Core Insights - The market tends to misprice companies when it perceives them to operate in distinct, unrelated verticals [1] - A realization occurs when the market identifies that these verticals share a common technological foundation [1] Summary by Categories - **Market Mispricing** - Companies are often mispriced due to the belief that they operate in separate and unrelated sectors [1] - **Technological Commonality** - Eventually, the market recognizes that different verticals may have a shared technological core, leading to a reevaluation of their valuations [1]