ADI is a top pick in the robotics ecosystem as the sensing layer: optical sensors, control systems and touch sensing for robots. Industrial sales approached $2 billion in Q3 and EPS is projected to rise to $16.66 in 2027 and $19.66 in 2028, so robots are a big driver but the existing business is strong.

Well, Analog Devices is also a top choice for you. So why do you think the market might undervalue that layer of the robotics ecosystem when it comes to analog? And of course, compare that to your view here regarding Nvidia.

Yes, Analog Devices occupies our second layer, which is the sensing layer. If you think about when Elon Musk unveiled "Optimus" on Investor Day, when he was on stage performing his amazing tricks, there is a huge number of sensors being used, and that is the specialty of "Analog".

They manufacture optical sensors and control systems, and these systems and sensors allow the robot to interact with the world reliably. We're talking about extreme precision, and they're also developing touch-sensing technologies to translate commands into movements.

Let's go back to the coffee cup example. Think about all the tactile responses your fingers feel when you touch that cup. We need to replicate that in the world of robotics, and that's what Analog Devices is doing.

For Analog specifically, sales in its industrial segment approached $2 billion in the third quarter , with earnings per share projected to reach $16.66 in 2027, which is impressive, a huge increase from this year, while jumping to $19.66 in 2028.

So robots are a big driver, but the company is already performing strongly with its existing business. This again represents a tremendous opportunity for the future.