TheTalkingMule
Distributed Energy Enthusiast
My current though is this narrative permeates all corners through the next 2 months waiting on 2Q numbers.Does make one wonder what we might see if Q2 is sub-optimal due to the prolonged shutdown/slowdown of Shanghai.
That gets the call writers more aggressive and the expectations low, then......bam. June P&D hits and we're off to $1350+.
Just my guess. Don't kill the eternal optimist!
Hard to think it happens now tho since Shanghai is now flying and Austin/Berlin are ramping. I think the word is out and the shorts are just still winning the daily battles.