$POET

🚨 $POET $MRVL: THE PODCAST WAS THE TRIGGER. REPLACEABILITY WAS THE REASON. A CFO goes on a podcast, talks too much, and then a big deal goes away. Billions of dollars in market value lost. Simple explanation, right? I don't think so Now, an NDA breach is a big deal and I'm not denying it. Think of this. $POET was selling a layer within the AI infra stack. And for a moment, the market believed that layer was critical. All of a sudden, investors started pricing $POET as if it were a key part of making next-generation AI systems. And now this is where the things change. If $POET had been important and deeply integrated into the interconnect or system architecture layer, or if it had been hard to replace in the data movement path, things would have gone very differently. There would h