POET Technologies Inc. (POET)

POET Technologies has made progress at their production facilities in Malaysia, with a $500K order for optical engines. My target price for 2032 is $34-$45 in a base-case scenario, placing POET in the...

POET Technologies is a $500M market cap company with minimal revenue, targeting the AI photonics market and attracting speculative investor interest. POET's clean balance sheet, zero debt, and signifi...

Nvidia's (NVDA -2.79%) $100 billion agreement with OpenAI underscores a critical shift in artificial intelligence (AI): the limiting factor is no longer chips, but power. Each gigawatt of computing ca...

Electronic semiconductors, systems on chips, miniaturization, more power squeezed into smaller spaces, etc., are amazing. However, they're still not all that. As powerful as modern electronics has bec...

POET Technologies Inc. is in a booming AI optical chip market but lacks steady, repeatable product sales to justify its high valuation. Revenue growth is driven mainly by one-off engineering projects,...

POET is well-positioned to receive its first purchase order later this year, with the Malaysia facilities undergoing qualification and receiving customer visits. POET's 61% sequential non-recurring en...

Investors have mostly been buying the most popular semiconductor stocks.

I am reiterating my Strong Buy rating on POET Technologies, as the stock has appreciated 49% since my initial recommendation. AI-driven data center demand is set to grow 19–22% annually, with AI-optim...

POET Technologies stock is up 31% this week, driven by a 15% run on July 10th, after management shared a newsletter highlighting its progress and its closeness to generating revenues. POET's agreement...