I called this one a few months ago. People freaked out over supply chains and bought way too much. Saw it first hand dealing with the Chinese, minimum order quantities were tripling in February.
https://twitter.com/laurenthomas/status/1534128747699372032?s=21&t=xU3Dsi8XEGbQDBI1Pd_D_w
https://twitter.com/laurenthomas/status/1534128747699372032?s=21&t=xU3Dsi8XEGbQDBI1Pd_D_w