$SPY So, with supply chain, not sure everyone understands this, but it's a butterfly effect. Not only is $CAT on hook with customer, customer gets upset, customer also can't do the work . $AMD can be all excited about selling chips $MU but you can't sell what you don't have. Into holidays, folks, things only get worse as demand thickens and supply weakens. Could even break #CHAOS And what about Covid?