Their product is fine and growing fast in demand. The problem is not the product. The problem is the company valuation (even after its fall), the share dilution, and the ceo.
Valuation is still very high so the math just doesn’t work out to create stock gains by any projection model other than highest execution and continued high valuations in the future, which is unknown. Theres just no safety to it.
Share dilution is a huge issue. They need it to pay their talent bur its also a major problem for any investor. Cut that out and maybe we can talk.
The ceo. This one is just personally to me. Every time I hear Alex speak I leave thinking what the hell did he just talk about. Not a very clear communicator and a lot of buzz words and vagueness that turns me off.
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