Don't forget... from the update to subs last night: The hyperscalers continue investing aggressively in infrastructure, cloud, networking and AI capacity. Companies are still writing enormous checks for GPUs, networking equipment, power, memory and data centers. While markets may debate valuation, the spending itself hasn't disappeared at all. That's constructive for the broader AI supply chain: $NVDA $AMD $MU $AVGO $TSM Networking and power infrastructure