$POET: High conviction long-term bet despite dilution risk

The user expresses strong conviction in $POET (POET Technologies) tech for a long-term play, accumulating $12 calls for January 2027. This bullish sentiment is backed by prior successful bets on similar tech companies (APLD). However, there's an acknowledged risk of dilution around October 28, which could temporarily depress the stock price to around $7.25. This creates a potential 'buy the dip' opportunity for those sharing the long-term bullish view, expecting the stock to reach $20 or higher in the coming year, especially if significant orders materialize beyond the recently announced smaller ones.