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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 the center of intense market debate after reporting a significant earnings beat and announcing a major dividend increase and stock buyback program. While bulls highlight the company's dominant AI infrastructure role and explosive financial growth, many traders are frustrated by the stock's muted post-earnings reaction and are actively discussing the possibility of institutional manipulation designed to expire options worthless.

Applied Digital Corporation

Applied Digital is trending as investors digest a major lease milestone that pushed contracted capacity past the 1GW threshold, fueling significant long-term growth optimism among the community. While the broader AI and data center sector is experiencing volatility ahead of key earnings, many investors are viewing the current price dip as an opportunity to add to positions based on the company's strong revenue backlog.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community debate as investors weigh the company's long-term potential in the burgeoning space infrastructure sector against the dilution risks posed by a newly filed up to $3 billion equity offering. While some traders are locking in profits amid volatility and concerns over valuation, bullish long-term investors are aggressively buying the dip, citing the company's growing backlog and the broader market excitement surrounding the anticipated SpaceX IPO.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is facing intense volatility following a significant workforce reduction and mixed market reactions to its latest earnings report, prompting community debate over the company's long-term competitive moat against AI. While some investors see a bargain opportunity at current support levels, others are actively questioning whether AI disruption poses an existential threat to its core tax and accounting software business.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing high volatility as investors balance a strong earnings beat against a softer fiscal outlook, with community sentiment deeply divided between those viewing the pullback as a buying opportunity and critics concerned about margin pressures and valuation. The active discussion is currently centered on the stock's significant decline from its highs, the potential impact of consumer spending shifts, and intense speculation regarding a possible short squeeze following recent negative price action.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as traders debate a potential rebound, fueled by the launch of an AI-powered shopping integration with Google Gemini and optimism surrounding the upcoming World Cup. While bulls view the stock's significant decline as a generational buying opportunity, skeptics remain focused on weak fundamental metrics and ongoing competitive pressures in the athletic apparel space.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target shares are gaining momentum following a strong quarterly performance that beat earnings expectations, signaling a potential turnaround for the retailer. Investors are closely monitoring the company's new leadership, store expansion initiatives, and ongoing efforts to capture growth through membership and grocery categories.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility following a massive pre-market surge, fueling intense debate across the community over whether the price action is a legitimate reaction to its automotive software sector position or a classic pump-and-dump scheme. Investors are closely tracking the stock's sharp technical swings and high volume as they speculate on whether it can reclaim previous highs or if the rapid sell-off signals a permanent cooling period.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is experiencing high community engagement and volatility as investors weigh the company's ambitious helium and nuclear fuel supply agreements against significant frustration over delayed production timelines and unanswered questions regarding Si-28 isotope shipments. While recent strategic updates and institutional position increases have sparked bullish sentiment, skepticism remains high due to persistent management silence on concrete milestones and ongoing legal scrutiny.

Paimon SpaceX SPV Token (SPCX) offers investors exclusive access to SpaceX's growth potential through a British Virgin Islands Special Purpose Vehicle structure. Each token represents fractional ownership in the underlying SPV that invests in venture capital funds with SpaceX exposure. SPCX provides a unique opportunity to participate in the space industry's leading innovator. The token structure enables global qualified investors to access this premium late-stage venture equity that would typically be unavailable to most. SPCX is deployed on BNB Chain with plans for multi-chain expansion.

Paimon SpaceX SPV Token

Market excitement is surging following reports that SpaceX has selected the Nasdaq under the ticker $SPCX for a potential historic IPO in mid-June. Investors are actively debating the massive valuation, the impact on index-tracking funds, and the potential for spillover momentum into other space and aerospace-related equities.

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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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