Exactly. If everyone else is gullible, it’s a good buy!

No, but is it much of a stretch to say that the valuation and profit/loss are out of proportion?

…which, in a normal sane world, would affect the stock price?

2 trillion is a lot. I’m skeptical, for the same reasons listed in the report.

Its has nothing to do with Dario, and mostly to do with Chinese open weight models.

I think it's probably a negative for the stock price when the CEO thinks his company shouldn't be developing its main product and believes wiggy and false things about what continuing development means. Investors can put up with a lot of things, but an erratic willingness to undermine core business activities is usually not one of them.

>Sure, but is that a negative for the stock price?

I feel like that statement is one of mans' biggest foot-guns in the modern world.

that single sentence has driven the biggest hucksters the world has known to commit the biggest frauds ever perpetrated against man for decades.