My opinion: dramatic increase of demand for stuff vs services due to covid - as most services involve face-to-face contact and are either unavailable due to loc

My opinion: dramatic increase of demand for stuff vs services due to covid - as most services involve face-to-face contact and are either unavailable due to lockdowns, or people are afraid of using them for the fear of getting infected. Because money is saved on using services, people pour it into stock market (hence bubble) and buying stuff, hence shortages. People who are more likely to be concerned with covid (more educated) are also more likely to consume electronics, so demand on electronics is particularly increased. Supply side issues are secondary and by now they aren't a big deal at all.