POET Technologies: Why I'm Still Bullish Despite The Marvell Drama And Legal Risks
2026-05-01 09:44:33 ET
Investment Thesis
On April 27, it was announced that Marvell Technology ( MRVL ) was severing ties with POET Technologies ( POET ), which prompted me to update my valuation of the company a couple of hours later. No doubt, emotions were running high regarding my grievances against POET's management, since the phrase "breach of confidential information" immediately made me think it referred to the CFO's recent interview with a YouTube channel. I should note, though, this is just speculation, since there's no hard evidence that this is the actual reason. Inside the press release itself, they don't mention a specific reason or incident that led to the breach of confidential information. We might not find out until the quarterly report, and it might even remain a mystery for a long time....
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POET Technologies: Why I'm Still Bullish Despite The Marvell Drama And Legal Risks
NASDAQ: POET
POET Trading
37.67% G/L:
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81,438,810 Volume:
$17.41 Open:
