POET is in a league of its own.

OpenLight just released their PDK, and hopefully customers will start using those PDK in their designs. Remember POET 2.0's PDK? Yea, that's where OpenLight is. Having a PDK doesn't mean much, yet.

POET on the other hand already has their components designed-in for customer products that are going into production this year and next year. Purchase orders and backlogs are coming and revenue can already be projected (for SPX at least, from latest Zacks report).

POET also built its own supply chain from scratch in mere 5 years. I find that impressive.