I think we will see significant movement in the SP well prior to these 1-2 year timeframes. The news in AI has been dominated by software and whose application is best at what.

I am noticing a shift to "how are we going to power all of this" and how much energy and compute does a query use. This is where POET provides part of the key to the solution.

We've seen NVIDIA's rise, well earned and likely to continue. Their partners like FIT, and POET will emerge to the investing public in time, well ahead of actual shipping of large volumes of product. This will drive the SP.

POET's current standing in the race to help make all this AI work is very enviable. The SP suffers from the overhang of being a negligible revenue company for over a decade. That will all shift, and I expect the impact on the stock price to be very dramatic. 

The SP has been much, much higher based on anticipation of module business. The AI motor is a far better driver of revenue. I think Lisa's numbers are very low, just because she has to wear the analyst hat.