Sell POET by Aug 24, 2026.

Outside of fiber optics, photonics remain a research project with no real applications to AI compute. Building a photonics computer is akin to making quantum computers a reality and relevant for LLMs. $POET is one such company that has latched onto the AI infra narrative and surprisingly had a recent short squeeze. Curious if anyone working in the field has thoughts on photonics for AI computing / thermal management.