The issue of CPO and optical module squeezing... Even when any sector peaks, performance can still be very good, but the trend depends on whether this structural component is inflationary. The penetration rate is right there, just like how storage is lacking here. NVIDIA directly reduced SOCAMM content by 39%. Even if shipment volume slightly increases, at this point in the cycle, storage is no longer a tech stock but a blue-chip dividend stock. Definitely need to stand on the CPO side; adjustments should be made during the rebound.