Been testing out some fresh analytical tools lately, and I've got to say—they're changing how I look at market trends. Here's what I'm seeing: consensus estimates rarely move in isolation. They tend to follow longer-term patterns. Take DRAM for instance. The data keeps pointing upward, no hiccups so far. The market's been pricing in steady gains, and nothing's disrupted that narrative yet. It's one of those rare windows where the fundamentals and sentiment are actually aligned.