I see it differently:
- WFE will be a huge tick
- VEC moved to the next stage
- 4CE - I have some idea what is going on here. I don´t know if Kitotolo was a duster or not. But fact is, that even if it is a good one we need something else as well on middle term. Look at Li prices, look at AVZ. So, any new direction is wellcome here.