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Posted by
Two Blokes Jul 21 -
Filed in
Stock
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7 views
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.