Been watching this one since last year, waiting for the valuation to cool off since it's always priced for perfection. Now the price has dropped enough that a lot of investors seem to be treating it like a falling knife.
Given the company's still growing 60% YoY, I decided to finally open a position at $303 currently around 5% of my portfolio.
Curious how others here are reading the setup mispriced opportunity, or is there real reason to be cautious?