u/SoSKnZaZa

Another perspective

If Lumilens exits their entire position at the current price, they’ll walk away with 200m$in gross profit. Even after accounting for the 50m they spent on POET’s products, they’re still up 150m$. Doesn't it look like they got the products for free and were handed an extra 150m$. It's as if POET paid them to take the deal.

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u/SoSKnZaZa — 8 days ago

Maybe the reason behind Marvell's order cancellation wasn't the technology itself, but the durability . Since Celestial AI has been working with POET for quite some time without any apparent tech issues, the only remaining problem might be the product's lifespan.

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u/SoSKnZaZa — 24 days ago