u/Anonycullen

The author argues POET is a great buying opportunity and the next big AI play because AI data centers need massive optical connectivity upgrades to handle bandwidth bottlenecks, and POET's technology targets this across AI networks, cloud, telecom, IoT, LIDAR and wearables. Partnerships with Foxconn for 800G/1.6T transceivers, Luxshare-Tech for high-speed modules, Sivers Semiconductors for lasers, Mitsubishi Electric for 1.6T engines and NTT for telecom front-haul are cited as validating traction. Marvell's $5.5 billion acquisition of Celestial AI, which uses POET's Starlight light source, is said to further embed POET in the ecosystem and potentially pull it into hyperscaler deals with NVIDIA, Microsoft and Google. The author notes the stock is yet to skyrocket, implying upside remains.

The author claims FBIO can surge after receiving FDA approval for the first and only approved treatment for Menkes disease. The stated mechanism is eligibility for up to $129 million in milestones from Sentynl plus clinical data showing nearly 80% reduction in mortality risk with early treatment and a median OS of 177.1 months versus 17.6 months in the EC arm. The catalyst is the FDA approval announced today.