Feb. 4 at 4:23 PM
$POLA You're missing the big picture. The heavy net loss in the previous quarter was driven by a
$2M non-cash inventory write-down (mostly related to Toyota engines) as the company pivots away from legacy telecom.
That's a 'one-time cleanup,' not a structural failure.
$POLA is now leaner and laser-focused on high-margin sectors: Military and AI Data Centers. With a
$5.3M backlog ready to convert and a market cap under
$6M, the downside is already priced in. 2026 is about the 200kW DC tech, not old inventory
