My theory - why an investment in a company like POET is safe:
There is no doubt that the market is - at the moment - over-valued. Tere is little alternative to invest outside the share market, all the "safe" investments will give only a minimal return. All the cheap money is invested in the stock market. There is a significant danger of a bubble, and a negative reaction on the stock markets. Especially revenue stocks can loose revenue, and a growing inflation with higher interest rates will have negative effects on economy and share prices.
A non-revenue tech stock like POET - with enough cash to finance further years without revenue if needed - will be less susceptable to such effects. Their potential is the future, and a negative economy will even help to force the semicon industry to change. Using POET instead of investments of billions for FinFET, energy saving etc.
So even in bad times I will sleep very well with my POET!
