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Technology Stocks : The end of Moore's law - Poet Technologies -- Ignore unavailable to you. Want to Upgrade?

To: toccodolce who wrote (1482)	9/23/2025 12:07:02 PM
From: Claude Cormier	2 Recommendations Recommended By jaubin longz Respond to of 1509

Interesting. For sure POET is hard to evaluate at this point in time. But I have no problem suggesting that it should be at least 2X above current price. HG, my fav hightech, has almost same mc as POET but is way behind in terms of production capacity and disclosure of partnerships. On the other hand its technology is unique This suggest to me that the market does not yet consider POET as major competition is its market. Or it is confused by the fact that other bigger companies will have a product to compete with POET Consider the recent announcement of NVIDIA (and there are many others) . and the build up they are preparing for AI. They are going with Broadcom's CPOs. And so are many others. Could POET be missing the boat? PS. Of course I own POET. But I am no longer as confident I was years ago.