Just to be clear, I never said I doubted the capacity being filled. Why would anyone increase capacity with no intention to fill it. But the main variable in question is time.
Without mapping time, and assuming capacity == demand == sales, immediately, is at the peak end of optimism. There is no more bullish outcome than that - just a spectrum of weaker outcomes beneath. It’s anchoring to a fairytale.
Just to be clear, I never said I doubted the capacity being...
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