Yes, let's remember that anyone here who bet on this horse more than two years ago knew next to nothing about AI and its hardware demands. We were betting on modules and optical circuits which sounded pretty good to me. AI has unleashed ferocious competition among the worlds wealthiest companies. Initially, it is all about the software talent, but the resources to served the AI genie are not far behind, and POET has a nice role to play. 

The point is that the race took another direction from the module pursuit, and the pivot has been well executed by Suresh and company. This is all really to subtle for the markets to understand, until major orders, implementations and analysts get the focust on POET and other pick and shovel companies enabling this gold rush.  

By the looks of it, Suresh will have a 3.2G design ready to mass produce and whatever other wonders are needed in the wheelhouse. POET will be the "go-to" for things not yet named. The trick is to get the SP to reflect this momentum, get some cash on the balance sheet, and be a big part of this major AI development. Today's discussions will look petty, though there will be some personnel changes as the company's scale elevates.