# ![@daily_resting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1854514454492594176.png) @daily_resting 움파룸파

움파룸파 posts on X about $poet, ai, $satl, tower semiconductor the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1854514454492594176/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854514454492594176/c:line/m:interactions.svg)

- [--] Week [------] +314%

### Mentions: [--] [#](/creator/twitter::1854514454492594176/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854514454492594176/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1854514454492594176/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854514454492594176/c:line/m:followers.svg)

- [--] Week [-----] +0.04%

### CreatorRank: [---------] [#](/creator/twitter::1854514454492594176/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854514454492594176/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$poet](/topic/$poet), [ai](/topic/ai), [$satl](/topic/$satl), [tower semiconductor](/topic/tower-semiconductor), [$0981hk](/topic/$0981hk), [if you](/topic/if-you), [$150m](/topic/$150m), [deep](/topic/deep), [open ai](/topic/open-ai), [$9434t](/topic/$9434t)

**Top accounts mentioned or mentioned by**
[@yujimin31505775](/creator/undefined) [@smcinvestor](/creator/undefined) [@smc_investor](/creator/undefined) [@zenxenhorizen](/creator/undefined) [@cruxcapital](/creator/undefined) [@photoncap](/creator/undefined) [@theodoreinvest](/creator/undefined) [@secret2580g](/creator/undefined) [@wangpuchen1](/creator/undefined) [@skrrpotato](/creator/undefined) [@cludc](/creator/undefined) [@zen_xen_horizen](/creator/undefined) [@waiternation](/creator/undefined) [@bigeye306](/creator/undefined) [@cl_udc](/creator/undefined)

**Top assets mentioned**
[American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@wangpuchen1 While the $3.90 - $4.20 range appears to be a strong support level I cannot specify a buying price for you. Since I don't know whether you are a long-term investor or a trader the final judgment on the price must be yours"  
[X Link](https://x.com/daily_resting/status/1994940888892817903)  2025-11-30T01:25Z [---] followers, [---] engagements


"@skrr_potato hodl"  
[X Link](https://x.com/daily_resting/status/2014172336585388492)  2026-01-22T03:04Z [----] followers, [---] engagements


"@zen_xen_horizen"  
[X Link](https://x.com/daily_resting/status/2017440543094321440)  2026-01-31T03:31Z [----] followers, [---] engagements


"$POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor  .(2026.02.05) [--].  AI   1.6T   . [--]. Tower  (SiPho) NVIDIA . . [--]. POET InnoLight      . [--]. InnoLight Tower SiPho    . [--]. NVIDIA 1.6T      . [--]. Tower SiPho   . [--]. POET      . [--].    . ( ) [--]. NVIDIA Tower  1.6T . [--]. 1.6T   NVIDIA  InnoLight  . [--]. InnoLight Tower     POET  . [--]. NVIDIA() - Tower(/) - InnoLight(/) - POET( ) [--]. 1.6T   . [--].      . [--]. Tower  POET     NVIDIA InnoLight   . [--]. NVIDIA Tower () .   ( )    . .      . https://towersemi.com/2026/02/05/02052026/"  
[X Link](https://x.com/anyuser/status/2019688163955077240)  2026-02-06T08:22Z [----] followers, 21.5K engagements


"I respectfully disagree. POET has already disclosed its collaboration with Tower Semiconductor for specific high-speed components. Siletta's role is distinct as a manufacturing JV. As for Innolight the strategic silence is standard for Tier-1 partnerships. If you look at the technical specs required by Nvidia's roadmap POET is the only one fitting the puzzle perfectly https://twitter.com/i/web/status/2020358163137179903 https://twitter.com/i/web/status/2020358163137179903"  
[X Link](https://x.com/daily_resting/status/2020358163137179903)  2026-02-08T04:44Z [----] followers, [--] engagements


"SPAC  . $AEXA  $FCRS"  
[X Link](https://x.com/daily_resting/status/1971741773010719086)  2025-09-27T01:00Z [----] followers, [---] engagements


"$LWLG       .   . POET   . [--].  :    . LWLG(Lightwave Logic)  EO()   . (  '' .)  (Intel Cisco Coherent Infinera Lumentum Ayar Labs ) (III-V) / . LWLG EO Polymer (100GHz)  (70%)    .      . (  .) (Foundry  )   .   () . [--].  : . $3.50$4.00  .  . (TTM $0.0)   90+ PDK() [--]   .  AI/  [--------] (CAGR 40%)    .   $4    . R&D        . https://twitter.com/i/web/status/1985213395612647455 https://twitter.com/i/web/status/1985213395612647455"  
[X Link](https://x.com/daily_resting/status/1985213395612647455)  2025-11-03T05:12Z [----] followers, [---] engagements


"$POET  $100B  & POET  [--].  [----]   .  AI     . [--].    [--].   '' .   . [--].    POET  . [--].     POET  ''  . [--].  ''  [----]  HBM( )   . [--].   (Bandwidth ) GPU  (Interconnect)  . [--]. (Copper)    . [--].    '(Optical Interconnect)' POET   . [--]. '(Choke Point)'  . "Networking Becomes the Choke Point" AI  . [--]. GPU    .   . [--]. ''     . [--]. POET  '(Photonics)'    ' ' . [--]. [--] (Sweet Spot)  [--] AI  ''. [--]. POET   (TAM) . [--].        . [--].  -  -  - (Photonics)   . [--]. " (Data) [----]    (Photonics)  ."  Micron breaks ground on $100 billion chip-making facility ( [----]  )"  
[X Link](https://x.com/anyuser/status/2012741968057762260)  2026-01-18T04:20Z [----] followers, 18.9K engagements


"$POET (POET)        .     .   .  . [--].   ' ' &        .    . : SPIE Photonics West [----] ( ) [--] [--] [--] [--] (  ) (20) 'ICCSZ '   '1.6T ' (Live Demo) . " "     .  [--] 22()  . "  "      . SPIE [--].  : ICCSZ  [--] [--]  ICCSZ '1.6T  '   .      . POET Wins Product Innovation Award (GlobeNewswire) [--]. :  ""      . ( ):    .     . ( ):  'China + 1' .    Made in Malaysia   . (   ) (AI  )  .       . [--].  (From Dream to Reality)  . "  "  [----] 1.6T    .       . [--]. TSMC :   [--] [--]   TSMC   . TSMC : AI     (CoWoS)  . : AI  (GPU) (Interconnect) .     . TSMC      ( )   .  AI    . TSMC 4Q Earnings Transcript (Investor"  
[X Link](https://x.com/anyuser/status/2013786590771118583)  2026-01-21T01:31Z [----] followers, 12.4K engagements


"@zen_xen_horizen"  
[X Link](https://x.com/daily_resting/status/2014493549119865252)  2026-01-23T00:21Z [----] followers, [---] engagements


"Here is my questions I don't expect him/her to answer everything but I'd appreciate it if you could get as much insight as possible or at least something close to it. Regarding the recent capital raise of approximately $150M what is the top priority for these funds More importantly do you have a clear roadmap to reach break-even with this current cash runway without further diluting existing shareholders Following the successful 1.6T Teralight demo at OFC [----] where do we stand on customer qualification When do you expect these samples to transition into definitive volume production orders"  
[X Link](https://x.com/daily_resting/status/2017145567277961659)  2026-01-30T07:59Z [----] followers, [--] engagements


"@crux_capital_ @PhotonCap @theodore_invest Thank you so much for the shoutout I really appreciate the recommendations. 😃 Have a great day :)"  
[X Link](https://x.com/daily_resting/status/2017454882765345215)  2026-01-31T04:28Z [----] followers, [---] engagements


"@crux_capital_ @PhotonCap @theodore_invest 😇😇😇😇"  
[X Link](https://x.com/daily_resting/status/2017456115865555418)  2026-01-31T04:33Z [----] followers, [--] engagements


"Deep Insight  : [----] POET [--]. :   [----]        .  (Cisco) http://x.com/i/article/2018269404828753920 http://x.com/i/article/2018269404828753920"  
[X Link](https://x.com/anyuser/status/2018475741504307317)  2026-02-03T00:04Z [----] followers, [----] engagements


"@yujimin31505775 @cl_udc "  
[X Link](https://x.com/daily_resting/status/2021448880546775466)  2026-02-11T04:59Z [----] followers, [---] engagements


"@smc_investor    zacks  "  
[X Link](https://x.com/daily_resting/status/2021485232747315679)  2026-02-11T07:23Z [----] followers, [----] engagements


"@smc_investor"  
[X Link](https://x.com/daily_resting/status/2021489153851130017)  2026-02-11T07:39Z [----] followers, [---] engagements


"@Secret2580g @smc_investor"  
[X Link](https://x.com/daily_resting/status/2021506181735526513)  2026-02-11T08:46Z [----] followers, [--] engagements


"$POET POET   13F  2/17   2/17  [--]  .    .   .  [--] SBI Securities ( +531.6% )  .    .  SBI    .        . Geode Capital Management ( +35.5% )      .      . Coldstream Capital Management ( +34.7% )     Boutique .    .          . [--]   . ( [--] )"  
[X Link](https://x.com/anyuser/status/2021736014167916786)  2026-02-12T00:00Z [----] followers, 16.2K engagements


"$POET ' ' ' '       .    . (Starlight/Blazar)  '  '  . [--]. :   POET ' ( )'    .  . 1) Starlight () =  : AI (GPU)   . :   ' ()' . : AI CPO . ( Sivers  AMD   ) 2) Blazar () = KTX  : 800G 1.6T    . : ()  ' '. :  ( ) . : Starlight / : Blazar [--]. :   1) Starlight (AI ):  : () ( ) . " " . : ( )    .   '  ' POET    . (TSMC  ) :    ()  POET .   AI     . 2) Blazar ( ): () :   POET  '  '  . : /  [--] . "      "  . :      POET  . [--]. : " (Asymmetric Win)" (Downside):  [--]  . . (Upside):  Starlight .  .  Blazar .  .   [--]  .  . POET   .   ' ( )'   .   (Zero-sum)    (Positive-sum)  POET  "  
[X Link](https://x.com/anyuser/status/1997825554456936679)  2025-12-08T00:28Z [----] followers, 68.6K engagements


"$POET [--] [--]  . [--].   [--]  .  [--] .     . [--].    (Globetronics NationGate)  -  .      . [--].   [----]    POET    . BLAZAR 1.6T Teralight   .     POET  .       [--].         .    .       . NTT Semtech Sivers Celestial AI   POET  . [--].          .    .    .   "  
[X Link](https://x.com/anyuser/status/2022099148233683240)  2026-02-13T00:03Z [----] followers, [----] engagements


"$POET POET   13F  2/17   2/17  [--]  .    .   .  [--] SBI Securities ( +531.6% )  .    .  SBI    .        . Geode Capital Management ( +35.5% )      .      . Coldstream Capital Management ( +34.7% )     Boutique .    .          . [--]   . ( [--] )"  
[X Link](https://x.com/anyuser/status/2021736014167916786)  2026-02-12T00:00Z [----] followers, 16.2K engagements


"2/11  .    .  . $POET [----] [--] [--] . 2/17     .     .    .    .      .    . $SATL [---]  .    . $PGY [-----]  .    .         .    . $TSLA [---]   .  RSI   . $AMZN [---]  .     .    .   . $IREN [-----]      . $PLTR [---] $OPEN [----]  .   .      .  "  
[X Link](https://x.com/anyuser/status/2021418595436331340)  2026-02-11T02:58Z [----] followers, [----] engagements


"$POET (POET) [----]  [--].   [---]  75%  [---] ( [----] ) .    P/S() [--]   [--] ( [---] ) .  [----]    $7.80 .  [--].  [---]   [--] ( [----] ) .    IP P/S [--]    [--] ( [---] ) .  [----]   $19.60   .  [--].   [----] AI  [---] ( [--] ) [--]   .  [---]   800G  8.3%      . [--] $5M  [----] (H2)    .  . [--] [--] 13F         . https://www.poet-technologies.com/news/poet-technologies-receives-5-million-production-order-for-800g-optical-engines https://www.eetimes.com/ai-demand-reshapes-optical-connectivity-and-photonics-roadmaps/ https://opticalconnectionsnews.com/2025/02/ai-drives-demand-for-optical-transceivers-lpo-cpo-report/"  
[X Link](https://x.com/anyuser/status/2021394976572309511)  2026-02-11T01:24Z [----] followers, 16.4K engagements


"$POET -POET   Meta .    Meta  . (    .) -- Supply Chain .    . [--]. Besi   Besi   . "Order strength in Q4-25. due to bookings by Asian subcontractors for 2.5D data center applications and. leading photonics customers." (25 [--]     .) Besi Q4 [----] Trading Update  . Asian subcontractors :  Globetronics . ( ) Photonics customers : POET  POET  (Globetronics) Besi . QA .  .  POET  Besi .    'Copy Exact( )'  Globetronics Besi   .    . [--]. $5M  (Luxshare vs Foxconn)   $5M(500 )    . 1: Luxshare () - POET 800G  . 2: Foxconn () - FIT 1.6T .   .   . [--]. All Roads Lead to Meta (    . luxshare  .  .)   Meta . "  
[X Link](https://x.com/anyuser/status/2019950234118549557)  2026-02-07T01:43Z [----] followers, 11.4K engagements


"$POET  POET   (feat.  )        [----]     .     [--] .  : 2xFR4   [----] AI   [----]  DR8 2xFR4  . POET   .       FR4   . POET   [---]  [--]   . (     .)   800G 2xFR4  . POET  [--] AI    .   POET .  2xFR4  POET   . (  ) [---]      . (   X)  :      POET     .  POET  .     .  POET    .  2.5D  . 2.5D POET     POET  .       R&D    . POET    .  :  CEO     CEO POET   .  [----] [--] [--]   . CEO POET      .    POET   .     .   2xFR4    POET .      . NTT [----]   .    [----]     .        "  
[X Link](https://x.com/anyuser/status/2003284166960697673)  2025-12-23T01:58Z [----] followers, 50.7K engagements


"2/7  .   SW   .   .   .      . $POET [----] 2/17       Tier1            . $SATL [---]      .   [--] . $PGY [-----]   .   . $TSLA [---] . $AMZN [---]   .       . $IREN [-----]   . $PLTR [---]   .    . $OPEN [----]  . [--] .      .  "  
[X Link](https://x.com/anyuser/status/2019935886872649759)  2026-02-07T00:46Z [----] followers, [----] engagements


"$POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor  .(2026.02.05) [--].  AI   1.6T   . [--]. Tower  (SiPho) NVIDIA . . [--]. POET InnoLight      . [--]. InnoLight Tower SiPho    . [--]. NVIDIA 1.6T      . [--]. Tower SiPho   . [--]. POET      . [--].    . ( ) [--]. NVIDIA Tower  1.6T . [--]. 1.6T   NVIDIA  InnoLight  . [--]. InnoLight Tower     POET  . [--]. NVIDIA() - Tower(/) - InnoLight(/) - POET( ) [--]. 1.6T   . [--].      . [--]. Tower  POET     NVIDIA InnoLight   . [--]. NVIDIA Tower () .   ( )    . .      . https://towersemi.com/2026/02/05/02052026/"  
[X Link](https://x.com/anyuser/status/2019688163955077240)  2026-02-06T08:22Z [----] followers, 21.5K engagements


"$POET   Ashkan Seyedi    ' '  POET   .      ( ) .    .   .  . [--].    (260C):     .   POET .  (Passive Alignment):     .   POET IP.  (Surface-Normal I/O):    . POET $45   . 'Ashkan Seyedi' HPE POET   .    . * : 7-  [--]. (FIT)     .     POET.    ' '  (Active Alignment)  . POET     . (FIT) POET  Foxconn  .      . POET (FIT) 800G/1.6T    [---]     . [--]. : " POET  " [----]      . POET  .  EML    . POET   Laser Agnostic .  (DML )   . * Laser Agnostic :     POET  AI   . POET     .       . 1.6T 3.2T 6.4T   .   POET     .  Ashkan Seyedi    Spectrum-X Ethernet Photonics  .      .  " POET "  . (FIT)      ( I/O"  
[X Link](https://x.com/anyuser/status/2018878801246306548)  2026-02-04T02:46Z [----] followers, 35.3K engagements


"$POET POET :   (:    )        (Fundamental)  . POET   POET  (Optical Engine)         . :  (The Motherboard) POET Technologies   ( )  .   (Optical Interposer)  ()       .      POET  ( )   . : Sivers Semiconductors (The Light Source)   ().      . Sivers DFB  (ELS)    . : QCi / QUBT (The Modulator)   . QCi(Quantum Computing Inc)   TFLN( ) 400G/lane .      () [--] [--]   . 3.2Tbps   . : Semtech (The Receiver)   .    (/Rx ) . Semtech FiberEdge  200G/lane (Rx) (TIA )   .      . : & FAU       Fiber Attach(FAU) .   AI (HPC)    . POET  ( ) Sivers DFB () QCi TFLN ()  Semtech FiberEdge ()  /  .      (M&A)   "  
[X Link](https://x.com/anyuser/status/2019249053318676977)  2026-02-05T03:17Z [----] followers, [----] engagements


"2/5  .     [--].    . [--]. AI      . [--].  . (  .) [--].  [--]. [--]  [--] . . $POET [----]  . [---]   [--]  .       . $SATL [----]  . shout out  . [---]  .   .  [--]    . $PGY [-----]   .   . $TSLA [---] [---]   .   . soon. $AMZN [---]  .     . $IREN [-----]  .   . $PLTR [---]    .          . $OPEN [----]  .      .  "  
[X Link](https://x.com/anyuser/status/2019234242090410217)  2026-02-05T02:18Z [----] followers, [----] engagements


"2/4  .  ( )       .  . [--]  .         . $POET [----] [---]  .    .   .   .       . $SATL [---] .   .         . $PGY [-----] 2/9  .   . $TSLA [---] $AMZN [---]  . $IREN [-----]   $PLTR [---]         .   . $OPEN [----]  .   .      .  "  
[X Link](https://x.com/anyuser/status/2018888060801585583)  2026-02-04T03:23Z [----] followers, [----] engagements


"$POET  . POET [----] 4/17 $8    1/29     . [--].        "  
[X Link](https://x.com/anyuser/status/2018614751035875709)  2026-02-03T09:17Z [----] followers, 15.1K engagements


"Deep Insight  : [----] POET [--]. :   [----]        .  (Cisco) http://x.com/i/article/2018269404828753920 http://x.com/i/article/2018269404828753920"  
[X Link](https://x.com/anyuser/status/2018475741504307317)  2026-02-03T00:04Z [----] followers, [----] engagements


"$POET [----] POET   . ' R&D '  . [--]    [--]      .      [--]  . [--].  : 'Optical Interposer' AI  GPU  . ( )    . POET   .    .   . Optical Interposer( ) +  .    Passive Alignment .   .  . [--].  [--] [--] [--] [--] .   .   [--] (4000 )  . [--]   R&D .   .  [---]  .  ' ' ' ' .     . [--].   [--] (1.3). (100 ) .   . [--]  .     .  90% .    .  .     .    . [--].  [--]   . 1)  :      .   . 2)  :   [--]      [--]  . [--]   . 3) :   Tier-1 ( AI )  .    . [--].   .     .   .     "  
[X Link](https://x.com/anyuser/status/2018104907031814510)  2026-02-01T23:31Z [----] followers, 13.6K engagements


"Investment Insight [--]  DL '0.3 ' [--]. Intro:       .  PF    http://x.com/i/article/2017958934129340416 http://x.com/i/article/2017958934129340416"  
[X Link](https://x.com/anyuser/status/2018104461882008053)  2026-02-01T23:29Z [----] followers, [----] engagements


"1/31  .      . [--]   .       . $POET [----]      .     . $SATL [---] RSI    . [--]       . $PGY [-----] 2/9 .   . $TSLA [---]  .    . $AMZN [---]  . $IREN [-----]   $PLTR [------]   . . $OPEN [----] . . # [-----]  .     [--]       . . . #SDI [------] [--]   sdi .   .      .  "  
[X Link](https://x.com/anyuser/status/2017449603256487980)  2026-01-31T04:07Z [----] followers, [----] engagements


"$POET  [--].    5.68%( [---] ) .    ()    . (  .) [--].  10($75M+$150M) 1($150M)  ' ' [----]  . [--]. [--]   32.77%( [----] )  .    [--] [----] . [--].   30%     . [--].       (4060% )  . [--].          . [--].   0.13%  .     . (  [--]  20%   .  [--] .) [--].      () . [--].  32%    . [--].      ()    . [--].        . SEC 6-K 10/7 [----] 10/28 [----] 1/22 [----] https://www.sec.gov/Archives/edgar/data/1437424/000149315226003330/form424b5.htm https://www.sec.gov/Archives/edgar/data/1437424/000149315225019902/form6-k.htm https://www.sec.gov/Archives/edgar/data/1437424/000117184325006319/f6k_100725.htm $POET POET: '  ' [--].  Fundamental Managers  .   "  
[X Link](https://x.com/anyuser/status/2017424729607704710)  2026-01-31T02:28Z [----] followers, 29.3K engagements


"$POET POET: '  ' [--].  Fundamental Managers  .        . [--].  OpenAI & SoftBank    .    . [--].  Fidelity & Wellington  .  -.     .  IB  .    . [--]. BlackRock & Vanguard   [----]     . [--]. Tier1     .        . [--]. [--] [--] SEC  [----] [--]  . [--] ''  .  [--]   . [--]. [--]     ' ' '4 (3 )' [--]  . [--]. [--]  [--]   [----] [--]  . [--] [--]     . [--].   . Yield Enhancement      . [--].   . 1.6T  [----]     . [--].     .'        . [--].      .     .         . - [--] 17: [--]  - [--] : [----] [--] () OFC - [--] : [----] [--] () [--] (  .) - :  (  .) [--].     .      "  
[X Link](https://x.com/anyuser/status/2017070770967793931)  2026-01-30T03:02Z [----] followers, 60.6K engagements

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