DD on Reddit.
posted on
Jan 19, 2023 04:26AM
I shared a DD on sebreddit Pennystocks on Reddit. It has 40k views right now, on this subreddit alone.
Link.
POET is bringing the technology to leading as well as startup companies. There will be lot's of POET in tomorrow's datacenters, as well as other applications. As everyone knows, the mega trends of cloud computing, 5G communications and the rapid growth of artificial intelligence are spawning numerous applications and driving increasing volume demands for both high-performance lasers and integrated photonics solutions. These applications require a step function improvement in performance, scalability and cost.
POET's solution is an integration platform that is agnostic to the material system that any given device is built from, meaning that POET can select the best of breed for the specific application rather than trying to do everything in silicon or any other material. POET can address applications where conventional free-space optics or traditional silicon photonics cannot. POET has unlocked the packaging bottleneck in photonics. And POET has the only chip scale integrated solution extending the applicability of these datacom devices into the Tb era. The form factor that POET has provided to ADVA is really untouchable. This makes POET hard to beat and ADVA now admits that, which is is a huge derisking of the technology that POET has.
Lot's of things to be announced in 2023. I look forward to some more announcements soon about 400G transmit optical engine and the 800G and 1.6T engines that will be ready for production shortly after. Vivek said that the Micromux Quattro architecture will remain the same. I believe ADVA will buy these higher speed engines too later this year, going into 2024. And POET has a lot of other customers too in the pipeline, "particularly for the 800G segment". Also I look forward to other collaborations. Moreso I look forward to status on the Lightbar samples. Remember: "Ai is just a very exciting business for POET, just because of the volumes involved". And, I also look forward to announcements about first orders.
So the company is headed in the right direction. Revenues are in sight. These will be a driving force for our shareprice and these numbers will only increase in the years ahead.
Perfect time to catch some more shares if you can. There will be a couple corrections in the shareprice and of course that's fine for me.
Outstanding work. Keep building momentum POET.