I'm sure revenue will start the music, that is our default wish.
Other things that may give some juice to the SP:
A Purchase Order, or projection of OI's needed from a major like Mitsubishi or Foxconn.
A wafer deal to add production capacity, and an assembly deal for our China +1, with one of the above companies. Both will make wafers but haven't said for POET, Foxconn recently entered the space looking for more AI relevance rather than just packaging.
I'd love it if it was for 12" wafers. Size matters!