I still think we're coming into the worst of it before it comes back down. NVidia and Microsoft are pulling back on datacenter deployments and CXMT is finishing up their rampup. CXMT has basically said it'll take on all of China's demand which is a massive blow to the big three's cartel, and then with slowing datacenters and obvious pushback it seems inevitable. Maybe not back to the prices from before, but I think we'll see a downturn. Combine that with they're trying to force companies into 5 year pricelocks shows they don't think this pricing will last forever, otherwise they'd be telling them to buy at market rate.