$POET Technologies Inc(POET)$ -To The Moon - Tiger Brokers Online Investing Community - To The Moon

$POET Technologies Inc(POET)$ Blazar G3 is said to address the global InP laser shortage, which is documented in POET's own 6-K filing from March. Marvell/Celestial has expressed interest in Blazar G3, as noted in a Zacks SCR from April 6. Celestial's anchor client is reportedly AWS Trainium 4, confirmed independently by Morgan Stanley and SemiAnalysis. POET is legally unable to disclose the Blazar/Marvell deal details, as an NDA breach was the exact reason Marvell cancelled the previous purchase orders, per the 6-K from April 27. That's why Zacks used the phrase "extreme interest" without specific amounts or dates — the maximum disclosure permissible under the law. The upcoming AGM on June 26 is the first opportunity for Venkatesan to mention "advanced discussions" without violating the NDA. Looking at the 2025 pattern, POET filed two substantive 6-Ks on June 24-25, right before the AGM. A similar pattern is anticipated for June 24-25, 2026. The current silence isn't a sign of weakness; it's due to a signed NDA.

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