POET Technologies: Ready For A Fortuitous Next 12 Months

  • 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.