POET Technologies Stock Analysis: Wafer-Level Integration Disrupts $10B Market

Описание: POET stock analysis: 7,998% revenue surge, AI hardware valuation deep dive

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🎯 TIMESTAMPS:
00:00 Hook/Intro
01:05 Company Overview, what Poet Technologies actually builds
04:02 Financial Analysis, the Q3 results that changed everything
06:50 Anomaly Discussion, unpacking the 7,998% revenue jump and what it means
08:40 Scenario Analysis, Bear/Base/Bull cases and probability weights
12:20 Key Takeaways/Conclusion, final thesis and execution risk

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📊 What's covered in this video:
Full financial breakdown with key metrics
Anomaly analysis — what the numbers reveal
Bear/Base/Bull scenario analysis with price targets
Key risks and catalysts to watch

This video walks through Poet's optical interposer technology, the mass-production breakthrough that cuts costs up to 75%, the balance sheet boost to over $350M, and the valuation math that gets to a probability-weighted target. If you want the models and the source data, use Flash by StockSentinel.ai to replicate the analysis.

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