I think it was straightforward to predict that monthly active users would be down after they banned the bots (and lots of accounts were tweeting about losing 4-

I think it was straightforward to predict that monthly active users would be down after they banned the bots (and lots of accounts were tweeting about losing 4-7 figures worth of followers) -- I'm a bit surprised that this is being cited as the reason for the bloodbath. Surely this point is not a sophisticated analysis or am I way over-estimating owners of tech stocks that live and die on earnings calls?