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Technology Stocks : The end of Moore's law - Poet Technologies
POET 6.630-6.2%Oct 29 3:59 PM EDT

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From: VApeanut7/18/2025 7:25:45 PM
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The closing discussion with Brad Booth is very good. The proliferation of CPO (co-packaged optics) is still a ways in the future. Standardization of CPO will take even longer, maybe 5 years. Bottom line, pluggable modules in 800G (and higher) are not going away anytime soon.... which bodes well for Poet.

VApeanut

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