Keith Lerner

You know, the market is reflecting that it expects a slowdown in that growth, but again, still pretty healthy.

And overall, for the semiconductor industry, I think this just tells you there's still huge demand for compute.

And even though these semiconductor stocks have had a big run and are due for a pause, they're extended.

I think this will just validate that the dominant theme of this bull market that is still very much intact is AI and tech.