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' optical interposer is probably not that good, judging by Marvell cancelling all orders over an NDA breach. If the technology were mission-critical, production-ready and hard to replace in a tight supply chain, Marvell would likely have preserved the relationship through penalties or renegotiated terms; cancelling suggests it had alternatives. Its CEO also owns only 0.0083% of the float, less than some individual investors. x.com  x.com  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 is paying influencers to promote its stock, a sign its fundamentals are trash and management's only hope is to push the price up and sell to others. Strong fundamentals would lift the stock on their own. @jukan05 adds that POET was notified by Marvell on the 23rd that a contract was being terminated but delayed disclosing it while the stock rose. 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' 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 is uninvestable because its management lacks basic judgment, which outweighs having the perfect product at the perfect time. Its CFO breached an NDA by disclosing the Marvell deal himself, and the stock fell nearly 50%, per @StockSavvyShay. There were red flags with this management group even before. Ondas's CEO shows the focus, consistency and trustworthiness investors should look for instead. x.com 

POET Technologies is no investment just because it hasn't run yet in a hot photonics category. It is pre-revenue, has relied on paid stock promotion, and has now been wrecked after its hype efforts angered Marvell. Serious photonics traders never thought anything of it. 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 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