Baltimore | DC 📍 | Quant Finance 📈 | #RavensFlock

Washington, DC
69% operating margins on semis, no wonder everyone is fighting for HBM capacity
Samsung reports earnings 8PM tonight, here’s the earnings preview; 🇰🇷 Operating profit is projected to hit a record 105.0 trillion won (YoY +763%), driven by the Device Solutions (semi) division entering the "100 trillion won era" with a 69.3% operating margin. The DS division performance is fueled by HBM4 sales expansion and strong QoQ ASP gains in DRAM (+18%) and NAND (+20%), as capacity reallocation toward HBM continues to constrain standard DRAM supply and sustain price hikes. A guide will send $MU and $SKHY to mars
18
$15 trillion added while everyone keeps waiting for the pullback
BREAKING: The S&P 500 and Nasdaq both just hit new all time highs. The US stock market has now added $15 trillion in market cap since its March 2026 bottom.
1
34
Yea we’re gonna need Lamar if we want a chance to beat Atlanta
1
24
Turns out the bond market is still the house
Scott Bessent last month: "I am the house now... you can bet against me if you want." US bond yields since then: 10-year: up 49.7 bps 20-year: up 44.0 bps 30-year: up 42.5 bps Scott Bessent, this month: "I do not control the bond market."
24
Ahmed retweeted
Lamar Jackson has the 2nd most 40+ yard completions this season paired with the highest YPA (10.2) He has also attempted the FEWEST passes in the NFL. (of QB's who appeared in every game) Just a stat for y'all to nibble on...
10
149
1,297
57,487
Ahmed retweeted
Why is nobody talking about Zay Flowers??
14
89
1,271
22,954
An almost inconceivable loss
Eagles were up by ten points with a third-and-goal from the two-yard line with eight minutes to go and lost
61
280
8,207
230,903
Josh Allen just had a stinker and choke job back to back but nobody will remember in a couple weeks
74
Nvm
Loop revenge tour
24
Loop revenge tour
48
How long before Zay enter young AB convos
27
Defense still can’t tackle
1
32
Trenton Simpson been hooping this year
27
He’s going for 125+
A hard pitch count not expected for Ravens WR Zay Flowers (hamstring), who was on one last week. He’s “good to go’ for the Tennessee game, as one source said.
32
The moment you trade away someone in fantasy, you become their biggest hater
2
47
Ahmed retweeted
Minter said Trey Hendrickson had a procedure to fix his finger. He won’t play Sunday.
65
80
1,049
147,789
Bad economic news is basically good news for stocks now, less rate hikes.
JUST IN: A medicore September jobs report. The US economy added only 29,000 jobs in September (well below ~80k expected). On top of that, there were downward revisions: July was revised down to -10k and August to 133k. Unemployment rate: 4.2% (up from 4.1% in August) The biggest sore spot = wage growth of 3% in past year. That’s a new 5-year low and it’s wiped out entirely by ~3.4% inflation.
50
Should’ve known he was gonna throw one after this 😂
CRAZY BUT TRUE: In his 22 year career Aaron Rodgers has NEVER thrown an interception vs. the Browns... 👀
38
So it’s hard to get fired but it’s also hard to get hired
U.S. 🇺🇸 employers announced 43,281 job cuts in September, down 18% MoM and 20% YoY, the lowest September total since 2022. Q3 cuts also fell 43% from Q2. But hiring plans remain weak. Employers announced 90,787 planned hires in September, down 23% YoY and the lowest September total since 2011, with the usual seasonal hiring surge notably muted. Tech was the outlier: 10,799 cuts, up 77% from August. AI was cited in 3,961 September cuts and 120,136 year-to-date, around 21% of all announced cuts in 2026. Source: Challenger, Gray & Christmas.
55
The index barely moved and somehow everything underneath it looked worse
Tuesday’s market moves was one of the more disturbing days of late, says Goldman Sachs pro trib.al/bdgD6aU
30