The value in delivering a significant milestone activity will be...

The value in delivering a significant milestone activity will be huge. I think the market has been holding back on re-rating CDX until such time as a large consumer based activity actually gets delivered. Craig is excellent at selling a vision, but IMHO the market was questioning his ability to deliver tangible results to realise that vision.
As the Mobvoi news works it’s way into the investing community, possibly the Arty integration across several models, and for once an under promise/over deliver activity, we may just see the market starting to price in a little more of that total vision.
IMO/GLTAH.