CAP has serious potential to become one of the standout performers this cycle, assuming the team actually delivers on their roadmap. The execution is what matters here—plenty of projects make big promises, but few follow through. What's compelling about this one is the team's track record and their clear vision. If they can maintain momentum and keep building without losing focus, we could be looking at significant upside. The fundamentals seem solid, and I'm confident enough to be positioned here. It really comes down to whether management can execute at scale.