In my opinion, POET's unencumbered opportunity in AI was misrepresented as being 91 billion.

When presenting valuations or blue ocean visions, we need to be realistic.

Do you believe that Suresh is not being realistic?

So just to be clear I will make reference what one of the very large shareholders in this company stated in an email to me:

These are the same statements Mr. Lazovsky echoed at the 2019 Poet AGM, same tune folks, same singer, only difference is a 65 billion dollar TAM! He basically cherry picked the highest most profitable sector (to which he will benefit greatly, who wouldn't) and maximize Poets optical interposer to its fullest potential for its greatest potential gain. Even Suresh said during his latest presentation that the AI and the optical computing space could have a 10 to 100 multiplier in units for its product demands over the data center market.

The $250 million is  a placeholder

Time to  blow some snow. Later