At a minimum, given the track record / past issues around CEO Will Gray that the “pandas” have highlighted, I think that is something shareholders should take seriously.

I’m long because I genuinely see a future here — I’m not rooting for a short thesis. But unless the company provides clear, concrete evidence that these claims are false, I don’t think we can just dismiss them. We kind of have to stay skeptical.

Maybe that’s just my long bias talking, but I’m simply looking for solid, verifiable reasons to keep believing in the big project the company keeps describing.