (Sponsor)
POET Technologies (NASDAQ: POET), a silicon photonics innovator targeting AI data centers, has ignited a frenzy on Reddit, particularly among retail investors on subreddits like r/WallStreetBets and r/options.
The stock’s recent price swings, a massive $75 million investment, and overwhelming bullish sentiment are driving this obsession, making it the most talked-about stock on investment forums this week, but still an unlikely name among buy and hold investors.
The $75 Million SEC Filing Catalyst
The frenzy kicked off with POET’s October 7, 2025, SEC filing announcing a $75 million private placement from a single institutional investor—the largest in its history. This deal, issuing 13,636,364 common shares and warrants exercisable at C$9.78 until October 7, 2030, boosted POET’s cash reserves to over $150 million with no significant debt.
CEO Dr. Suresh Venkatesan highlighted plans to scale R&D, pursue acquisitions, and target AI connectivity markets, sparking optimism that has spilled onto Reddit.
Recent Price Swings Fuel the Hype
Since the SEC filing, POET has seen dramatic volatility, sparked by a 23% jump on Tuesday amid record trading volumes and then another double digit pop on Wednesday.
This rollercoaster has captivated retail traders, with options activity—especially calls—adding to the excitement. A r/options post detailed a trader’s regret after missing an October 31 $10 call at $0.55, only to chase at $1.39, resulting in a -33.52% loss, reflecting the stock’s rapid ups and downs.
According to 24/7 Wall Street’s analysis of Reddit shows over 4,500 upvotes on posts mentioning POET and over 1,600 comments directly mentioning POET. Of all the comments and posts, the sentiment is absolutely bullish with our proprietary score of 70.62. A score of 60 or higher indicates the majority of quality posts on Reddit about POET show a bullish outlook on the stock.
The FOMO Factor
The combination of price volatility, bullish sentiment (70.62 score), and the $75 million investment has created a perfect storm of FOMO (fear of missing out) on Reddit.
Traders are chasing gains, sharing strategies, and hyping POET’s AI infrastructure potential, despite its early-stage revenue (estimated at $553.3k for the current quarter) and not yet profitable. This speculative fervor mirrors past meme stock surges, drawing both momentum hunters and options traders alike. The company’s partnerships with Foxconn, Semtech, and Sivers Semiconductors add credibility, yet its pre-revenue status keeps it a high-risk play. With POET still trending, Reddit’s obsession with speculative, pre-revenue plays fueled by hype, daring financial moves, and AI-fueled ambition is charging ahead at full speed, potentially setting the stage for further volatility as traders weigh its long-term prospects.
Want Up To $1,000? SoFi Is Giving New Active Invest Users up to $1k in Stock
Looking to grow your money but unsure where to begin? SoFi Active Invest is offering a limited-time promotion—open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts.
From $0 commission trading to fractional shares and automated investing, this app is designed to simplify investing for everyone, whether you’re just starting or already experienced. Its easy to sign up and secure your bonus.(sponsor)
DISCLOSURE:
INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE
Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA(www.finra.org)/SIPC(www.sipc.org).
Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.
Probability of Member receiving $1,000 is a probability of 0.026%; If you don’t make a selection in 30 days, you’ll no longer qualify for the promo. Customer must fund their account with a minimum of $50.00 to qualify.Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees.Investing in alternative investments and/or strategies may not be suitable for all investors and involves unique risks, including the risk of loss. An investor should consider their individual circumstances and any investment information, such as a prospectus, prior to investing. Interval Funds are illiquid instruments, the ability to trade on your timeline may be restricted. Brokerage and Active investing products offered through SoFi Securities LLC, Member FINRA(www.finra.org) /SIPC(www.sipc.org).There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.Options involve risks, including substantial risk of loss and the possibility an investor may lose the entire investment Before trading options please review the Characteristics and Risks of Standardized Options [HYPERLINK: https://www.theocc.com/getmedia/a151a9ae-d784-4a15-bdeb-23a029f50b70/riskstoc.pdfInvesting in an Initial Public Offering (IPO) involves substantial risk, including the risk of loss. Further, there are a variety of risk factors to consider when investing in an IPO, including but not limited to, unproven management, significant debt, and lack of operating history. For a comprehensive discussion of these risks please refer to SoFi Securities’ IPO Risk Disclosure Statement [HYPERLINK https://www.sofi.com/iporisk/]. This should not be considered a recommendation to participate in IPOs and investors should carefully read the offering prospectus to determine whether an offering is consistent with their investment objectives, risk tolerance, and financial situation. New offerings generally have high demand and there are a limited number of shares available for distribution to participants. Many customers may not be allocated shares and share allocations may be significantly smaller than the shares requested in the customer’s initial offer (Indication of Interest). For more information on the allocation process please visit IPO Allocation [HYPERLINK https://support.sofi.com/hc/en-us/articles/360058602892-How-does-SoFi-allocate-IPO-shares].