Treated as a primary vehicle for AI-driven growth.

Identified as a defensive strength play in the chip sector with significant recent growth.

Strong trend and not yet overextended on mean reversion compared to peers.

Identified as a significant participant in the custom silicon space.

A cornerstone holding for AI infrastructure with heavy institutional accumulation and frequent moneyflow outliers.

The author suggests staying patient as the stock experiences an expected pullback following strong performance.

Canceled purchase orders with POET Technologies following an NDA breach.

Alleged a breach of confidentiality against POET Technologies regarding a rumored order.

Canceled all purchase orders with Poet Technologies due to alleged confidentiality breaches.

Critical hardware infrastructure for scaling data centers.