Once again until you understand the limits of Silicon Photonics, all of the devices that it touches and how Lightwaves Polymers when applied to it Triples its speed and reduces heat producing power consumption by 90% you won't understand the value here.
You are looking at what they have sold, the market looks at what it can do, just like a biotech stock.
X until now silicon was good enough, but with AI and Lidar demand for speed will go through the roof.
In the foundries now folks, no need to build large factories needed literally for a trillion dollar market. New lab to support foundries was completed yesterday. Hang on.
Shorts will still play this though.
For goodness sakes some data centers are using as much power as a city, the green looking world will not stand for it.