SO, I EXPECT THERE TO BE DELAYS IN RUBIN BIG TIME IF THIS IRAN WAR CONTINUES.

SO, I EXPECT THERE TO BE DELAYS IN RUBIN BIG TIME IF THIS IRAN WAR CONTINUES. GOING TO WRITE UP A THREAD ON PPE AVAILABILITY & REDUCED OUTPUT OF M7-M8 GRADE CCL, NEEDED FOR PCBS USED IN RUBIN. ALSO, REDUCTION IN WF6 SUPPLY FOR KOREAN FABS DISPROPORTIONALLY AFFECT HIGH LAYER COUNT MEMORY CHIPS LIKE HBM4 & 200L+ 3D NAND, THE THE YOU NEED FOR AI DATA CENTER. YOU SHOULD BE BULLISH ON HBM4 PRICING, BC THE VOLUME WILL BE MUCH LOWER THAN EXPECTED! KEEP IN MIND THE SUPPLY CHAIN DISRUPTION FROM A PRO

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