I had a chat with @输栋楼的韭菜, and no matter how you calculate it, $Yelp(YELP.US)'s current price is cheap. But cheap as it may be, the biggest fear is that management might pull off something major; they could just sit there and slowly die, and you'd still make money buying at any point. The real fear is them partying in the ICU. The main point is, from what we can see now, partnering with OpenAI shows they really want to party, so the market has priced it as if they're bankrupt.

Crisis, is it danger? Or opportunity? I don't know either.