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Openai/69109937-2170-8005-9304-da49840bb5b9
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==== 4. Interpretation ==== * The institutions are betting mainly on the base case — they don’t need a moonshot to meet their IRR. * The downside tail (below 3 USD) now requires a real execution failure; with 300 M USD in cash, insolvency risk is low. * The upside tail (20 USD +) remains highly levered to AI-interconnect adoption, but that’s where retail enthusiasm can add momentum once revenue visibility improves. Would you like me to visualise this as a simple probability tree or payoff curve (expected value vs. scenario probability) so it’s easier to see where most of the risk–reward weight actually sits?
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