**Brilliant Photonics, Brutal Fundamentals: Why I Would Sell Out Of POET Technologies**
*By Luca Socci | 5.37K Followers*
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POET Technologies is a small-cap company designing photonic integrated packaging solutions for advanced semiconductor and AI data center applications. The company leverages its Optical Interposer™ platform to integrate electronic and photonic devices, targeting the growing demand for high-speed optical modules.
While some have compared POET to a nascent NVIDIA, it’s important to note that POET is an early-stage designer—not a manufacturer—and currently lacks major commercial agreements. Although POET aspires to become the “NVIDIA of optical engines,” significant progress and validation remain necessary before it can reach that status.
### A New NVIDIA?
Working across the AI supply chains, I have encountered many new companies that appear intriguing. After dealing with established industry players like Applied Materials (AMAT) and understanding their key role in semiconductor manufacturing, it’s crucial to maintain a grounded view on emerging players like POET.
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### About the Author
I’m a long-term investor focused on U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers. Through years of experience, I have learned that sustained profitability—evident through strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone.
I manage one of my portfolios publicly on eToro, where I am a qualified Popular Investor, allowing others to copy my real-time investment decisions.
My background spans Economics, Classical Philology, Philosophy, and Theology—an interdisciplinary foundation that sharpens both my quantitative analysis and my ability to interpret market narratives through a broader, long-term lens.
I started investing when I became a father. By managing wisely what I receive and earn, I aim to provide for my children and myself—not so we have so much that we don’t need to do anything, but enough assets to be free to do what we want. The goal is not to free myself from work, but to have the freedom to work in the way and place where I can fully express myself.
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### Analyst’s Disclosure
I/we have a beneficial long position in the shares of SES 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.
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Past performance is no guarantee of future results. No recommendation or advice is 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.
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