I am a little bit more optimistic now knowing they are going to US for its IPO instead of LSE. Which tends to host crazy valuation with much more volume and investor willing to bet on technologies. Still, not entirely convinced it could do $40bn+. I actually think there are enormous opportunity for GPU, but they dont seems to be interested.

I also sort of disagree with Value investing as a bygone era. It is just I have yet to see any one who does value investing actually understand anything about Tech. Because it is not something simple enough like Coca Cola or McDonald, so they are much harder to evaluate.

But Yes, it will be fun to revisit this thread then. :)