This is all just macro. Nothing is related to the tech.
We're in a liquidity crisis. There's a lot of money but it's not liquid, their choices have been made and they're just holding now.
I predict the stocks will drawdown also about 20 to 30% in the next 6 months, and then printing in May onwards will accelerate the next business cycle, which is going to last 4 or 5 years.
We're basically in 2010 or something like that.
