Q Yeah, it's kind of crazy because if you look at the way that Stocks have been traded publicly. A lot of the market action that we're seeing is entirely dependent on those announcements coming true. So Max, let's go to you. What are the consequences going to be if this these announced build outs don't materialize?
A Well, I think there's a lot of shareholders of these public companies that are going to be pretty frustrated. Microsoft, Amazon, et cetera, have been making big cat back spats, as I think everybody in this room knows. They've been going to the market to get debt now, which is, you know, you know, I think shareholders would be pretty interested in terms of the consequences, though. I mean, I'm a chip reporter, so that's sort of where I that's how I kind of think about it. And it's Very likely, I would say that we're going to lead, we're going to see some over capacity, uh, essentially. So like people are building, especially memory companies are building tons of factories right now. And typically the chip industry is, again, I'm sure everybody in this room knows, uh, tends to be cyclical. So the whiplash from this one might be pretty bad, depending on exactly when it comes to an end. If it does.
AI assessment note: “we're going to see some over capacity, uh, essentially”