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POET Technologies

4Q26 Portfolio Rebalance: Positioning for a Shift in AI Infrastructure Leadership (Pt.2)

4Q26 Portfolio Rebalance: Positioning for a Shift in AI Infrastructure Leadership (Pt.2)

Customers are redesigning around tight chips, memory, optics and power. We increased Cerebras to 1% and SPCX to 4%, and we trimmed Soitec to 3.5% and POET to 0.75%.

42 min read 29 Oct 2026

3Q26 Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.3)

29 min read 04 Aug 2026

3Q26 Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.3)

The July AI-infra correction separated disciplined portfolios from levered concentration. Our 3Q26 rebalance concludes with a clear principle: technical relevance is not enough. We exit weakened theses, favour bottleneck resolvers like Soitec, and size unproven optionality with discipline.

Photonics: The $91 Billion Question - Layer 1 (Pt.2)

16 min read 18 Jun 2026

Photonics: The $91 Billion Question - Layer 1 (Pt.2)

Layer 1 is the foundation of the photonics supply chain. Photonic SOI from Soitec serves as the base substrate for virtually all CPO and NPO designs, with TFLN and EO polymers acting as performance boosters on top. This gives Soitec structural leverage across all architectures.

Notes: POET Technologies - The Optical Interposer Thesis

POET Technologies

13 min read 20 Apr 2026

Notes: POET Technologies - The Optical Interposer Thesis

POET’s Optical Interposer replaces costly active alignment with wafer-level pick-and-place packaging, opening AI optical engines to high-volume CMOS-scale manufacturing.