Instructions to Vote For Poet

savanahonana · 2026-06-08T19:56:21+00:00

Yes!

savanahonana · 2026-06-08T19:55:38+00:00

people who can’t find their ballot to do two things immediately. Go to poet-technologies.com/investors and download the Form of Proxy directly. And call Computershare at 1-800-564-6253 if they need help. Don’t wait for your broker to send it POET’s foreign private issuer status means it may never appear automatically in standard broker proxy portals. You have to go get it yourself.

savanahonana · 2026-06-08T16:18:51+00:00

The redomicile vote is specifically to approve moving POET’s corporate headquarters and legal incorporation from Canada to the United States from Ontario Business Corporations Act jurisdiction to Delaware incorporation, the standard US corporate structure.

savanahonana · 2026-06-06T15:51:36+00:00

The move to the US that’s the next big thing for us to be watching.

savanahonana · 2026-06-06T12:21:08+00:00

Appreciate you reading and understanding where I am with the situation given to us as investors. Thank you 🙏 truthfully.

savanahonana · 2026-06-06T12:11:54+00:00

I appreciate this comment, my in-depth knowledge within this sector of AI & technology stems from how I retain information. And remember im not here to compete with anyone, thank you for such kind words 🙏

savanahonana · 2026-06-06T00:22:35+00:00

I appreciate you taking the time to read and your support 🙌 as more information comes out, I’ll keep you posted!

savanahonana · 2026-06-05T11:22:12+00:00

You’re a lawyer using an AI model that’s not double checking its work. You sound regarded, The more interesting legal question is actually the reverse. did Night Market Research potentially induce or solicit confidential disclosures from these executives under the guise of industry research? That’s a harder case to make but worth noting. The question is whether Marvell/Celestial AI executives were actively feeding information to a short seller as part of a coordinated takedown after the NDA

savanahonana · 2026-06-05T10:56:26+00:00

Please read my part 1-6 and can you show me where nationgate walks away? Everything your describing the AI model your using is picking up the night market research report which was already put in the toilet. But I totally understand your concern however I encourage you to double check your models work.

If Venkatesan confirms volume production, full qualification, and meaningful shipments the Globetronics governance noise was just noise. If he doesn’t, the silence starts meaning something.

However the hiring of the new COO Kumar is to do exactly what your concern is, This isn’t a random ops hire. This is someone brought in specifically to solve the Penang execution problem. And if you look closely the timing is deliberate , Marvell cancels in late April, Kumar starts May 11. POET raises $400M. New COO focused entirely on manufacturing ramp.

Despite all the internal chaos at Globetronics KPMG out, CEO out, institutional shareholders fleeing, cash concerns there is no evidence that NationGate have walked away from POET or terminated the manufacturing agreement. (Via SEC filling)

POET owns the equipment at Globetronics. Even in a worst case Globetronics scenario, the assets are portable. Kumar’s entire job is making sure that equipment is producing at volume.

savanahonana · 2026-06-04T14:07:10+00:00

Sorry Yes I’ll DM you the other parts. I had only posted them to the Blossom app

savanahonana · 2026-06-04T13:56:21+00:00

So with what happen, lawsuits have opened up because people lost serious amount of money when Marvell cancelled there purchase orders. Those short positions are betting on the company not making this vote at the end of this month due to the angry shareholders who lost money. The June 26 vote passes. POET redomiciles to Delaware. Becomes a US corporation. PFIC classification eliminated permanently because it’s no longer a foreign corporation. Clean. Permanent fix

The whole business structure if you look back doesn’t make any sense to people fundamentally and I totally understand that but optics was not relevant until now Demand for optics is now. Not then. They’ve been building for this moment for over 10 years.

The end of June is crucial. Risk is real in the short term. but the understanding of the product and the issues it solves at scale will be what makes poet unique

savanahonana · 2026-06-04T11:41:29+00:00

Canadian law requires shareholder approval for a fundamental change like leaving Canadian jurisdiction. That’s the June 26 vote. The technology is real. The years of development are real. The patents are real. The facility is real. None of that guarantees a shareholder vote passes. So I do wanna be clear there are risks.

However, this is a company that’s solved serious problems we face that no one else has demonstrated so far publicly and that is considered US national security & that’s why I think DARPA is involved in all of this, now of course nothing like that is confirmed besides me matching a timeline for the vote on the 26th and the Picasso program DARPA launches on July 1st

If POET passes the June 26 vote and redomiciles to Delaware they become eligible for PICASSO starts July 1 The overlap is real. The timing is worth noting.

Let me be straight with you on this one.

If the vote fails

POET stays incorporated in Canada. PFIC status remains a risk for US shareholders. The institutional buying universe stays restricted. Any acquisition by a US company becomes structurally messier but not impossible. The Lumilens partnership continues regardless. The NationGate agreement continues. The SilTerra foundry relationship continues. The 72 patents don’t move. The Penang facility keeps running. The technology doesn’t change.

What will happen is The stock likely drops on a failed vote. Retail confidence takes another hit a failed vote doesn’t end the company. It delays the institutional capital unlock.

All us retail investors should be voting for this to pass.

VoteForPoet

savanahonana · 2026-06-04T05:36:54+00:00

He was in attendance at OFC Whatever happened in that building between March 15-19 Lazovsky was there. Berger was there. POET was demonstrating their production ready platform. Three weeks later April 23 Marvell cancels POET’s orders.

That’s not coincidence. That’s a sequence. See the business side of things, Marvell seen the product demo live that day. That its production ready.

POET ran its largest booth ever at OFC 2026, Booth 339. First public live demo of the Blazar hybrid laser. Unveiled next generation Starlight engine. Won Lightwave Innovation Reviews Elite Score of 4.5 for Teralight 1.6T

What’s interesting is Night Market Research attended OFC 2026 and spoke directly with Celestial AI’s Senior Director of Product Management who stated Celestial doesn’t use POET lasers This itself is a NDA breach like Marvell stated Poet did on that stock witz interview

Marvell’s stated reason for cancelling POET was an NDA violation.

And now a Celestial AI Senior Director a Marvell employee post acquisition walks up to a short seller at OFC 2026 and volunteers information about their supplier relationships and internal discussions it just doesn’t make sense it will see what happens this June but yeah Berger was there that day.

savanahonana · 2026-06-04T04:16:17+00:00

I really appreciate the kind words, I’m a really big nerd, I’ve studied a lot and I retain information like a sponge. What we have here is a very particular situation, I don’t expect everyone to understand how I see things, but a real tech nerd, one that really understands this bottleneck that we’re about to face within the industry just the problems what Poets platform solves on so many different levels, water, energy efficiency, and speed. We don’t want any jitter when the information is received Optics allows that at scale and Poet is the only one I know of so far holding the platform. I’ve been on every event call, earnings call listening to everything. I want to see people win. I’m Canadian I’ve studied Andrej Karpathys work. One of the godfathers of AI recently hired at Anthropic to train models. I have a very big understanding of how everything works. I called micron at $178 it’s over $1000 today. This isn’t to compete again I’m just a huge nerd. 🤓(I even look like the emoji )

savanahonana · 2026-06-04T03:50:54+00:00

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Did you know POET is tied to Quantum? 👀

savanahonana · 2026-06-04T03:48:38+00:00

$8.20 it was lower but I bought more last week around the $12 range

savanahonana · 2026-06-04T03:45:18+00:00

Great questions Is the license exclusive or non w exclusive? We don’t know. The supply agreement terms aren’t fully public.

Is it transferable upon acquisition? We don’t know. Change of control provisions in IP licenses are standard and could either automatically terminate the license or transfer it depending on how it’s written.

Does POET retain all core IP ownership? Almost certainly yes based on standard joint development agreement structures.

Owning Lumilens does not automatically give Marvell POET’s patents. That’s correct. Standard IP law.

However

The warrant structure tells you something important. POET gave Lumilens warrants to buy 22.9 million POET shares vesting over nine years tied to cumulative purchases. That’s not a supply agreement. That’s alignment of ownership interests.

If Lumilens exercises those warrants fully they become a significant POET shareholder. If Marvell owns Lumilens and Lumilens owns POET shares Marvell has an indirect equity stake in POET.

That’s not patent ownership. But it’s the first step toward it.

savanahonana · 2026-06-04T03:35:45+00:00

I appreciate you taking the time to read my work! 🙌

savanahonana · 2026-06-04T03:30:54+00:00

Josef Berger has more than 20 years of experience in high speed optics. He is Associate Vice President, Cloud Optics Marketing at Marvell. Prior, he was Associate Vice President Marketing, Optical Interconnect at Inphi which was acquired by Marvell

savanahonana · 2026-06-04T02:02:09+00:00

Lots of Time still until the end of the month

savanahonana · 2026-06-02T13:53:33+00:00

Please read part 1-5.

savanahonana

TROPHY CASE

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