RZLV: Why the "$139M Net Loss" Bears Are Completely Missing the Bigger Picture

My last post got a ton of traction, and it seems like the comment section was split 50/50. The bears are hyper-focused on the $139M net loss, but if you look closer at the actual business scaling, this looks like a textbook high-growth AI inflection point.

Here is why the bull case is way stronger than people realize.

High growth costs money upfront. They have roughly $100.5 million in total cash/restricted cash to fund this runway. If they hit their target of $500M in ARR exiting 2026, today's stock price is going to look incredibly cheap.

Change my mind. Are you accumulation-mode or still sitting on the sidelines?