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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is experiencing a sharp sell-off following news that its largest customer, Marvell, terminated purchase orders due to an alleged breach of confidentiality by POET's CFO. The community is deeply divided, with many investors debating whether this is a structural breakdown in the company's credibility and management execution or a temporary setback that presents a buying opportunity for the underlying technology.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is rallying to new all-time highs as the market heavily bets on the company's central role in the ongoing AI infrastructure supercycle. Investors and traders are aggressively chasing momentum, with active community discussions highlighting the stock's massive market cap growth, the potential for sustained demand, and a general consensus that it remains the benchmark for the broader semiconductor sector.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. It operates through the following segments: Seed and Integrated Products, Crop Protection, Crop Nutrition, and Emerging Solutions. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

Moolec Science is experiencing extreme volatility driven by its nano-float status, which has triggered aggressive retail buying and short-squeeze chatter. The community is focused on the potential for parabolic moves as they monitor tight share availability and surging borrow fees in hopes of replicating past low-float run-ups.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending as investors react to a series of strategic acquisitions, including the purchase of tokens.com/ and plans to acquire F9 Brands, as the company pivots toward a comprehensive home services and retail ecosystem. While some in the community express optimism about the potential for a turnaround and synergy, others remain deeply skeptical, citing concerns over historical cash burn, dilution, and the sustainability of the company's new business model.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending amid investor excitement over potential merger activity and a significant acquisition plan involving European Lithium, which investors believe could consolidate control of its Greenland-based Tanbreez project. The community is focused on the strategic importance of the company's rare earth assets for U.S. and European defense supply chains, fueling a debate between long-term bulls anticipating a supply-side squeeze and short-term traders reacting to volatility and corporate structure updates.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is experiencing significant volatility as investors weigh a strong earnings beat and raised annual guidance against broader concerns over AI sector valuation and increased capital expenditure plans. While the community is actively debating the stock's long-term growth potential and 

High-Trend International Group is a holding company. It engages in shipping decarbonization and carbon asset management platforms. The company was founded in 2021 and is headquartered in Singapore.

High-Trend International Group. - Ordinary Shares - Class A

HTCO is seeing intense volatility and social media buzz driven by speculative trading and high-frequency momentum shifts, with community discussions heavily split between optimistic traders targeting further squeeze potential and skeptics labeling the stock as a transient pump and dump. Investors are closely monitoring the low-float nature of the shares, which continues to fuel aggressive price swings and frequent halts.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors weigh recent history-making demonstration flights in New York City against ongoing volatility in the broader eVTOL sector. Community sentiment remains sharply divided between long-term believers citing the company's regulatory and manufacturing progress with Toyota, and skeptics focused on execution challenges, potential dilution, and a tense macroeconomic environment.

LendingClub Corp. engages in the operations of digital marketplace banks. It operates through the LendingClub Bank and LendingClub Corporation (Parent Only) segments. The LendingClub Bank segment is involved in the provision of full complement of financial products and solutions, loans, leases, and deposits. The LendingClub Corporation (Parent Only) segment includes the holding company legal entity. The company was founded by Renaud Laplanche and Soulaiman Htite on October 2, 2006 and is headquartered in San Francisco, CA.

LendingClub Corp

LendingClub is trending following strong quarterly earnings that featured a significant triple-digit year-over-year increase in EPS and revenue growth driven by robust loan origination volume. The community is actively discussing the company's upcoming rebrand to 'Happen Bank,' while comparing its conservative growth model and valuation metrics to more aggressive fintech competitors like SoFi.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors aggressively position themselves ahead of upcoming earnings, with high-conviction options activity and excitement surrounding its strategic integration of AI across cloud and search. The stock is also drawing interest due to its massive, often-overlooked equity stakes in high-profile ventures like SpaceX and Anthropic, reinforcing its status as a foundational player in the AI infrastructure and compute ecosystem.

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<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

Equity

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.

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