I think the issue is, and I must admit I myself didn’t fully understand this fact, when Coby explained the timeline to market he is also indicating revenue will be delayed in line with that timeline. Therefore we won’t see any significant revenue or at least some promise of it until mid to late next year. Traders and shorters are going to take advantage of weakness in SP because of that.
I was one of those hoping for the market to price in future earnings based on first commercial agreement. That didn’t happen. Going to take customer announcements within Skywater agreement to gain some traction on future earnings price action.
Weebit - 2021and beyond, page-8903
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