Poet technology is down ~50% today as Marvel cancelled its order.

Narratives can change fast for pre-production companies especially in the tech R&D industry, but one thing remains true: Inference still needs networking optimization.

Whether is comes from Poet or else is another subject, but some companies will have to play a role in this new technological architecture. I'd gladly use this breather to accumulate or start new positions in those.

Those are the ones to look at 👇