"we know commercial deals are coming, I'd say in the bag" ...
Every time Coby speaks ... he mentions ongoing discussions with potential customers and fab partners. In the latest webinar me even mentions the on-going discussions are "advanced". Yep ... I'd say it's in the bag given there have never been empty promises made in the past from this extraordinary company ... and as you suggest, what a re-rate we'll see when the CUSTOMER/FAB announcements start.
Weebit - 2022 and beyond, page-443
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