Harry Stebbings
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Yeah, there is.
Yeah, there is.
So you ask yourself, and in each case you have to ask yourself, what breaks that trend?
So you ask yourself, and in each case you have to ask yourself, what breaks that trend?
And it's a different thing for each of them.
And it's a different thing for each of them.
What breaks the trend?
What breaks the trend?
What's the catalyst?
What's the catalyst?
Yeah.
Yeah.
The catalyst on the semiconductor CapEx trend is a flattening out in CapEx.
The catalyst on the semiconductor CapEx trend is a flattening out in CapEx.
If that happens, then all bets are off and those things are going to go down so fast and hard.
If that happens, then all bets are off and those things are going to go down so fast and hard.
So that's a call you can make.
So that's a call you can make.
That's one call you can make.
That's one call you can make.