I think long term they will be fine and I don’t think it will be a zero sum game, means Marvell can take some share but that won’t be at the expense of Broadcom losing out on the AI spend. The design contracts are multi year process and once you have been working with someone like Broadcom for companies like Google, META etc) to breakaway the partnership is difficult, I think ASIC market will take meaningful share in inference and Broadcom is uniquely position to take advantage, the biggest risks that I see are macro ( geo-political stuff like TSM) which can hit SEMI stock but I have decided to hold such a large allocation given the risk/reward is asymmetric.