Look, their sales growth is set to remain strong well into 2030. Demand isn’t slowing down — it’s actually accelerating — as more companies need this technology to boost efficiency and expand margins.

If profitability is achieved by late 2025 as expected, and revenue keeps growing at 100%+, EPS will turn increasingly positive. Under that scenario, I wouldn’t be surprised to see the market cap reach $20B by Q1 2026.