Just watched tonight's rerun of Market Call with tech analyst Kim Bolton from Black Swan.

Talking about Astera Labs as a Data Center Cloud darling because of their amazing re-timers for data processing (optimizes data transfer) more efficient less latency and hyper scalers love it. He's buying even more as of Friday! 

Here's the problem, Poet and Arista want to do away with re timers through their Linear Drive tech devices. Now I ask you, would you by Astera right now for $47 or Poet for $3.80. sure one has sales and one doesn't , but if Luxshare or Foxconn get their way with our tech, Astera is going for a nose dive, as the data centers want to save energy for the chip  not expend more of it for the data processing.

If the testing goes well, and I believe it will, Poet can be a very disruptive company as more people will soon find out.