Joshua Buchalter

“Hey guys, thanks for taking my questions and let me echo the congrats to Nick on retirement and say thank you for all the work over the years and also Charlie, thank you for staying with us. um maybe to start you know you called out the u.s design house win for on an asic platform i think using you know for um…”

“Maybe following up on Francois' question from earlier, you've had a couple of your peers very clearly call out restocking in the auto market. You guys, during this past cycle, I think for good reason, were conservative with inventory on your books and in the channel.”

“Hey, guys, thanks for taking my question, and let me echo the congrats to both Rafael and good luck to Julie. Maybe just start following up on some of the earlier ones.”

“Hawk, you gave some gigawatt shipment targets for next year for your various customers. I just want to know, are those any different? Do they contemplate any change from what you said last quarter, right?”

“Collin, I believe in your prepared remarks, you mentioned GB300 is sort of the fastest this ramp in the company's history. How should we think about Vera Rubin against this benchmark?”