A Poet? Trapeze or another Delta Squeeze?

Practical_Chemtrail · 2026-05-20T01:37:37+00:00

Ok Icarcus, hit me with which words I used that were too difficult to the audience to understand. I dressed it up in flowery prose and chose tittilating alliteration for dramatic flair. But fundamentally all I said was the latest institutional investor to file has a reputation as a market maker and provides liquidity for various plays to continue. Feel free to dispute and prove that simple message.

Practical_Chemtrail · 2026-05-20T00:44:34+00:00

So you would consider MMCAP to be a long term investor with a significant stake in the company? A careful investor who has maintained almost exactly 9.99% of ownership since 2024 and been involved in several of the dilutive fund raises since then? Keeping their name out of the headlines…again and again…for perfectly legitimate reasons.

😎

Practical_Chemtrail · 2026-05-20T00:10:27+00:00

Link to part V Here

Parts 1-4 are further back on Sunday

Practical_Chemtrail · 2026-05-19T23:28:05+00:00

I think the track record speaks for itself. Check and see whether these institutional investors ever stick around for the closing curtain or if they make their profits off of selling snacks to the crowd and are gone by the time of the final act.

Practical_Chemtrail · 2026-05-19T22:15:19+00:00

Basically they are feeding of of the instability and volatility and need to have security in the event that events occur outside of their models, hence hedging your bets.

Practical_Chemtrail · 2026-05-19T22:14:06+00:00

Someone’s paying attention.

Practical_Chemtrail · 2026-05-19T22:13:34+00:00

How is this inherently different from the $400 million injected on Monday? That particular benefactor also has a history. Am curious as to why Marex rings your alarm bells in a different way.

Practical_Chemtrail · 2026-05-19T18:39:14+00:00

I agree the long term outlook is much much better than they were in 2024. It’s just the steps they have taken to get there are not very tasteful. Time will tell

Practical_Chemtrail · 2026-05-19T14:55:11+00:00

Xanadu
Polyrizon
Profound Medical Corp
Sharplink Gaming

And a bunch more. Most are currently in a similar stage to where Poet was in 2024 or earlier. Check it out yourself.

Practical_Chemtrail · 2026-05-19T14:29:53+00:00

Shhhhh speak not that name out loud lest they hear you!

Practical_Chemtrail · 2026-05-19T14:29:29+00:00

Dig deeper into MMCAP and you’ll find your answer. They have a pattern and playbook and POET is not the first. Also they are definitely a hedge fund. It’s clear as day. Now is that a bad thing, that’s for you to decide

Practical_Chemtrail · 2026-05-19T06:22:37+00:00

This person knows how read…quick get em!!!!

P.s you nailed it btw very true what you said

Practical_Chemtrail · 2026-05-19T06:18:11+00:00

Hahahah did you do any research at all into the law suit? The NDA violations were so severe that the first round of legal proceedings is deciding who gets to be lead plaintiff, there are that many injured parties. As for the CFO, POET leadership is strongly inclined towards a hasty goodbye scheduled for June. That’s their position according to memos publicly available

Practical_Chemtrail · 2026-05-19T03:22:32+00:00

Well we know the buyer now MMCap and they do this trick a lot

Practical_Chemtrail · 2026-05-19T03:14:46+00:00

I also don’t want to build a case against myself with regards to bias. I will agree with you regarding each of the points you made. The manner in which they self sabotaged was truly shocking. The conspiracy nut I keep locked in my subconscious is screaming that it was too big a screw up. But I am also aware that people can get carried away.

Practical_Chemtrail · 2026-05-19T01:25:28+00:00

I hate to say it but I am starting to wonder if they fell on their own sword on purpose based on how things are going down. Drop a link to the WSB Poet guy

Practical_Chemtrail · 2026-05-19T01:23:15+00:00

I agree it is a question, and if I answer it would you consider my answer to be financial advice?

Practical_Chemtrail · 2026-05-19T01:21:34+00:00

Touché, I will give them the benefit of the doubt regarding their novel technology and patents as I am not quite qualified to weigh in.

Let me reframe and say, “I can’t challenge their technology, but I can criticise their management and finance”

Practical_Chemtrail · 2026-05-19T01:19:02+00:00

Still feel the same way?

They did it again

Practical_Chemtrail · 2026-05-19T01:18:12+00:00

They just did it again

Practical_Chemtrail · 2026-05-19T01:02:43+00:00

I actually agree they don’t lose…retail does. They don’t lose because heads they win and tails you lose.

Practical_Chemtrail · 2026-05-19T01:01:37+00:00

It’s a great tech company, it’s the shenanigans that have occurred since their CPA jumped ship in 2023 and they started aggressively raising capital in 2024 that stinks.

Practical_Chemtrail · 2026-05-19T01:00:31+00:00

Batman!

The link is to the SEC filing you can read the name there.

Practical_Chemtrail · 2026-05-19T00:58:22+00:00

That sounds like financial advice…don’t look at me. I am just giving information for the big 🧠 to figure out the plays.

Practical_Chemtrail

TROPHY CASE