@kudo, this is the only company you post on and they are always...

@kudo, this is the only company you post on and they are always down ramping. Whats your agenda here? The SP really should not go back to the level of pre CLAWS, pre R+D payment, pre vertical integration completion, pre DFB laser sales announcement levels. If it did that would represent some amazing value, given the progress of the last 12 months. IMHO, this light volume drift lower will not last much longer. There maybe some news on this next week.

https://www.defense.gov/News/Releases/Release/Article/3650057/dod-connects-with-microelectronics-commons-hubs-to-accelerate-prototyping-of-ad/

5 February: North Carolina, where North Carolina State leads the Commercial Leap Ahead for Wide-bandgap Semiconductors Hub (CLAWS)