Shreyas Patil

I'm curious how to interpret the volume decline that would be implied in the guide in the back half?

How much of that is tied to the better regulatory credit sales, how should we think about input cost inflation?

what's been the magnitude of increase, if you could help frame that?

I just want to make sure I heard that right

how you're thinking about the revenue opportunity there

I'm curious if you could talk a little bit about the incremental margins in the quarter.

how big your optical business for AI applications is today and where you feel the need to further bolster via M&A, maybe on the transceiver side or DCI modules

do you expect both segments to converge towards that 30% plus figure that you've talked about previously? Or should we continue to see Industrial running a little bit hotter than that

should we be thinking over the long run that this will eventually become a more balanced market share across the 3 big players? Or do you see TEL as sort of a firm #2 over time?

How should we think about the trajectory of margins from here? Are there strategic investments you think the organization needs to make

how should we think about the pace at which you can get recoveries in the auto end market

you mentioned a little earlier that the goal is to get to 20% operating margins. Wondering if you can expand on that a little bit