I'm learning so much more with Suresh explanations and investors here posting their views. Amazing stuff!
Suresh clearly is reaching out to all of us with his more detailed explanations. I think he can now because Poet is confident that they are in the driver seat of this process because they are bring a substantial value to the industry. This will likely hockey stick once Denselight sale closes and a name reveal happens in my opinion. So not just up and to the right, but up into the light. Poet going up into the light (sounds like the beginnings of a commercial).
Monolithic