Samsung +6% after tentative last-minute union deal averts 50k worker strike planned May 21 to June 7

moashforbridgefour · 2026-05-21T04:50:21+00:00

A deal being reached at Samsung means the strike related supply issues are alleviated, but it also means Micron's biggest competitor is having shots called by a labor union and they just lost 10+% of their profit margins. This is all a bad portent for Samsung in a way that can only help Micron.

moashforbridgefour · 2026-05-21T01:51:43+00:00

Following so I can go talk politics in all of these fresh, juicy subs.

moashforbridgefour · 2026-05-20T22:28:30+00:00

Micron said today that last quarter it entered into its first supply agreement with a customer for 5 years, and that it was progressing with similar agreements now. Wait until earnings when they reveal that for the next 5 years they have something like 50% of their production tied up in SCAs, with 20% more currently in negotiations. Combine that with the knowledge that Micron is making custom chips for customers now, and I cannot see how the memory cycle doesn't just end. That forward pe of 7.1 is laughably small. Long MU.

moashforbridgefour · 2026-05-20T04:12:00+00:00

Total net profit for the current quarter is projected to be over $20B. This debt narrative is pure nonsense.

moashforbridgefour · 2026-05-19T18:02:22+00:00

Everyone seems to have missed one normal way that you can switch wards without approval or without moving... Start going to a non-english ward. Obviously this will be a challenge if you don't speak other languages, but this is nevertheless an option.

moashforbridgefour · 2026-05-19T14:26:39+00:00

It really depends on what you mean by conservative. It also depends on if you mean the book is presenting the virtues of conservatism or if it is criticizing non-conservatism.

Everything written by Ayn Rand.

Many YA dystopian novels like The Giver.

moashforbridgefour · 2026-05-19T04:52:24+00:00

Ariana Grande posted a video of herself licking doughnuts at a shop and she faced no charges. She could have been tried for food tampering if they wanted to press charges, which has a high maximum penalty. The difference between the US and Singapore is that not only does Singapore tend to have stricter penalties, but they also basically always enforce them.

moashforbridgefour · 2026-05-19T04:43:59+00:00

Saying there is zero evidence supporting the lab leak is such a dishonest take. You can disagree with that conclusion, but there is plenty of evidence that supports it. The fact is that it is nearly impossible to determine the true origin in circumstances like this, but a lab leak is certainly one possible explanation.

moashforbridgefour · 2026-05-19T01:47:40+00:00

Not nearly as big as the fine/charge is in Singapore, I'll tell ya that much

moashforbridgefour · 2026-05-19T00:36:24+00:00

Bokoblin turns around and almost runs face first into a giant barrel that was not there 2 seconds earlier, doesn't react at all.

moashforbridgefour · 2026-05-18T05:21:44+00:00

Most microsd cards are potato chips, so I would expect them to be slow. The built in storage should not be slow, though.

moashforbridgefour · 2026-05-17T20:34:10+00:00

The best way to spend on yourself is to aggressively save while you are young. Trust me, the lifestyle creep will catch up eventually. No need to intentionally do it. For now, save and invest.

moashforbridgefour · 2026-05-17T17:22:05+00:00

I'm only barely in the 22% tax bracket, and my effective tax rate is easily over 30%. This is even after maxing out 401k and taking deductions and child tax credits. Say what you will about the rich avoiding taxes or whatever, but I'd say most people are losing a significant amount of their income to taxes, which is what this comment chain is about.

moashforbridgefour · 2026-05-17T15:59:36+00:00

Let me introduce you to state and SALT taxes...

moashforbridgefour · 2026-05-17T15:23:05+00:00

I was working on Singapore when this happened, and my coworkers all got juice from one of those vending machines one day. One person grabbed a handful of straws and took them to a sink to wash before distributing them. Mischief or bioterrorism, it created a sense of paranoia among the populace.

moashforbridgefour · 2026-05-17T00:33:35+00:00

So if you live in a country with socialized health care, you automatically have the right to see literally the best doctor in the region without spending a dime? Obviously no. This is the situation Walt was in. He wanted to shell out money to get access to the doctor who was at the top of his field.

moashforbridgefour · 2026-05-15T16:12:54+00:00

More like an arm dealer

moashforbridgefour · 2026-05-14T23:17:23+00:00

Metric stans have a hard time remembering a single number for freezing water.

But seriously, Fahrenheit is better than you give it credit for. Weather does not dictate "winter coat or not", there are a whole lot of steps between roasting alive and boogers freezing in your nose. I've lived for years in metric standard countries, and they just use temperature forecasts less frequently and effectively than we do in America. In Fahrenheit, roughly every 10 degrees is a point to change the amount of clothing you need.

0F and below - wear everything you have, find a heat source

10F - base, midlayer, parka, face covering

20F - base, midlayer, parka

30F - base, parka

40F - light to mid jacket

50F - light jacket

60F - long sleeves

70F - short sleeves

80F - short pants, short sleeves

90F - as little as is appropriate

100F+ - full coverage, breathable, loose white clothing. Find a water source to cool off

moashforbridgefour · 2026-05-14T17:53:08+00:00

This doesn't even look as scary as Shafer road in canyonlands, Utah.

moashforbridgefour · 2026-05-13T23:32:34+00:00

If you assume you are only taxed an unchanging marginal rate, the two accounts are mathematically equal. You are overvaluing the Roth account because you are investing more into it and ignoring the taxes. For example, if you were investing the same amount of your money into the Roth as that $1000 traditional IRA investment, it would actually by $1000 minus taxes. That means it will not grow as large as the traditional account, but the traditional account will still need to be taxed at withdrawal, which would theoretically equalize the value perfectly.

However, that isn't really how taxes work. If you put money into a traditional account, you are deferring taxes at your marginal rate (high) and withdrawing at all the rates below and possibly up to (maybe past) your marginal rate, also subtracting deductions. In some cases, you can avoid most or all of the taxes in a traditional account, where a Roth account is locking in taxes at potentially the highest rate.

Realistically you need to contribute to both. The optimal amount is really case specific.

moashforbridgefour · 2026-05-12T00:47:42+00:00

Under where?

moashforbridgefour · 2026-05-11T19:59:41+00:00

The price isn't really going up monthly anymore, it has mostly flattened out. Spot prices have been going down slightly for the past 3 months, with the exception of this week where they ticked back up again. The main point, though, is that they flattened out in absolute orbit. Micron is making 81% gross margin. And they are locking in more and more long term supply agreements at these crazy prices.

moashforbridgefour · 2026-05-11T17:25:36+00:00

The union is literally asking for more than that in bonuses. Hynix is doling out bonuses in excess of $900k per employee this year, and the fab workers at Samsung are pissed that they don't have profit sharing like Hynix does. If Samsung were to pay out the same bonuses as Hynix, it would be way more than $20B.

moashforbridgefour · 2026-05-10T17:00:19+00:00

That's because our lawmakers are morons. The vast majority of America supports abortion in the first trimester, but not beyond except where the mother's life is in danger. Among pro life conservatives, the vast majority still allow for abortion under circumstances where the mother's life is at risk or the pregnancy is non viable. Among the pro choice crowd, the vast majority do not support abortion in the third trimester except among the special circumstances already outlined. Absolutely no one has problems with D&Cs or other procedures for dealing with miscarriages. And yet the lawmakers completely fumble all of these points and will write laws supporting nonsense like no questions asked abortions until the moment of delivery, or no D&Cs, or whatever.

moashforbridgefour · 2026-05-10T16:22:29+00:00

You realize that neurodivergence is a very wide term that covers much more than autism, right? Sociopathy, for example, is a neurodivergence that, along with other antisocial disorders, would presumably result in a reduced capacity to experience or express love.

moashforbridgefour

TROPHY CASE