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Price · 1Y
$6.89
Thesis
POET is developing an optical interposer that aims to integrate lasers, modulators, and electronics into a single passive-alignment platform — pitched as a building block for next-generation transceivers and co-packaged optics in AI datacenters. The thesis is purely on the technology winning sockets as interconnect speeds outrun conventional packaging.
This is a pre-revenue, dilution-prone story stock. The platform's relevance to AI-scale interconnect is high in theory, but commercial validation, yield, and customer qualification are all still ahead.
Catalysts
- Design wins and qualification milestones with transceiver module makers
- Sample shipments and revenue recognition from announced programs
- Strategic partnerships or capital from larger photonics or semiconductor players
- Progress on co-packaged optics adoption timelines at hyperscalers