It's a nice, coherent narrative. It sits so nicely in a human brain. It's incomplete. Several companies had big earnings misses. Docusign is the obvious example

It's a nice, coherent narrative. It sits so nicely in a human brain. It's incomplete. Several companies had big earnings misses. Docusign is the obvious example. Twilio missed. Zoom. Big drops. Anytime you have a really coherent narrative in the stock market, you are missing something.