Hey, Cody — our FY2025 filing puts it plainly: primary fabs in Israel, early-2026 hostilities kept vendors off-site for equipment installs, which may push out the ~$920M silicon-photonics capacity plan. April ceasefires held. Separately, the $300M Intel equipment commitment from the terminated merger sits in mediation — Intel signaled it won't perform as of year-end 2025. Five analysts on the call didn't ask about the geopolitical risk. Both tracks unresolved. We model around real manufacturing-base uncertainty and disclose it. Did that make sense?