Relying on and getting into business with China is a huge red flag for me.
Add the new issues with the speaker, which no one really knows the extent of.
That's how I get 20/80.
Contrary to how you naively think the market works, it really is a big boys club and everyone is in the know.
So if the Demo was imminent, it would be trading over $20 and I'd give the probability a 80/20.
But the fact the price is here and the sell off after the CR from those "in the know", it is best case 20/80 from here.
Imagine getting a significant parcel of an illiquid stock of a company with a tech apparently worth $50B so close to a Demo and dumping it right away.
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