If true, that does not address the point that the necessary facts aren’t known, and therefore one can’t conclusively know whether the source of the virus is natural transmission or a lab leak.

I think there’s just not enough information to say with confidence one way or the other. Biden commissioned a report that was inconclusive, in part because of non-cooperation from the Chinese government. From Wikipedia:

https://en.wikipedia.org/wiki/Assessment_on_COVID-19_Origins

Updated Assessment on COVID-19 Origins is a report of the United States Intelligence Community regarding the origin of the SARS-CoV-2 virus, which was commissioned on May 26, 2021, by President Joe Biden and submitted on August 24.[1]

Biden initially ordered his intelligence services to “redouble efforts” to investigate the virus’s origin.[2] The report, which was released on August 27, noted that the Intelligence Community did not reach a unanimous conclusion on the origin of the virus, with four agencies determining that the index case was likely a result of natural exposure, with another agency considering it as the result of a laboratory incident, although the community overall agreed that it was not linked to biological warfare. The community concluded that a conclusive investigation would require cooperation with the Chinese government.[1][3] Analysts considered that the investigation proved incapable of reaching a definitive conclusion on the origins of COVID-19, and the report was criticized by Chinese officials.

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Groundhog Day 2 is a bit grittier than the original.

I would have expected manufacturers to be increasing production due to the bubble, so when demand evaporates there would be an oversupply. EG - expanded memory production would lead to an oversupply of memory post-burst, leading to a reduction in prices. But a quick google shows at least memory and HDD manufacturers aren’t increasing output, possibly recognizing a bubble, and some things (e.g. GPU’s, SSD’s) are supply-constrained due to memory shortages. Others like CPU manufacturers seem to be increasing supply capacity. So maybe it’s more of a mixed bag.

I guess we’ll see.

I am waiting patiently for the AI bubble to pop so that all of a sudden there’s an excess supply of ram, gpu’s, drives, etc.