POET Technologies Inc. V.PTK

Celestial AI and the Possibilities for Poet

[gilver]

In my opinion, as Celestial AI moves forward and eventually goes public, this will be a huge driver behind Poet's share price --- yes, in my opinion, that will likely attribute to a much, much higher capitalization for Poet. Poet could become a proxy stock when Celestial possibly goes public and skyrockets in share price. Though that is not a fact for now, it remains an open possibility when comparing to the wave in internet stocks from the dot com era.  This is not a concept like many were in the dot com era, but something that is realistic.

Celestial AI did a first financing at 56 million: 

https://www.businesswire.com/news/home/20220204005002/en/Celestial-AI-Raises-56-Million-Series-A-to-Disrupt-the-Artificial-Intelligence-Chipset-Industry-with-Novel-Photonic-Electronic-Technology-Platform

Koch Disruptive Technologies is the backer of these financings.  Then another 96 million was raised. So in total Poet's AI partner, Celestial AI, has raised $152 million US.

from KDT:

KDT's investment in Celestial AI is its fourth investment in the semiconductor value chain. Verified Market Research predicts the global market for AI chips could be worth $109.83 billion by 2028.

The future of Poet will inevitably be so bright that you might want to wear shades.

gilver

[maestrodrumboe]

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[wintersun10]

Leafs and the Oilers could win one day or the Panthers could or the basket ballers of Miami or James could win again or the Jays could win twice in a row. All possibilities. Too bad we are not share holders......but possibilities. Yes. One in how many teams do you have? Better odds than a stock market company that is high risk.

[gilver]

Suresh and the rest of Poet management team have worked hard to create the opportuniites they are currently developing and/or nurturing for growth and other positive scenarios that are possible in areas like AI, LIDAR, 5G, wearables, and how their disruptive Interposer reinvogorates the transceiver market. I like Poet's odds better than a 1 in 32 chance of winning a Stanley Cup. It takes 10

[maestrodrumboe]

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[helpful1]

Gilver :to support your theory.Morningstar is bullish & has POET stock undervalued with a target of $13.49 .Coverage I have read support your theory too.I am in your camp & support you.Just trying to be the Helpful1. 

[gilver]

Thank you for your understanding, helpful1.  It's really about to be coming together, IMHO. It has been very isolating here battling the alligators, but it is nice to know that there are other supporters here. Even better, have you noticed that the supporters don't usually post in two or three different aliases concurrently to ensure their narrative remains on the screen. Why? Because

[helpful1]

Hi Gilver : I am happy to support you because we both deal in FACTS only. Rest those bashers are all smoke & mirrors. I love how deep you dig for the facts & present real facts ,so keep up the good work. Those others really do not understand POET'S Technology & where it can go in the future.Zack's (Lisa Thompson) has done some good work crunching the numbers out in the future

[Poetwhen]

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[gilver]

Great advice, helpful1. I rely on any sound facts and industry knowledge that the Poet management team presents in its website (presentations and roadmap), podcasts, media interviews, NRs, reports from Industry trade shows, and any credible reportign that the photonics industry covers about Poet. After those presented FACTS, I offer my opinion based on those facts which is what any regular

[helpful1]

Gilver ! Well presented. I know this industry is advancing quickly & if Poet can get market share,well that would be a game changer. Poer seems to be able to transform the requirements of the companies interested & doing business with POET. Is there any large deals by a large customer in the future? Data Centre volume requirements are paramount as is A.I.  Where do you think the

[gilver]

Thank you. I did not make any share price projections as that is public domain information not posted by me. However, at the same time, I am confident Poet will trade much, much higher in future years. In my opinion, data center volume will be higher than AI as the transceiver market is more of a commodity. However, with the adoption of Poet's Interposer in transceivers, it makes the margin

[longpoet]

ARe posts like this even allowed here?  LOL. JK Gilver.  I see the song sung is the same by the same singers.  Nothings changed in the months I have been away, other than POET has been derisked some more.  Of course, that's never going to be enough for some.  

[Poetwhen]

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[wintersun10]

Why the datacenters are a dead end, talking about derisking, only since Nov Chat GPT has taken off. More like Poet got saved by the AI bell: “We’re a light source provider and a critical piece of the AI system. Every processor that is sold will require a light source. It’s not like data communication sockets that are limited to the number of sockets in a data center. Here you’re now

[maestrodrumboe]

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[gilver]

They haven't given up! Stop your nonsense and doubt generation. Read my previous post to wintersun10 as I do not want to be repetitive. gilver

[maestrodrumboe]

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[wintersun10]

You are completely right. Poet is really busy filling all those Tier1 orders for their legacy products. Very impressive.

[maestrodrumboe]

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[maestrodrumboe]

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[MISTERFB]

From what I'm hearing, the Tier 1 has not walked and is still involved with the company.  

[wintersun10]

Another issue. What about licensing or fabless. Is that off the table now too?

[Poetwhen]

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[MISTERFB]

Rudy Giuliani and Mike Pillow....

[maestrodrumboe]

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[gilver]

In typical naysayer trader style, it seems you are taking the meaning of Dr. Suresh Venkatesan's quote out of context by isolating to the exclusion of Poet's other exciting verticals that they have been progressing on in parallel projects (ADVA, SPX venture, and more to come in different verticals). Poet has been co-developing an AI solution for processing with Celestial AI for a number