To The Moon

$POET Technologies Inc(POET)$ stock crashed over 40% today — after already getting cut in half from last week’s peak. This is the kind of market whiplash that leaves retail stunned: 🚀 Why it pumped (hard) Around April 22, CFO Thomas Mika went public saying: They had secured a purchase order tied to Marvell Technology (via Celestial AI) Product: 800G optical engines for AI data centers Shipments expected in Q3 Deal size already above $5M Add in potential deals with Foxconn and Luxshare Precision Industry Plus the hottest theme in markets right now: AI + photonics 👉 Result: Stock doubled in a week, hit an 11-year high, volume went insane. 💥 Why it crashed (even harder) Today, the company dropped a bomb: All prior orders from Celestial AI are CANCELLED Why? The CFO allegedly disclosed order details publicly That may have violated NDA terms $Marvell Technology(MRVL)$ pulled the plug 👉 Market reaction: Opened above $15 Instantly collapsed to $8–9 range Down ~46% intraday Billions in market cap wiped out 📉 What now? Company says other orders are still in progress AI optical business is not dead But credibility? Severely damaged This wasn’t just volatility. This was: “Order confirmed → hype explodes → order cancelled → trust destroyed” ⚠️ The real takeaway In the AI gold rush, narrative moves faster than fundamentals. But one slip — especially around confidential deals — can erase billions overnight. This isn’t just a stock drop. It’s a case study in how hype, disclosure, and trust collide. @MillionaireTiger @TigerStars @TigerObserver @TigerPM @Daily_Discussion