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 isn't worth the time: management is icky, it has a history of promoting its stock rather than its business on social media, and it has no edge over competitors such as Coherent. Even a 5% chance of fraud is reason enough to build big positions in safer names instead. The patents a reply cites don't prove demand or economic viability. x.com  x.com 

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' management can't be trusted and the company is likely to be blackballed in the near term. As @amitisinvesting recounts, its CFO disclosed a Marvell order on a podcast, sending the stock from $6.80 to $17, before Marvell called it a breach of confidentiality and the shares fell 45% in a day. 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' setup remains intact despite a 9% weekly drop on good news, and Jim Cramer's call four months ago that it was losing too much money has proven wrong. Since then it raised $150 million, won a Lightwave Innovation Award, partnered with LITEON and signed a 1.6T AI transceiver deal with Lessengers. 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 has never really had a functioning product, and its lack of revenue speaks for itself. Unlike Bloom Energy, which had a working product before data-center demand arrived, POET has little to show after all these years. Management keeps cashing out instead of keeping real skin in the game. It could still have its day, but treating it as a sure thing was wrong. x.com  x.com  x.com  x.com 

POET Technologies is still very early in its growth. Revenue grew 112% year over year with six straight quarters of sequential growth, and it is showcasing new laser light source technology for AI interconnects this week. It is one worth being patient with. x.com 

POET Technologies' management team is inept, and management quality is make-or-break for investing in a company. POET breached its NDA with Marvell by confirming a purchase order after a short report, and Marvell then cancelled all its Celestial AI orders, per @Kaizen_Investor, sending the stock down almost 50%. x.com  x.com