POET TECHNOLOGIES INC.

Analysis for Ticker: POET

Poet Technologies Inc designs semiconductor chips without actually owning any factories, claiming to serve the high-tech markets of artificial intelligence. The company is in a state of mathematical collapse, with its stock price falling 17,68% to 6,60$ in a single day as of 29/04/2026. The market says this business is worth 1,01$ billion, but that is a fantasy because the company burns through tens of millions of dollars every year just to sell 1$ million worth of products. This is like a lemonade stand that spends 60$ on lemons and pays children 17$ in salary just to sell one cup for 1$. The reality is a machine that consumes investor cash to pay for its own existence while the actual business remains a tiny fraction of its massive costs. To understand how we reached this cliff, we have to look back at how the deficit grew to a staggering 297$ million by 12/2025. The mechanism began with a pattern of printing new pieces of the company to sell to the public whenever the vault ran dry. During 12/2025, the company made only 1,07$ million in revenue, but the managers paid themselves 17,08$ million. Even as the company lost 62,96$ million that period, they gave themselves 1,35$ million in performance bonuses. They paid 8,22$ million to an outside firm just to help them find more investors to dilute. When the stock price started falling, the managers simply changed the rules for themselves. During 12/2025, they lowered the price of 7,1 million stock options from 11,90 CAD to 1,75 CAD so they could still make money while the public lost theirs.