POET makes a chip platform that merges light and electronics for data centers and sensors, like a highway interchange for photons.
No revenue yet; it burns cash, with net losses of USD 0.06B in 2024 and 2025, and negative gross margins.
Its optical interposer tech is unique, but big players like Intel and Broadcom could replicate it; moat is eroding as they invest in similar photonics.
Key events, in time order
Optical startup Lumilens emerges at $5.5B valuation with $700M raise and hyperscaler customer; Wedbush views as positive for POET
Large July 17 call sweep alongside July 16 call activity, extending recent bullish options momentum
Offering at $21/share represents ~1/8 of company; leadership changes also announced; market reaction negative.
Order ~50x current annual revenue, significant de-risking, potential tailwinds for partners
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The core thesis is that POET Technologies is the answer, implying a strong positive outlook. The discussion is a fundamental thesis, with the statement suggesting a clear conviction.
Main discussion
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