Recession in the Semiconductor Industry

Bank of Americans analysts think that we have about eight more months of excess savings from the very stimulus packages still to work its way through the system. So we may not actually see the recession until maybe second quarter of next year. There's a lot of money was thrown at the semiconductor industry and then you have all this climate change money being thrown at various, you know, wind and solar and whatnot. That will push us into a recession. Does it happen third quarter? It doesn't look like it's happening to me in the third quarter.