POET Technologies: AI Optical Play Far Too Expensive For My Liking

JR ResearchInvesting Group LeaderFollow5ShareSavePlay(9min)CommentsSummaryPOET Technologies Inc. stands out as an AI optical play, with market optimism driven by its advanced photonics and optical connectivity platform.Despite a $1B+ valuation and minimal current revenue, POET is expected to scale meaningfully from 2026, supported by partnerships like LITEON.Valuation is really highly speculative, at over 76x forward revenue, requiring flawless execution and rapid revenue ramp to justify current pricing.I rate POET a Hold, while noting the significant revenue scaling potential but substantial execution risk, incredibly expensive valuation, and robust resistance near $8.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » BlackJack3D/iStock via Getty Images AI networking is all the rage now among growth and tech investors while also offering a much-needed shelter from the hammering in the software industry (IGV). And within the AI connectivity story, there is one companyThis article was written byJR Research47.48K FollowersFollowJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently demonstrated market outperformance over time. My approach combines timely and sharp price action analysis with fundamentals as my foundation. I also tend to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. I run the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. My main ideas revolve around stocks with strong growth potential, and also well-beaten contrarian plays. I designed the group for investors seeking to capitalize on growth stocks with solid fundamentals, robust buying momentum, and appealing turnaround plays to generate alpha consistently. Learn moreAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.