Markets consistently overshoot on both the upside and downside, so if a fundamental thesis is strengthening while price is flat or declining, this represents a classic buying opportunity regardless of the commodity.

Working for NextGen carries significant reputational value ('brand') that employees can leverage to raise capital or secure positions at other companies, so the company has delivered value to employees even if shareholder capital was misallocated.

Without NextGen's cooperation on infrastructure, Fission on its own would be a 'missed opportunity,' suggesting that Fission without NextGen development faces substantial economic challenges.