Fat Shot Drug

face ID has recognized me in moments i wouldn’t have recognized myself

This has to be coming from the state budget. Will Wade back at LSU made me laugh out loud for about 2 minutes.

Braylon Mullins left Bill Raftery and Grant Hill STUNNED 🤯😳

The UConn radio call of the UConn winner

One sided war? We have significant oil and gas infrastructure damaged throughout the Middle East with oil and gas prices surging… Moron

Yikes sitting on the sidelines with cash for now.

@Jeff_Ermann If they keep him and this keeps on happening then that’s great entertainment

@Biotech_FC I don't know if you can fire him when he's going to Final Fours, but he needs a title badly. The talent level has been absurd.

Scheyer is not the guy.

@Jeff_Ermann He’s one more of these away from getting fired. I still think last season’s loss to Houston was worst. Flagg and Knueppel should have taken them to a national championship

No. 1 seeds with 15-point halftime leads were 134-0 all time. He's still not the guy. But in his defense, the one and done model is virtually impossible in this era of grown-ass men paying college ball.

insane I said the college basketball product was trash but this was not. This was a classic

#DUKE LMFAOOOOOOOOOOOO

WHAT DID I JUST WATCH!?!?!

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Dan wrote a good piece, but I see things differently on a few important points. 1. Buyer resistance to smartphone memory price hikes is largely confined to legacy memory like DDR4 — not memory broadly. This distinction matters. It's true that some buyers have recently pushed back on price increases, but the target of that resistance has primarily been legacy memory like DDR4. The market has been behaving rather abnormally of late. At one point, legacy memory like DDR4 was actually trading above DDR5 in price — a genuinely strange phenomenon. That distortion has since moderated as DDR5 prices have risen, but the spike at the time was difficult to explain through normal demand alone. According to industry sources, a significant portion of the DDR4 price surge was attributable to Chinese stockpiling. That's what gave smartphone OEMs the room to respond — by downgrading specs on entry-level devices or trimming production volumes. In other words, there was flexibility on the legacy side. DDR5 is a different story. As I noted in an earlier post, smartphone and PC makers accepted substantial DDR5 price increases in Q1 of this year, and even into Q2. The implication is clear: DDR5 is not a negotiating target right now — it's closer to an essential input that buyers need to secure even at a premium. What's more, flagship products built around DDR5 aren't easy to spec down. At most, a spec freeze is on the table. I've also heard some buyers say they simply can't keep absorbing additional costs on legacy memory. What I failed to account for was that most market participants weren't drawing a clear enough distinction — that this dynamic was specific to legacy — and I didn't anticipate that gap in understanding. 2. Repeating a familiar playbook and adapting to structural change are two different things. Dan portrayed investors who reflexively sell on spot price declines as sophisticated. I'd disagree. Memory companies are no longer operating the way they used to. If anything, they're moving toward a model closer to what TSMC does — building out capacity after securing advance paymets and long-term demand visibility from key customers. Just a few days ago, Korean media reported that Samsung is in discussions to pursue prepayment-based agreements with the likes of Microsoft. And yet the market still treats memory companies as textbook cyclicals. Even as contract structures and demand visibility that resemble TSMC's begin to emerge, the Big 3 trade at valuations that remain absurdly cheap by comparison. Repeating the old playbook in a changed environment isn't sophistication — it's a failure to price in structural change. I'm well aware of the counterargument. LTAs existed in prior cycles, and many were torn up when downturns hit. But the memory companies know that better than anyone. There's no reason to think they don't want TSMC-like valuations. And precisely because of that, the incentive to avoid repeating the old pattern — overcapacity that destroys their own cycle — is far stronger than it's ever been. They're working considerably harder than most people realize to pursue disciplined expansion rather than reflexive overbuilding. It's disappointing to see so many participants still running the same old framework, watching spot prices tick on a screen rather than paying attention to how the industry itself is changing on the ground.

Genuinely no reason to do this other than out of cruelty. If someone did this to us we would be calling on NATO to nuke them.

It was the coldest winter in Boston in 23 years and the warmest ever in Denver. Crazy!

Big "team of destiny" vibes for Purdue. They've been here before, great PG, tons of experience and Matt Painter is due to win one.

TIL the Mag7 are a bunch of shitcos and going out of business $META $NVDA $MSFT $GOOGL $AMZN

Arizona is flying in the second half. I’m not sure anyone can keep up with a team playing like this. They’re probably winning the national championship

Jeff Bezos’ opinions page. Fantasy land that will cost American lives.

SCOOP: Pentagon prepares for weeks of ground operations in Iran washingtonpost.com/national-secur…