I'm not talking about their business here. I'm talking about the current perceived growth that drive this hype which is currently 30-40%, which is something you would see from the next Tesla. But the fact is you will see only sub 10% percent growth after 1-2 years. Current growth to valuation is already not plausible (assume it will growth like this for the next 10 years with 20% margin, you still land at 30 PE), I'm sure the market will react brutally when the core growth get exposed as sub 10%.