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POET Technologies: A Scalable Alternative To Nvidia's Laser Supply Lock-Up

Source: SeekingAlpha

2026-03-29 06:54:08 ET

POET Technologies Inc. ( POET ) is a name that I have been extremely bullish on, rating it as a strong buy in multiple instances over the past year. Recently, POET’s stock has been under pressure as it is down more than 13% over the past month, despite a successful participation at the OFC 2026 conference. During the conference, POET announced a significant partnership with optoelectronics giant LITEON and an expanded partnership with Lessengers; both are for the co-development of 1.6T transceivers....

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POET Technologies: A Scalable Alternative To Nvidia's Laser Supply Lock-Up
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