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Celestial AI being in play is big news! POET is literally the core photonics engine behind their tech. CAI’s Photonic Fabric runs on POET’s light-source modules, and if CAI gets picked up by a major like Marvell, that puts POET’s tech straight into a much bigger ecosystem.
Great news for POET. There's no mention of redesigning the photonic fabric, but lots of highlighting of the advantages of CAI's fabric which come from POET's IP protected tech.
BABA, TSM, AMZN, CAI, ZTS, JPM, GS, 000660.KS, 005930.KS
I bought PLTR、TEM、NBIS、CAI、ARM...
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Sixth Street Partners Management Company, L.P. | 24,385,399 | $622.6 million | 0.0864% | Sep 30, 2025 |
| Coatue Management LLC | 10,142,198 | $258.9 million | 0.0359% | Sep 30, 2025 |
| FMR, LLC | 9,633,435 | $245.9 million | 0.0341% | Sep 30, 2025 |
| T. Rowe Price Investment Management, Inc. | 8,025,759 | $204.9 million | 0.0284% | Sep 30, 2025 |
| Braidwell LP | 7,316,142 | $186.8 million | 0.0259% | Sep 30, 2025 |
| Price (T.Rowe) Associates Inc | 6,924,745 | $176.8 million | 0.0245% | Sep 30, 2025 |
| Silver Lake Group, LLC | 5,291,006 | $135.1 million | 0.0188% | Sep 30, 2025 |
| Neuberger Berman Group, LLC | 4,345,042 | $110.9 million | 0.0154% | Sep 30, 2025 |
| Millennium Management Llc | 3,938,072 | $100.5 million | 0.0140% | Sep 30, 2025 |
| PointState Capital LP | 3,883,721 | $99.2 million | 0.0138% | Sep 30, 2025 |
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