POET Technologies: The CFO Talked And The Deal Walked
Source: SeekingAlpha
2026-04-28 09:49:16 ET
Investment Thesis
Back in February, I wrote an article on Coherent ( COHR ), where the basic idea behind the piece stemmed on capital in AI infrastructure following the constraints. The bottleneck had moved down from GPUs and custom silicon into the laser chips that let GPUs communicate with each other, and Coherent ( COHR ) was one of the cleanest vertically integrated expressions of that thesis with a growing optic demand environment....
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POET Technologies: The CFO Talked And The Deal Walked
POET Technologies Inc.
NASDAQ: POET
POET Trading
-3.4% G/L:
$18.585 Last:
23,427,008 Volume:
$18.322 Open:
POET Latest News
POET Stock Data
$531,501,892
90,739,428
4.41%
39
N/A
Semiconductors and Equipment
Technology
CA
Toronto
