Night Market Research
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We visited $POET's HQ building in Toronto. We found abandoned rooms and none of the tenants on the same floor recognized POET.
$POET blames breach of confidentiality for the Marvell cancellation. Based on our research, including a conversation with a senior Celestial AI exec at OFC 2026, we think the partnership has been dead for years.
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$ZYXI Day traders are pushing it around today but expect equity to be wiped out in a restructuring by mid-December (when Zynex will be in default on $60m of debt).
We first covered Zynex in 2019. At its peak the medical equipment company that gouged insurers and patients had a market cap of nearly $1B. CEO Thomas Sandgaard bought an EFL team and traveled by PJ.
More short ideas coming.
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New report tomorrow morning on $2B+ company.
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