The market doesn't trust the news from Nvidia and Lumentu but believes in Semi's analysis. I've read many of Semi's articles, and only a few feel truly insightful. Semi hasn't been very optimistic about Micron before, and Micron is my largest position. The market's reaction is pretty wild too—my bottom-fishing in Tianfu Communication got buried. CPO deployment delayed, what's the connection with FAU and NPO?