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So $INTC is raising PC CPU prices by 10% apparently in October per Digitimes, which I think markets might appreciate. The legacy memory trade also just going brrr from August revenues: -> ESMT revenue up ~+605% Y/Y, 16.4% M/M Which is interesting given gross margins also rising tremendously too. -> Etron revenue up +525% Y/Y, +6.4% M/M Chairman says he sees growth momentum in memory to extend through 2028 or longer, potentially 2030. (which is very positive read through for ESMT given what Etron sells) *own ESMT/Etron -> Winbond revenue up +289.43% Y/Y, up 2% M/M Their president says memory supply and demand are expected to be even tighter in 2027 than in 2026. -> Macronix revenue up +218.5% Y/Y, +5.4% M/M Says SLC NAND, eMMC, NOR remain tight (kinda known there). So... if you think your 80%-100% type revenue growth players are insane. Check out legacy memory (operating income is even more hilarious). There's a few more where ~ modeled forward P/E values of like 2-3 from my estimates. I personally find the theme a better value investing type idea than your 16 P/E no-growth dividend companies.