Feb. 4 at 10:57 PM
$POET Fascinating and baffling how the company seems to be hiding in plain sight. Its offering solves issues that are imperative to resolve, namely, heat, cost, speed. And yet it languishes. I get where some may adopt an attitude of "show me the money", I'll join in as the company shows it is capable of securing PO's and is able to deliver by ramping up production. But heck, the most difficult part has been solved, providing the technology in the first place. The question is this: when will a hyperscaler or a company like NVDA make public what they already know, that the company occupies a technological sweet spot in the world of AI and data centers.