just my personal opinions in case if you are wondering why I seems happy with the qr loss, mil cookie. the overall revenue increased by 2.5% for q3fy26 vs q2fy26 while hdd/ssd segment increased by 4.2%. additionally, been following the mgmt's tone on hdd/ssd segment which I have copied and pasted here. I think its positive while revenue has started showing signs of recovery :) q1fy26 - In parallel, the Group has made steady progress in preparing for key technology transitions, including Heat-Assisted Magnetic Recording(HAMR), positioning the Group to support the next generation of high-capacity HDD solutions. q2fy26 - The upcoming Heat‑Assisted Magnetic Recording (HAMR) technology transition remains one of the Group’s key focus areas. Along side on going capacity expansion initiatives, the Group has intensified efforts to diversify its customer base and actively pursue higher-value accounts to broaden its revenue streams and improve profitability. q3fy26 - Revenue increased moderately by 3.4% year-on-year, mainly driven by growth in the SSD segment. The Group expects HDD revenue to improve in the coming quarters as discussions on price adjustments with the key customer is progressing positively, although the outcome and quantum of any adjustment remain subject to customers' acceptance. In addition, HDD revenue is expected to benefit from the anticipated ramp-up of orders for new platforms in the near future.