Swamped with work right now so can’t do much research on the stonk, but eager to make money. Are we gonna get destroyed after earnings or will the stock pump?

I have made 8k usd or so but of course eager to make more

Guys guys guys. I'm TELLING YOU... there is something going on here. We were dead in the water, and then... BOOM. We have been SURGING. Now, no news has come out to support this price action. So what does that mean?

SOMEBODY KNOWS SOMETHING. Don't be naive. Follow the money.

Earnings this week. I'm going all in with MAX LEVERAGE.

I'm ready to kiss my sorry ass job behind and sip mimosas on the beach. Let's go!

Price action at 14$ back from the 50% dip on practically no news ?

I see 2 possibilities :

- the jump is legitimate by the photonics sector soaring
+ speculation on earnings
+ rumours on poet getting bought

Or
- the stock was brought to light by the bad news with CFO and retail swarmed this penny stock who could become a big photonic stock
like the others one at 100$+
seeing it as a « golden goose » to become a millionaire

What do you guys think ?

Anyone come across this rumour??

I have been long from 6-7 dollars early this year and sold before marvel cancelled order. Now with all this run up on meaningless news I’m tempted to go short. Help me understand why this move up isn’t retail pump that’s about to get dumped

As I received feedback, I promised I'd make this post regarding the Marvell incident.

First, I must say, this is my POV. I'm not a professional analyst, so make your own conclusions.

I will separate this into four blocks and a brief conclusion.

BLOCK 1. THE ORIGINS AND THE RESHAPE

Celestial AI was a company founded in 2020 that developed a systems architecture for light that is called Photonic Fabric. This took them years.

To prove this lights architecture concept, Celestial AI needed partners to validate their idea (because this was like a hypothetical highway of light).

There were more, but basically the chain was:

1. Lasers (Lumentum/Sivers): Generate photons.
2. Optical Engine (POET): Organizes and couples light to the system.
3. Photonic IC (Imec/Celestial): Modulates light to transmit data.
4. HBM Memory (Samsung): Stores the data flowing through the tissue.
5. Control ASIC (Broadcom & TSMC): Manages all rack operations.

POET Technologies was key to validating the Photonic part. POET’s Optical Interposer solved the packaging nightmare by allowing lasers to be flip-chipped and aligned with high precision at a low cost. Without POET, Celestial AI would have struggled to build a prototype that was small enough and reliable enough to show to hyperscalers.

A major reason Celestial AI could claim their tech could work inside hot AI racks was POET’s Starlight engine. It allowed the lasers to be placed slightly away from the high-heat ASIC/GPU while still coupling the light efficiently. This separation was the proof that Photonic Fabric wouldn't melt in a real data center, this means, the technology would be manufacturable and thermally stable for AI data centers.

POET provided a plug-and-play light source. This allowed Celestial AI to focus entirely on their 16 Tbps modulation and routing architecture rather than spending years trying to become laser packaging experts themselves.

This is what the chain looks like after Marvell dumped POET and their adquisitions:

1. Lasers (Lumentum/Sivers).
2. Optical Engine (Marvell In-House): The 1.6T Light Engine that organizes and couples light into the system (replacing POET).
3. Modulators (Polariton/Marvell): Ultra-fast plasmonic modulators that convert electrical signals to light at 3.2T speeds with minimal power.
4. Photonic IC (Celestial AI/Marvell): The core Fabric architecture that manages optical data routing between chips and boards.
5. HBM Memory (Samsung/ SK Hynix/ Micron).
6. Control ASIC (Marvell Orion): The central brain (logic and switching) that orchestrates all rack operations and data traffic.

BLOCK 2. THE ISSUE

What's the deal here?

Marvell absorbed an IP (Celestial AI Photonic Fabric) that was proven to work with POET tech.

POET spent years working with Celestial AI to figure out exactly how the light needs to enter the Fabric (angles, power levels, thermal tolerances).

When Marvell bought Celestial AI, they bought all that joint research and contracts established between POET and Celestial AI. Marvell used POET as a free R&D lab to validate that the Fabric was commercially viable. Once Marvell saw the map, they realized they could try to build their own version by doing it themselves.

The NDA violation in April provided the perfect legal excuse to cancel the POET contracts without paying massive termination fees.

By dumping POET, Marvell was ripping a functional working system and replacing it with a different architecture yet to be proved.

Why? Because you can't just swap an interposer like a Lego brick. The original Photonic Fabric used POET's passive alignment and specific light-coupling angles. 

Marvell is basically building a Photonic Fabric 2.0. Integrating their ecosystem. But Marvell is using a monolithic approach. This doesn't work with Photonic Fabric 1.0 (the original one).

By using Polariton’s plasmonic modulators, Marvell prints the light-handling parts directly onto the silicon at a much smaller scale. It doubles the speed (3.2T) while cutting the physical footprint.

Some analysts say the shift likely pushes full-scale production back by 12 to 18 months. This is why Marvell's 2026 updates focus on sampling and lab demos rather than the commercial shipping Celestial AI had originally promised for early 2026.

People don't realize Marvell is doing a big gamble. Marvell is betting that their plasmonic approach at the end of 2027-start of 2028 will be much better than the glass hybrid tech. They are sacrificing 2026-2027 revenue to try to own a big part of the future photonics pie.

(I assume that if you are a Marvel investor, you know what this means.)

Marvell didn't want to be dependent on a small company like POET, or the most critical component of their AI strategy (vertical integration) would collapse.

If you paid attention to the previous paragraphs, yes, you're right, plasmonics is an experimental tech. that has to work under a lot of heat and pressure (the solutions proposed are yet to be proved in the manufacturing stage).

Hyperscalers want reliable chips with thousands of hours of productive life cycle, Marvell won't be able to assure it in the short term regarding their photonics department.

POET Tech is proven. In 2026 other giants are doing another glass hybrid or mixed approach too.

Polariton’s Plasmonics is faster (3.2T), but it is much harder to manufacture at scale. It requires exotic materials (like specialized organic polymers) that aren't standard in silicon foundries.

BLOCK 3. THE RIGHT APPROACH?

Glass is a natural conductor of light. Silicon and plasmonics aren't.

Light travels through glass with almost zero resistance, it is a more efficient, natural medium for data. Plasmonics, which Marvell acquired through Polariton, forces light to interact with metal surfaces, which creates heat and signal loss.

By dumping the natural glass-based path of POET for the forced metallic path of Polariton, Marvell is making a massive high-risk bet, as I explained earlier.

The POET Way (Glass): Light stays in its natural state. It’s cool, stable, and proven. This is what allowed Celestial AI to validate the Fabric because it didn't overheat the chips.

The Marvell/Polariton Way (Plasmonics): It squeezes light into spaces smaller than its own wavelength using metal. This allows for 3.2T speeds in a tiny footprint, but it is fighting physics. The metal causes high insertion loss, meaning you need much more powerful lasers (Sivers/Lumentum) to punch the signal through.

POET's Interposer was built to be compatible with standard CMOS foundries.

Plasmonics requires integrating metals like gold or silver and specialized organic polymers directly onto high-end silicon. 

This is a nightmare for mass production and can contaminate standard semiconductor lines. Marvell is betting they can solve a manufacturing problem that the rest of the industry has avoided for years.

By abandoning the POET/Celestial glass-based architecture, Marvell:

-Has to re-engineer the optical tissue to handle the heat and loss of the plasmonic modulators.

-Increasing Power Demand. Because plasmonics is lossy, the total system power might actually go up initially, potentially negating one of the original selling points of the Photonic Fabric.

Marvell’s leadership believes that silicon photonics (glass) will eventually hit a size wall. They are willing to break a working system today to try to be a company with a dominating system tomorrow based on Plasmonic.

4. PROS AND CONS

Pros

-Marvell's logic is that plasmonics allows them to squeeze light into spaces 100x smaller than glass allows (but take the 100x as a maybe, due to lasers/thermal management risks). Marvell is betting that glass is too big. They believe the future of AI is scale-in (everything inside one tiny chip), they think glass is simply too fat.

-While light moves fast in glass, modulating it (turning it on and off to create 1s and 0s) requires energy. To reach 3.2T or 6.4T speeds using glass, traditional modulators have to become very long (several millimeters) or use a lot of power to force the light to change.

-Plasmonics uses electrons on a metal surface, it can switch at terahertz speeds in a space of just a few microns. Marvell is betting that the energy they save in switching will make up for the energy they lose in friction (heat).

Cons

-Plasmonics generates localized hot spots on the chip because metal absorbs light. Glass stays cool.

-Plasmonic heat is a serious risk for the longevity of the chips in advanced stages. Energy efficiency is a huge con yet to be solved. Glass and solutions like POET tech promise a huge consumption reduction for the current generations.

-Worse conductor than light. Light and silicon simply aren't made to cooperate. It's a forced union.

-Contamination issues and organic polymers are yet to be tested in real loop cycles.

-If the glass becomes the standard, the big minds will find a way to reach higher speeds in a natural medium, they always do. Hybrid Bonding and 3D glass could be a more reasonable approach.

The industry is splitting right now. Which standard will prevail? Or will they be able to coexist?

CONCLUSIONS

I can be wrong, but when I see this case, I can't stop thinking about this.

I remember a part of the book Chip War. It said something like this:

Most people don't know, but a long time ago, near the 50s, the first transistors used germanium (Ge) instead of silicon (Si).  Germanium was a faster medium to move electrons than Silicon. But, when the silicon approach took form, the germanium rapidly collapsed.

Why did silicon become the standard? Simple, the researchers discovered that silicon was a better medium (more stable and less susceptible to overheating) to move electrons than germanium. 

The industry tends to prioritize stability and control over raw and unstable speed. I think Marvell is making the same mistake regarding the light. Time will tell.

Hope you enjoyed it.

POET becomes a STRATEGIC INVESTOR in Lessengers.

This is excellent news.

Behind a Korean Paywall

https://www.thebell.co.kr/front/newsview.asp?code=00&key=202605110909598940107113

Main Content (Translated from Available Excerpts) Optical communication network company Lessengers (레신저스) has successfully completed a large-scale funding round. This comes as optical interconnect technology is emerging as a core infrastructure for artificial intelligence (AI) and high-performance computing (HPC) clusters, with the market recognizing Lessengers’ global competitiveness. In particular, POET Technologies Inc. (NASDAQ: POET), a global optical communication company listed on Nasdaq, participated in this round as a strategic investor (SI).

=====================================================

Translation & Summary of the Article

Title:
[VC Invested Company] Lessengers Closes ₩15 Billion Round… Nasdaq ‘POET’ Joins as Strategic Investor

Subtitle:
Next-generation 1.6T joint development ‘blood alliance’… Korea Development Bank, Smile Gate Investment, and SW Investment also participate.

Date: May 11, 2026
Reporter: Choi Yun-shin

Main Content (Translated from Available Excerpts)

Optical communication network company Lessengers (레신저스) has successfully completed a large-scale funding round. This comes as optical interconnect technology is emerging as a core infrastructure for artificial intelligence (AI) and high-performance computing (HPC) clusters, with the market recognizing Lessengers’ global competitiveness.

In particular, POET Technologies Inc. (NASDAQ: POET), a global optical communication company listed on Nasdaq, participated in this round as a strategic investor (SI).

The round size is ₩15 billion (approx. US$10.8 million). Other participants include major investors such as:

• Korea Development Bank (산업은행)
• Smile Gate Investment
• SW Investment

READ CAREFULLY

Apple (Tim Cook)

Blackrock (Larry Fink)

Blackstone (Stephen Schwarzman)

Boeing (Kelly Ortberg)

Cargill (Brian Sikes)

Citi (Jane Fraser)

Cisco (Chuck Robbins)

Coherent (Jim Anderson)

GE Aerospace (H Lawrence Culp)

Goldman Sachs (David Solomon)

Illumina (Jacob Thaysen)

Mastercard (Michael Miebach)

Meta (Dina Powell McCormick)

Micron (Sanjay Mehrotra)

Qualcomm (Cristiano Amon)

Tesla/SpaceX (Elon Musk)

Visa (Ryan McInerney)

All the CEOs attending China 🇨🇳 May14th -15th

The most important thing to watch this week.

Now Yes Jensen is not on this trip as originally planned however I’m going to highlight (Coherent) Jim ..

Nvidia invested $2 billion in Coherent and made a multibillion-dollar purchase commitment for advanced laser and optical networking products announced March 2, 2026.
The deal funds Coherent’s U.S.-based manufacturing expansion and deepens R&D collaboration on next-generation AI infrastructure. (Photonic Fabric)

Keeping a close eye on this. Most important meeting this year. & photonic fabric is sitting at a table with XI .

The fact POET is hiring people means we are in the early stage of a mass production They’re hiring ahead of scale. Kumar is there to build the operational infrastructure before volume orders hit supply chain relationships, manufacturing partnerships, quality systems.
This is a credibility hire. POET needs to look like a real company to attract institutional capital, strategic partners, and keep the retail momentum crowd engaged. A COO with a legitimate résumé costs money they don’t really have and does work that isn’t strictly necessary at 80 people. It’s optics-driven.

For a company with $341K in quarterly revenue and a $1.9B market cap, every hire is a signal worth scrutinizing.

The preparatory talks in Seoul are placing semiconductor export controls at the center of the negotiation track. Photonics isn’t on the restricted list the same way advanced logic chips are it’s the adjacent technology that enables AI networking at scale. If chip export restrictions loosen, demand for optical interconnects in Chinese hyperscale data centers explodes.

POET still has operations in Shenzhen. Their old joint venture Super Photonics Xiamen gave them deep China manufacturing relationships. A thaw in the tech trade environment particularly around AI networking hardware is a direct tailwind for POET’s customer pipeline. Chinese hyperscalers (Alibaba, Baidu, Tencent, ByteDance) are all building massive AI infrastructure and desperately need 800G/1.6T optical engines that POET produces.
The COO hire + Malaysia production ramp + Beijing summit this week is not a coincidence in timing. POET is positioning to capture both the Western hyperscaler demand AND a potential China market reopening simultaneously. That’s why the stock is at $14 with nobody able to explain why.​​​​​​​​​​​​​​​​

Thanks for reading I’m only here to help. There’s a lot of stuff going on if you know where to look. 👀

I believe in this tech and this company and think it will succeed.

I am angry that I lost my 5.86 average cost basis because I panic sold on the Marvell news. Made good profit but lost my shares.

It all happened so fast.

Have been patiently waiting for the right re-entry point. Set limit orders and waited. Price kept going up. Ended up getting back in at 9.42 in after hours just now.

I truly believe that this is the solution. But I’m so pissed off about it.

Im sure I’ll be pissed when I wake up tomorrow to see it at the levels I’d been waiting for before I just bought too. But it will be up by the end of the year.

Ok done venting. Go poet.