Ever go to a party and the hosts are shit and there’s no food, or like maybe a couple stale pretzels in a bowl, and you didn’t eat the whole day thinking you were gonna get down like a king at the party…?

That’s the feeling everyone had banking on a bullish Q4 that didn’t happen. That’s the sour sentiment filling this fictitious super-cycle.

But hey, we’re all here, let’s order some pizzas.

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