POET Technologies' customer concentration risk is now becoming reality. Its Celestial AI partnership was never enough to justify owning it, since POET does not execute at Marvell's level and carried clear customer concentration risk. x.com 

POET looks headed toward zero after Marvell cancelled its Celestial AI orders over a confidentiality breach, costing POET basically its only big customer. With only three or four major end customers, who could use COUPE instead, no revenue and ongoing cash burn, its reputation may never recover. The Marvell contract likely helped its $300M-plus raise, so investors may sue for their money back, and the stock could easily fall below $5. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

POET Technologies' 47% one-day plunge was self-inflicted, not a technology problem, making it an easy buy. Marvell, which bought Celestial AI in February, pulled Celestial's orders citing a confidentiality breach after POET's CFO confirmed the order on Stocktwits. The stock has since rebounded 211.67% in two weeks. x.com 

POET Technologies looks like a short on a pattern of partnerships that counterparties deny. @NMRtweet is short after Marvell, which acquired Celestial AI, cancelled POET's product orders, arguing POET isn't transparent and this isn't the only dead partnership. @kovainvest's timeline lists POET press releases each denied by the counterparty, including Lightwave execs who said they had never heard of POET, and Marvell's cancellation citing a POET NDA breach, which sent shares down 47% in a day. … Show more

POET Technologies is a weak company because Celestial AI and Marvell are not going to use its technology. x.com 

POET Technologies is the upstream pick-and-shovel for Celestial AI's Photonic Fabric, which Marvell just acquired for about $5B. POET supplies the light source that powers it, and Marvell has the hyperscaler relationships with AWS, Google and Meta to deploy it at scale. Revenue is still early, but once Marvell integrates Celestial and ramps production orders, the market should recognize POET's value; Q3 or Q4 2026 could be the inflection, and patience is required. x.com 

POET Technologies' management has proven its incompetence, which matters because a rotten foundation in leadership keeps a business from flourishing. Per @ren_stocks, the CFO broke an NDA by naming a customer, leading Marvell to cancel its deals just as the stock ran from $5 to $16. On a leadership scoring framework, POET rates poorly: a technically credentialed team with a decade-long pattern of overpromising, chasing hot themes, dilution and now a governance failure. x.com  x.com 

POET Technologies lost its Marvell supply agreement after its own CFO disclosed the deal publicly in violation of the NDA, badly damaging the company. Marvell notified POET of the termination on the 23rd, but POET sat on the news while the stock rose, leaving shareholders who bought in the meantime exposed and the company open to shareholder lawsuits. x.com  x.com  x.com 

POET Technologies has a path forward after Marvell in 800G/1.6T pluggables, now confirmed by a Lumilens supply and joint development deal. Lumilens placed an initial $50 million order for POET's Electrical-Optical Interposer engines, potentially exceeding $500 million over five years, with a roadmap through near-package and co-packaged optics. Engineering samples are targeted for late 2026 and production in 2027, subject to development and qualification. POET granted Lumilens warrants at $8.25. … Show more

POET Technologies is uninvestable because its management has lost the trust of the big players. In April its CFO leaked information that led to the cancellation of Celestial AI and Marvell contracts. Being early in interposers and packaging does not make it a co-packaged optics winner, as others will catch up. Its TFLN partner QCI trails Hyperlight and is stuck on a 6-inch line, with no 8-inch wafer demo yet to show it can scale. x.com  x.com