Sharing my comments from Reddit:

I watched the Oppenheimer presentation and I’ve read the company updates over the past year.  I believe Poet Mgmt is providing consistent and accurate updates and forecasts.  They are building a multi-billion dollar company.  It doesn’t happen like a meme stock - which is good.  Poet is building a sustainable, profitable, growing business.  If they were more concerned with news releases than their partner engagements with major players in the market we might see big jumps and drops in the share price.  Instead, Poet is an investment similar to an early stage Intel, or Amazon, or any other multi-billion dollar company with a unique solution in a high growth market.  I’d much rather put my money into Poet.  Very very big upside and very little downside risk.  They are doing what they say they will do. No hype. Just solid business.