Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Re: Why POET Stock Keeps Going Up.
18
Sep 26, 2024 10:24PM

I think we are doing quite well for a company with no appreciable revenue. The newly raised $15M is not even on the radar of the last few articles about POET. None of these "journalists" know much about China +1 or the desparation in the AI server market to save energy, disaggegate memory and increase throughput per picojoule. That does not get mentioned. They work on 52 week high and recent SP increases. It is not enough to really figure out what is happening with this company. It's OK, we are in the stock market, the rubber hits the road with revenue, and all the accompanying metrics. We are not there yet, and it takes a significant effort to figure it out, which most here have invested the time to do it. 

Once the revenue gets reported, assuming it's impressive, there will be a whole new flock of bloggers and journalists reporting, and still not quite getting it. So we wait, and put our guesses together, one day they will prove out.

 

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