Past performance does not predict future results. Informational only, not investment advice.
POET is positioned to benefit from the next phase of AI infrastructure growth. The company innovates in optical interconnect technology, addressing power and cooling bottlenecks in AI—areas the author believes will drive the next wave of gains after chips and memory.
Author is bullish on POET reaching $40 before EOY based on institutional buying at $20, upcoming purchase orders, likely US factory announcement, and improved shareholder communication. Recent $400M capital raise enables acquisitions/growth while management changes signal maturation; the company's low debt and high gross margins provide margin of safety despite macro headwinds.
Author expects POET to reach at least $40 by end of year, with conviction that it will hit $80. This is a bullish directional bet on significant upside.
POET secured confirmation that Marvell is a customer with purchase orders expected to exceed $5m. CFO guidance on higher margins and additional orders suggests strong revenue growth trajectory.
Long position ($2K) in semiconductor/chip equipment space as part of recovery-focused portfolio during market dip.
POET's optical technology R&D and dilution history have created market skepticism that has compressed valuation. If optical tech adoption scales as hoped, today's price is tiny relative to the potential upside.
POET Technologies is positioned to dominate the photonics interposer market as AI chip speeds outpace electronic data transmission limits. An initial $500k+ production order shipping in early 2026 and multiple customer orders validate adoption, with significant ramp expected through the year and potential climb to $10+.
End of results.