When POET needed cash, the focus was just that.

What POET needs now is the ability to produce.  Large numbers of very big names are joining names with POET.  POET's ability to satisfy the demands of any new business, of which I expect much, must be clearly shown.  This is their area of concentration currently imo.  POET needs a place to produce that they alone control.  Any watering down of share value is the price of buying into a pre-revenue that is currently begining a rapid growth phase.  The technology sector might seem overheated, but the AI, LLM , linear drive and hyperscale data centers for AI buildout is only starting to warm up, but this very specialized portion of the technology sector is already being seen as a moonshot and now companies are scrambling to latch on to any company that can get them into this race.

I'm only waiting to hear from POET as to what I believe they have already put together.