Traditional valuation metrics (such as price-to-forward-earnings, and even gross margins) are better suited for evaluating mature blue-chip businesses. On the other hand, such valuation metrics leave a lot to be desired when evaluating nascent innovators—especially those with appropriately shifting business strategies and backed by massive secular trends. If you are looking for a steady-eddy dividend stock, this article is not for you. However, if you are looking for an increasingly attractive opportunity that is trading at a large discount to its compelling long-term potential, then this stock is worth considering, especially after the recent share price decline. In this report, we review the business strategy, the market opportunity, the valuation and the risks, and then conclude with our opinion on investing.