You need a bit of reading comprehension mate. I have clearly stated there is execution risk and they are toast if they do not execute against the game changing anns.
GSW is no where near my largest holding, so no idea where the baseless positivity is coming from. However, I have examples of unsubstantiated negativity. Ultimately, time and the market will decide who is right.
I'll repeat my previous comment. Research the board, advisors, and management team. That will give you insight into their long term strategy.
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