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The Light Pipes — Photonics & CPO · AI Chain

POET

POET Technologies
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CPO engine outlier — small-cap optionality

What they do

Small Canadian company building 'optical interposer' chiplets — basically a way to bolt photonic modules directly onto custom AI chips . Pre-meaningful-revenue. If their chiplet platform gets a single major hyperscaler design win, the stock could double or triple. Lottery ticket with real engineering.