We are already outperforming the nasdaq by considerable margin this year. That trend should continue in 2025 and 2026 as poet translates these partnerships into revenue. I believe the latest financing may be related to shoring up manufacturing capability outside of China. Only time will tell but I'm excited.

A short back in December would have told us poet's tech isn't working...the magnitude of relief I feel from that Mike Gao quote yesterday and the FIT partnership cannot be understated. The awards are especially nice extra validation but these partnerships are the real validation. Imho we will win that ECOC award against Lwlg.

a little correction is part of the game, however irrational or unfair it may seem. Accumulate or patiently enjoy the ride, it may even dip further. Happy Friday and go poet!!!