Quan Gork, thanks for bringing that post up, it's an important reminder that we should never be drowned in our own overconfidence and hubris.

Here's my take on the current POET: Had the current POET was still trying to upend the entire silicon industry with a new novel technology, I would never invest in it. We all know what happened to Tesla and their effort to challenge the incumbents with EV, Tesla almost went bankrupt.

However, the current POET is trying to work with the industry, trying to help solve a bottleneck in the way photonic devices are integrated into a system. It is much much more feasible than trying to upend a hundreds/trillion dollar industry. With Alphas validated, we are that much closer to the finish line. When Betas are qualified and contracts announced, all POET shareholders can finally breathe that sigh of relief. Until then, we are forever haunted by past failed promises, even if the entire management is new.