Stacy Rasgon: Chips industry is more dynamic than it's ever been in my career

So joining us now is Stacy Ragson, the senior US semiconductor analyst over at Bernstein. And also here with us is our own Christina Parts. Thank you both for being with us.Uh Christina, I'm going to start things off with you and just how we unpack all of these headlines coming out from tariffs to the calling of a resignation for a main Intel CEO type personality. Yeah, I guess right now it's just there's a 100% tariff, but we take it with a grain of salt. As long as companies can prove that they will or th ...