Poet Technologies CFO Responds to Wolfpack Short Report + $430M War Chest Strategy | $POET

Poet Technologies ($POET) CFO Thomas Mika joins StocktwitsTV to address the Wolfpack Research short report head-on — and explain why the company believes it was a "nothing burger" timed to spook shareholders before tax day.

We cover: the Wolfpack short thesis and its biggest errors, Poet's $430M cash strategy (the "3 Cs"), the 800G and 1.6 terabit transceiver market, the Blazar light source product, NDAs with hyperscaler suppliers, a purchase order from Marvell/Celestial AI, and what a "meaningful order" looks like in 2025.

Poet Technologies develops semiconductor chips that combine electronics and optics on a single chip — positioning the company as a component supplier to module makers serving major cloud providers.

⚡ Key topics:
• Wolfpack short report rebuttal
• $430M cash war chest — acquisitions or organic growth?
• 800G / 1.6T optical transceivers
• Marvell acquisition of Celestial AI — what it means for POET
• Foxconn & Luxshare module partnerships
• Light source "Blazar" product and the GPU interconnect market
• Near-term revenue milestones and realistic timelines

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⚠️ Not financial advice. Do your own research.

0:00 Intro — Poet up 20%+ on 5x normal volume
0:23 The Wolfpack Research short report — biggest error explained
1:28 Message to shareholders who sold on the report
2:28 Stock price recovery — where POET stands vs. pre-report
3:21 What to watch in last earnings — hyperscaler attraction
4:15 800G & 1.6T transceivers + the blue ocean light source market
5:07 $430M cash: capacity, capability & credibility strategy
7:12 Why semiconductor-style assembly changes gross margins
8:13 Competitive landscape: Marvell, Celestial AI & NDAs
10:02 Poet's role — competing with or enabling Marvell?
11:00 The Blazar light source — OFC reception & laser company interest
12:15 Q&A: Milestone investors should watch for recognized revenue
13:05 Q&A: Foxconn, Luxshare & Marvell purchase order update
14:00 Q&A: What does a meaningful order look like for POET?

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