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Stock impact report

POET Technologies: Not A Speculative Bet Anymore [Seeking Alpha]

Marvell Technology, Inc. (MRVL) 
Last marvell technology, inc. earnings: 3/4 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: marvell.com/company/investor_relations
Company Research Source: Seeking Alpha
POET's Blazar product addresses data center energy and speed challenges, offering up to 40% energy savings. Risks remain around production scaling and dilution, but POET could capture 10% of the optical interposer market by 2027, supporting a $15/share target. Moreover, POET remains a potential target for Marvell Technology. atdigit/iStock via Getty Images Investment thesis AI's supercycle is still going strong, and with it, there's a growing need for data center infrastructure upgrades, where the shift from 800G to 1.6T transceivers is happening more and more. This is the perfect moment for This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of POET either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in t Show less Read more
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