Defiance Daily Target 2X Long POET ETF

Our Bond

CCSC Tech

CervoMed

Neumora Therapeutics

Iveda Solutions

Tortoise Energy Infrastructure Corporation

Open Lending

Fathom

RTB Digital

Dreamland

POET

POEL

POET Technologies (NASDAQ: POET) shares surged 15.80% to $14.51 on Monday, driven by broad tech-sector momentum rather than company-specific news. The rally was fueled by a US-Iran peace deal that lowered oil prices and inflation anxieties, alongside declining Treasury yields, which benefit growth-oriented tech stocks. Technical indicators show the stock remains in an uptrend, with neutral RSI suggesting room for further gains before key resistance at $15.50.

benzinga_article

POET Tech

NASDAQ-100

Trump Media & Tech

POET Technologies Stock Is Surging Monday: What Investors Need To Know

POET Tech rose 18.52%; Micron Technology rose 9.04%, with a transaction volume of $22.8 billion; NVIDIA rose 3.56%, with a transaction volume of $13.3 billion; Intel rose 3.04%, with a transaction volume of $8.893 billion; TSMC rose 3.77%, with a market value of $2.28 trillion

Price Alert

Micron Tech

NVIDIA

Intel

Taiwan Semiconductor

U.S. stock market midday update: POET up 18.52%: Analysts optimistic about 800G orders, but the shadow of a class-action lawsuit looms large

AAOI

COHR

AXTI

Optical communication stocks rally broadly. AXT (AXTI.US) up 16% leading, Marvell up 5% (2x ETF MVLL up 10%), AAOI up 7% (derivative AAOX up 14%), Coherent up 4%, POET up 5%. AI compute demand spills over to optical modules/components, resonating with semiconductor sector.

Movers Alert

Applied Optoelectronics

Coherent Corp.

Marvell Tech

GraniteShares 2x Long MRVL Daily ETF

Tradr 2X Long AAOI Daily ETF

Tradr 2X Long COHR Daily ETF

T-REX 2X Long AXTI Daily Target ETF

Tradr 2X Long AXTI Daily ETF

Direxion Daily MRVL Bull 2X ETF

Corning

Lumentum

Nokia Oyj

NVIDIA Corporation

Optical Communication Stocks Rally, AXT (AXTI.US) Up 16%, AAOI Up 7%, Marvell Up 5%

The Schall Law Firm is seeking investors who purchased POET Technologies Inc. (NASDAQ: POET) securities between April 1, 2026, and April 27, 2026, to join a class action lawsuit. The suit alleges violations of the Securities Exchange Act due to false statements regarding the company's tax status as a PFIC and business prospects endangered by CFO Thomas Mika's actions. Investors are encouraged to contact the firm before June 29, 2026.

prnewswire

02:30 ETPOET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit with the Schall Law Firm

POET Tech rose 3.83% in the after-hours market; Micron Technology rose 4.95% in the after-hours market, with a trading volume of USD 684 million; NVIDIA rose 2.56% in the after-hours market, with a trading volume of USD 208 million; Marvell Technology rose 5.24% in the after-hours market, with a trading volume of USD 174 million

U.S. stock night market volatility: POET up 3.83%: Analysts are optimistic about the volume of 800G, but litigation risks remain

The Rosen Law Firm reminds POET Technologies Inc. (NASDAQ: POET) investors of the June 29, 2026 deadline to apply as lead plaintiff in a securities class action lawsuit. The suit alleges false statements regarding tax status, business agreements, and company prospects during the class period of April 1 to April 27, 2026. Investors who purchased shares during this time may be entitled to compensation.

18:43 ETPOET Deadline: POET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm

ROKU

SPCX

SENEA

ALMS

ELVN

Roku(ROKU) rose 20.08%, with a trading turnover 2.1 Billion USD, and a year-to-date rose 32.4%. Space Exploration Tech(SPCX) rose 19.22%, with a trading turnover 84.8 Billion USD, and a year-to-date rose 19.2%. Seneca Foods(SENEA) rose 17.53%, with a trading turnover 88.9 Million USD, and a year-to-date rose 58.5%.

- The Nasdaq Composite rose 0.31%, with a year-to-date increase of 11.4%.  
- The S&P 500 gained 0.5% and the Dow Jones climbed 0.7%, with year-to-date increases of 8.6% and 6.5%, respectively.  
- Notable stock movements include Roku up 20.08%, SpaceX up 19.22%, and Seneca Foods up 17.53%, reflecting significant year-to-date gains.

Top Gainers&Losers

Roku

SpaceX

Seneca Foods

Alumis

Enliven Therapeutics

Arteris

Frontline

Top 10 US Stock Gainers (6.12)

Also bought POET, experienced a sharp drop, profit is only 120%. Looking at the stocks in your portfolio, they all seem pretty good.

牛儿

Options

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: https://longbridge.com/topics/100000000601111?channel=WHAB0001

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

Week 5 – Portfolio Rebalancing &amp; Gains Consolidation​Closing out May, the portfolio continues to show strong momentum in the core AI and semiconductor themes​Performance Highlights​Intel (INTC): Remains a pillar of the portfolio, currently up +162.47%.​Astera Labs (ALAB): Has been an exceptional performer, now yielding a +108.11% return.​Micron Tech (MU): Continues to deliver, holding steady at a +65.66% gain.​Roundhill Memory ETF (DRAM): A key strategic addition that has moved into the green at +16.27%.​Trade Recaps: Trimming &amp; Adding​Taking Profits: I have successfully locked in gains from POET Tech (exited at +101.32%), ASML (exited at +18.38%), and Tesla (exited at +20.93%).​Strategic Rotations: I have been actively rotating capital from these closed positions into broader infrastructure plays like the Roundhill Memory ETF (DRAM) and the Corgi Lithography &amp; Semiconductor ETF (EUV) to diversify across the supply chain.​Insights &amp; Strategy​The current focus is on maintaining exposure to the &#34;picks and shovels&#34; of the AI boom while trimming single-stock volatility. While names like Zscaler (-24.73%) and Hims &amp; Hers (-20.04%) are currently weighing on the portfolio, the outsized performance of my core chip holdings more than offsets these laggards.​Risk Management​As we head into June, I will prioritize keeping the core of the portfolio allocated to high-conviction semiconductor and data center infrastructure stocks, which have proven to be the most resilient part of the current market cycle.

Astera Labs

Roundhill Memory ETF

ASML

Tesla

Corgi Lithography & Smcndctr Phtncs ETF

Zscaler

Hims & Hers Health

Khar Khuen

NVIDIA Return Rate

Ranks in the top 30% of account holders by total assets
Calculated based on your Longbridge (Singapore) A/C

Total Assets

Week 4 – Market Resilience &amp; Portfolio Rebalancing​As we move through the final week of May, the portfolio continues to show resilience despite some sector-specific volatility. Intel (INTC) maintaining a dominant position with a +150.78% gain, and Astera Labs (ALAB) following strong with +69.11%.​Trade Recaps: Trimming &amp; Adding​Taking Profits: After hitting triple-digit gains, I have been actively trimming my position in POET Tech to lock in those wins​New Additions: I have increased exposure to Astera Labs and NVIDIA to lean further into the AI infrastructure growth cycle.​Portfolio Cleanup: I have begun rotating capital out of some underperforming assets to streamline the holdings, evidenced by the reduction in certain positions that were dragging on the total portfolio weight.​Insights &amp; Strategy​The strategy remains focused on &#34;picks and shovels&#34; within the AI trade. Even with the Roundhill Memory ETF (DRAM) and Cisco (CSCO) showing slight red, the outsized performance of chipmakers and AI infrastructure stocks provides a cushion. My risk management remains centered on trailing stops, especially on high-beta names, to protect capital from sudden market pullbacks.​Risk Management​The volatility in names like Hims &amp; Hers (-28.41%) and Uranium Energy (-12.20%) serves as a constant reminder to keep position sizes small in speculative growth plays. Moving forward, I am keeping a close eye on the broader macro environment to ensure that my concentration in semiconductor stocks doesn't become an excessive risk if the market enters a consolidation phase.​

Cisco

INTEL-T

Uranium Energy

📈 Share your trades, earn SGD $2 per post!&nbsp;
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post!&nbsp; How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

The Setup and ExecutionEntering the position in February built a solid foundation before the massive AI optics volume arrived. The recent vertical move toward 20.570 was parabolic, driven by an influx of momentum that completely shifted the market narrative.​Risk Management StrategyWhen a small cap tech stock goes vertical, trailing stops become mandatory. The goal is always to give the position room to run while protecting a baseline of profits. The sharp pullback from the peak triggered my stop loss automatically, securing a clean +101.32% return on the final piece of the trade.​The Key TakeawayWatching a position drop from the absolute peak can tempt you to override your parameters, but sticking to systematic risk management protects capital. Taking a triple digit win off the table means the execution system worked exactly as intended.​

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $POET Tech(POET.US) POET Technologies Announces Closing of US$400 Million Investment

【Week 3 – Intel Hits 147% &amp; A Big Comeback】​Current HoldingsThe portfolio is looking a lot healthier this week. The biggest news is Intel now up nearly 150%. I also had a massive turnaround with POET Tech; it went from being deep in the red last week to a +26% gain today.​Almost everything is green at this point. Micron and Vertiv are both holding strong with 40%+ gains, and even Zscaler finally moved back into the positive. Hims &amp; Hers is still the only one struggling, but the winners are more than making up for it.​Next Plan​Ride the winners: No reason to sell Intel or Micron yet while they have this much momentum, but I'm watching closely.​New Addition: Added a tiny bit of Uranium Energy (UEC) to diversify a little bit outside of just AI and chips.​Watching the laggard: Still giving Hims some room, but it's on a short leash compared to the rest.​Risk CheckWhen nearly the entire portfolio is green, the biggest risk is getting too comfortable. I’m keeping my stop-losses tight because a lot of these tech gains happened very fast, and the market could decide to take a breather at any time.​

Vertiv

Uh, was there any news with $POET Tech(POET.US) …Or does the universe just not like short sellers?Source: Serenity

$Nokia Oyj(NOK.US)thinking of building a small speculative position. going to sell out from POET and rotate to a new trade

$POET Tech(POET.US) might have interesting technology, but as a stock, this thing screams speculation. Tiny revenue, massive losses, heavy story stock energy, and now the Marvell related order drama just blew a hole in the credibility story...

this $POET Tech(POET.US) story is just incredible- only photonics stock to do nothing all year- short report 2 weeks ago takes it down to $6.80- CFO confirms a $Marvell Tech(MRVL.US) order on a podcast a few days later- stock jumps from $6.80 to $17- Marvell comes out and says that was a breach of confidentiality- stock down 45% in a daythe crazy thing about this is that the CEO of POET owns…7,000 shares. what do people think? is it a buy the dip because their optics tech will be used somewhere else? CFO leaking news is just a never touch stock?the south koreans are HEAVY in this name, many of them have been forming groups for the past year and sharing their DD. last week was a huge win for them which created more fomo on this name across the world but today feels like a material reason for the stock to be down over the short report from a few weeks ago. still has $430M in cash but barely any revenue and with a big order getting canceled…the hope of that revenue growth seems to be the reason the stock is getting hit. how are people thinking of this one?Source: amit

$Marvell Tech(MRVL.US) cancelled $POET Tech(POET.US) purchase orders after the CFO went out and violated NDA when getting angry.Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk.On the bright side for $POET Tech(POET.US) holders they do have $420m cash buffering downside risk and a few other customers (though Marvell was basically the entire Poet bull case story)It does look like Marvell delayed their own timelines as well by doing this.That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.Source: Serenity

Defiance Daily Target 2X Long POET ETF(POEL.US)

POET Technologies Stock Is Surging Monday: What Investors Need To Know

U.S. stock market midday update: POET up 18.52%: Analysts optimistic about 800G orders, but the shadow of a class-action lawsuit looms large

Optical Communication Stocks Rally, AXT (AXTI.US) Up 16%, AAOI Up 7%, Marvell Up 5%

02:30 ETPOET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit with the Schall Law Firm

U.S. stock night market volatility: POET up 3.83%: Analysts are optimistic about the volume of 800G, but litigation risks remain