Alpha Spotlight

Curated editorial picks and in-depth analysis from our team. The stories that matter most, examined from every angle.

POET Could Be Worth More Staying Independent

POET has $150M cash, 1.6T transceiver samples on the way and award-winning tech. Staying independent could create a hyperscaler platform worth more than any buyout.

$POET$NVDA$MRVL

4 min readMar 23, 4:18 PM

Read full analysis