It's not a nothing burger. What's clear to me is most people here have no idea what they're investing in and cannot read.

POET is going into ADVA's devices in high volume. ADVA already has a customer base to supply to. ADVA's revenue breakdown and cost of revenue is known in their reports (datacenter segment accounts for hundreds of millions of revenue for them, their margins is thin aka a lot of that revenue goes into paying their suppliers ie someone like POET).