They aren't arbitrary. I picked the dates I did because they coincide with the widespread narrative of selloffs from tariffs and they are decent bounds on a per

They aren't arbitrary. I picked the dates I did because they coincide with the widespread narrative of selloffs from tariffs and they are decent bounds on a period of stability for both. Amazon is especially vulnerable to tariffs. To be clear, I'm not really staking out a hard position on gen AI being the one true cause here, I just don't find "it's just part of the overall tariff driven market decline" to be very convincing.