The investor deck POET recently posted shows a sharp inflection point for 800G modules. It is a very sharp upward trajectory. Partnered with Foxconn and Luxshare and the Superphotonix deal in China (I know it's 100 and 400G for now) there could be a big influx of orders when it becomes evident that POET has them and they work. Another key point is that they can be configured to suit your purpose much more quickly than has been normal for this kind of thing—the beauty of the platform approach. 

When all this becomes evident, we should see a lot of walls broken in our stock price. POET is gaining credibility, but actual deployments and volume orders will change the picture.