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I would say we're overweight semis. I hope Nvidia echoes what amg and TSM are saying because the more companies that agree on an H2 rebound, the more confident as investors we can be about it. That's yeah, if we're underweight cloud. And so we see what these companies are capable of with this reduced spending or lower budgets. So in one way, I guess the markets used to be very timid around how they basically run in cycles,. But to some extent, in video AMD TSM, they have better visibility than before.
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