This report started out like any other. A geek doing his geek-like thing, managing what has been a thus far successful market phase. But as the report wore on, my views got right-sized in real time. I have not edited (other than grammar and some untoward wording, etc. and the italicized summary inputs) anything, so as to leave the progression of my learning on the fly intact for your review. It is published publicly with slight edits and certain actionable subscriber content redacted.