Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 183.31

+2.9%

10:08 AM EST

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To: Kirk © who wrote (23341)	2/18/2025 10:49:01 AM
From: w0z	Read Replies (1) of 27008

Perhaps the large POET option positions are people betting someone like Coherent or Broadcom will buy them. That's always a possibility although I don't think the company is for sale at this pre-revenue stage. I think it's more in anticipation of some order/shipment releases plus demonstration with Mitsubishi of working 1.6T solutions at OFC starting March 30. It's crazy that Susquehanna and Group1 have such large net positions only in CALLs! Maybe they know something?

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