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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following reports that the company is preparing a potential acquisition of eBay, a move seen by the community as a bold, if ambitious, attempt to leverage GameStop's cash reserves for a massive retail transformation. While bullish investors are celebrating the news as a long-awaited catalyst and potential squeeze signal, skeptics are actively questioning the feasibility of financing a deal for a company significantly larger than GameStop itself.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is trending following a report that GameStop is building a stake in the company ahead of a potential takeover bid. While the community is actively debating the logistics and financing of such a massive acquisition, the speculation has fueled significant after-hours volatility and heightened options activity.

WorldFinancial

World Liberty Financial is facing intense backlash and downward price pressure as investors react to a government probe into its $500 million UAE deal and community concerns over governance voting. While some retail supporters are aggressively buying the dip in hopes of a short squeeze, many are actively labeling the project a grift or pump-and-dump scheme due to recent token dilution and management's perceived lack of transparency.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is capturing significant community attention as traders analyze the stock's consolidation patterns near key resistance levels, with speculation mounting over potential M&A activity and the company's critical role in the booming AI data training sector. Investors are closely monitoring the technical setup for a possible breakout while actively debating the impact of increased institutional options activity and the company's strategic positioning within the evolving AI infrastructure landscape.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae (FNMA) is rallying sharply following influential investor commentary, including Bill Ackman describing the shares as deeply undervalued with significant potential upside. The community is actively discussing the stock's long-term privatization prospects and the potential for an IPO or release from conservatorship, leading to high volume and speculation about major upcoming policy announcements.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as investors weigh its role as a key substrate supplier for AI-focused data centers against concerns over its parabolic valuation and recent share dilution. The community remains sharply divided, with bulls pointing to institutional interest and the critical nature of its indium phosphide technology, while bears highlight the company's lack of consistent profitability and reliance on FOMO-driven retail participation.

Ethereum Classic

Ethereum Classic is experiencing a surge in social media activity and trending status, as community members debate whether this move signals a sustainable reversal or another speculative trap. Discussion is heavily focused on the coin's long-term utility as an original PoW blockchain, with many retail investors expressing deep frustration over prolonged periods of stagnant performance while comparing it against more volatile altcoins.

For too long, investing has come with barriers. Borders. Brokers. Limitations. It’s been complicated, costly, and — for millions — out of reach. xStocks were created to change that.  xStocks are tokenized stocks. They’re backed 1:1 by the underlying assets, composable with DeFi protocols, compliant with EU regulations, accessible to non-US users, and provide a legal claim to the value of the stock.  xStocks enable easy access to 120+ US Stocks and ETFs to regular users through top centralized and decentralized exchanges, and can be integrated with other DeFi protocols like any other token.

Strategy PP Variable xStock

The community is actively discussing STRCX as a key financial instrument used to accelerate Bitcoin accumulation, highlighting its role in Michael Saylors strategy to leverage capital for aggressive institutional asset acquisition. Investors are focused on the firm's evolving dividend structure and its impact on maintaining the preferred stock near par value while fueling significant BTC treasury growth.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is drawing significant attention as institutional accumulation intensifies, highlighted by major treasury purchases from firms like BitMine and continued institutional interest via spot ETFs. Market participants are actively debating the potential impact of the proposed Clarity Act on regulatory sentiment while monitoring whether these sustained inflows and staking dynamics can drive a breakout above key psychological resistance levels.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently a hot topic as investors analyze its aggressive international expansion and value-focused menu initiatives meant to drive customer traffic. The community remains divided, with active debates centered on the brand's long-term growth potential and the leadership's effectiveness in balancing menu pricing with customer sentiment.

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<ul class="summary-bullets"><li>The NOAA ruling means that TMC USA’s consolidated exploration and commercial recovery application now moves to the certification stage.</li><li>Once certified, TMC stated that a draft Environmental Impact Statement for the project will be published for public comment.</li><li>When the public comment period expires, the company’s EIS will be finalized, and NOAA will determine whether it should issue the license and permit.</li></ul>Shares of TMC the metals company Inc. (TMC) gained in Friday’s opening trade after the firm’s U.S. subsidiary received a compliance ruling from the National Oceanic and Atmospheric Administration (NOAA).TMC stated that NOAA has determined that an application submitted by its U.S. subsidiary, The Metals Company USA, is in full compliance with the requirements of the Deep Seabed Hard Mineral Resources Act (DSHMRA).<a href="https://stocktwits.com/symbol/TMC">TMC shares</a> gained over 10% in pre-market trade before paring some of the gains to hover 3% higher in the opening session. TMC was the top trending ticker on Stocktwits at the time of writing.<h2 class="st-heading-2">What Does This Ruling Mean?</h2>The NOAA ruling means that TMC USA’s consolidated exploration and commercial recovery application now moves to the certification stage. Once certified, TMC stated that a draft Environmental Impact Statement (EIS) for the project will be published for public comment.When the public comment period ends, the company’s EIS will be finalized, and NOAA will determine whether to issue the license and permit.TMC expects the entire process to conclude before the end of the first quarter (Q1) of 2027.This comes after TMC USA submitted a consolidated application for an exploration license and a commercial recovery permit for polymetallic nodules in international waters of the Clarion Clipperton Zone (CCZ) in the Pacific Ocean.The application covers a 65,000-square-kilometer exploration and recovery area, up from the 25,000 sq km that TMC USA initially applied for.The company stated that its two technical and economic assessments indicate a combined project value of $23.6 billion.<h2 class="st-heading-2">What Does This Mean For US’s Critical Metals Push?</h2>TMC’s project could change how and where the U.S. gets the metals it needs for batteries, defense, and advanced manufacturing.According to a 2025 report by the United States Geological Survey, the U.S. relies heavily on imports from China and other foreign sources. China alone accounts for more than 50% of U.S. demand for 21 nonfuel mineral commodities, while Canada, Germany, and Brazil supply between 11 and 21 such commodities.TMC stated that it is developing the world’s largest estimated source of critical metals that the U.S. needs for its energy, defense, manufacturing, and infrastructure.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/TMC">TMC the metals company</a> trended in the ‘bullish’ territory at the time of writing.One bullish user on the platform stated that TMC is very undervalued.<stembedurl>https://stocktwits.com/Stocktrade0305/message/651992982</stembedurl>Another user thinks that a license is just around the corner.<stembedurl>https://stocktwits.com/LetsGoM/message/651998050</stembedurl><a href="https://stocktwits.com/symbol/TMC">TMC stock</a> is down 13% year-to-date, but up 73% over the past 12 months. The Vanguard Materials Index Fund ETF (VAW) is up 26% over the past 12 months, while the S&amp;P International Small Cap ETF (GWX) is up 36%.The Fidelity Nasdaq Composite Index ETF (ONEQ) is up 42% during this period, while the Fidelity MSCI Materials Index ETF (FMAT) is up 26%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pentagon-cto-anthropic-blacklisted-mythos-national-security-deals/cZQV3U7Ree9">Pentagon CTO Says Anthropic Remains Blacklisted, Calls Mythos A Separate ‘National Security Moment’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the TMC the metals company logo is seen displayed on a smartphone screen. 

TMC Stock Gains On NOAA Compliance Ruling In A Boost To US Critical Metals Push

TMC stated that NOAA has determined that an application submitted by its U.S. subsidiary is in full compliance with the requirements of the Deep Seabed Hard Mineral Resources Act.

Equity

<ul class="summary-bullets"><li>POET Technologies shares surged more than 20% on Wednesday, reaching their highest level since July 2015.</li><li>However, Wolfpack Research told Stocktwits that the market would “render its verdict” in a year and that “shareholders deserve better.”</li><li>The short seller said investors should direct concerns about the PFIC issue toward POET’s management, not the firm.</li></ul>Shares of POET Technologies (POET) rallied to an 11-year high on Wednesday as it continued to rally following Wolfpack Research’s report last week, but the short seller believes the market will “render its verdict” a year from now.&nbsp;“A year from now, the market will render its verdict. Management is financially insulated regardless of the outcome,” Wolfpack told Stocktwits over email. “The same dismissiveness they direct at critics today will likely be directed at disappointed long investors tomorrow. We believe shareholders deserve better.”<a href="https://stocktwits.com/symbol/POET/">POET’s stock</a> gained over 20% in afternoon trade on Wednesday, paring gains after hitting a near 11-year high of nearly $12.95 and is on track to close the day with a weekly gain of over 60%. The last time POET’s shares were trading at this level was in July 2015. It was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment on the platform around POET trended in ‘extremely bullish’ territory over the past day, accompanied by chatter at ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_22_140144_png_ff81fcef5d.webp" alt="Screenshot 2026-04-22 140144.png" width="1274" height="152"><figcaption>POET retail sentiment and message volume on April 22 as of 2:30 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">POET Stock Rallies Amid Ongoing Short Seller Debate</h2>The rebuttal from Wolfpack comes after POET Technologies chief financial officer Thomas Mika told Stocktwits that&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-calls-short-sellers-maggots-dismisses-wolfpack-tax-day-fears/cZBIifdRICV">all short sellers were “maggots”</a> and that Wolfpack’s allegations were just a “nothing burger.”&nbsp;One of those allegations was that POET’s accumulation of cash through share dilution could make it a Passive Foreign Investment Company (PFIC), triggering complex IRS compliance requirements and punitive tax rates for U.S. shareholders.&nbsp;“Investors should direct their frustration at management, not at us,” Wolfpack said, noting that POET filed its annual 20-F on March 31, where it stated it did not believe it qualified as a PFIC.The short seller said it identified the issue only after reviewing that filing and moved quickly to validate its conclusions. “Had we waited until after April 15, investors could have faced the burden of filing amended returns,” Wolfpack said, calling its timing “responsible.”WolfPack also questioned POET’s subsequent actions, including efforts to address the PFIC issue and plans to redomicile. “These are not the actions of a company that believes the issue is inconsequential,” it said.The short seller reiterated that the company has a pattern of missed milestones over multiple years, and that investor enthusiasm may be running ahead of operational progress.POET's stock has gained nearly 90% this year and more than quadrupled in value over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-confirms-orders-from-marvell-waiting-on-foxconn-luxshare/cZBINvkRI65">EXCLUSIVE: POET CFO Confirms Orders From Marvell – Waiting To ‘Hear Back’ From Foxconn, Luxshare</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Poet Technologies logo displayed on a smartphone screen. The company's stock rose over 23% on Tuesday (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ By 2027

Wolfpack Research told Stockwits that releasing its findings before the April 15 tax deadline was intended to help shareholders avoid the need to file amended returns later.

EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ In A Year

Wolfpack Research told Stockwits that releasing its findings before the April 15 tax deadline was intended to help shareholders avoid the need to file amended returns later.


<ul class="summary-bullets"><li>POET stock jumped over 20% in pre-market trade on Wednesday, on track to cross a nearly five- year high.</li><li>The company’s CFO told Stocktwits the company’s $430 million cash position underpins its “Three C’s” strategy of capacity, capability, and credibility.</li><li>He said the company’s $430 million cash reserves serve as a signal of long-term stability to large customers such as Foxconn, Luxshare, and Marvell.</li></ul>POET Technologies (POET) chief financial officer Thomas Mika said the company’s $430 million war chest gives it the “Three C’s” it needs to convince hyperscalers to come on board.“It gives us capacity, capability, and credibility. It’s really important for our customers to know that we’re going to be there for the long term. With a lower amount of cash, they might conclude otherwise,”&nbsp; Mika told Stocktwits in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=fe77jfp3kr0">exclusive interview</a> with Michele Steele.&nbsp;<a href="https://stocktwits.com/symbol/POET">POET’s stock</a> rallied more than 20% in pre-market trade on Wednesday, nearing an almost five-year high. The stock was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the shares on the platform rose to ‘extremely bullish’ from ‘bullish’ territory over the past day. Chatter remained at ‘extremely high’ levels, with Stocktwits data showing a nearly 2,500% jump in message volume over the past month.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_22_085156_png_9dec948bb4.webp" alt="Screenshot 2026-04-22 085156.png" width="1250" height="148"><figcaption>POET retail sentiment and message volume on April 22 as of 8:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">POET’s ‘Three C’s’ Are Key To Winning Hyperscaler Deals</h2>Mika said that POET currently has the capacity to assemble approximately 1 million optical devices per month, with a target to scale that up to 5 million, then 10 million. According to him, the gap is not just a production number, but the qualification threshold at which hyperscaler procurement teams will begin serious evaluation conversations.“What we have to demonstrate in order to sell our products to hyperscalers, even if we're selling as a component supplier to another company, is that we can actually manufacture,” Mika said. “It's not until that time that you can demonstrate that a hyperscale customer is really going to interact with you because they need to be confident that once they commit to your product, you're going to be able to supply them.”The POET CFO said capacity centers around its employees. He explained that POET has been adding to its employee base “very rapidly in the past quarter.” It has brought in-house the engineering and manufacturing talent that previously required external partnerships. The goal is vertical integration of human capital as much as physical components.The third C, credibility, is how POET’s cash pile serves as a sales asset. The $430 million signals to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-confirms-orders-from-marvell-waiting-on-foxconn-luxshare/cZBINvkRI65">Foxconn, Luxshare, and Marvell (MRVL)</a> that POET will still be operating when it’s time to ramp volume. “With a lower amount of cash, they might conclude otherwise,” Mika said.<h2 class="st-heading-2">POET Isn’t Planning Any Acquisitions</h2>Mika stated that POET does not see acquisitions as necessary to build a competitive moat. “We already have a moat. It’s our technology,” he said. Instead, the company is focused on selectively acquiring capabilities or components to improve margins and reduce dependence on external suppliers.<blockquote>“Our whole thesis is to semiconductorize the assembly of these devices. We build them 500 at a time, not one at a time. We use semiconductor capital equipment for everything from wafers through to assembly through to test. So we have an inherent advantage in both labor and capital that should make our gross margins look more like semiconductor gross margins.”&nbsp;&nbsp;— Thomas Mika, Chief Financial Officer, POET Technologies</blockquote>POET’s stock was hit by a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-calls-short-sellers-maggots-dismisses-wolfpack-tax-day-fears/cZBIifdRICV">short seller report</a> last week, but the shares are on track for a three-day rally culminating in a 60% surge this week. The rally has put POET’s stock back in positive territory year-to-date. The shares have gained more than 170% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-confirms-orders-from-marvell-waiting-on-foxconn-luxshare/cZBINvkRI65">EXCLUSIVE: POET CFO Confirms Orders From Marvell – Waiting To ‘Hear Back’ From Foxconn, Luxshare</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the POET Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

EXCLUSIVE: POET CFO Says $430M War Chest Fuels 'Three C's' Strategy To Win Hyperscaler Deals

In an exclusive interview with Stocktwits, POET Technologies CFO said the company is scaling production from 1 million to as many as 10 million optical devices per month to meet hyperscaler requirements.

EXCLUSIVE: POET CFO Lays Out $430M Strategy To Break Into Hyperscaler Supply Chain

<ul class="summary-bullets"><li>CFO Thomas Mika said the company is still awaiting updates from key manufacturing partners Foxconn and Luxshare, with feedback expected from at least one soon.</li><li>In its annual report, POET stated it is working with both companies on high-speed optical engines for 800G and higher transceiver modules targeting hyperscale data centers.</li><li>Shares of POET surged more than 20% on Tuesday morning, extending gains from the prior session and putting the stock on track for its largest single-day gain since December.</li></ul>POET Technologies (POET) chief financial officer Thomas Mika told Stocktwits the company has secured orders from Marvell Technology (MRVL), but is waiting to “hear back” from manufacturing giants Foxconn and Luxshare.“When you’re dealing with large companies who have committed to designing modules using your components, sometimes you hear from them, and sometimes you don’t,” Mika said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=fe77jfp3kr0">exclusive interview</a> with Stocktwits’ Michele Steele. “We expect to hear back from at least one of those.”He also confirmed that POET has received a purchase order linked to Marvell and intends to ship product against it, with some deliveries expected as soon as next quarter. “We've got a purchase order from them that we're gonna ship against and we intend to continue that relationship and build it over time,” Mika said.<a href="https://stocktwits.com/symbol/POET/">POET’s stock</a> jumped more than 20% in morning trade on Tuesday, extending its rally from the previous session when the shares jumped more than 18%. If the gains sustain till market close, this will mark the largest single-day gain for the stock since December.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_21_100952_png_868d0aa3cf.webp" alt="Screenshot 2026-04-21 100952.png" width="1250" height="148"><figcaption>POET retail sentiment and message volume on April 21 as of 10:30 a.m. ET | Source: Stocktwits</figcaption></figure>POET was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company rose to ‘extremely bullish’ from the ‘bullish’ zone, and chatter rose to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<h2 class="st-heading-2">800G Buildout Drives Demand For POET’s Photonics Tech</h2>In its latest annual&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1437424/000117184325000739/exh_991.htm">report</a>, the company described Foxconn Interconnect Technology and Luxshare as its largest customers and said it is supplying optical engines while working directly with them to develop high-speed transceiver solutions for hyperscale data centers.Both companies are building next-generation 800G and higher-speed modules, where POET’s technology is aimed at improving design efficiency and accelerating time to market.Meanwhile, POET’s order from Marvell runs through its connection to Celestial AI, which Marvell acquired for $3.25 billion in December. Celestial AI has been a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sherwood.news/markets/poet-technologies-soars-as-marvells-acquisition-of-celestial-ai-validates-role-ai-boom/">POET customer</a> since 2022, with POET supplying the Blazar light sources that power Celestial’s photonic fabric interconnect. By acquiring Celestial AI, Marvell effectively inherited POET as a component supplier.<a href="https://stocktwits.com/symbol/MRVL/">MRVL’s stock</a> gained nearly 3% in morning trade. On Stocktwits, retail sentiment around the company trended in ‘extremely bullish’ territory, accompanied by ‘extremely high’ levels of chatter over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-calls-short-sellers-maggots-dismisses-wolfpack-tax-day-fears/cZBIifdRICV">EXCLUSIVE: POET CFO Hits Back At Wolfpack Report, Calls Short Sellers ‘Maggots’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

EXCLUSIVE: POET CFO Confirms Orders From Marvell – Waiting To ‘Hear Back’ From Foxconn, Luxshare

In an exclusive interview with Stocktwits, POET CFO accused short seller Wolfpack Research of deliberately timing its report ahead of tax day to create unnecessary anxiety among investors.

POET CFO Says Company Is Waiting To ‘Hear Back’ From Foxconn, Luxshare

<ul class="summary-bullets"><li>POET stock jumped over 18% on Monday, posting its strongest intraday gain in nearly five months, recovering from last week’s Wolfpack Research short-seller report.</li><li>Wolfpack’s primary allegation was that POET’s status as a Passive Foreign Investment Company would create a “tax nightmare” for US shareholders.&nbsp;</li><li>POET Technologies CFO Thomas Mika told Stocktwits the company was in a net loss position, meaning there was nothing to declare, and making the warning “a big nothing burger.”</li></ul>POET Technologies (POET) chief financial officer Thomas Mika pushed back against short seller Wolfpack Research in an exclusive interview with Stocktwits, calling them “maggots” and accusing them of trying to unsettle shareholders ahead of tax day.“Well, I hate shorts. I don't discriminate. I think they're all maggots,” Mika told Stocktwits’ Michele Steele in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=fe77jfp3kr0">interview</a>. “And I think that alarming shareholders right prior to tax day was just typical of shorts, but not a very good thing to do, frankly.”Last week, the short-seller firm Wolfpack Research&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-tumbles-on-wolfpack-research-stock-promotion-allegations/cZJqQ2GRIvI">published a report</a> alleging that POET Technologies was “an obvious stock promotion.” It stated that the company had made seven business pivots while generating just $2.3 million in cumulative revenue since 2020, and warned U.S. shareholders of a looming IRS “collision course” if they held shares past the April 15 tax deadline.<blockquote>“They called us a promote company, which we’re not. We’re a real company with real products. I just don’t think they understand that in the technology space, it takes a lot for a company to get started and face the challenges that we have faced over the past 10 years.”&nbsp; — Thomas Mika, CFO, POET Technologies</blockquote><h2 class="st-heading-2">Wolfpack’s PFIC Tax Claim Was A ‘Nothing Burger’</h2>Wolfpack’s allegations over taxes struck the most alarmist chord. It warned that POET’s accumulation of cash through share dilution could make it a Passive Foreign Investment Company (PFIC), triggering complex IRS compliance requirements and punitive tax rates for U.S. shareholders. It was timed to come out right before Tax Day on April 15.&nbsp;“I think it scared a lot of people unnecessarily because the bottom line with that is that since we were in a net loss position, there was nothing to declare for our U.S. shareholders,” Mika explained. “So it was a big nothing burger. And I think the reaction of the market shows that.”<a href="https://stocktwits.com/symbol/POET/">POET’s stock</a> rose more than 5% in pre-market trade on Tuesday, after jumping over 18% on Monday, posting its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-poet-stock-rising-in-premarket/cZBIXhRRICK">strongest intraday gain</a> in nearly five months and recovery from the short seller dip. It was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment on Stocktwits around the company continued to trend in ‘bullish’ territory over the past day, while chatter rose to ‘extremely high’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_21_070151_png_d4c82071b4.webp" alt="Screenshot 2026-04-21 070151.png" width="1263" height="136"><figcaption>POET retail sentiment and message volume on April 21 as of 6:45 a.m. ET | Source: Stocktwits</figcaption></figure>POET has since confirmed it will provide the data necessary for shareholders to file a QEF election for 2025, effectively neutralizing the PFIC risk going forward. The company is also redomiciling its headquarters to the U.S.<h2 class="st-heading-2">POET’s Pivot Criticism</h2>Wolfpack’s second main attack was the pivot count. The firm characterized POET’s journey from solar to photonics to AI optical components as evidence of serial strategy failure.&nbsp;Mika offered the company’s current product line as counter-evidence. He stated that POET now holds a $5 million production order for its 800G optical engines and has invoices from Celestial AI, which was acquired by Marvell Technology (MRVL) earlier this year.POET's stock has gained nearly 30% year-to-date and more than doubled in value over the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/swarmer-ceo-says-lockheed-martin-rtx-unlikely-to-win-drone-software-race/cZER8Z4RINT">EXCLUSIVE: Swarmer CEO Says Legacy Defense 'Unlikely' To Match Upstarts In Drone Software Race</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

EXCLUSIVE: POET CFO Calls Short Sellers ‘Maggots’ – Dismisses Wolfpack Tax-Day Fears As ‘Nothing Burger’

EXCLUSIVE: POET CFO Hits Back At Wolfpack Report, Calls Short Sellers ‘Maggots’

<ul class="summary-bullets"><li>Genius Group stated that it has entered into a securities purchase agreement with American Ventures LLC as the lead investor.</li><li>The agreement is for the purchase and sale of 21.6 million shares of ordinary shares in a registered direct offering at a public offering price of $0.37 per share.</li><li>The company expects the offering to close on or about Thursday, April 16.</li></ul>Shares of Genius Group (GNS) logged their worst intraday decline in nearly 27 months after the company announced the pricing of an $8 million registered direct offering.<a href="https://stocktwits.com/symbol/GNS">Genius Group shares</a> fell more than 32% in Wednesday’s opening session before paring some of the losses to hover 29% lower at the time of writing.<h2 class="st-heading-2">Genius Group Announces Pricing</h2>Genius Group stated that it has entered into a securities purchase agreement with American Ventures LLC as the lead investor. The agreement is for the purchase and sale of 21.6 million shares of ordinary shares in a registered direct offering at a public offering price of $0.37 per share.This is at a discount of over 18% compared to Tuesday’s closing price.The company expects the offering to close on or about Thursday, April 16.Genius Group stated that it plans to allocate $5.5 million from the offering’s net proceeds to acquire a senior secured convertible promissory note.The note is immediately convertible into a 9.9% equity stake in Jewel Financial Limited, the sole shareholder of Jewel Bancorp.The company added that this investment supports its previously announced GENIUS Act strategy to become a permitted payment stablecoin issuer and digital asset service provider.In addition to the cash component, Genius Group said that it will issue 15 million ordinary shares to the sellers as part of the acquisition consideration, at a deemed price of $0.4 per share.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/GNS">Genius Group</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One bullish user downplayed the GNS stock drop today, saying investors need to relax.<stembedurl>https://stocktwits.com/Blueviking/message/650343860</stembedurl><a href="https://stocktwits.com/symbol/GNS">GNS stock</a> is down 44% year-to-date, but up 29% over the past 12 months. The iShares MSCI EAFE Small-Cap ETF (SCZ) is up 32% over the past 12 months, while the S&amp;P International Small Cap ETF (GWX) is up 41%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-up-52-past-month-new-52-week-high-analyst-27-upside/cZJtXSyRIwI">This Semiconductor Stock Is Up Over 50% In A Month, But Oppenheimer Sees Further 27% Upside — Here's Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trading digital board showing the data on global stock market crash. | Image source: Getty Images

GNS Stock Logs Biggest Intraday Decline In 27 Months On Pricing $8M Offering

Genius Group announced pricing of its stock offering at a discount of 18% compared to the previous closing price.

<ul class="summary-bullets"><li>The short seller’s report alleged that POET could qualify as a Passive Foreign Investment Company due to its cash accumulation through dilution and limited operating revenue.&nbsp;</li><li>It also alleged that POET may be downplaying PFIC risks, warning investors that if they failed to file the right forms by April 15, they could face serious tax consequences from the IRS.&nbsp;</li><li>Wolfpack Research also criticized the company for its allegedly seventh business pivot this decade.</li></ul>Shares of POET Technologies Inc. (POET) tumbled nearly 10% on Tuesday on a report from Wolfpack Research in which the firm disclosed a short position in the company.The short seller raised potential concerns over tax implications for shareholders, while also questioning the numerous business pivots that POET has made during its lifetime.“POET has all the hallmarks of a classic stock promote,” the report said.<h2 class="st-heading-2">What Is Wolfpack Research Alleging?</h2>The short seller’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wolfpackresearch.com/items/we-believe-poet-is-a-obvious-stock-promote%2C-has-created-an-irs-nightmare%3A-us-holders-have-until-april-15th-to-act">report</a> alleges that POET could qualify as a Passive Foreign Investment Company (PFIC), due to its cash accumulation through dilution and limited operating revenue. This would expose U.S. investors to complex IRS compliance requirements and punitive tax rates, including high marginal rates and compounding interest.The report also alleged that POET may be downplaying PFIC risks, warning investors that if they relied on the company’s opinion and failed to file the right forms by April 15, they could face serious tax consequences from the IRS.Wolfpack also argued that POET has generated operating revenue since 2020 that is “less than a grimy Pizza Hut,” but has raised substantial capital through share dilution, noting a 303% increase in shares outstanding in over three years.The report also criticized POET for its frequent pivots amid limited commercial success. Additionally, it claimed the company hired external firms to coordinate investor outreach to promote the stock as a “hidden gem,” and also undertake discounted share placements.<h2 class="st-heading-2">What Is POET?</h2>POET Technologies is a Toronto-based company that creates high-speed optical engines, light source products, and custom optical modules for artificial intelligence companies and hyperscale data centers.The company started out in the solar space, before pivoting to photonics, and eventually a key AI optical player at present, according to an earlier <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.twst.com/interview/interview-with-the-chairman-and-ceo-poet-technologies-inc-nasdaqpoet">interview</a> with CEO Suresh Venkatesan.Wolfpack Research, in its latest report, alleged that POET is currently on its seventh business pivot this decade.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/POET">POET stock</a> improved from ‘bullish’ to ‘extremely bullish’ over the past 24 hours, while message volumes increased from ‘normal’ to ‘high’ levels.One bullish user dismissed the report, noting that the short seller did not speak about the company’s partners and potential upcoming orders in the report.<stembedurl>https://stocktwits.com/TISEFFENGUYCAPITALGAINER/message/650253158</stembedurl>Another user expressed optimism that the management of the company would provide a satisfying response to the report by releasing positive company news soon.<stembedurl>https://stocktwits.com/Pankaj11/message/650251388</stembedurl>POET stock has gained more than 73% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/inside-rocket-labs-gauss-thruster-retail-sees-spacex-lite-in-the-making/cZJqanwRIvc">Inside Rocket Lab’s Gauss Thruster: Why Retail Sees 'SpaceX Lite’ In The Making</a>

POET Stock Tumbles Nearly 10% On Wolfpack Research's Stock Promotion Allegations: Retail Dismisses Report

Wolfpack Research on Tuesday said it was short on POET Technologies, citing its multiple business pivots, low operating revenue, and tax concerns. 

<ul class="summary-bullets"><li>Nvidia also said it would invest $2 billion in Coherent to support R&amp;D, future capacity building, and operations.</li><li>Optical interconnects and advanced package integration are foundational to the next phase of AI infrastructure, Nvidia said in a statement.&nbsp;</li><li>Poet Technologies designs and develops high-speed optical engines, light source products, and custom optical modules for AI systems and hyperscale data centers.</li></ul>Shares of Poet Technologies Inc. rallied over 12% on Monday following news from Nvidia Corp. that it was partnering with Coherent Corp. to develop optics technologies to scale data center infrastructure.Poet Technologies (POET) designs and develops high-speed optical engines, light source products, and custom optical modules for artificial intelligence (AI) systems and hyperscale data centers.<h2 class="st-heading-2">What Is The Nvidia Deal?</h2>Nvidia (NVDA) on Monday <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecture">announced</a> that it is entering into a multiyear strategic partnership with Coherent (COHR) to advance the frontier of optics technologies, including manufacturing capacity and research and development (R&amp;D), to enable AI infrastructure development.The non-exclusive agreement would include a multibillion-dollar purchase commitment from Nvidia, as well as future access and capacity rights for advanced laser and optical networking products. Nvidia also said it would invest $2 billion in Coherent to support R&amp;D, future capacity building, and operations.Optical interconnects and advanced package integration are foundational to the next phase of AI infrastructure, as they unlock ultrahigh-bandwidth, and energy-efficient connectivity across AI factories, Nvidia said in a statement.Meanwhile, CEO of Nvidia, Jensen Huang, said that computing had been fundamentally reshaped by AI, with software now powered by real-time token generation from AI factories for every interaction and context. He added that Nvidia, through Coherent, is advancing next-generation silicon photonics to support AI infrastructure at unprecedented scale, speed, and energy efficiency.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/POET">POET shares</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes climbed from ‘normal’ to ‘high’ levels.One bullish user said that Nvidia’s deal to secure optical interconnect components would pressure other AI companies to bet on Poet’s technologies. The user also suggested that Nvidia may want a deal with Poet in the future, adding that at least one or two big hyperscalers would jump on board with Poet.<stembedurl>https://stocktwits.com/MikeEli/message/646301464</stembedurl>&nbsp;Another user stated that the market rush into photonics has begun, and Poet Technologies would be a beneficiary.<stembedurl>https://stocktwits.com/mcnitwit/message/646297593</stembedurl>&nbsp;Shares of POET have gained more than 95% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/apple-iphone-17e-to-boost-sales-from-price-focused-buyers-says-gene-munster/cZd3i5GRI2W">Apple’s New iPhone 17e To Boost Sales From Price-Focused Buyers, Says Gene Munster</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

POET Shares Surged Over 12% Today — What’s The Nvidia Connection?

Nvidia announced on Monday that it was partnering with Coherent to develop optics technologies to scale data center infrastructure.

<ul class="summary-bullets"><li>The company plans to use the proceeds for corporate development, including targeted acquisitions, scaling up research and development, and accelerating its high-speed optical module and light source businesses.</li><li>The proceeds will also be used for expanding operations and general working capital.&nbsp;</li><li>The offering is expected to close around Jan. 23, 2026.</li></ul>Shares of Poet Technologies Inc. (POET) sank over 13% on Thursday after the company announced a $150 million registered direct offering.The semiconductor company, which designs and manufactures high-speed optical engines and related photonic components, and is still in an early commercial phase, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/01/22/3223728/0/en/POET-Technologies-Announces-Pricing-of-US-150-Million-Registered-Direct-Offering-of-Common-Shares.html">announced</a> that it would sell over 20 million common shares to institutional investors.<h2 class="st-heading-2">Offering Details</h2>Poet Technologies will use the proceeds from the sale for corporate development, including targeted acquisitions, scaling up of research and development, and to accelerate its high-speed optical module and light source businesses, the company said.The proceeds will also be used for expanding operations and general working capital.The company is selling these securities only in the U.S. using a pre-approved registration with the U.S. Securities and Exchange Commission (SEC). The offering is expected to close around Jan. 23, 2026.“We are seeing huge opportunities for both internal and inorganic growth. This offering is expected to expand our institutional investor base by attracting several new fundamental investors,” said Dr. Suresh Venkatesan, Executive Chairman and CEO of the company.The company plans to use the “substantial base of cash” to speed up targeted acquisitions, add to its capabilities and talent base, vertically integrate products with differentiated components, and expand operations to pursue revenue opportunities across the board, Venkatesan added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for <a href="https://stocktwits.com/symbol/POET">POET shares</a> trended in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_at_9_17_33_PM_png_3add7db4aa.webp" alt="On Stocktwits, retail sentiment for POET shares trended in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1290" height="160"></figure>One bullish user touted the offering as ‘good news’ in the long run.<stembedurl>https://stocktwits.com/YTIJH/message/642541296</stembedurl>&nbsp;Another bullish user noted that the offering gives the company a cash balance of over $300 million, making it a “fully-funded AI infrastructure powerhouse.”<stembedurl>https://stocktwits.com/StevieB75/message/642534532</stembedurl>&nbsp;However, one user warned about a potential drop due to share dilution, adding that the company’s shares dipped 50% the last time.<stembedurl>https://stocktwits.com/Tabeuehb/message/642532377</stembedurl>&nbsp;Shares of POET gained over 33% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Why Is POET Stock Down Over 13% Today?

Poet Technologies announced a $150 million registered direct offering on Thursday, selling over 20 million common shares to institutional investors.

<ul class="summary-bullets"><li>Poet Technologies’ shares trended on Stocktwits after chip giant Nvidia mentioned the technologies Poet is working on.</li><li>Retail investors believe Poet’s fiber technology has immense potential in the burgeoning AI data center space.</li><li>Poet stock is on track to end in the green for the seventh week in a row.</li></ul>Poet Technologies’ stock trended on Stocktwits early Friday, amid a recent sharp rally and optimism following chip giant Nvidia's mention of technologies Poet is working on.Poet’s stock declined marginally in the&nbsp;premarket session, although it is sitting on 1.7% gains so far this week. If it finishes in the green, it would be the stock’s seventh straight week of gains.On Stocktwits, the retail sentiment for POET was ‘neutral,’ even as the stock stream featured a string of bullish commentary.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_3_10_05_PM_png_5975b58802.webp" alt="Screenshot 2026-01-09 at 3.10.05 PM.png" width="701" height="84"><figcaption>POET sentiment and message volume as of January 9 | Source: Stocktwits</figcaption></figure>“POET Technologies' optical interposers are gaining significant traction and moving toward wider industry adoption, particularly within the AI and data center sectors,” a user&nbsp;<a href="https://stocktwits.com/graph/message/641301141">said</a>.&nbsp;&nbsp;“The technology is being incorporated into products by several major industry partners, with initial production orders secured and volume shipments expected to ramp up through 2026.&nbsp;The ticker trended, with discussions around Nvidia’s recent CES presentation highlighting optical networking in its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-launches-highly-anticipated-blackwell-successor/cmxwXSZR4RZ">new Vera Rubin platform</a>, its unique optical interposer technology, and its strategic partnerships.Poet, which designs and manufactures high-speed optical engines and related photonic components, is still in an early commercial phase.There are the “last moments to get in I believe. News can drop anytime now,” a user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Phatwax/message/641247595">posted</a>, speculating a major deal or order win forthcoming.POET stock is up about 15% so far this month. It had gained 6.4% over 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-alibaba-stock-falling-in-premarket-today/cmU2JKXR4dT">Why Is Alibaba Stock Falling In Premarket Today?</a>

Poet Draws Retail Buzz After Nvidia Mentions Optics Tech In New AI Data Center Platform

Poet, which designs and manufactures high-speed optical engines and related photonic components, is still in an early commercial phase.

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