Hi GralynchettThat is a good post. I just think that what you...

Hi Gralynchett

That is a good post. I just think that what you have so eloquently put is actually quite a widespread view in the market.

The reality is actually much more nuanced.

The divergence between the widespread view and the nuanced view may give rise to opportunities.

Just for starters, the 10% does not make up all their revenue.

It is best to be prepared now with multiple scenarios, because once everything becomes clear, the investing opportunity (if any) will be gone.