NoRandomTrades

Trump is seeking to pay for his new $1.5 trillion military budget by cutting the following: $510 million - Grants for farmers and agricultural research $82 million - Loans for rural small businesses (Fully eliminated) $61 million - Support for farmers and food markets (Fully eliminated) $240 million - School meals and food education for children abroad (Fully eliminated) $659 million - Community building grants $47 million - Support for minority-owned businesses (Fully eliminated) $449 million - Economic development grants for communities $1.6 billion - Weather forecasting, fisheries, and coastal protection (NOAA) $993 million - Scientific research and technology standards $150 million - Support for American exports and trade $2.2 billion - Broadband and internet access programs $8.5 billion - Funding for public schools $1.5 billion - Vocational training and adult education (Fully eliminated) $2.7 billion - College access and higher education support $15.2 billion - Roads, bridges, and infrastructure projects $1.1 billion - Home energy efficiency and clean energy programs (Fully eliminated) $1.1 billion - Scientific research funding $386 million - Environmental cleanup programs $150 million - Cutting-edge clean energy research $4 billion - Help paying home heating and cooling bills for low-income families (Fully eliminated) $768 million - Refugee resettlement assistance $819 million - Care and shelter for migrant children $775 million - Local anti-poverty programs (Fully eliminated) $5 billion - Public health programs, mental health services, and disease prevention $5 billion - Medical research (NIH) $129 million - Healthcare quality and safety research $356 million - Emergency preparedness and disaster response $1.3 billion - FEMA community disaster preparedness grants $707 million - Cybersecurity protection for critical infrastructure $52 million - Airport and transportation security $40 million - Protection against chemical and biological weapons threats $53 million - Funding for homeland security operations $3.3 billion - Community development block grants for local neighborhoods (Fully eliminated) $1.3 billion - Affordable housing construction grants (Fully eliminated) $393 million - Programs to reduce homelessness $529 million - Housing assistance for people living with HIV/AIDS (Fully eliminated) $489 million - Housing and services for Native American communities $50 million - Grants to help communities build more housing (Fully eliminated) $60 million - Enforcement of fair housing and anti-discrimination laws $58 million - Homebuyer and renter counseling services (Fully eliminated) $45 million - Renewable energy development programs (Fully eliminated) $1.7 billion - Grants for local law enforcement and public safety $20 million - Civil rights mediation and legal access programs (Fully eliminated) $1.6 billion - Job training for at-risk youth (Fully eliminated) $395 million - Jobs program for low-income seniors (Fully eliminated) $234 million - Worker safety and labor protection programs $101 million - Enforcement of equal pay and workplace anti-discrimination laws $46 million - Programs to combat child labor and forced labor abroad $2 billion - International humanitarian aid $1.2 billion - Food aid for hungry families abroad (Fully eliminated) $4.3 billion - Global health and disease prevention programs $2.7 billion - Funding for the United Nations and international partnerships $642 million - International economic and treasury programs $315 million - Democracy and anti-corruption programs abroad $486 million - Grants for public transit projects $4.2 billion - Electric vehicle charging infrastructure $372 million - Airline service for rural and small communities $145 million - Grants for sustainable and equitable infrastructure $204 million - Loans and investment for underserved communities $1.4 billion - IRS taxpayer services and enforcement $100 million - Air pollution monitoring and reduction programs (Fully eliminated) $1 billion - EPA grants to states for environmental protection $2.5 billion - Clean drinking water and wastewater infrastructure funds $90 million - Grants to reduce diesel pollution (Fully eliminated) $3.4 billion - NASA space and earth science research $297 million - NASA technology innovation programs $1.1 billion - International Space Station operations $143 million - STEM education programs $309 million - Small business development and entrepreneurship programs $170 million - Small Business Administration operations $158 million - Loans for small businesses

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/sam…