Cool stuff. 

From his article on https://timothy-urista.medium.com/investing-in-the-future-top-7-ai-microcap-stocks-to-watch-for-q4-2024-51e57cb423c3:

POET Technologies (NASDAQ: POET)

Market Cap: ~$160 million
Focus: Photonics and AI Networking

Why It’s Promising:
POET Technologies is revolutionizing AI networking through its innovative photonics solutions, which are crucial for data centers and cloud providers. The company has developed a new waveguide technology that integrates optical and electronic components onto a single chip. This technology offers significant space and energy savings and is poised to disrupt the transceiver market, which is expected to grow at a compound annual growth rate of 133% over the next five years.

Risks:
As an early-stage company focused on R&D, POET is still in the process of getting its designs tested and approved by major manufacturers. This makes it a high-risk investment, but with substantial upside if their technology gains traction in the market.