中文翻译
我发现 $POET 的下行风险很低，因为其市值为 10 亿美元，却持有约 4 亿美元现金。此外，$MRVL 在 2028-2029 年商业化爬坡阶段可能不会将其替换掉。话虽如此，$POET 将在很长一段时间内几乎没有收入，因此我个人认为等到 2026 年下半年可能更好。对于现在就有耐心的投资者来说，等待似乎能带来不错的上行空间。
· 个股论点
POET 下行风险低但需等待 2026 下半年，适合有耐心的投资者。
英文原文
I just found $POET to be low downside risk given they're sitting on like $400m cash with a $1B MC. Then $MRVL probably won't swap them out for 2028-2029 commercialization ramp. That being said, will sit on close to $0 revenue for awhile, so I personally found maybe waiting latter half of 2026 is probably better. For others who have the patience now, seems like good upside for the wait.