Everyone who wanted out is already gone and the NAV premium has almost completely disappeared
No matter how many times I look at it, the upside at these levels looks way bigger than the downside
The FUD that weighed on $NET has been cleared up and we still have the NET SDK and MMORPG launches ahead as catalysts
Most of the bad news is already priced in but I don't think the market has priced in what's coming next
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