I think the market was pricing in an earnings guidance upgrade, or a big beat at the next quarterly, and I think Charlie reaffirming earnings guidance might have inadvertently caused the sell-off (more than the Shopify thing.)
I hope we continue up, but I can see a 'buy the rumour, sell the reality' type thing coming at the next quarter unless it's massive again. Or, things moving a bit slower since the reaffirming earnings (which does not signal a big beat coming).
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