Scrollingaway

28 posts

Scrollingaway

Scrollingaway

@Scrollingaat

Just a guy doing his own thing

Toronto, Ontario Katılım Ocak 2026
35 Takip Edilen55 Takipçiler
Scrollingaway
Scrollingaway@Scrollingaat·
@zephyr_z9 They tried their best to do an impression of your work - they documented the wrong office:
Scrollingaway@Scrollingaat

@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle

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Scrollingaway
Scrollingaway@Scrollingaat·
@Ren_aramb Thanks @Ren_aramb Happy to help out - companies should stand or fall on merit… Nothing worse than lies and misinformation
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Ren
Ren@Ren_aramb·
$POET continuation on the POET drama. NMR photographed an abandoned office and claimed it was POET’s HQ. Well, in reality they took a picture of another company. Thanks @Scrollingaat for the due diligence, check out the attached images. The doodle on the whiteboard and the team photo match Puzzle Cats, a gaming company registered on the same floor of 120 Eglinton Ave East. NMR walked into the wrong suite. Or they chose to do just that. POET’s actual address is publicly filed with the SEC, on their website, and in every press release: Suite 1107, 120 Eglinton Ave East, Toronto. The company has operations in Toronto (HQ), California, Shenzhen (China), Penang (Malaysia), and Singapore. I’m no longer an investor in this stock due to the extreme volatility and continued dilution, but when firms put out misleading information, it most likely only benefits their pockets.
Ren tweet mediaRen tweet mediaRen tweet media
Scrollingaway@Scrollingaat

@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle

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Scrollingaway
Scrollingaway@Scrollingaat·
@Leoskie_L Independent of the company, it has been proven the short report did not visit their Toronto office. The report is a lie x.com/scrollingaat/s…
Scrollingaway@Scrollingaat

@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle

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Leonard
Leonard@Leoskie_L·
我剛把 Night Market Research 那篇 $POET 的空頭報告從頭到尾看完。 這家喊了十年「即將量產」、十年「大合作馬上來」,結果到現在還是老樣子。Marvell/Celestial AI 訂單直接取消,昨天那個讓股價衝 43% 的 Lumilens 訂單,他們說根本是循環自推——Lumilens 是家沒錢、沒產能、沒經驗的新創,背後還跟之前那個 500 萬美元的神秘客戶 GoldiLink 有關係。 他們還跑去 OFC 2026 現場問了 Foxconn、Luxshare、Mitsubishi、Adtran、Semtech 等七家所謂夥伴,結果對方都說關係早就冷掉、根本不重要、甚至沒聽過。 總部去多倫多看,樓層空蕩蕩,旁邊租戶都不知道有這家公司。那些什麼 AI Breakthrough Awards,頒獎單位居然登記在加州一間民宅。 現在市值還在 40 億美元,3700 倍 2025 年預估營收。他們直接說這就是典型「找問題的解決方案」,技術成本跟效能根本打不贏,過去十年就是不斷重複「馬上就要商業化」的劇本。 這篇報告寫得蠻狠的,照片、對話、時間線都有。POET 目前還沒正面回應。 我不是說 POET 一定完蛋,但這十年來的物理現實看起來真的很眼熟——一直畫大餅,真正出貨的東西永遠在「明年」。 你覺得呢?
Leonard tweet mediaLeonard tweet mediaLeonard tweet media
Night Market Research@NMRtweet

NEW: We're short POET Technologies. $POET announced Celestial AI/Marvell cancelled product orders. We believe POET isn’t being transparent and this isn't the only dead partnership. Full report: nightmarketresearch.com/poet

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Scrollingaway
Scrollingaway@Scrollingaat·
@Longterms1 If only they visited the correct offices…
Scrollingaway@Scrollingaat

@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle

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Scrollingaway
Scrollingaway@Scrollingaat·
I am normally an observer, but today’s post by @NMRtweet is an example of not believing everything you see online. I will not be commenting on the actual performance of the company, but through a simple open source investigation, it is clear they did not visit $POET offices. Please do your own research and stay safe.
Scrollingaway@Scrollingaat

@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle

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みみりん@投資系女子
$POET 朝起きたらPOETが英語圏の話題を独占して炎上🔥してやがる ❶ショートレポートがでた。 👉本社ビルにショーターが突撃、空き家のような状態 👉これは本当か?と話題 ❷$400Mの直接募集 本日公式発表。19,047,620株 + 同数ワラントを$21/ユニットで1機関投資家に売却。 👉すでにかなりの資金あるはずなのにやる必要あんのか?と炎上🔥 ❸Q1 2026決算 調整後損失$0.08/株(予想を$0.03下回る) 売上は$503k(前年比3倍だが期待以下) カオスや。トリプルパンチやんけ.... ※POETは持ってませんがIQEは持ってます。POET下がると連れ下げくらいます。
Ren@Ren_aramb

$POET what kind of daily drama is this, wtf. Can someone on the ground in Toronto do a @CitriniResearch Analyst #3 type of job and take an unbiased look at what is going on? NMR is clearly pushing its own agenda since they are short. Glad I’m out of this drama.

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Kova
Kova@kovainvest·
@NMRtweet Just closed my entire $POET position. I live in Toronto. Going there myself tomorrow with a camera. Stocks don't go to zero on technicals. They go to zero on truth. Will report back.
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Night Market Research
NEW: We're short POET Technologies. $POET announced Celestial AI/Marvell cancelled product orders. We believe POET isn’t being transparent and this isn't the only dead partnership. Full report: nightmarketresearch.com/poet
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Night Market Research
We visited $POET's HQ building in Toronto. We found abandoned rooms and none of the tenants on the same floor recognized POET.
Night Market Research tweet media
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Scrollingaway
Scrollingaway@Scrollingaat·
@pennycheck @athuinvests @StockJabber No comment on the actual performance of the company and your individual research, but below proves the office they visited is not $POET and throws their whole analysis into question
Scrollingaway@Scrollingaat

@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle

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🐧@pennycheck·
@athuinvests @StockJabber This is going to be the first ever retail cult short i will try my best to make sure of that Stay tuned....
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🐧@pennycheck·
$POET about time for me to take a stand I am positionally bearish the stock Nobody on X truly know poet better than me was long the stock meaningfully well documented 18 months before anyone was aware of this company. I defended it through a @StockJabber short report i was a bull I was wrong this company has made endless promises to shareholders dating back years earlier.... I never wanna short a cult stock but this is personal ... they are misleading they need to stop I've spoken years ago to old shareholders the play book then as it is now is promise / unfulfilled/ do heavy paid promo rinse and repeat read the below report nothing has changed Positions will change at anytime not fin advice
Night Market Research@NMRtweet

NEW: We're short POET Technologies. $POET announced Celestial AI/Marvell cancelled product orders. We believe POET isn’t being transparent and this isn't the only dead partnership. Full report: nightmarketresearch.com/poet

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Scrollingaway
Scrollingaway@Scrollingaat·
@Sofigoodboy @Sofigoodboy - The office they visited is at the same address, but proven to not be the same company.
Scrollingaway@Scrollingaat

@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle

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Scrollingaway
Scrollingaway@Scrollingaat·
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
Scrollingaway tweet media
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Scrollingaway
Scrollingaway@Scrollingaat·
@JourneyAsLife Long term investor here - Biggest thing that people are missing with Opendoor is while the stock market is in a bull market, Real Estate is not. This is a company tied to the success and boom within real estate, and probably the most asymmetrical company for future growth
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Chris Vagabond
Chris Vagabond@JourneyAsLife·
$OPEN long-term investor on open door. And I am so disappointed and depressed that open door is not riding the waves the Bull market.
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Serenity
Serenity@aleabitoreddit·
Woah... Massive CW laser bottleneck. It's interesting $LITE is bottlenecked by CW lasers so they buy them on the open market: "Now we’ve seen a little bit of tension in our own supply line, externally to get lasers from the external market, CW lasers." $SIVE / Win, Sumitomo, Furukawa, and others operate in a structurally sold out market... Likely because companies like $LITE have to keep producing EMLs. Starting to make more sense why Ayar made $SIVE the only laser supplier on their website and removed $LITE / $MTSI?
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Scrollingaway
Scrollingaway@Scrollingaat·
@Ren_aramb Was doing my DD in $SILC and saw a post of yours a from late March. Have seen the run since then and want your thoughts on its position in the bottleneck. Seems to fit semis/photonics/optics
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Ren
Ren@Ren_aramb·
This is why I’m so bullish on Win Semi (3105) When $SIVE scales, Win Semi dscales with it. Serenity mapped out the full customer ecosystem. Every single name on that list – $JBL, Ayar, $MRVL Celestial, $AMD CPO, $AAPL Silicon Photonics, $YSS Golden Dome – needs InP lasers. And Win Semi is the foundry that makes them at scale. Right now Win Semi sits at ~$7B market cap. Already up 500%+ in a year and the CPO supercycle hasn’t even started yet. CPO TAM going from 0 to $91B. 55,000%+ CPO growth curve starting from today Win Semi is the manufacturing backbone of that entire stack. $SIVE gets the spotlight. Win Semi gets the volume orders.
Serenity@aleabitoreddit

Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL Celestial -> Lightelligence -> $POET -> $GFS ecosystem -> $AMD CPO -> O-Net / Enablence -> $AAPL Silicon Photonics _ -> $YSS Golden Dome/DoD -> $RTX / $ERIC (Space) -> Bae Systems -> $AEVA With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META. With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu. On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B. And Sivers happens to be the bleeding edge for CPO (also starting from 0). This is definitely high-beta and volatile. But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year. This is just extremely early on (H1) before the CPO supercycle starts H2 2026.

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Sun Liao
Sun Liao@sunxliao·
30 stocks I like and TA status (4H): $AMD: 4/9 bullish points $APLD: 6/9 bullish points $AXTI: 9/9 bullish points $BTC: 8/9 bullish points $CIFR: 4/9 bullish points $CLSK: 8/9 bullish points $CORZ: 7/9 bullish points $ETH: 6/9 bullish points $GLXY: 9/9 bullish points $HIVE: 8/9 bullish points $HUT: 7/9 bullish points $IBIT: 8/9 bullish points $IREN: 8/9 bullish points $KEEL: 9/9 bullish points $LITE: 9/9 bullish points $MARA: 7/9 bullish points $MSTR: 9/9 bullish points $NBIS: 9/9 bullish points $NVDA: 0/9 bullish points $PL: 9/9 bullish points $PLTR: 8/9 bullish points $RIOT: 8/9 bullish points $RKLB: 5/9 bullish points $SATL: 9/9 bullish points $SIDU: 4/9 bullish points $SLNH: 4/9 bullish points $SNDK: 9/9 bullish points $SPIR: 8/9 bullish points $WULF: 7/9 bullish points $WYFI: 8/9 bullish points Pretty healthy low TF turbulence on some tickers after rallying massively from our entries IMO... NFA. Comment tickers you wanna see!
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