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Wednesday, November 01, 2023 9:21:54 AM
For POET, I do think the future mostly hangs on the Light Bar and if successfully commercialized it should be a big business for POET. I have no doubts that the interposer will make its way into a handful of customers' devices, but at this point I have doubts about the uptake and especially so given that POET is making the entire transceiver module themselves for 800G+. 'Standard' silicon photonics manufacturing, packaging, and testing is very advanced and mature...and widespread. I believe it has taken a lead that will not be replaced. Luckily the pie is very large though.
Frankly I have doubts about the 75% cheaper claims, too. Ayar chose Lumentum and Sivers Photonics for their light sources. Why not POET? As of OFC earlier this year, I talked to a gentleman at Ayar Labs and he said they passed on POET. Why? He wouldn't tell me, but if I had to guess it was too early.
The biggest question I have here at this point is...is POET the exclusive light source supplier to Celestial AI? If so, awesome and that'll make me sleep better. I would hate to see Celestial announce another light source supplier. From a business perspective, I would understand if they get another supplier. But that would mess with my mind a bit.
The saving grace for my investment here is that since the volume is so low, if there's any new buying in the future the stock should rise quickly.
I hate to seem like a downer, but yea, I've lost that loving feeling too lol.
Recent POET News
- POET Technologies Reports Second Quarter 2024 Financial Results • InvestorsHub NewsWire • 08/15/2024 12:04:07 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 08/14/2024 09:25:08 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 08/14/2024 08:38:21 PM
- POET Technologies Reports Second Quarter 2024 Financial Results • GlobeNewswire Inc. • 08/14/2024 08:30:00 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 08/02/2024 02:08:06 PM
- POET and Luxshare Tech Expand Product Offerings for Artificial Intelligence Networks • InvestorsHub NewsWire • 08/01/2024 01:28:55 PM
- POET and Luxshare Tech Expand Product Offerings for Artificial Intelligence Networks • GlobeNewswire Inc. • 08/01/2024 11:00:00 AM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 07/19/2024 09:03:51 PM
- POET Technologies Announces US$10 Million Registered Direct Offering • GlobeNewswire Inc. • 07/19/2024 08:50:31 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 07/19/2024 08:32:37 PM
- POET Wins "Best Optical AI Solution" in 2024 AI Breakthrough Awards Program • InvestorsHub NewsWire • 06/26/2024 02:09:28 PM
- POET Wins “Best Optical AI Solution” in 2024 AI Breakthrough Awards Program • GlobeNewswire Inc. • 06/26/2024 02:05:00 PM
- POET Technologies Provides Results of 2024 Annual General and Special Meeting • GlobeNewswire Inc. • 06/25/2024 06:08:29 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/30/2024 12:28:44 PM
- Poet Technologies Announces the Amendment and Acceleration of Warrants • GlobeNewswire Inc. • 05/30/2024 12:30:05 AM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/20/2024 08:30:23 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/16/2024 02:11:34 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/16/2024 01:27:41 PM
- POET Technologies Reports First Quarter 2024 Financial Results • GlobeNewswire Inc. • 05/15/2024 09:30:00 PM
- POET Announces Design Win and Collaboration with Foxconn Interconnect Technology for High-speed AI Systems • InvestorsHub NewsWire • 05/14/2024 02:09:59 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/14/2024 11:27:04 AM
- POET Announces Design Win and Collaboration with Foxconn Interconnect Technology for High-speed AI Systems • GlobeNewswire Inc. • 05/14/2024 11:00:00 AM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/10/2024 03:59:09 PM
- POET Announces Closing of Private Placement Financing for CAD$10 Million • GlobeNewswire Inc. • 05/10/2024 02:28:26 PM
- POET Announces Closing of CAD$10 Million Non-brokered Financing with a Single Institutional Investor • GlobeNewswire Inc. • 05/03/2024 03:45:00 PM
FEATURED POET Technologies Reports Second Quarter 2024 Financial Results • Aug 15, 2024 8:04 AM
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