Mentioned as a peer in the optical space rallying alongside POET due to industry demand.
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POET Technologies Stock (POET) Can AI Optics Outrun Cash Burn? | Oct 21, 2026
Oct 21, 2026
The podcast provides a deep dive into POET Technologies, analyzing its potential as an AI optics supplier against significant financial risks like cash burn and share dilution. While the industry faces a massive supply shortage for optical components, the hosts emphasize that POET's current valuation is extremely high, requiring flawless execution to justify its price.
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Mentioned as a peer in the optical space rallying alongside POET due to industry demand.
Lumentum is cited as a major industry player whose CEO confirmed that critical optical components are sold out through 2029.
POET has massive long-term potential due to AI optical demand, but extreme valuation and dilution risks make it a high-stakes 'hold' pending commercial execution.
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