🐦 推特SerenityV1 · 实盘不做把握 5/10
北京时间·🕒 发布 04-27 23:26:37时区推断·⟳ 抓取 06-03 19:00:13回填·⚡ 决策 06-17 06:16:45·132.7 天前
传闻Marvell因POET CFO违反NDA取消采购订单，POET暴跌46%
📄 原文Serenity↗ 原文
$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry. Ouch to Poet, down -4…
不做 POET.US
核心大客户订单取消导致成长逻辑证伪，股价已暴跌46%追空盈亏比差且小盘股借券困难，抄底属接飞刀，不参与。
不做 MRVL.US
取消供应商订单对Marvell自身体量及基本面影响微乎其微，无交易价值。
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原文全文
展开原文 · 563 字
$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry.
Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk.
On the bright side for $POET holders they do have $420m cash buffering downside risk and a few other customers (though Marvell was basically the entire Poet bull case story)
It does look like Marvell delayed their own timelines as well by doing this.
That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.
Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk.
On the bright side for $POET holders they do have $420m cash buffering downside risk and a few other customers (though Marvell was basically the entire Poet bull case story)
It does look like Marvell delayed their own timelines as well by doing this.
That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.
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