WL#POET#TS9999999999 #POET $7.53 — Technology marketcap: 1.30B 52 week high: 20.81 Found in TS Diamonds and Platinum reports + Ultimate reports (Since 4 qrts) Strong institutional support, with BlackRock, Jane Street, IMC, Goldman Sachs and Arrowstreet increasing positions, while Citadel, Susquehanna, CloudAlpha and Renaissance Technologies opened/newly bought stakes. #POET Recent Updates Aug. 13: Q2 revenue rose 112% YoY to $569.9K, marking the sixth consecutive quarter of sequential revenue growth; cash and short-term investments reached $796.3M. Sep. 8: POET's AI laser technology showcase in Shenzhen helped drive a sharp move as investors focused on its high-power, multi-wavelength laser sources for AI interconnects. Sep. 2026: POET said it expects to begin shipping substantial production units for customer qualification during the remaining quarters of 2026. 2026 roadmap: The company is targeting 800G, 1.6T and higher-speed optical engines/modules for AI clusters and hyperscale data centers. Customer catalyst: #POET has announced a Lumilens strategic agreement with an initial $50M purchase order, potentially scaling above $500M over five years, according to recent market reporting. Earnings Performance; FY2025: Revenue reached $1.07M, up 2,495% YoY from $41K in 2024. Q2 2026: Revenue was $569.9K, up 112% YoY, bringing TTM revenue to $1.71M (+266% YoY). Growth Factors AI data-center optical demand is expanding as copper interconnects face power and bandwidth limits. 800G/1.6T optical products position POET for higher-bandwidth AI infrastructure and hyperscale deployments. High-power AI laser sources + POET’s photonic platform could support next-generation optical engines and AI connectivity. 2026–27 roadmap: management targets 800G/1.6T transmitter prototypes in Q4 2026 and production in Q2 2027, with AI light-source prototypes also targeted for Q4 2026. UpcomingCatalyts: Q4 2026: planned AI laser and 800G/1.6T transmitter prototypes. Q3 2026 earnings: next results on 12 Nov 2026 to track revenue conversion; Q2 2027: planned 800G/1.6T production milestone. Company profile;POET Technologies Inc., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United State Bottom Line: Strong AI-optical growth opportunity, but the key confirmation is whether its technology and customer pipeline translate into meaningful production revenue.