That all makes sense to me. We are here for wddd, whatever side you choose to bet on, the risk for wddd post cuozzo decision with scotus, that risk from a long's perspective has gone down IMO. To what degree can be argued, but wddd has been trading at a level that would indicate a loss at the ptab and the invalidation of its patents. Given the recent dramatic change and a rather short time line I think wddd's stock price given the current risk/reward ratio is a huge bargain.
If scotus makes some changes that many think they will and patent holders are protected at a fair level once again then Activision just lost more leverage. They have already taken a big hit, if cuozzo goes against them that will be an even bigger hit. If scotus changes BRI and the IPR decision to institute being unreviewable I'd expect some legislation rather quickly to clean up the other loopholes in the AIA law.
I think Activision has a window to potentially limit their damage here. There are a ton of investors that sold out for good reason as this story looked like it was toast. I think to be out of this stock now given what could occur in a few months is a very bad decision, but that's just one guys opinion.
News 
Market Data 
Discover 
