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' rally is incredibly fragile after Marvell canceled all purchase orders tied to Celestial AI, including initial production orders, per @wallstengine. POET says the cancellation stems from alleged confidentiality breaches and that it still serves other customers, including a separate $5M order. 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 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 

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 

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's place in the optical stack is weaker than its narrative implied, as Marvell's cancellation of all its orders shows. Marvell cited an NDA breach, but critical suppliers don't get fired over disclosure issues; they get a phone call. If POET were load-bearing or a competitive threat, Marvell would keep orders running or buy it outright, not cancel. A Tier-1 customer is a signal, not a moat, and pilot orders are not validation; if switching suppliers costs little, POET doesn't control a node. … Show more

POET Technologies and Sivers Semiconductors work as a pair trade, not an either/or. POET is the architecture bet: its optical engines and interposer platform plug into Celestial AI, which Marvell just spent $2B on and which feeds Nvidia; if that stack becomes standard, it is a 10x story. Sivers is the bottleneck beneath it, with InP laser arrays inside Ayar Labs' SuperNova. Every CPO roadmap, pluggable and Celestial engine needs a light source, and that source is Sivers. x.com 

POET is now an unknown after Night Market Research's short report alleged its partnership story is dead, so stepping aside makes sense until management gives verifiable counter-evidence. Per the report, Celestial AI says POET hasn't come up internally since 2023, Foxconn executives stopped using it two years ago, Luxshare executives never heard of it and its Toronto HQ was empty. The optical interconnect bottleneck is real, but Lumentum and Coherent are the durable picks in the subsector. x.com  … Show more