Yeah definitely not a huge demand drop, followed by a normalization/huge increase of demand - bottlenecking most of the supply chain and causing those willing to pay more to get delivery priority.

Like Americans couldn’t afford their $25 plastic widgets before, and now because of gubmint stimulus they’re able to finally buy those widgets. Lol.

Cars is a perfect proof of my case. They thought covid would hurt demand for awhile, didn’t book enough chips. And then boom demand spike back and they don’t have a needed input in time. Thus people go to secondary market — used prices up a ton.