Suresh has had the unenviable job of keeping it all together while the necessary work has been getting done. This work has endured even as the industry has shifted focus to AI configurations. This is a huge shift, rapidly made with the explosion of ChatGPT and the rest of the models that are fighting it out. The hardware is now in extremely high demand, and POET is very well placed, even though the initial target markets have shifted. 

With this demand comes pressure for employee retention. The pressure was already there for POET to turn a profit, as the multi-year effort has not rung the cash register. 

Suresh sees the burgeoning demand for POET's products, as he oversees the designs and knows when they have wins and what that means. He is constrained by not only NDAs but also the value and volume of orders may not be explicitly set, nor the exact timing. He knows it will be big, and we should be excited but the level of communication he can give us is not being read by the market properly, so the stock price suffers from a lack of revenue now, and a lack of past statements about revenue coming true.

I believe the wait will be more than worth it, and POET products will be designed into many places that should be clear (CAI, FIT, Luxshare, Multilane, Adtran, etc.) and many that will come forward.