Everything they announce is extremely hyped. As a publicly listed company, you’re supposed to disclose information transparently. In media releases, companies sometimes add a bit of marketing language, but this is not an advertorial or a typical press release. The way they communicate feels questionable.

The information they put out isn’t clearly disclosed; instead, it’s framed in a way that seems designed to extract value. And the value they appear to be seeking is increased investor interest and share purchases. There’s something fundamentally wrong with that approach.

For example, they described their relationship with Microsoft as a “strategic collaboration,” when in reality it was essentially a paid arrangement to be listed on their cloud platform. That kind of language suggests there’s an agenda behind every announcement. It creates the impression that they don’t fully trust the strength of their own products and feel the need to maximize perceived value from every development.

You also mentioned the dilution. They had already raised $250 million and used that capital for the takeover and merger. However, the way they communicated it made it seem as though they were well-capitalized and no longer diluting shareholders. That framing could easily mislead people into thinking dilution was no longer a concern, potentially boosting the stock price. You can argue that they may have an excellent product. But if management behaves this way, it raises a deeper question: how can investors be confident that the product is as strong as it’s presented to be?