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Deep-dive AI research reports on individual stocks, powered by our proprietary signals. Every report carries a direction (Bullish or Bearish) and a conviction level(Strong or Speculative). We track stock performance since each report's publication date — because we believe great analysis should be held accountable.

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POET stock plunged 47% after Marvell canceled orders due to POET's confidentiality breach. Options and dark pool data showed institutional investors likely had advance knowledge and were shorting before the public announcement.

The Anatomy of a Collapse: Decoding POET's 47% Plunge

2026-04-28BearishStrongChange from report: -20.2%1M: +65.1%3M: -15.8%

POET stock plunged 47% after Marvell canceled orders due to POET's confidentiality breach. Options and dark pool data showed institutional investors likely had advance knowledge and were shorting before the public announcement.