Winnie Dong

“I wanted to just follow up on the years, Guy, understand I use, narrow the margin to the lower end. Was there anything that's more specific? I think you've talked a lot about costs already, but anything specific that pushes you to the low end of that range?”

“First one is on the 100 megawatt hour line with Neubauer. Just curious to see what the economic arrangement might be in terms of, you know, who owns it, who pays, and then what does it do to the CAPEX-like model?”

“I wanted to touch on the back half of this year. If you can remind us the mix of revenue that's going to be driven by across the different business lines. And then you can also talk about the backlog at the energy sentiment.”

“On the guide race, it looks like most of the guide is driven by improved CV volume, which has been particularly low in the past few years. We're seeing ACT data, and it looks like this is sort of like the start of some improvements.”

“I was wondering if you can maybe just provide sort of the latest China export exposure. I believe in the past you've talked about it being around 25 percent, which obviously, you know, helps a lot in terms of just the overall exposure to China, but also outside of China.”