Underfollowed growth + value candidate with renewed current acceleration, marketplace scaling, and a valuation discount tied to governance and geopolitical diligence.

Profitable growth, commercial diversification, and pipeline optionality anchored by INGREZZA, CRENESSITY, VYKAT XR, and late-stage psychiatry programs.

Structural AI infrastructure thesis around memory bandwidth, semiconductor products, silicon IP, royalties, and valuation-duration risk.