It's dangerous to read the market's mind, but my guess is that there isn't enough information for anyone to believe that this is anything more than a PR puff piece.

As much as I want to believe it I can't find any evidence myself, either. At this point I'm pretty much at the "show me the over-unity reactor" phase. There's so many research paths to fusion right now that are all "promising", but until one of them actually builds something that works in the real world I'm not personally interested in hearing any more vague promises.

By all means fund them and keep working on them! I'm just not interested in the PR pieces any more. Give me a report about how it's working.