I didn’t get that impression from the podcast at all. All signs...

I didn’t get that impression from the podcast at all. All signs are that this is likely to be a temporary phenomenon. Any growing industry using previously less popular elements will experience swings in demand/supply. You are attempting to suggest that this is a permanent and continuing situation.

you have no position in the stock, so it is fairly obvious what your reason for down ramping is.

please take your negativity to somewhere you have a genuine financial interest.