Hi Ee, the short answer is markets are always forward looking (see A.I.mulus Qr). If you don't position at the worst, then you buy at the peak? History shows this, Glove stocks during covid being the primary example. If you look at the guidance of all the AI hyperscalers (the ones who are spending on AI capex not the sellers eg GPU, memory, photonics, ATE, power, CPU, OSAT etc which will always say sold out...) then you'll see the age of AI has a long runway