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Posted by
Two Blokes Jun 24 -
Filed in
Stock
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POET Technologies offers optical engines and optical modules for a strong demand for high-speed and low-latency especially from data centers. Though pre-revenue, POET's partnerships and a large potential market ahead position it for significant future growth. Base-case valuation models suggest a potential 36%-42% CAGR to 2032, or ~1000% upside, but risks of dilution and market share uncertainty remain high.