The fact that people are generally uncritical of this growth claim is just stunning. You have to believe that this is as big as smartphones while ignoring all of the differences with this cycle of hype.
It doesn't have to hit the projections. It just has to keep looking like it could 2 months from now when you sell.
The market has never been determined by the actual value of the underlying tangible thing, but rather the market value of that tangible thing. Although they may seem similar they are not the same. As the market becomes increasingly detached from reality, you'll see more of this.