Yeh agree if no TH then sounds like we are at least firing on all cylinders, but we won't know how much horsepower is being produced. That will be significant progress regardless.
BUT without being able to quantify my qualitative (gut feel) assessment is we are dealing with many unknowns that the probability of another failed iteration is higher than the probability of success.
The market will forget also over the course of many months between now and then and SP will drift lower. Until the show starts all over again.
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