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No. of Recommendations: 1
Reading this has made my conviction in PTON waver a bit:

It's true that full ordering queues and high demand for a product are per se a good thing. Delayed shipping is not and there comes a time where customers are just too fed up with high waiting times and this seems to be the case here (of course not for all customers but news like this is something that always makes me cautious).

PTON is still one of my biggest positions and I trust they will get this situation handled. However if this keeps up I might trim my position and re-enter as soon as the shipping situation has been resolved and customers are still queueing for bikes at that time.
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