I wrote about POET Technologies (NASDAQ: POET ) in June, with the stock at ~$3.95, and I saw it as a potential ten-bagger for 2032, with a target price between $34 and $45 for a base-case scenario. I also"Fundamental Options" would be the title of my investing style, because I combine fundamental analysis with the power of options. I use Fundamental Analysis to quantitatively and qualitatively assess individual stocks and ETFs, and I pursue various strategies: Income oriented, especially BDCs, but also Util ...

As a rule of thumb, we tend to be very skeptical of companies with big market caps but very little in the way of revenue.At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't fin ...

SAN JOSE, Calif. and KISTA, Sweden, Sept. 29, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced a strategic collaboration with Sivers Semiconductors AB (STO: SIVE), a global supplier of advanced optical semiconductors, to develop high-performance and cost-effective External Light Source (ELS) modules tailored for Co-Packaged Optics (CPO) and nex ...

POET Technologies Inc. (NASDAQ: POET ) is a Canadian microcap and semiconductor company. For most, that screams of being cyclical, with limited upside, but the stock has seen a rally this summer.I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have ...

As data centers strain the grid, these companies are betting big on AI's energy edge.Nvidia's (NVDA -2.79%) $100 billion agreement with OpenAI underscores a critical shift in artificial intelligence (AI): the limiting factor is no longer chips, but power. Each gigawatt of computing capacity draws on the scale of a nuclear reactor, making electricity the new bottleneck in AI growth. That dynamic puts fresh attention on companies working to build, supply, and optimize the infrastructure behind these energy-hu ...

Initial purchase order for production volumes of optical engines placed by a key customerSAN JOSE, Calif., Sept. 23, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced its schedule for the upcoming 2025 ECOC Exhibition (September 28 to October 2) in Copenhagen, Denmark. The Company will participate in three industry even ...

POET Technologies Inc. (NASDAQ:POET) is one of the best AI stocks to buy according to analysts. On August 29, POET Technologies Inc. announced a partnership with NTT Innovative Devices Corporation, which is a subsidiary of Japan’s leading telecom company, to develop advanced optical engines. The collaboration supports next-gen mobile networks that will enable widespread use of AI applications on mobile devices. The development will focus on a 100G Bidirectional Optical Engine for mobile front-haul network ...

SAN JOSE, Calif. and SHENZHEN, China, Sept. 04, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced that it will be showcasing live demonstrations of its latest optical products at the 2025 China International Optoelectronic Expo (CIOE), taking place September 10–12 at the Shenzhen World Exhibition and Convention Center. ...

合作公告 - POET Technologies与NTT Innovative Devices Corporation合作开发用于下一代移动网络的人工智能应用先进光学引擎 [1] 技术细节 - 开发100G双向光学引擎 采用POET专有光学中介层平台和NTT光学组件 带宽效率比现有设备提高四倍 [2] - 光学中介层平台支持电子和光子器件无缝集成到单芯片中 具有低成本 低功耗 小尺寸和高可扩展性特点 [5] 市场前景 - 移动前传网络市场预计到2032年复合年增长率为14.2% 市场规模将达到59亿美元 [3] - 双向光收发器市场2024年价值12亿美元 预计到2033年将达到25亿美元 [3] 发展时间表 - 开发工作将于2025年开始 预计2026年完成原型制作 2027年实现大规模生产 [4] 公司背景 - POET Technologies专注于为人工智能系统市场和高规模数据中心提供高速光学模块 光学引擎和光源产品 [5] - NTT Innovative Devices是NTT子公司 专注于开发推动信息和通信技术创新的尖端光学和电子组件 [7]

核心观点 - POET Technologies宣布自愿从多伦多证券交易所创业板退市 但保留纳斯达克上市地位 股票代码"POET"保持不变 预计2025年8月27日收盘后生效[1][2] - 退市决策基于纳斯达克交易量占绝对主导地位 公司认为单一上市能改善长期流动性并提升股东价值[3] - 退市后股东可通过券商继续在纳斯达克交易股票 加拿大地区股东需联系券商确认交易方式[4] 退市安排 - 已提交退市申请并获得批准 退市后仍保留加拿大"报告发行人"身份 继续履行证券法规定的披露义务[2][3] - 纳斯达克市场交易不受影响 股东可通过原有渠道进行股票交易[1][4] 公司业务定位 - 公司专注于为人工智能系统市场和高性能数据中心提供高速光模块、光引擎和光源产品[5] - POET光学中介层技术平台实现电子与光子器件晶圆级集成 产品具有低成本、低功耗、小尺寸及高量产扩展性优势[5] - 技术应用覆盖800G/1.6T及以上高速光模块 AI服务器芯片间通信、5G网络、边缘计算及自动驾驶激光雷达传感领域[5] - 全球运营布局涵盖加拿大多伦多、美国阿伦敦、中国深圳及新加坡[5]