and to what extent to move the dial significantly north of ~$5B market cap, are the only questions for me. It's one thing to be in a fantastic position; it's another thing if that is largely priced into the current valuation. Maybe it is, maybe it isn't, but it's a valid question.
I'm aware there's no room for error at this valuation. Regardless this is a special situation with a mid-cap calling the shots on how it will play out.