Post-deal uncertainty: ARM fallout affecting us?

With the ARM deal falling through, I'm starting to feel a bit of a ripple effect, or maybe it's just paranoia. They just announced layoffs at ARM, which is obviously not us, but it feels like a sign of the times for the semiconductor industry. We've been riding high for so long, especially with the GPU demand. But that ARM deal was supposed to be a big strategic move. Now that it's off the table, I'm wondering if there are any internal shifts happening or if we're just business as usual. Anyone else in engineering or other departments seeing any slowdowns, project reprioritization, or even just a change in the 'vibe' lately? Trying to get a pulse on how stable things *really* feel right now, beyond the headline numbers.