AMD, Qualcomm, and Qualcomm's Earnings Calls

I think if you'd asked me what six months ago, sort of before generative AI took off, I would have said it seems very likely that we're going to see some kind of shoe dropping in the data center or semi's market. Like everybody's been spending so strongly for so many years, starting to feel like it's getting a little toppy. There is obviously a lot of hope and expectation that next year AI is additive to the market. We've talked about that. But it's not entirely surprising that this year it's going to be a little choppy. Yes.