Will Finck

Trade deadline news: There will be a new Devils fan coming August 2025.

Devils miss a potential generational player by 1 point because they won meaningless games. A final parting gift from #FitzFailure #NJDevils

Samsung Electronics 1Q26 Conference Call Q&A Key Takeaways (1) 1. Is Samsung also pursuing LTAs? Yes. Contracts have already been signed with some customers. Unlike prior trust-based agreements, these carry substantial binding force. By covering investment amounts, duration, and technical difficulty, they lower CAPA operational risk and enhance business stability and visibility for both customers and Samsung. 2. Union bonus negotiations — were any provisions booked in Q1, and at what scale? Labor-management negotiations are still in progress, so no provisions were booked this quarter. The size of any Q2 provision will be determined based on the outcome of the negotiations. 3. Detailed memory results • Q1 DRAM bit growth met guidance • NAND grew by high single digits, exceeding guidance • ASP rose by low 90% for DRAM and high 80% for NAND 4. Impact of the May general strike on results and management response A general strike is scheduled for May 21 – June 7. The company will do its utmost to prevent any production disruption. 5. Geopolitical risks Production lines are operating normally, with no supply chain risk following the Middle East conflict. Some process gases are sourced from parts of the Middle East, but inventory has been secured and the supplier base is diversified, so there is no medium- to long-term supply risk. On rising electricity prices, the company will continue to secure a stable power supply through close cooperation with the government. There is, however, some impact from higher freight costs driven by oil prices. 6. Q2 memory business outlook Industry-wide supply expansion constraints will persist for the time being. The supply-to-demand fulfillment rate is at a historic low. 2027 demand is already being booked in advance by customers. Based on demand received so far alone, the 2027 supply-demand gap is expected to widen further versus 2026. Bit growth is expected to increase by mid-single digits for DRAM and low single digits for NAND QoQ. 7. HBM sales expansion outlook and HBM4E business status HBM revenue is expected to triple YoY this year. Capacity is already sold out. From Q3 of this year, HBM4 revenue will account for more than half of total HBM revenue. 8. Foundry business outlook Customer demand to secure memory and foundry on a turnkey basis is increasing. The company is in discussions with multiple HPC customers on 2nm/4nm processes, and 2nm contracts with some customers are expected to materialize in the near future. Beyond silicon photonics devices, Samsung is also developing advanced-node processes, 3D packaging, and CPO technologies. Mass production for optical communication module customers is scheduled to begin in 2H26.

DFA

McLean every game cannot pitch either 2nd or 3rd time through the lineup.

"Stay down!" President Trump and others are evacuated from White House Correspondents' Association Dinner. #WHCD #WHCA #NerdProm Watch LIVE here: youtube.com/live/HraD2CMHJ…

RT @KobeissiLetter: BREAKING: President Trump has been evacuated from the White House Correspondents' Dinner after multiple gunshots were h…

LET'S WORK 😮‍💨😮‍💨😮‍💨😮‍💨

GOT OUR GUY!!!! 🔥

At No. 5, the Giants selected Ohio State EDGE/LB Arvell Reese.

The #Giants sat and saw a top pass-rusher fall into their lap. #OSU versatile LB Arvell Reese goes to the #Giants at No. 5. They can play him at ILB.

DFA this loser

For the love of God @StevenACohen2 fire the GM and the manager. Enough is enough.

@AndrewTimoni All of these “wars”/wars are about resources, navigation routes, pipelines, oil, etc. it never changes

@AndrewTimoni Cuba will happen soon drones already doing recon, not convinced defense stocks will go down due to depletion of weapon stockpiles and damage to critical airframes and radar systems. Lot of good material supplier, drone and laser companies available.

As a real estate appraiser, I am getting a TON of foreclosure work. Something bad is going to happen very soon... and it has already started.

@AndrewTimoni Doom. Just invest in tech, semis, semi capital equipment, materials and defense. It will all be okay lol.

@w_finck Don't worry at the rate things are going we're all getting nuked sooner than later.

@AndrewTimoni This is also true, we saw the same thing with auto loans & repos have been up. Consumer credit is at the highest level in history, savings at the lowest, youth unemployment lowest. Can only continue for so long before something happens, but likely to affect only certain sectors.

@w_finck The other issue is after the craziness of the pandemic and the low rates, banks became desperate to lend money and gave out a lot of loans they shouldn't have to unqualified people at high rates.

They have to fire this dunce and this moron Mendoza

The Mets need to fire Mendoza and Stearns. They also have to get rid of Lindor, enough of watching this guys smiling and playing poorly and smiling while losing.