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 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'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 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

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' 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 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 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' 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