Source Post

A Stock a Day Until I Can Quit My Job: Day 77

Sep 5, 2025

This reel discusses POET Technologies (POET) as a company enabling AI by providing optical engines for data centers. It highlights their technology's advantages over copper cables, their manufacturing capabilities, and partnerships with major tech players. However, the company is pre-revenue, has a negative PE ratio, and its success hinges on converting trials into purchase orders, making it a speculative, high-risk, high-reward investment.

Linked Mentions

Tickers discussed in this post

AAPLNeutralLow ConvictionResearch Only

Apple is mentioned as a major company that receives hardware from POET's partners.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a key player in AI and a recipient of hardware supplied by POET's partners.

POETBullishHigh ConvictionSignal-backedPrimary

POET Technologies is a speculative pre-revenue company enabling AI data centers with optical engines, but its success depends on converting current trials into purchase orders.

Linked Signals

Tracked calls opened from this post

POET
buy opened Sep 5, 2025
+53.22%