https://www.hydracapital.ca/2024/08/21/eye-of-the-tiger/

Technology

I have one real tech position and that’s POET Technologies (PTK.V, last at $4.25, and POET.US, last at $3.12). I am no tech specialist, that’s for sure, but POET has captured my imagination with their photonics platform. Photonics involves sending data around on chips with tiny lasers instead of tiny wires. More data, less energy usage, and smaller form factors are all benefits of photonics and apparently photonics is highly applicable to the artificial intelligence theme. Development deals with Foxconn Interconnect and Luxshare both raised my eyebrow and the share price, so I remain long just in case this is indeed one of the next-big-things in tech. Interest in POET has never been higher and I’m hopeful that this little company could have a big impact in terms of getting its photonics technology commercialized, which could translate into a big impact on its share price. We’ll see.