Curated editorial picks and in-depth analysis from our team — examined from every angle.
POET stock gapped through $8 on ECOC Monday after triple witching cleared 33,000 stranded calls. The new gamma map: the $8.50 wall, then October.
POET trades at $7.38 hours before the Fed decision. Fresh $8 calls, new $7 puts, and 33,000 contracts expiring Friday — the gamma map into 2 PM.
POET fell to $7.41 in Monday's AI selloff. Here's the options map into Friday's triple witching — what expires, what's left, and what to watch.
Goldman Sachs sizes AI networking at $154 billion by 2028, up 9x. Optical engines are the biggest line item. Here’s where the photonics money lands.
$MSOS sold $GTBIF and $TRLV for three straight sessions — right as breakout gamma built at $5. We map the options board and question the trade
The AI data center optical interconnect market is projected to grow from $13.7B to $144.4B by 2030, with silicon photonics taking two-thirds. The Trade.
Nvidia's $96B quarter proved the AI buildout is accelerating. Power is now the constraint. How photonics and POET Technologies attack the energy wall.
POET Technologies grew from 115 to 155 employees in 98 days while job postings tripled. We map the hiring wave to Lumilens and the AI photonics ramp.
Yields at 19-year highs, Brent near $94, and AI capex still climbing. A recap of the AI trade's loud August, and where the next infrastructure dollar goes.
POET's $9 call wall broke on earnings and rebuilt itself at $9.50. Here is how the post-release options structure looks now that expiration has cleared.
Sky Quarry (SKYQ) is a distressed microcap with a real Nevada refinery. We break down the balance sheet, the dilution, and the math behind the asymmetry.
POET Technologies reports Q2 this week. The execution case is built: order, customer, cash, capacity. Why the release is a checkpoint, not the verdict.
For twelve weeks, nobody could answer the question behind POET's biggest deal: who is Lumilens? On August 6th, the customer stepped out of stealth at $5.51B.
Anthropic launched Opus 5 Friday, claiming near-Fable 5 performance at half the price while security breaches raise regulatory risk. Here's what investors should watch.
More than 20 tech leaders, including MSFT and NVDA, warned on July 24, 2026 that restricting open-weight AI models risks concentrating power. Here’s what investors should watch.
Average Americans spent $19,179 on long-term care in their final decade. Rising costs and a caregiver shortage threaten estates, creating investable opportunities in home health, REITs, and Medicare Advantage.
An FDA advisory panel voted to permit compounding of BPC-157 and KPV, potentially opening a $3.3B market. Investors should weigh telehealth winners and compounding suppliers.
The White House will impose 10%–12.5% tariffs on imports from 60 trading partners under Section 301, replacing a temporary 10% duty set to expire Friday.
Intel reported $16.1B in Q2 revenue, up 25% YoY, with EPS $0.42. Strong AI-driven data-center demand and CCPG resilience make INTC a legit rebound play.
Microsoft is shifting more workloads in Copilot and Excel to in-house MAI models to cut costs and own product optimization, a move that could widen MSFT margins.
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