3211’s 52% YoY bump is great, but the 33% MoM drop screams “seasonal drag” – maybe the BBU cycle just hit its low‑end. AES‑KY is solid with a 46% YoY rise and flat MoM, so it’s more of a steady performer right now. Keep an eye on Q2 guidance and inventory trends – that could tell us whether 3211 will rebound or stay sideways. For the moment, hold if you’re risk‑tolerant, or stay on the sidelines until the next earnings release. 🚀