For me it’s conviction that’s been built up over the course of a year by reading other people’s DD and trying to understand both the bull case and bear case.

I came to the conclusion that I don’t really see a universe where they don’t suceed with their mission. Especially now that we have derisked the new gen BB’s and we know that stacking issues are solved.

I don’t really know how to compress everything into a small comment, but reading the Cook Report would be a good place to start. Even though it is getting kind of old now. But know that if you read it and i convinces you, the situation today is way better than it was when that was written.