POET Ticker Curator

• Stock plunged 47.3% on April 27 after Marvell cancelled orders for Celestial AI components, deepening to a 65.4% drop from May peak of €18.84
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Customer Setback

• 🔥 Marvell Cancellation: Marvell canceled all purchase orders with POET after an NDA breach claim, causing shares to plummet...

• Marvell's order cancellation creates a significant revenue gap for POET's current fiscal year
• Shares plunged more than 45% from recent highs...

Foxconn's role as POET's key customer and partner creates direct upside potential from the massive SpaceX AI server contract.

• Supply chain tie: POET...

• POET faces overwhelming demand, turning away new customers for 12 months while targeting 1M optical engines monthly by end-2027.
• $50M equipment...

POET stands to gain significant strategic leverage from the STATS ChipPAC-NUS SHINE research collaboration on automated wafer-level optical...

POET shares now trade below $8 following a sharp sell-off, with nearly two-thirds of market cap in cash and a Strong Buy rating. The $400M raise...

POET Technologies joins GE Vernova and Redwire in AltIndex's alternative-data growth list, where hiring velocity exploded 766.7% month-over-month to...

Citadel Advisors disclosed a 5.1-5.9% passive stake in POET on July 8, acquiring up to 10.11 million shares in a company with €417 million market...

• Stock collapse: POET shares plunged 64.76% from €18.84 peak to €6.52, driven by a cancelled Marvell order and PFIC lawsuit overhang
• Sector rout:...

Stock Drop and Hedge Fund Stakes

• 🔥 40% Decline: POET stock fell 10.01% to 6.56 Euro on Thursday and lost almost 40% over the past 30 days, now...

POET Technologies reveals a sharp split between big-money bets and market pain.

• Price collapse: Shares dropped 40% in 30 days to 6.56 Euro, now 65%...

• Jim Cramer cited POET's April surge from $5 to $15 then 47% crash after Marvell news as a prime example of overinflated chip expectations
• The SOX...

POET holds an $830 million cash reserve yet posted just $503,389 in Q1 revenue alongside a $12.3 million net loss.

• A $50 million Lumilens purchase...

• Shares surged over 10% Tuesday, the largest gain in a month, and kept climbing overnight
• Retail sentiment on Stocktwits flipped from bearish to...

AI data centers face a bandwidth wall as copper hits limits on speed, distance, and power at 800G/1.6T rates. Optics solves this through layered...

• Bearish analysis maintains Strong Sell rating citing egregiously high valuation, lack of revenue scale, and unsupported capacity plans
• Recent...

Institutional Ownership Changes

• 🔥 Four Institutions Cross 5%: Four institutions crossed the 5% ownership threshold in POET within under 60 days...

POET Technologies displayed moderately bullish options flow as shares climbed 3.88% to $8.84, with calls dominating puts at a 0.09 ratio versus the...

• AGM update spotlights production ramp timing and capacity goals after 30.7% 30-day drop, with P/B at 3.3x below semiconductor peers.
• Investor...