Easy does itAlot of people are locking in gains rather than selling off due to lower prospects for growth. It usually corrects itself. Last time (mid 2018), results were poor which justified the downward spiral. Different story this time around. Expectations tempered (perhaps for strategic reasons) but thesis still intact. LAM and others are upbeat so it's interesting to see a stark contrast in commentaries. Like someone said - under-promising and over-delivering gets you to the sweet spot