Laphroaig Fan

An individual with a shocking level of immaturity with which the normal human level of intelligence simply cannot comprehend. And I like dogs, guns and scotch.

[Laphroaig Fan @PipesandScotch]

@iAnonPatriot Hell no

[Smash JT @SmashJT]

Would be funny if it wasn’t so true

[Dwayne Stovall @DwayneStovall]

A vote for @jamestalarico is a vote to destroy Texas.

[Laphroaig Fan @PipesandScotch]

@thelacoast @iPadTD How will this affect crawfish prices? 🤣🤣🤣

[Laphroaig Fan @PipesandScotch]

@BreitbartNews He stayed in the Air Force. He even flew B-52 bombing missions over Vietnam.

[Laphroaig Fan @PipesandScotch]

@RealJamesWoods Slightly fire damaged cars on sale in Oceanside at only 30% interest!!

[Laphroaig Fan @PipesandScotch]

@khaliltooshort She wearing a chest binder?

[Laphroaig Fan @PipesandScotch]

@GeeksGamersCom The meltdown from the Left would be glorious!!!

[Laphroaig Fan @PipesandScotch]

@robbystarbuck Riots?

[Laphroaig Fan @PipesandScotch]

@AntiWokeMemes Yes. A wooden paddle the size of a ping-pong paddle with holes cut in it for extra “motivation.” It was effective. After getting whipped once, I made sure to never get in that much trouble again. Well, I may have gotten close, it was never bad enough to see that damned paddle.

[Laphroaig Fan @PipesandScotch]

@zerohedge Believe all women 🤣🤣

[Laphroaig Fan @PipesandScotch]

@CENTCOM VMFA-314 “Black Knights” - Once a Knight is never enough

[American AF 🇺🇸 @iAnonPatriot]

Oh so Taylor Swift wants a wall around her wedding, but not our country’s border.

Lmao

[Laphroaig Fan @PipesandScotch]

@iAnonPatriot That is the least of her red flags

[Laphroaig Fan @PipesandScotch]

@heelvsbabyface

[Laphroaig Fan @PipesandScotch]

@PTSportsFix Eclectic mix
Friday
Blazing Saddles
The Thing From Another World

[zerohedge @zerohedge]

From Micron's investor presentation:

We have completed 16 SCAs with customers across the data center, consumer and auto market segments.

Typically, these agreements have a five-year term, from calendar 2026 through the end of calendar 2030. Automotive agreements generally have a three-year term.

The 16 signed agreements represent roughly 20% of our DRAM volume and a third of our NAND volume over this period. These SCAs include four very large customers and three medium-sized customers.

The remaining agreements relate to smaller customers from the automotive industry and represent our commitment to this important sector.

When completed, we expect approximately half or more of our company revenue to be under these SCAs with customers across end markets. Our customers value our U.S. supply plans, and this is reflected in our SCAs.

These SCAs are structured as take-or-pay agreements, with binding commitments to purchase specific volumes over this multi-year term.

The largest agreements generally have a ceiling price for existing products at the current CQ2 (calendar Q2) market price, and a floor price through the term of the agreement.

Several SCAs, which account for a modest portion of the SCA-related revenue, include either fixed prices or have no price bands associated with them where pricing will be subject to market conditions. When all planned SCAs are executed, agreements with either fixed prices or price ceilings at or close to current CQ2 market prices are expected to be approximately 40% of our revenue.

For SCAs which do contain such price bands, pricing is designed to stay within this floor to ceiling level through the course of the term. This pricing visibility will help our SCA customers across market segments to better manage their business and grow their demand.

For our SCAs with price bands, the floor price enables a very robust gross margin for Micron, well above our peak quarterly margins in any past cycle.

14 of the 16 SCAs that we have signed have a cumulative revenue at minimum price per our contracts of approximately $100 billion over the remaining agreement term.

They also strengthen our long-term financial performance, margins and free cash flow expectations, with higher visibility and improved stability in our business performance.

Under the SCAs we have signed so far, we project to receive cash deposits and related financial commitments of $22 billion. This further demonstrates customer commitment to this new business model.

Our SCAs with customers across data center to consumer devices to auto and industrial applications create a new paradigm for us to strengthen our customer relationships. They provide committed DRAM, including HBM as appropriate, and NAND supply to our customers over a multi-year time horizon.

[Laphroaig Fan @PipesandScotch]

@YourPalAnus Prayers inbound!!

[Laphroaig Fan @PipesandScotch]

@DavidZorkocy @dhewlett @AmazonMGMStudio @PrimeVideo McKay!!!!!

[Laphroaig Fan @PipesandScotch]

@heelvsbabyface