Buy POET by Jul 1, 2026.

The Even Better Case: POET as an Acquisition Target Let's be direct: if POET executes even modestly on its roadmap, it becomes an extraordinarily attractive acquisition target. Here's why. The structural problem with building AI infrastructure at scale is that photonics manufacturing hasn't caught up to demand. Every major hyperscaler — Microsoft, Google, Amazon, Meta — and every major networking chip company — Broadcom $AVGO, Marvell, $INTC Intel, NVIDIA $NVDA — needs a scalable, cost-effective optical engine supply chain. POET …