Sell out, page-9

Btw that's sarcasm if it wasn't obvious enough, cheers Joel. To add to the second half of your post re macro, a lot of analysts are warning of recession and pointing to 2007 as analog for a bust in commodities which is driving negative sentiment across the board, it's hardy just AMI. Imo this wider view isn't correct, 2007 was unique in the sense the credit cycle and capex cycle converged which hasn't happened before, they're historically inversely correlated. From here any sudden draw down in commodities should be only be liquidity driven events and capex will either, trickle or thump, out of tech back into the real economy.