Dawson
5.1K posts

Dawson
@wdh37
How you do anything, is how you’ll do everything Husband & Father - 1 Corinthians 13:11-13✝️🇺🇸
Florida, USA Katılım Mayıs 2021
355 Takip Edilen378 Takipçiler
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The entire point of helen is that her beauty was so extreme that two civilizations went to war over her face. that's the plot. Nolan race swapped the most famous beauty standard in western literature with whatever this is. directly contradicting the plot basically.


The Odyssey Movie@odysseymovie
Defy the Gods. Watch the New Trailer for Christopher Nolan's The Odyssey and experience the film in theaters 7 17 26.
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@KevHarlanEffect Worst Monday night since the Jets mnf in 2000. Will Levis visits me in my nightmares
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@wdh37 @KingOfPhinland 5 years? the last tome anyone valued his opinion was like 2016
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@KashMon96052351 I like the move
But
Isn’t that exactly what we’re doing?
New position, and opposite side? (Proctor)
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First Smart Coaching decision.
Unlike previous regimes playing a player not only at a new position but on opposite sides they’re accustomed to.
Moving Jonah back to his natural side this early also helps him tremendously.
Having two monsters in Paul & Proctor gonna be a force‼️#PhinsUp

Alejandro Solana@AlexMSolana
Jon-Eric Sullivan tells the @JoeRoseShow they’re planning on playing Kadyn Proctor at left guard this season
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@kurt13warner Castor oil liberally a few times a day.
Also expert mode mix dmso & castor oil, it’ll reach way deeper with dmso
Dilute dmso 1:1 parts with water first
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@aleabitoreddit Any particular American you’re interesting in adding more of at these levels?
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The fact that a large correction looks like a little blip in the overall charts.
Is pretty telling for how “Serenity Stocks” performs over time?
That aside, I’m starting to think everyone’s expectations are too high.
Now if $SOI or $HPS.A are not up 10% a day people are sad. Before 15% return a year was considered very good.
Corrections like these are normal if you zoom out, even if they’re self-inflicted by US media.
Usually if something is a core component in a multi year optical supercycle… Or are backlogged by multiple years for transformers/switchgear.
It’s a lot easier to sleep at night.


Garric G. Nahapetian@garricn
@aleabitoreddit Many of your names have pulled back into a nice buying zone.
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@aleabitoreddit Ewy iv has dropped lately, still mispriced in your mind and a good long even with dram around?
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Markets are looking at CPUs right now and kinda forgot about memory.
But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 production recently.
$TSM also signaled record capex across the board.
But just like $LPK in glass core substrates...
There's a decent amount of structural monopolies over in the HBM camp markets that I'm thinking about in places like Japan.
That markets may have forgotten? They would largely benefit from current HBM4 capex cycles.
Over in Korea, things like Hanmi Semi (KRX: 042700) have been taking off, up 27.6%+ today, so I'd guess the other companies around the world might play catchup soon.

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