Malcolm Shaw of Hydra Capital Partners had this to say about Poet in their blog of the 19th of October.
"I still have one real tech position and that’s POET Technologies (PTK.V, last at $5.60, and POET.US, last at US$4.04). I am no tech specialist, that’s for sure, but POET feels like a company in the right place, at the right time, with the right product in this age of emerging AI themes and the giant data centres that will make it all happen. I did sell a little on the recent spike to US$5, but I want to own some of this for when/if commercial orders start rolling in."