Running discussion on SP, page-2981

After watching last Wednesday's presentation from CEO Coby Hanoch, I wonder why anyone would sell WBT.
The paper losses in the last days will be reversed in a blink of an eye.
Interestingly Coby talked of baking chips for 5000/ 10,000 hours with a fab/fabs and how there is no short cut in this process. Even though he approached a fab and asked for a quicker process, the observation that nine women cannot produce a baby in one month summed up a fab's response or Coby's; can't remember which but point was made. Every Tier1 will require the same time...presumably.
I always wondered why Coby was so confident in his predictions of a Tier1 Fab announcement. He made note that WBT 22nm is (being baked) at GlobalFoundaries ( think that's correct) Coby stated, when looking at the slide on PPT, that no contract has been signed or even hinted that this might eventuate.
While the SP is doing a dizzying dance, I recall the announcement from GlobalFoundaries that they have been awarded the contract from GMH to supply 22nm chips for their fleet of EV cars.
I've always wondered why CH was confident in giving an estimate of an announcement regarding a Tier1 fab.
Maybe 10,000 hours is a guiding principle.
One more bit of information that gets lost in the wringer of SP fluctuations, is CH observed the he is not allowed to know who is testing ( buying?) WBT ReRam from SkyWater. Given they are the preferred fab for the US Defence Department, one can only assume that Maxwell Smart's shoe phone will soon being ringing again.
Not sure about the portable cone of silence.