The market simply needs more information: 

Only 2  examples

NRE's :Where can we find in the books the 6m$ announced years ago ?. When can we expect the 3m$ NRE from  Celestial AI ? When can we expect the millions from more NRE's annonced last year.

SPX: Where are the "100G -bread and butter" orders . How will POET benefit from these orders. When will the first orders be shipped by SPX, or are some orders already shipped ? When does the ROI happen ? Is POET supplying and when do they bill s.th to SPX?

The market simply cannot assess if the current valutation is realistic or if the current valutation is peanuts.  We retailers are simply gamblers right now. Optimistic gamblers.  But the hard facts - AT LEAST those which were communicated in the past for the past (NRE's in the books) are not consistent. That's the problem.