The REAL Story Why This AI Stock CRASH 50%! (POET vs Marvell)
POET Technologies crashed nearly 50% after a confidential customer disclosure allegedly triggered the loss of a critical relationship. In this video, we'll break down the Marvell/Celestial AI connection, the NDA problem, and the deeper lesson for retail investors: when one hidden customer becomes the entire thesis, the stock is built on trust, not 'JUST' fundamentals.
00:00:00 The Shock Thesis
00:01:16 Intro
00:02:14 Background: Technology and Context
00:03:38 The Players: CelestialAI, Marvell, POET
00:05:00 The Halo and the Risk
00:05:42 The Breach
00:07:43 Historical Parallel
00:10:01 What Remains at POET
00:11:30 Execution Risk and Position Sizing
I’m DataCat, a former Fortune fifty analyst who escaped the corporate maze for charts, data, and the occasional sarcastic cat joke.
Apologies for both the tool and my editing skills are a bit janky, but I need the extra time to focus on researching and deliver ACTUAL useful insight for you.
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