No position here yet, but your statement about treating this a spec play is off the wall. This is a 35b dollar market cap company with a 45 pe. What would you like the stock to be at to treat it not like a spec play? Honestly if it wasn't a spec play the stock would be 40 a share and a normal 20 pe. So it seems you are long the company and you should be hoping ppl are playing this as a spec play to keep it's high valuation. growing 20% a year doesn't mean the stock should have a 50-80 pe. it means it should have a 20-30pe.