Poet Technologies (NASDAQ:POET) is trying to move beyond its development-stage reputation and prove that its optical technology can serve the next wave of AI data centers. The Lumilens order has revived the bull case, but investors still have to weigh weak current revenue, dilution, and the pressure to scale production.
Stock prices used were the market prices of May 27, 2026. The video was published on June 3, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
