it's pretty simple, either the business model is working perfectly and it will not be stopped by a few slow months or its broken...
Can one single bear (apart from me) provide any actual information that shows the model is broken financially or in terms of customer feedback, retailers leaving, additions slowing absent virus issues, bad debts actually increasing meaningfully in any report, etc etc... no?
The negative ppl are all blah blah blah share price falling because it's a tech bubble.... guess what champs, short attacks during a huge crash work. even mqg has fallen almost 50%, a storage REIT fell 28% today, office reits fell 50%, miners with zero debt fell today below their NTA, there's endless stuff falling 60%++ in this crash. You could announce finding Eldorado and it would get sold off. How many times does the ceo need to say "we can't see an impact yet" before you get it.
I will still get to drink your tears when it recovers ... except this time my holding is even bigger than before...