RE:8 out of 10And 4 out of 5 dentists recommend Trident , lol . The supply reality will crystalize in October when the SPR releases end , all those artifical "builds" will be eclipsed by constant draws in November . Winter is not negotiable , its just a matter of when the first snow flies . China has accepted western vaccines and as that program rolls out , Xi will push to get the economy running again .
All roads seem to meet in November , Q3 results , SPR end , China , winter .........
My advice is buckle up and get ready for a wild ride .