POET

$POET Open the market!

$POET just a reminder that Lumilens also is setting up production facilities, and Poet has confirmed additional fabs in Malaysia want to work with Poet to scale production. We are talking multiple new fab facilities with Poet’s setup inside, you’ll hear about it as part of the scaling initiative as confirmed by Suresh. Not one, multiple.

$POET I have a very different view of Mika. When POET was stuck in a downtrend with very little news coming from the company, it was Mika who went out and did the interview that put a lot more eyes on POET. The stock initially ran and pulled back, but importantly, the buyers came back. To me, that suggested smart money took a closer look and decided there was something real here. You can criticize POET’s communications, and I agree they need to step up their IR game as they move into commercialization, but I think Mika deserves a lot more credit than he gets for helping put POET on the radar when it badly needed visibility. We should be thanking Mika. I am.