Stephen Simalchik

@CoachClawson A great leader on and off the field ❤️

Heartbroken today over the loss of my coach and mentor who became a close friend. Anyone who had the privilege of playing for Coach Farley can attest to the character of the man and the impact he had on them. He was the major inspiration of why I wanted to be a college coach. Love you and thank you Coach Farley. 😢

@brooksybrooks83 @indyradmama @CityofEvanston I agree the rumbles were odd. I guess we will never know more! @CityofEvanston

@indyradmama Is it fireworks? I’m in Evanston and it sounds like explosive demolition of a building. The echoes and rumble sound different than fireworks to me. @CityofEvanston anything?

What's with all the fireworks tonight in Evanston? #RogersPark #Chi

@jeffsterbenc @paulsmith @brooksybrooks83 @indyradmama @CityofEvanston Hmmm okay, we havent heard fireworks around here to celebrate that in that past 7 years.

@SSimalchik @paulsmith @brooksybrooks83 @indyradmama @CityofEvanston End of Ramadan/Eid al-Fitr.

@paulsmith @brooksybrooks83 @indyradmama @CityofEvanston We're in south evanston and havent heard fireworks that loud ever in 6 years. That makes sense distance wise. They were extremely loud it was odd. I wonder if it was a protest.

@brooksybrooks83 @indyradmama @CityofEvanston from south evanston, I could see flashes from seemed to be over by chicago ave and south blvd - pretty loud, definitely seemed like fireworks

@Lori_McClain11 @brooksybrooks83 @indyradmama @CityofEvanston It would be nice to get an explanation. There wasn't a single siren.

@brooksybrooks83 @indyradmama @CityofEvanston So weird — couldn’t see fireworks from any direction and it went on a long time.

@chicotter1 @indyradmama Wasnt that on Tuesday? I thought it may have been a protest.

@SSimalchik @indyradmama oh it’s the end of ramadan!

@kphanny16 @SollySollinger @brooksybrooks83 @indyradmama @CityofEvanston You should report this area to evanston PD so they have a sense of where it was.

@SollySollinger @SSimalchik @brooksybrooks83 @indyradmama @CityofEvanston this is what i saw

@chicotter1 @indyradmama I just spoke with an officer who came thru, evanston PD said they believe it was rogue fireworks down in chicago but near. They said there havent been any reports of injuries and they saw colors that looked like fireworks. So wtf was that.

@SSimalchik @indyradmama yeah on here trying to figure out what that was too

Meet the new interactive Surveys Catalog: A hyperlinked Table of Contents and Analyte Index; easy tools to search, navigate, and seamlessly share; and links to the online store and cap.org. Explore today! view.publitas.com/cap/surveys-20…

❤️ Buckets of gratitude, love, and appreciation to our CAP members. You are the reason laboratory medicine stands as the unshakable bedrock of U.S. healthcare - may no one ever take that for granted ❤️

Sora's Sam Altman definitely gets it right on pathology. #sora #pathology

@merlinscapital Can you share a citation / link to the Taiwan reporting?

Taiwan Media is reporting new semiconductor tariffs will be unveiled by the US commerce dept tomorrow 5/7 $TSM whales are putting a ton of money down on short expiry $SMH

@RogueLou18 Chips and semiconductors are the guts underpinning tech that enables US economic prosperity. Other countries are pouring out money to build these fabs - if the US doesn't keep up, we're going to lose. These firms like @Wolfspeed serve a critical purpose.

“The State of Idaho is providing Micron with $1.5 billion in incentives over the project's life to support its planned memory manufacturing facility in Boise. This is in addition to the $6.1 billion in federal subsidies Micron will receive through the CHIPS Act” So costs can be shifted to @MicronTech customers as long as it’s to make a political statement, but in every other instance the taxpayers just bail them out? Convenient.

@FiringLineShow Fully agree. We have US companies like @wolfspeed who have invested billions in Made-in-USA SiC chip manufacturing. The industry is a clear winner for the US.

Former U.S. Trade Representative Robert Lighthizer defends the CHIPS Act. "You can't be in a position and say, chips are essential to national security and... I'm not going to also subsidize in some way so that we can maintain that manufacturing." Apple: bit.ly/4m6hlFV

@MacroAIQuant Not for the few fully Made-in-USA fabs like @Wolfspeed. Just a turnaround story hiding in plain sight.

Supply chains in tech, specifically semiconductors and electronics, remain highly exposed to tariff risk. Despite deglobalization trends, these sectors depend heavily on Asian manufacturing hubs, particularly China.

@Subhashgarg1960 This is why I want to see clearer fed gov't support of US homegrown chip fabs. We have industry leaders like @Wolfspeed in silicon carbide. Made‑in‑USA semiconductor tech resilience → fewer supply‑chain freak‑outs → more jobs → feels good for everyone.

India’s ambitious semiconductor fab program, quite small in global investment context in semiconductors, seems to be tottering with two major parties announcing pausing/closure of their program. I don’t think India will have its 2.0 version. My op-ed. deccanherald.com//opinion/semic…

@econovisuals This is the trend. And I'm looking for further fed gov't support to buoy US chip manufacturing. We already have it on home soil - example @Wolfspeed leading the world in SiC wafers. These firms are positioned for a major rebound as demand catches up.

📈 U.S. High-Tech Semiconductor Machinery Imports from Netherlands Surge, Fueling Advanced Chip Manufacturing Growth U.S. imports of high-tech semiconductor machinery from the Netherlands—home to ASML, the leading supplier of critical equipment for nanoscale chip production—surged by 56%, rising from $2.64 billion in 2023 to $4.12 billion in 2024. The surge reflects a major ramp-up in U.S. investment in advanced chip manufacturing capacity, signaling potential growth in domestic production in 2025. * ASML designs and manufactures advanced photolithography equipment essential for producing high-tech nanoscale semiconductor chips. Its sales reflect the level of investment by countries in next-generation semiconductor manufacturing. #Netherlands #ASML #USA #imports #semiconductor #IC #AI #tech #chips #DataProcessor #manufacturing #industry #stocks #SPX #Nasdaq

@marcmakingsense I expect things to move at a rapid pace. Markets may be pricing in good news. Made-in-USA SiC fab @Wolfspeed opened up +5% today (trigger a full on circuit breaker) in a sea of red. That's a big deal.

There continues to be speculation of US semiconductor tariff announcement tomorrow. Doubtful, as the public commentary period ends at midnight on May 7. See federalregister.gov/documents/2025… and of course marctomarket.com/2025/05/pboc-r…