u/AutoModerator ·
Reddit — r/stocks
· April 27, 2026 at 10:50
· ⬆ 13 pts
· 💬 22 comments
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AI Summary
Summary
A single significant data point: POET Technologies lost all purchase orders from Marvell/Celestial AI due to confidentiality violations.
Dominant sentiment is bearish on POET, with the commenter noting the "meme dream" is over.
No other trade ideas or earnings discussions present in the limited thread.
Score13
Comments22
▶ Full Post Text
[+10] u/ShootsnLadders: I want to be one of these analysts that only adjusts their target price after the stock already significantly moves. Seems easy.
[+7] u/themagicalpanda: Rip the $POET meme dream
> On April 27, 2026, POET Technologies announced that Marvell Semiconductor Inc. canceled all purchase orders previously received from Celestial AI. Marvell, which acquired Celestial AI, cited violations of confidentiality obligations regarding the disclosure of order and shipping details
Marvell (after acquiring Celestial AI) canceled all purchase orders previously received from Celestial AI by POET Technologies, citing confidentiality breaches. This cancellation eliminates a major revenue stream for POET, likely causing a sharp drop in the stock price as the market reprices the company’s prospects. The community views this as a death blow to the POET meme rally, creating a high-conviction short opportunity on the immediate negative catalyst. No counter-arguments in the thread; potential for short squeezes if the company issues a positive clarification, but none expected.
This Reddit post, published April 27, 2026,
features r/stocks community
discussing POET.
1 trade idea extracted by AI with direction and confidence scoring.