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 ...