Mack,
This statement is perfectly summed up. I think you should sell it or give it to Poet and mass produce it everywhere in the investing community. Especially the bold paragragh.
POET represents a perfect proxy for early entry into what will be the explosive AI growth to come. While CAI is POET’s first announced AI customer, others are engaged.
POET’s technology platform is already commercialized in the data/com sector with 100/200/400G products released to production, and proven 800G/1.6T products coming later this year.
POET is mired at an eye-blinking $150 million market cap and a share price of $3.70. It is de-risked, debt free, incredibly undervalued, thinly traded and tightly held, all the while poised to explode as further AI engagements and unmatched data products to 1.6T and beyond emerge over the near and intermediate term. Institutional investment is largely inhibited by the sub $5 share price. When that barrier is removed, expect an influx of institutional interest with the recognition that POET technology has moved from potential to commercialized reality.