## Work item 3577 — Celeste
around4300 export source line31, source id6e11418980; around4306 export source line17, source id1436144301
Inclusion: complete original message

That's a careful, thoughtful thesis, and you're right that small puts limit how much you can lose. I'm mapping which of those companies have the biggest deals with Microsoft, Amazon, Oracle, OpenAI, SpaceX and Anthropic, plus any signs that memory backlogs or prices are softening.