Might retail investors be missing the point about Poet's roadmap tackling the lowest hanging fruit first, like (transceivers, data centers) and work in concert with the Chinese JV? The second branch, much bigger, (AI)- Celestial AI and more, and then other branches wearables, 5G, LIDAR, and IO, etc. need key pieces before they can be promoted uniformly with Poet's present and future customers. From that in my opinion, we will eventually learn about new partners for North America and Europe.  It's a step by step process in an entirely new area for each of Poet's targeted sectors in the industry. Poet is leading with its firsts and the good thing about Poet is that it is not tied down or limited to one type of application. We need to remember to walk our expectations in step with Poet's processes to gain a better understanding of what has been achieved so far and what will be achieved in an orderly way next. Market disruptions go through an absorption period of time first in each sector that get disrupted.

monolithic