I have never been this bullish on this stock. If they donot blow it away, they can be at least a five bagger from here in just a few years (e.g., say 5 years). Maybe I am too naive, but pieces are finally coming together. It is hard to justify buying at 3X of what the price was a few weeks ago: but the risk/reward is probably better now: we got we needed from environment (i.e., emand boost), all that is remained is execution/opearational risk.
