POET is a strong buy due to accelerating commercial traction, a large production order, and bullish technicals.
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POET Technologies: Marvell's AI Secret Explodes! | POET Stock Analysis
Apr 23, 2026
The podcast discusses the bottleneck in AI hardware, specifically the limitations of copper wiring for data transfer in data centers. They highlight POET Technologies (POE) as a company with a potential solution using photonics and their optical interposer technology, which integrates optical components onto a single chip. Despite challenging 2025 financial projections, they suggest this is typical for capital-intensive hardware development.
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POETbuy opened Apr 23, 2026
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