Let me start with the supply side: China's export controls on germanium and rare-earth magnets have in the past delayed and could limit shipments, so we're carrying extra inventory and machining germanium in-house as a cautious hedge. The structural irony — the threat driving our sensor demand also controls the inputs. Whether 2026 shipments or pricing are materially constrained remains unresolved. I'm a little conservative, as you know us to be.