This is just a bubble stock 2.0. The pumpers use vaguely plausible arguments to support their case. The valuation is based on 10 years forward with no obstacles in sight. Insane. All competitors simply die off, no new technology competes, margins grow dramatically. Even then, it would be at best, fully valued.
I'm pulling my short b/c delusions die hard. I won't profit by it, but people will get crushed in this name.