in articlePOEPOETLONGFIRST CALL

“We added POET to the Convequity portfolio at the start of April 2026 (beginning of 2Q26).”

POET's wafer-scale manufacturing approach for optical engines, especially with the Lumilens partnership, provides a scalable and cost-effective solution for high-volume AI clusters, offering substantial upside if production and orders convert successfully.

POEPOETLONG@ $13.50

$6.90-48.91%

since call May 25

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