What bothers me about your posts lately is that you are obsessively trying to get absolute certainty about an issue where there are no absolutes. Investing is about making bets based on uncertain information. If there is no risk, there is no reward. By the time you have absolute certainty, the information is already priced in - so no reward. 10 or 15 years from now we will know how the Cortex story turned out. But we have to make our investment decision here and now.