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@88magalhaes Main thing was executive commentary on CPO thematically. Regarding $AMD + hyperscaler adoption + timelines. Checks were very positive for the CPO segment that sold off on delay news. And very positive for $SIVE in that segment, since they're the laser supplier for Ayar, $GFS, that are both linked with possible $AMD CPO routes. But couldn't get direct supplier confirmation since that's confidential.