Bullish for MU due to sold-out HBM capacity across major DRAM makers, though commodity pricing may peak by end of 2027.

The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."

which is actually bullish for high bandwidth memory like your skinex's or your micron

DRAM prices are up like 95% in Q126, right? They're projected to go up. H it's going to slow down. They're probably going to peak out on pricing growth by the end of 27 because you're getting a lot more supply coming online.

DRAM does end up being a commodity, but I mean in fairness, all three of the DRAM makers are sold out of high bandwidth memory. And SKH Highix's I think comes online last in like 2028 or 2029.

So you've got a lot of work to do. So there's there's still time for the memory plays as well.