POET Technologies

POET

Market cap $733M

POET Technologies stock (NASDAQ: POET) experienced an increase of nearly 10% on Monday and is still up approximately 60% for the past month. The firm, which creates silicon photonics solutions that utilize light instead of electricity to transfer data between chips, has garnered heightened investor interest due to excitement surrounding artificial intelligence infrastructure investments, a recent capital raise of $75 million, and a series of new partnerships, which are bringing the company closer to commercialization.

POET Technologies (NASDAQ: POET), a silicon photonics innovator targeting AI data centers, has ignited a frenzy on Reddit, particularly among retail investors on subreddits like r/WallStreetBets and r/options.

Wall Street loves a good infrastructure play, and few themes command more attention in 2025 than artificial intelligence (AI). While most investors focus on chipmakers and cloud providers, a less obvious bottleneck is emerging: Data centers can't move information fast enough.

TORONTO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Corporation") (NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, today announced that it has closed a non-brokered financing with a single institutional investor. The Corporation issued and sold 13,636,364 common shares of the Corporation (the “common shares”) and one common share purchase warrant of the Corporation (the “warrant”) in a private placement for gross proceeds of US$75,000,002 (the “Investment”), before deducting related expenses. A more detailed discussion of the terms of the Investment and the securities issued therein is included further below.

SAN JOSE, Calif. and CAMARILLO, Calif.

POET Technologies has made progress at their production facilities in Malaysia, with a $500K order for optical engines. My target price for 2032 is $34-$45 in a base-case scenario, placing POET in the "Buy" zone. There are bullish signs from the options market, like the Put/Call ratio or IV skew.

POET Technologies is a $500M market cap company with minimal revenue, targeting the AI photonics market and attracting speculative investor interest. POET's clean balance sheet, zero debt, and significant liquidity offer potential for asymmetric upside if management executes, despite a confusing corporate history and repeated hype cycles in the stock. The valuation is high relative to business fundamentals, but if POET secures production or licensing deals, revenue could ramp and shares could double, versus minimal short-term downside risk.

Nvidia's (NVDA -2.79%) $100 billion agreement with OpenAI underscores a critical shift in artificial intelligence (AI): the limiting factor is no longer chips, but power. Each gigawatt of computing capacity draws on the scale of a nuclear reactor, making electricity the new bottleneck in AI growth.

Initial purchase order for production volumes of optical engines placed by a key customer Initial purchase order for production volumes of optical engines placed by a key customer

Artificial intelligence (AI) stocks continue dominating market headlines as companies race to capitalize on the $286 billion AI data center chip market projected by 2030. While megacaps like Nvidia (NVDA 1.46%) grab attention, savvy investors are hunting for the next wave of AI winners across robotics, cloud infrastructure, and the critical supply chain powering this revolution.