Apr. 27 at 3:49 PM
$POET
Let’s put this into perspective…
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Dot-com peak (March 2000) — some of the biggest survivors in tech were trading at insane levels:
$CSCO ~35x
$BKNG ~34x
$ORCL ~27x
$MSFT ~26x
QCOM ~22x
TSM ~21x
AMZN ~19x
Fast forward to today…
$POET sitting at 1,308x P/S TTM
Not a typo.
This is the kind of multiple that doesn’t just price in perfection — it prices in domination.
Could it keep squeezing? Sure. Momentum doesn’t care about fundamentals… until it does.
Just remember: history doesn’t repeat exactly, but valuation extremes tend to rhyme.
Trade it, don’t marry it.
