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- MC:$3.66KHolders:20.41%
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Trade thesis on $LIGHT: The sub-$4B FDV valuation doesn't stack up. The underlying technology alone warrants a significant premium to that level. Positioning for the downside on this one—taking the "NO" outcome. When TGE hits, expect a sharp repricing as the market recalibrates. This disconnect between current valuation and fair value potential is the setup.