YMTC and ASML - What's Going on in China?

Lamb Electronics lost 40% of its revenue to a single customer prior to October. YMTC is very much on the entity list, enemy number two or three,. I have on that list. And so and lamb had to walk away from all of that. So they took a big hit, their stocks down. That management team is, I mean, talk about PTSD. They don't sound good. It'll turn around, but between what happened with YMTC and then just the whole mess that takes place in the memory market, they're not in a happy place right now.