Sep. 4 at 7:57 PM
$POET "Glass" is the future: Glass substrates/interposers shrink packages and boost I/O. POET’s optical engines and ELS pair with silicon photonics, complementary to glass (good). POET can win(double digits) if they convert design‑ins to volume POs (Luxshare, FIT, Lessengers, Mentech) from 800G to 1.6T by 2026, secure a production ELS win (e.g., Celestial AI) and ship Starlight at scale, prove 200‑Gb/s cost/perf to beat discrete builds and scale SPX/partners for yield and reliability.
Simple math, POET is a hidden gem (not so hidden anymore) However, when is POET a “hidden gem” vs “hope coupon”?
You find out. (hints: named, dated volume POs, ELS move to production, gross‑margin disclosure on product (not NRE) shipments)
$ONTO made a strong point for glass (ONTO's domain) at Citi’s 2025 Global TMT Conference today. (at least I like the name "Poet" sounds charming..joke) buy