I am invested from lower level. I don’t think it is fair to say that E2E will be obsolete in 5 years. The software libraries they provide will be, and will have to be updated/upgraded. Hardware has high depreciation already.
Emergence of an entirely new generation of hardware, e.g., quantum computing at scale, is definitely a risk in the long term.
Yes, the valuation is starting to look expensive. However, I won’t sell if the market is willing to reward me for simply holding and doing nothing. Enormous addressable market (in India and beyond), fast growing market, AI hype and low liquidity are some of the factors pushing up the prices.
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