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 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' 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's bull case is crushed after Marvell cancelled POET purchase orders tied to Celestial AI following a confidentiality breach. That shifts the focus back to sourcing lasers directly from the scarce CPO laser supplier base. 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 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 will likely dilute shareholders soon because it desperately needs to raise cash. That comes after an 80% three-day rally sparked by its CTO confirming an order from Celestial AI. 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' Lumilens deal looks weak because Lumilens lacks the cash to pay for its purchase orders and needs POET's stock to soar to cash out. Lumilens has nothing in an ultra-competitive optics sector with China. Claims of billions in orders are false; any Amazon order depends on executing several steps first, while Coherent sells about $5B of optics after 30+ years with access to fabs, lasers and ICs. x.com  x.com