Are we watching the next sacrificial infra build-out happen (Global Crossing/Iridium), where eventually a bankruptcy will lead to affordability? Is this an artificial semiconductor demand peak with rapid expansion due to business FOMO? Will semi manufacturing ramp up to meet this peak, leading to a glut? Will this be like the pandemic supply chain whiplash impact on outdoor gear (Kona Bicycles at one point was offering a BOGO deal)?