In response to your comment on third party white papers validating Poets technology.
This co-authored paper from last years OFC conference comes close.
Three Broadcom employees:
Rebecca Schaevitz- Productline Manager and Principal Engineer
John E. Johnson -Manager of Product Development
Kenneth Bacher- Engineer
And Poets President , Vivek Raghunathan
Co- authored a paper on Silicon Photonics Chiplets in Package. SCIP.
The fact that Rebecca has stated in her presentations that they are working with 15 companies to bring their Co-packaged optics solutions to market using SCIP and Poet constantly refers to developing chiplets in their optical interposer, well, I think that bodes well for Poet.
It doesn’t hurt our chances that Broadcom is developing Celestial AI’s Orion AI accelerator chips and Poet is supplying the external laser light sources using Poets optical interposer.
Of course Poets CEO stated they are using the Broadcom Continuous Wave lasers in one of his presentations so it’s not a stretch to see where Poet and Broadcom are connected.
I think when this news is clearly defined to investors in plain English it will have a great effect on the share price.
Right now you need to be Poet investor with much time on his hands :)