Good call out. Edit - FWIW, energy sector stocks are also down YTD (certainly correlated with lower prices of an inelastic product). I also realized the linked

Good call out. Edit - FWIW, energy sector stocks are also down YTD (certainly correlated with lower prices of an inelastic product). I also realized the linked sourced from Coatue hasn’t been on HN and is a good source for independent discussion like this. Submitted: https://news.ycombinator.com/item?id=36565261 https://news.ycombinator.com/item?id=36565261