My opinion, often said by many at quite a lot of posts here:

No customer = No big move.

As long as we don´t hear anything about earnings, SP seems to move sideways with little ups and downs. Maybe even a working prototype of a complete AOC won´t help.

My guess is, that market sees it as confirming the already expected technological progress. Maybe no one can estimate the technological value of this news? Market knows the market but not the technology. So for the SP economical milestones are more important than technological.

But showing working parts and working products with metrics like the actual one will move customers to sign contracts. They see the advantages. Maybe this NR is already a special assignment by a customer? I don´t know.

To me it looks like we are getting closer to the bright days. I´ve got my sunglasses in reach, but no need to wear it before the light hits my eyes.

Holk