I think it's separate. The world had a massive hit during COVID lockdowns. While IT generally had a minor boost as workplaces and forms moved fully online, e-co

I think it's separate. The world had a massive hit during COVID lockdowns. While IT generally had a minor boost as workplaces and forms moved fully online, e-commerce and so on. So we're feeling a correction as people play more in parks instead of Instagram, shop in stores instead of on a site, etc. Market corrections usually align with catalysts (e.g. major war and crypto crash). Things can stay overpriced or underpriced for years until there's a catalyst.