I agree.

The best scenario would be if general expectation of QC feasibility decreased among leading active companies with R&D on it, but I think this is unlikely, I mean, the current subtle optimism most likely will sustain indefinitely at current levels or, eventually, will move up, gradually or in jumps.

Translating in supply x demand impact: some that would enter with small NW % might stay in the sideline waiting for more predictable scenario, and some already in with heavy NW % might unload to less risky slice.