Markets talk on days like today. What’s evident is that AI data centers are here to say and SSD/NAND demand will persist. The blue sky on $SNDK is their innovative HBF memory coming online in 2026 which we haven’t seen in their revenues just yet. This solves the memory wall issues of AI compute today and unlocks greater utility. Beyond this, we have edge computing / automation / robotics which will all require local memory as cloud infrastructure will not provide the latency required for tools and humanoids to make real time decisions. Comfy here.