Leb, with all due respect to your wealth of knowledge and meaningful contributions - and I mean that most sincerely- I have to jump in here. There is more than meets the eye going on with anything related to Ryan Cohen. The filings are public and as far as anyone can deduce, Cohen doesn't own any BABA. That is speculated to be a false narrative pushed in an attempt to create a retail pump-and-dump of BABA. Likely to allow some particularly high profile entities to exit their unfavorable positions. 

That's said, I agree, POET would most definitely be heading "to the moon" if he decided POET was worthy of his attention.