POET Technologies: A Scalable Alternative To Nvidia’s Laser Supply Lock-Up (NASDAQ:POET)

POET Technologies Inc. (POET) is a name that I have been extremely bullish on, rating it as a strong buy in multiple instances over the past year. Recently, POET’s stock has been under pressure as it is down more than 13% over the past month, despite a successful participation at the OFC 2026 conference. During the conference, POET announced a significant partnership with optoelectronics giant LITEON and an expanded partnership with Lessengers; both are for the co-development of 1.6T transceivers. With POET ...