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SAMSUNG’S $200B BROADCOM DEAL IS BIGGER THAN A MEMORY SUPPLY CONTRACT. 📊 Samsung Electronics $005930 and Broadcom $AVGO have agreed to pursue more than $200B of semiconductor cooperation through 2030, covering HBM, advanced foundry manufacturing and packaging. Reuters separately confirmed the $200B Samsung–Broadcom portion of the wider Korea–US semiconductor agreements. The headline number is huge, but the strategic shift matters more. Samsung is trying to move from being viewed as a component supplier to becoming a full-stack AI semiconductor partner: Memory → Foundry → Advanced Packaging The reported scope includes HBM4 and HBM4E for Broadcom’s AI accelerators, sub-2nm foundry processes for key chip products, and integrated support from design optimization through packaging and mass production. That matters because Broadcom is one of the central players in custom AI accelerators and high-speed data-center networking. If this MOU converts into real production orders, Samsung would capture more value from each AI chip—not only memory revenue, but also manufacturing and packaging economics. For the Korean market, Samsung is the clearest direct beneficiary. Equipment, materials and packaging names may follow, but only after capacity expansion, supplier participation and actual purchase volumes are confirmed. I would not treat the entire $200B headline as booked revenue yet. This is still an MOU. The real revaluation depends on: → Final contract volumes → Product and process allocation → Production timing → Pricing and margins → Whether orders translate into utilization and earnings The headline creates expectations. Execution is what creates the rerating. $005930 $AVGO For reference only. This is not investment advice. Avoid excessive leverage, do not chase sharp moves and maintain strict risk management.

Hey @token_works, your packs have a 77.3% RTP and you don’t publish it anywhere. users deserve to see this before they buy You pay EV × 1.10. the exit pays you 85% of backing. 0.85 / 1.10 = 77.3%. you lose 23 cents of every dollar, every single pack The EV term cancels. it does not matter which pool you pick or how it’s built. the number is identical every time. no skill, no timing, no edge And it compounds. 5 packs leaves you 27%. 10 packs leaves you 7.6%. this is not variance you recover from, it is a straight line to zero Just for reference, blackjack returns 99.5% RTP. roulette 94.7% RTP. the worst slot machine on ANY casino returns 88% RTP. But $FWA packs return 77.3% RTP, before the nonrefundable VRF fee It’s all in your own docs at /docs/pricing-draw and /docs/winning. just never as one number. a buyer staring at a pack has no way to know they’re taking a worse deal than any casino on earth would legally be allowed to offer • users: 77.3% out. keeping the NFT only breaks even if the floor beats 1.10 × pool EV. know which bet you’re making • team: put the RTP on the pricing page. one line. UK operators are required to surface exactly this for slots You would literally have better odds gambling at a casino than aping $FWA packs