---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40233819.md"
description: "POET TECT ( $POET Tech(POET.US)) is a classic case of a single executive ruining the company.The story is that last week, $POET Tech(POET.US)'s CFO publicly mentioned in an interview: &#34;We are a supplier to Marvell,&#34; and even detailed the optical source orders and their uses.The market interpreted this as positive at the time, and $POET Tech(POET.US)'s stock price surged.However, #Marvell, which had just acquired Celestial AI, turned around and notified POET TECT to cancel all purchase orders, citing &#34;leakage of confidential information.&#34;$POET Tech(POET.US) confirmed the news in an announcement today, and its stock price naturally crashed 40%.Confidentiality is a hard rule in the high-tech industry. Major clients fear their supply chains being known by competitors, which affects pricing power. They generally require strategic secrecy, thus forcing suppliers to &#34;keep quiet.&#34;POET's CFO's public interview essentially revealed the &#34;cannot disclose&#34; content from the contract. No wonder Marvell took the opportunity to cancel all orders."
datetime: "2026-04-27T16:08:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40233819.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40233819.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40233819.md)
author: "[美股金虫哥](https://longbridge.com/en/profiles/14300122.md)"
---

# POET TECT ( $POET Tech(POET.US)) is a classic case…


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