I've been thinking that for a while as well and came to the conclusion Koch are very aware of the Poet disruptive technology but will want to see the Alpha samples approval by Celestial AI before they make a move.
Once Alpha samples are approved, that essentially confirms the technology is sound, just engineering tweaks required to get to Beta samples in preparation for final acceptance and production.
Additionally, Koch own Molex. So if we see a collaboration announcement between POET and Molex, that would also likely be a trigger for Koch to take a position in POET.
Once this warrant overhang is behind us, I am very confident this stock will start to run.
No more than 1 week of selling pressure remains.
Should be a very exciting Q2 Q3 and beyond!!