Sure, but with production stuff at scale like that, even if contracts fall through, it doesn’t necessarily mean they’ll be able to switch right over to running consumer RAM down the lines. Unless the AI bubble bursts hard and soon enough for them not to have contracts to fulfill by March, I wouldn’t count on them being able to get meaningful production going during Q2. Switching over from producing one SKU to another can be a crazily time intensive problem on its own, and that’s leaving aside whether they have enough raw materials on hand to keep the lines busy producing those products. If they have some stupid Just in Time inventory system in place, we’ll get to follow their supply lines as we see where new logistical bottlenecks are emerging in the process.