POET Technologies: Ready For A Fortuitous Next 12 Months

Kennedy Njagi
628 Followers

Summary

  • I am reiterating my Strong Buy rating on POET Technologies, as the stock has appreciated 49% since my initial recommendation.
  • AI-driven data center demand is set to grow 19–22% annually, with AI-optimized facilities expanding at 33% per year until 2030.
  • Current copper interconnects can't meet AI's bandwidth needs; optical connectivity, like POET's patented interposer, is positioned to gain market share.
  • The company's technology enables high-bandwidth, low-latency, and energy-efficient optical links, aligning perfectly with the AI infrastructure buildout trend.

professional modern test equipment interferometer

Artush/iStock via Getty Images

Investment Thesis

Since my initial article on POET Technologies Inc. (NASDAQ:POET), the company's stock price has appreciated 49.29% from an entry price of $4.20 per share. As of writing this, the stock was trading at $6.27 per share. POET Technologies just

This article was written by

628 Followers
Kennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy Njagi

Analyst’s Disclosure:I/we have a beneficial long position in the shares of POET either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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