Bullish post arguing POET is an undervalued AI optical connectivity play with validated partnerships and ecosystem embedding.
POET — LONG 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.
POET, great buying opportunity. Next big AI play!
This Reddit post, published January 23, 2026, features u/Anonycullen discussing POET. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Anonycullen · Tickers: POET