Kind of reminds me of one of JTB`s last posts here touting TBP in early Dec. Just looked up TBP and it has lost 50% since then while POET is up slightly over that time period. Personally I am keeping my eye on an oil 2X leverage bull ETF but I think it is going to be a while before OIL turns around in a significant way.
POET I believe is in the right place to help upgrade the global internet/5G which this pandemic is proving the need.