I would agree. Delivery services aside from Amazon weren't doing great before the pandemic and it's not clear it's a great business to be in at anytime.

that is what people said in 2011-2013 after the S&P 500 had already doubled off the lows of the crisis, expecting the market to fall after what had been such a big rally. Instead the market would proceed to double again.

Nah, those trades are already settled and cleared :)