what I still cannot fully agree upon is the derisking. the communication by the company has made me doubt the company.
I listened to the meeting organised by safe capital. i couldn't be there at that time and I must say people were very kind to dr Lebby. too kind in my opinion.
not many hard questions were asked. In a way he charmed his way out of it.
the bright picture Dr. Lebby painted a few years ago, was way too rosy and he knew that.
that makes me doubt him. I don't like the picture of the overpromising CEO. On the other hand Dr. Lebby doesn't seem like the typical CEO who promises millions to all.
Walter, the market projection will be depending on the rate of adoption of optical modulators in PIC format in the data center market. The optical modulator market is huge.
Mordor Intelligence https://www.mordorintelligence.com Optical Modulators Market Report | Industry Analysis, Size & Forecast Trends The Optical Modulators Market size is estimated at USD 5.69 billion in 2024, and is expected to reach USD 12.58 billion by 2029, growing at a CAGR of 17.19% ...
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