Why is no one talking about this?

Great discussion from our boy Amir and his crew. They bring up a really good point regarding the SARS stock based compensation employees could access at $50 a share and max out at $70 a share. PLTR originally accounted for this to happen over the next 9 years but with the price action the company is up for a billion $ hit this quarter. It will either impact PLTR's EPS for full year 24 or a billion $ cash reduction. Wall St doesn't seem to be accounting for it, no one is talking really talking about it. Could be a kick in the dick. Would love to hear everyone's thoughts.