u/Much-Information7826

Genuine question, AE won’t make any sell pressure anymore, which is good.

Now, what about RDW burn rate and ATM risk?

Can someone share the DD on that perspective or share how to dig that info and I can do the DD for the team here?

So that the narrative is “fully integrated”

The reason people say optical communication in data center is next trillion dollar market is Nvidia’s reference architecture has completely shifted to CPO.

LITE, COHR and etc are the CPO players, but POET is not. Can someone give me a layman’s tech explanation why POET is relevant in this new trillion dollar business?

I am not asking how “bad” the management is, instead, trying to discuss the technology positioning here.

What if it ends up with a sub $1.5T valuation within 30 days after the IPO date?

Will the space sector become a bloodbath or not necessarily? Which ones will be hit most severely? (RKLB and ASTS, the two people see as adjacent number 2?)