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bts3rf
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Node runner.

I guess 1% allocation would have netted them over $108 million dollars, 10% over a billion.

How much do you have to love and believe in Dell products to withstand such opportunity cost is mind boggling, IMHO.

Agree. One of the very few companies I would probably hold stock out of conviction and not just returns (although it's a catch 22 because if they were to go public I wouldn't like them).

But who knows what would happen when Gabe retires. Also their dev structure is not great plus there's the whole gambling subworld they allowed to grow and other unsavory fiat things they're inevitably starting to do.

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