Craig - selling options for the win!

@No1caresellmore @jonesrrrrrr @Sofigoodboy @PhotonCap @SECGov @RosenLawFirm The ambulance chasers are out. Nothing to see here.

@jonesrrrrrr @craigers211 @Sofigoodboy @PhotonCap @SECGov @RosenLawFirm The divorce law firm is investigating POET? 🤣

@PhotonCap Doubt about what?

@craigers211 I do have doubts about that point.

루머가 아닐지요? 이런 글을 가끔 봅니다.

@PhotonCap Also the NDA reason for closing the relationship does not hold water. Neither does changing their approach when they need to hit milestones here shortly to meet their production targets for AWS

@craigers211 interesting idea! but let's see!!

@Sofigoodboy I think you need to look deeper. There is a reason they cannot state anything. Only a couple weeks until Q1 filings. Might see something then.

$poet 경영진이 아무 후속 언급이 없는게 겁나 답답하다

@Sofigoodboy @PhotonCap Honestly I think this story is just beginning. It sounds like Marvell tried to low ball POET and start the bidding at 10 dollars and POET’s BOD rejected that offer and so they pulled what they did. If so I think this story is just beginning and things will get spicy shortly!!

@PhotonCap 포엣 살려가 아닌 이제 포엣 버려...

@FinnStockinger I don’t think they walked away. I think they tried to buy them and it got squashed so they are pissed. I think this is just the start. Art of the deal here. They would not try to buy them if the tech was not good! They need it. More to come here.

Why did $MRVL really walk away from $POET? Many investors believe today’s nearly 50% crash was triggered solely by a slip-up during a CFO interview. Let’s be realistic: in the semiconductor industry, you don't terminate Tier-1 partnerships over "chatter" if the product is indispensable. The NDA breach was merely a legal backdoor - a convenient excuse to exit a contract without massive penalties. The real reason lies in the events of the past week. 1⃣The Polariton Acquisition (April 22) Just one day before sending the termination notice to POET, Marvell announced the acquisition of Swiss-based Polariton Technologies. Polariton does not do what POET does, but it makes POET's role in Marvell’s stack redundant. ➡️ $POET (Optical Interposer): A packaging platform. It allows for the integration of various optical components (lasers, modulators) onto a single chip at scale. ➡️ Polariton (Plasmonics): The creators of the world’s fastest plasmonic modulators. These are 10x smaller and significantly faster than traditional silicon photonics. ⬇️The takeaway: Marvell no longer needs POET’s "motherboard" because they just bought the "engine." By acquiring Polariton, Marvell can now integrate optics directly into their own DSPs (Digital Signal Processors), bypassing POET’s architecture entirely. This is Vertical Integration at its finest - the giant prefers owning the IP over licensing it from a micro-cap player. 2⃣ The Governance Crisis As investors, we must call out the management's communication timeline: ➡️The termination notice was received on Thursday (April 23). ➡️The company remained silent throughout Friday (April 24), allowing the stock to pump 29% on false speculation. The news was only disclosed on Monday (April 27) before the bell. Failing to report a material event for four days is unacceptable and exposes the company to significant regulatory risk. This destroys trust far more than the loss of a single contract. 3⃣Validation vs. PR Spin Today’s mention of a new $5M order from another customer feels like desperate "damage control." Compared to the projected scale of the Marvell/Celestial AI partnership, $5 million is a drop in the bucket. It isn't market validation; it’s a PR distraction from the fire in the boardroom. ⬇️The Outlook: POET’s technology may still be brilliant, but the company has lost its primary leverage. Other Tier-1 players now know POET is backed into a corner, which drastically weakens their negotiating power. I am not making a "hot" decision today, but the investment thesis based on a "partnership with a giant" has officially evaporated. I will watch tomorrow’s session to gauge the level of capitulation, but my confidence in management is currently near zero.

@OG_PViews @johhnyWalkerAZ agoracom.com/ir/POETTechnol… This is from the largest retail shareholders we have. He literally propped the company up for years on his own. If you think he has not received word of what transpired you are not paying attention.

@OG_PViews @johhnyWalkerAZ Not a chance I did that… there is more going on then meets the eye… story is just beginning

I definitely was not expecting a rebound so fast. Let’s see if it sticks $POET

@johhnyWalkerAZ Not even a like?? This is not a drill. This is much more likely than some dumb NDA slip that they are using as an excuse.

@johhnyWalkerAZ Sounding like $MRVL tried a takeover with a low ball offer and got pounded. Rumours about that they may be trying a hostile takeover. Things could get spicy here. Let’s get our white knight and get the valuation we deserve!

@smartertrader $POET options chain is insane!! Ripping higher!!

Chippy Rippy. If you miss it. Cry. Opportunities of a life time and clowns don’t understand the world. 90% chance ai destroy all these clowns. The concept of needing less compute is so stupid. In 20 yrs compute will be. 500x where it is today. Every school will have 5x compute. Every company that survives will be needing 25x compute. Every govt and defense will need 100x more compute. Thousand of reasons. Insane. Anyone that thinks data centers will be done is clueless. Exponential growth coming. Hasn’t even started. So simple. Sam knows all this. Everyone in his room knows this. Please retweet. I look to see who does. If you don’t and your not a member I won’t answer you when you ask a question. Know this Smartertrading411.com

@RealJGBanks $POET just getting started here!

AI PHOTONICS INFRASTRUCTURE Here’s the full stack: 1. Materials / Substrates $AXTI $WOLF $IQE $GLW $LPTH 2. Equipment / Fabrication $ASML $AMAT $LRCX $KLAC 3. Lasers / Optical Engines $LITE $COHR $LASR $SMTC $QCLS 4. Foundries / Manufacturing $TSM $GFS $UMC $INTC 5. Modules + Testing $AEHR $VIAV $ONTO $AMKR $FN $AAOI $POET $JBL $LWLG $SIVE 6. Networking / Interconnect $CRDO $MRVL $AVGO $ANET $CIEN $ALAB

@QC_Capitals $POET to 20 this week!!

Market opens tomorrow. Which stock are you most excited about this week?

@antibearthesis You have not heard of $POET? This is the next AAOI or LITE. They are revolutionizing the photonics industry. Still early here!!

@craigers211 whats thst lol

REMINDER: $NVDA CEO tells you which stocks to buy 2025 calls: $NBIS at $22 → up 600% $CRWV at $40 → up 200% $TSM at $230 → up 80% 2026 calls: $PLTR at $140 $NOW at $90 Are you going to miss out again?

@smartertrader $POET this company is going to help to move the data faster using light and increase the amount of photonic chips being produced significantly

insane ai demand like 5x what people think memory cpu gpu datacenters connectory ONCE in a life thing chance to make insane return ONLY1sam

@FinanceMajor_23 Very good report!! That bull case could come sooner than you think!!

$POET TECHNOLOGIES - THE WAFER-SCALE CPO BET REPORT SENT Our latest full equity report specific to $POET. $SIVE relationship also included. 200mm Optical Interposer that already underpins four production‑oriented customer engagements. seqhresearch.com/p/poet-technol…

@crux_capital_ Yeah would love to see something from the company about Foxconn or Luxshare. That would be a catalyst here.

@craigers211 Haha i need to see them deliver an order first

$POET Has had an explosive 2026 Let's revisit all that has come up: > Confirmation of being designed into $MRVL > 30,000 units shipping 2026 > $430m in cash > Malaysia production starts Q2/Q3 2026 > New orders "far in excess" of $5M this year > Expanded 1.6T ecosystem with new Lessengers and LITEON partnerships > Celestial AI invoice with shipments expected next quarter Excited to see what the rest of 2026 has in store

@crux_capital_ Increase the target like a good analyst!! 25 next!!

@craigers211 Honestly, I have no idea what the share price has in store. It’s above my targets. Story has improved a ton though