Those factors absolutely play into outcomes pennytiger.
Previously, global effects had been mentioned in reference to Covid-19, and offered as reasons for lack of appreciable progress/sales (chips, shipping, etc.), and perhaps well-founded.
Interestingly, an omission about these global concerns were “seen” for the most part before Q’s were revealed. But not after.
Now, notable global concerns seemingly ignored again, but that you smartly point out pennytiger...
…perhaps to be offered as the reasons once again, after the Q reports, and perhaps well-founded reasons again
The paradox is thick and evident.
An irreconcilability exists given the sequence of events, proclaimed outcomes, and actual results of the PPS…
…looking at either side of the coin.
Neither bankrupt, nor to the moon.
Either prognostication fares no better than the other.
Yes, enhanced global risks.
All imho.