The company didn't report any positive news, but that's not stopping investors from singing the praises of Poet stock.After inching 1.5% higher yesterday, shares of Poet Technologies (POET +18.16%) are poised to lock in an even greater gain today. With an analyst providing a more optimistic outlook on shares of the photonic chips specialist, investors are clearly motivated to click the buy button on Poet stock.As of 10:44 a.m ET, shares of Poet Technologies are up 15.9%. Becoming more bullish for a Marvell( ...

Group 1 - Wall Street is increasingly focused on infrastructure plays, particularly in artificial intelligence (AI), with a notable bottleneck in data centers due to traditional electrical interconnects reaching physical limits in power consumption and heat generation [1] - Poet Technologies is developing silicon photonics solutions to address the data transmission speed limitations by using light instead of electricity, recently securing a $75 million private placement [2][4] - The company's Optical Interposer technology integrates electronic and photonic components on a single chip, designed for high data transmission speeds of 800G and 1.6T, essential for next-generation AI clusters and hyperscale data centers [4][5] Group 2 - Poet's technology addresses the significant challenge of moving massive amounts of data generated by AI accelerators and high-performance computing systems, which traditional electrical interconnects struggle to handle due to power and heat constraints [5][6] - Partnerships with major companies like Foxconn, Semtech, and Sivers Semiconductors validate Poet's approach and technology, focusing on optical engines for AI data centers [6][7] - In Q2 2025, Poet reported revenue of approximately $268,000 and a net loss of $17.3 million, indicating a high-risk execution scenario for the company [7]