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by mbesto 2019 days ago
> They just IPOed to the tune of $70B market cap...

You must not be aware of what happened around the year 2000.

1 comments

If you look at their S-1 there isn't a chance of this looking like what happened in year 2000. Way too much capital, way too low interest rates, and a real path to profitability
> real path to profitability

You had me up until here. This is WIDELY debatable.

Sure, but their S-1 shows REAL TRENDS not handwavy private loss sheets and leaked financials.

Widely debatable is now up to the common investor to determine.

By the way, with such faith, I assume you will short the stock.