No qualifying author-owned investment thesis was confirmed in this post.
The author expresses uncertainty and explicitly states they are not confident, failing to provide a clear directional investment judgment.
Score8
Comments19
▶ Full Post Text
Disclosure: Holding 577 shares at $5.77 average price.
What are your guys thoughts on POET? I was a big believer a year ago in their technology and that they'd really change the game when it comes to AI and data centers. Their tech is basically solving the current bottleneck in the industry. However, we're still yet to see if they can actually manufacture their product at scale to truly capitalize on the opportunity.
They've got a lot more institutional investor $ over the past few months, so I'm hoping their cash balance is great enough to start producing their products at large scale for production orders. Though, I am not as confident given we haven't seen much progress yet on that front. IMO, I think if there isn't any progress by Q3'26, they're going to miss their window and get left behind.
What do you guys think? What's your confidence level in the stock?