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My wife loves to send me really long voice notes, and most of the ways of transcribing them either take you out of WhatsApp or require a monthly subscription. So I fixed it.
I wanted to learn about the next app router and OpenAI api so this was the perfect little project!
Check out: https://transcribemynotes.com
Cool features:
Forward voice notes to our number and get a transcription back in seconds. Try it out for free. Long notes are automatically summarised into a tl;dr I'm adding new features all the time like video transcription, translation, audio from text.
Hope you like it! Let me know what you think or if there’s any other features I should add!

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Hi All, I've seen this done before but thought I'd just pitch in with my experience! As I've also heard most people start on 30mg. And I'm just joyous that I am finally progressing in my journey.
First MAJOR difference - Silence. I did always describe my head being a bit cluttered or busy to my psychiatrist. About an hour and a half after my dose it felt like there was a noticeable difference in my headspace, like.. everything just went quiet? It was peaceful at first but as I got to the end of my dose it was almost a little uncomfortable.. it's never been like this before.
Other differences - Not as major but noticeable.
Second difference - Impulse Control? While I was doing any task, from hobbies I enjoy to stuff I don't like, I didn't feel like reaching for my phone as much, or alt tabbing to YouTube or something. Not much of a mindset as "Oh I can just check it later" more of a just not thinking about it. I still checked it from time to time when I wasn't as busy of course but it was nice.
Third difference - Task completion. I guess this can relate to impulse control, but once I started a task from something trivial such as replying to messages to pretty much anything else, I pretty much stuck on that task until it was completed. A nice feeling
A little bonus, I felt less anxious, I don't know if it's the feeling of the relief of being medicated and knowing how a "normal" brain feels, but I felt more free in a sense. Also was more open to talking to people at work!
Big improvements!
SIDE NOTES !

• Dry Mouth, not too dry, but definitely felt like I was sooo thirsty
  
• I felt "hungry" but had no urge to eat, like I thought about it but just didn't think I could eat a meal. I did manage to get some food in me though, I hope this goes away as I definitely don't want to lose weight.
  
• The "crash", quite a low dose of course but after a while I felt not quite exhausted, but a lot less motivated and just wanted to rest, moreso than I would unmedicated I believe.
  

Anyway, thanks for reading! Hopefully others can relate.

How can we stop going around in circles with these corrupted nihilists? (basically an extreme religious-nut but in reverse; no meaning, no value, no good/bad, nothing matters) I've compiled some of my thoughts/comments.

But first If you are not caught up yet:
1 Re: Vegan Gains ...The Militant Vegan Raffaela Interview - (May 12, 2024)
2 Vegan Gains is a sub-Jerkivest [5/11/24]
3 Moral Realism Debate w/ Inmendham - (May 16, 2024)
4 WTF #899: The vegan gains debate ... Value realism - (May 19, 2024)
5 Vegan Gains ...Denialism is the only nihilism [5/19/24]
also saw this Controversial Topics with Vegan Gains (Horse Riding, Bivalves, Depression, and much more!) - (May 11, 2024) ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ (he thinks in terms of some dogmatic religious brain-rot morality source of right/wrong, but a kind of reversed/opposite conclusion of it's absence, nihilism)
the very reason religion was invented in the first place was because humans by nature had a value-engine driving them & NEED for meaning, that's the irony. value gave rise to religion, religion never needed to grant value. The fact people can't grasp this. 🤦 ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

Now onto the various arguments, sorry how long and out of order it is But the idea is to provoke you coming up with better ideas/arguments, and if you can critic and strenghen my and ultimately inmendham's arguments. The GOAL should be to Create a formal argument AKA a syllogism, modus ponens. Something clear and concise that can't be taken out of context or misinterpreted, as happened with the debate...

On the subject of Efilism, tread lightly, the philosophy and argument extends beyond merely focusing on suffering; it also includes the critical issue of consent violation. Its proponent and creator, Inmendham, argues for value realism, which contrasts starkly with the notion of subjective morality which I find illogical. While objective morality is full of baggage... often linked to outdated religious doctrine so on face value it's not fun or easy subject to broach... many contemporary non-religious ethicists ground it in realism. Personally me, inmendham and others see no use for the term "morality" as it's tainted. value-realism is the subject. Is it a value-laden universe or not?
it is not necessary to call TRUE/REAL right or wrong Objective, because if objective is defined as mind-independent than without minds there's nothing right/wrong to happen to, therefore THE discussion should be just regarding what is TRUE or NOT, subjective doesn't necessarily mean mere contrived opinion or preference but can be logical conclusion, e.g. you can conclude 2 + 2 = 4 as we understand these concepts of numbers to model reality but can you call it objective or mind-independent 2 + 2 = 4, or that math exists? Not really. As you require a modeler to model reality, an observer to make the observation, a mind to come to such accurate conclusions. To me, claiming there is no real right or wrong is akin to asserting that moral standards and ultimately the subject of Ethics is as fictitious as religion or Santa Claus, you just believe it cause you want to or have preference to. Why maintain this pretense if it's all a mere fabrication / contrivance?
Regarding subjective judgments such as determining "What's the tastiest potato chip or the most beautiful painting?", these are not factual assessments about the things themselves, The question itself is misleading, because the thing itself has none of those qualities objectively, Instead, such qualities are OUTPUTs generated by the interaction of our bodies and minds with these INPUT items, the input is quite arbitrary/irrelevant, unlike the highly meaningful & distinct output generated of positive or negative experiences. You might get off more on certain female body part than another, it doesn't matter, the output positives & negatives is more or less same among individuals and that's what's relevant... not what specific fun or hobby gets you or them off or pushes their buttons.
It can be TRUE that a certain food item is the tastiest to that personal individual, or gross to another, and we can talk about intersubjective truths with averages overall. But one's experience of what is tastiest for them doesn't contradict another's, they can both be true for them individually, as you are likely not even sharing the same exact experiences to judge differently. And one's very perception or framing of the experience changes the experience itself, no way around this truth. Some people find bricks tasty or edible, just how their brain is wired.
It's important to recognize that differing opinions of personal taste do not inherently conflict in the way ethical contradictions do. With ethical matters, asserting that two diametrically opposed views are equally valid is problematic, either one is right and the other wrong, or both might be based on flawed reasoning. Pretending 2 opposing ethical views can be both equally right/true/correct is utter contradictory mush, either one of them must be right / wrong, or both are contrived meaningless nothing opinions, just made up. you wouldn't say whether one believes in god or not IS mere personal opinion/preference and such 2 opposing views can be equally right at same time, that's utter contradictory nonsense, by saying 2 opinions that gRAPE is both good & bad at same time are equally right opinons, right loses all meaning and you might as well say neither is right and both are wrong, they each have their own contrived fairytale delusion.
Now with Ethics of right / wrong, it does not depend on one single individual's preference or opinion, but taken as the whole, if you violate one without consent you still have to account for that since you are seemingly putting the weight on the preference otherwise preferences are utterly meaningless and irrelevant.
ALSO, Do you call whatever you prefer what's right, or do you prefer to try to do what is right?
Do you prefer to seek out what is the right most accurate conclusion given all the facts of reality, or contrive right to be what's in your preference/interest or personal gain?
I don't think VG or most these talking heads understand value-realism (problematic events within subjectivity/a non-physical but REAL reality of the mind). Obviously there's no objective divine or otherwise prime-directive moral-rules we must follow. Unfortunately Religion has poisened the conversation so much with archaic ideas and mushy terms like 'Morality'. Understand there is no 'moral truth', let alone an objective one, ofc if you pigeon-hole me or all realists into defending such nonsense it's easy to refute them. What I'm interested in is subject of Ethics, and to start whether or not value/problematic events exist or do not exist.
Here's a silly question by nihilists: "why is suffering bad?"
Response: How do you identify suffering? Based on the fact that it feels bad. (Yes subjectively) Just as we can subjectively understand 2+2 = 4
Or this: "prove suffering bad, objectively"
Also question-begging, obviously it is subjective. If such badness cannot exist mind-independently by definition.
"Prove suffering is bad, objectively"
is begging the question, because...
It strawmans / assumes the badness must be bad mind-independently, it isn't therefore, it isn't bad.
Answer this, evolutionarily do animals PERCEIVE being tortured skinned alive nail in the eye as BAD, or does it impose torture which we RECOGNIZE and define as Bad by definition?
If true PAIN/torture isn't bad then why does it exist evolutionarily? Answer: (problem -> solution) mechanism which functions as ability to learn & improved survival, this mechanism was reinforced over time as it worked.
inmendham & realists like myself argue: it is the case Descriptively, Objectively evolution IMPOSED Prescriptive-value-judgements onto animals which function as a learning/problem solving mechanism. Fact is, the invention of 'PROBLEM' is something I/we/animals had nothing to do with... (no-free-will-choice) but are simply byproduct in observation of this fact.
If real PROBLEM(s) didn't truly exist then Arguably the word and conceptual understanding it points 👉 to wouldn't exist either. As if beings could be truly blind never seeing colors/vision yet pulling the idea out of thin air and conceiving of such a thing, how preposterous, that'd be giving human creativity/imagination way too much credit. The only nihilist argument then is that by evolution we & all feeling organisms are somehow ultimately deluded or have illusion of problem where there is none, which I find deeply implausible. Run the torture study/experiment a million times putting people's arm in the fire "yep still bad". Filtering out people who lack ability to feel pain of course.
As evolutionary biologists even states pain is a message to the animal "don't do that again". Can't get descriptively prescriptive more than that.
Are You Getting It?
The Ought is literally baked in as an IS. The is-ought gap to be bridged is a complete Red-Herring, yes you can't derive an Ought from an IS, because if you oughtn't do something, then it can never be BAD... problematic/BAD/torture can't mean anything if it doesn't scream OUGHT-not.
All you have to agree to is due to evolution it created torture which is decidedly negative/ inherently BAD, by definition. Otherwise it wouldn't feel bad or be torturous at all... THEN ask yourself, how can something be BAD yet it's not BAD to create that BAD?
This is Checkmate. These are irrefutable Facts & Logical deductions.
So much for it all being false-perception, the very fact placebo patients perceive an otherwise harmless laser as BAD/painful makes it so. It's the TRUE reality in their mind and you can't deny that fact. It's also a fact believing a pain isn't really all that bad can make it so, but this doesn't make these value-laden experiences NOT real/true.
As per evolution, your body/brain's mechanisms must generate & impose a prescriptive-value-judgement / problematic event within your mind,
It's nagging, complaining, telling you keeping your hand on the hot stove is a mistake/problematic/bad. (not in itself but as a consequence)
I believe this brain making me write all this... is making an accurate assessment when it observe certain events to be problematic/bad where it's happening which is within subjectivity, where's your evidence my perceptions are fooling me or I'm somehow deluded? I witnessed the crime take place and you were nowhere near the crime scene yet you have the authority to claim otherwise as fact? (You are not simply agnostic to my problem suffering but a De-nihilist)
Once one accepts this evolutionary fact we can move on to more complicated questions regarding ethics, like how do weigh the good & the bad, conflicting preferences, etc. Otherwise, it's all pointless & futile, like arguing bivalves or wild-suffering with a non-vegan. They're just not on that level yet and it's a waste of time.
revised version of my other comment: I believe that many discussions around morality miss a crucial point about value-realism, which acknowledges problematic events within subjectivity, a non-physical but real reality of the mind. It is evident that there are no objective, divine, or prime-directive moral rules we must follow. Unfortunately, religion has muddied the conversation with archaic ideas and terms like 'morality'.
There is no 'moral truth,' especially not an objective one. If critics pigeonhole realists into defending such notions, it becomes easy to refute them. My interest lies in ethics and whether value/problematic events exist.
Consider this question by nihilists: "Why is suffering bad?"
Response: Suffering is identified because it feels bad, subjectively. Just as we subjectively understand 2+2=4, we can recognize suffering through its unpleasant experience.
When asked to "prove suffering is bad, objectively," this is question-begging, as the question assumes that the badness must exist independently of minds, which it does not by definition. This question straw-mans the issue by requiring mind-independent badness, ignoring the subjective nature of suffering. As if the quality of it being BAD must be granted by something outside the experience itself.
Evolutionary Perspective: Animals perceive and react to torture (e.g., being skinned alive) as bad because evolution has imposed mechanisms that signal harm. Pain serves as a problem-solving mechanism, reinforcing behaviors that enhance survival. If pain and suffering weren't inherently problematic, they wouldn’t exist in the form they do.
Realists like myself argue that evolution has objectively imposed prescriptive-value judgments on animals. The concept of 'problem' or 'bad' arises from these evolutionary mechanisms, not from free will. The existence of these concepts indicates the reality of these problematic experiences.
If real problems didn’t exist, neither would the concepts describing them. This is akin to how beings blind from birth wouldn’t conceive of color. Suggesting that evolutionary processes have universally deluded all feeling organisms into perceiving problems where there are none is implausible.
As evolutionary biologists state, pain signals to the animal, "don't do that again," which is descriptively prescriptive. The 'ought' is embedded within the 'is.' Thus, the is-ought gap is a red herring because prescriptive judgments are evolutionarily ingrained.
Again, How do you identify suffering? Based on the fact that it feels bad. (Yes subjectively) Just as we can subjectively understand 2+2 = 4
All you have to agree to is due to evolution it created torture which is decidedly negative/ inherently BAD, by definition. Otherwise it wouldn't feel bad or be torturous at all... THEN ask yourself, how can something be BAD yet it's not BAD to create that BAD?
Conclusion: By acknowledging that evolution created inherently negative experiences like torture, we accept that these experiences are bad by definition. Denying the badness of creating bad experiences is contradictory. Therefore, once recognizing the true reality of subjective experiences, only then we can move on to complex ethical questions about weighing good and bad and addressing conflicting preferences.
playing devil's advocate let's try Steelman their position and then arrive at the logical conclusions of it and then perhaps refute it. If they say: "veganism = right" realize there is no contradiction IF by 'right' they just mean it's literally nothing but their preference...
There's no goal to prefer to know/do what's right, RATHER what's right is whatever matches our personal preferences, so unlike flat earther vs round earth beliefs/CLAIMs which can contradict/conflict with each other since either 1 is right or both are wrong. Individual tastes don't.
Whereas if VG says 9 people gRAPE the 1 kid for fun is WRONG because he's a threshold-deontologist but Also RIGHT to a hedonistic utilitarian, Those views only contradict/conflict if they are making VALUE-claims or recognizing a problematic event take place. However, with VG apparently he would have to say he's not claiming or labelling anything as TRULY problematic at all but merely describing his preferences like flavor of ice cream...
Now, of course, as the realist, I find such a view more deplorable/worse than if they were merely agnostic on right/wrong. Cause it's one thing to say there's a right answer to questions of Ethics but we have no objective scientific basis to determine it yet or lack knowledge VS saying they have knowledge there is absolutely no right or wrong.
Under Anti-realism nihilism, what they mean by wrong/right, is just their preference, if I understand correctly (which I'm quite sure) Anti-realism nihilism reduces the Subject of Ethics down to nothing but you or someone else pontificating/opining (i.e "me no like torture") . It defends some sort of expressivism, emotivism, normative, prescriptive reduction of Ethics. Which I find lubricious and has to be a mistake,
I don't see anyone playing any different game even the nihilists invest their money and plan ahead for self-interest, no one truly signs up for torture for fun like it's no problem, and runs away from pleasure happiness as bad. Further, it stands to reason... since we can recognize objectively evolution created a punishment mechanism to enforce learning and survival, BAD/PROBLEM as a concept is something I/WE/Animals had nothing to do with. We didn't invent it, we recognize it and respond accordingly. Even evolutionary biologist Richard Dawkins stated that pain is a message to the organism 'don't do that again!'
We must address further the flawed logic of VG and other nihilists reducing Ethics down to mere arbitrary preferences like potato chip flavor, or how much salt you prefer in the soup. As it is completely disanalogous & dishonest upon reflection. QUOTE: "There's no arguing against Efilism, it's just personal opinion. Like arguing what tastes better... ice-cream or potato chips?"
Say if you believe that the mona-lisa is beautiful, and I personally find it ugly, this conflicts/contradicts nothing because it claims nothing in terms about that object or reality outside of our own minds.
such qualities are OUTPUTs generated by body/mind from these INPUTs, the input is quite arbitrary/irrelevant, unlike the highly meaningful & distinct output generated of positive or negative experiences.
it doesn't matter what specific fun or hobby gets them off or pushes their buttons in order for it MATTER, those differences don't make it any less real OR all mere subjective opinion. the output positives & negatives is more or less same among individuals and that's what's relevant...
It can be TRUE that a certain food item is the tastiest to some personal individual, or gross to another, one's experience of what is tastiest for them doesn't contradict another's, they can both be true for them individually because it is the reality in their mind, Some people find bricks tasty or edible, just how their brain is wired.
while one person may find a certain food delicious, another may find it repulsive, without invalidating each other's experiences because they are true for them individually. both experiences are valid/correct.
However, actions that disregard another's negative experience invalidate their reality. if you find being boiled alive problematic and I do it anyway believing it's ok, I am invalidating your experience as either not real, relevant, doesn't matter, or my preferences are more important (carry more weight) than yours. Or simply believe it's ALL equal or arbitrary and I just prefer to exploit you so I do that.
Positive or negative experiences are largely consistent among people, making them relevant, regardless of the specific stimuli. Individual truths about taste or preference coexist without contradiction, reflecting each person's value-generated reality.
This cannot honestly be applied to one's mere opinion it's fine to boil kids alive, as you are invalidating the fact that it matters to those victims. You saying it doesn't matter or your gain of pleasure outweighs their loss of pain, is a claim about the reality of events going on in their mind, so there is room for conflict/contradiction. They can't both be right/wrong at the exact same time.
A strong non-intuition argument/claim & facts presented render value-nihilism implausible:
It is Descriptively the case, that Evolution IMPOSED Prescriptive-ought statements... of 'PROBLEMATIC sensation/event' on organisms which functioned as a learning mechanism and improved survival.
Therefore, BAD/PROBLEM isn't mere subjective opinion but something I/we/animals had nothing to do with and are mere by-product reacting to an observation.
This is pretty much the only base-axiom needed to ground my own torture as mattering as the original actual value-currency at stake. That paired with the fact I sampled consciousness and know it matters to me whether or not I am tortured, the fact that I personally observe it as problematic makes it the true reality for my own mind...
...AND it's not mere opinion/proclamation / or idea humans creatively invented out of thin air... as if like everyone could be truly blind yet conceptualizing colovision, makes no sense. plus that's giving humanity way too much credit of imagination.
Can't really have thoughts about information that you don't have. The concept of bad/problem arguably wouldn't even exist if it never was so.
Yes, I agree very semantics. I am attempting to shed clarity on this topic. Looking at the word "BAD" purely in a descriptive sense (e.g., that which can be categorically applied to extreme suffering) it loses all meaning if it's not truly consequential (i.e., it matters whether one experiences bad or not). If it doesn't actually matter ("no problemo") then it can't be bad, only an illusion/delusion of it, yet it's an effective one evolution imposed on organisms as a learning/problem-solving mechanism. The value-realists like myself have every reason to believe evolution created the real thing, not some contrived pseudo-problem organisms feel compelled/obligated to solve.
One only requires the axiom of a Descriptive Bad to ground Ethics. Why? Because it can be argued that a descriptive statement of BAD/problem is prescriptive by it's very nature in the meaning the of word/language.(otherwise its psuedo-bad/fake langauge, redefines bad as aversion/mere preference against) Otherwise, it can't mean anything to be bad, torturously obnoxious, unwanted experiential events couldn't mean anything. Evolutionary biologist Richard Dawkins even state pain is a punishment signal/message to the animal: "Don't do that again!" If those aren't prescriptions imposed, then I don't know what is. The animal doesn't simply decide/prefer to avoid the event and finds it bad, it's told/finds it bad and so prefers to avoid the event/problem. If god or there were some logically or physically possible way it were to be invented how else would it exist?, or what you think evolution's reward & punishment mechanism accomplished? If it didn't synthesize problematic sensations to force organisms to solve?
Evolution prescribes Needs/wants, at the same time imposes a PAIN/PROBLEM of starvation/hunger which by it's very nature is a prescription for solution (i.e. sustenance/relief/comfort.)
By the very nature of "PROBLEM" it prescribes -> "SOLUTION" not merely a contrived or trivial-like on paper math problem, but the origin of why the word even exists: the problem of pain, a true whip/punishment mechanism, real currency to play with, real loss. Idk how you can describe something categorically as a PROBLEM in the true sense of the word if it doesn't come with it a necessary prescription for its solution. Because if there is no NEED for a solution, then it turns into no longer a problem again...
I don't see how it could be any other way because if there's no real game to be playing with value baked into it, then money would be worthless/not even exist, animals wouldn't bother evade standing in the fire, etc.
Saying It is Descriptively the case, that Evolution IMPOSED Prescriptive-ought statements... of 'PROBLEMATIC sensation/event' on organisms which functioned as a learning mechanism and improved survival.
Is the same as saying Evolution IMPOSED torture/BAD, as that's what torture/bad is... a prescribed need for solution to a problem which is some form of relief/comfort.
The prescription arises as a result of accepting step 1. (which nihilists reject/deny) problem solution. The latter does not follow/exist without the former. basic 2+2 = 4 logic. There's no point figuring out the answer to the math equation, if we don't agree first and foremost a problem exists. Nor how to solve a disease, if we don't first and foremost recognize a disease exists. And so, Any debate with nihilists on step 2: of determining what is the most likely solution / right answer becomes irrelevent and a waste of time. Arguing about whether x or y IS the right answer to fixing/preventing diabetes is pointless when they don't even agree the really disease exists. They don't believe an actual real BAD / Problem exists.
VG reduces it down to mere preferences, his reasonings that even if universally sentience prefers not suffebe tortured... Well, just because it is the case descriptively we prefer to avoid suffering doesn't mean we ought/should prevent suffering. He hasn't bridged the IS-OUGHT gap. But he got it backwards,
the claim/argument... ISN'T that because descriptively, sentience universally has a preference to avoid suffering, it is therefore bad,
the claim/argument... IS that it's descriptively bad/problematic, therefore universally there's a deductively logically assigned preference to avoid it,
Again you can't classify/label something as a problem if it's inconsequential whether it is solved or not. The word loses all meaning. If something NEEDs solving/fixing it means there's a problem, if there's a problem it means there's something NEED solving/fixing. Evolution manufactures these needy problems in organisms to manipulate and control them.
Merely what our preferences are IS NOT relevant, preference "frustration" arguably IS. (if preferences couldn't be frustrated "i.e., no value" than it wouldn't matter which way things turned out)
You can have a preference for some art style over another, if we were just programmed non-feeling robots that preferred to avoid standing in the fire, but there was no real kernel of value/bad, then it wouldn't matter.
Let's imagine something was Objectively PROBLEMATIC, an IS statement. What would a real problem look like? something in NEED of a solution. Again, why? because If it doesn't matter whether or not it exists or is Solved or not, it could never be a problem in the first place. So either this problem exists or it doesn't. (NOTE: it doesn't need to be an objective problem to be REAL, "i.e mind-independent")
Next, if ASI or sentient beings were to sample this "problem", would it not be the case they would logically deduce it's in need of a solution? And assign their preferences accordingly to solving it? Cause again otherwise then you just see it as "no-problemo" again.
"If Inmendham's argument is that sentient beings create value, and that the universe has no value without the presence of a sentient being generating it, would it not follow that the ought is inherently built into sensation?" yes but the way VG unfairly reframes it is that we subjectively place value on it, THAT it's entirely subjective, like you prefer salty or sweet, or certain ice cream flavor. emphasizing that it's entirely subjective opinion. Take a look at his unfair silly example: "we can't say pineapple on pizza is objectively tasty or not..." this shows a complete ineptitude in grasping the subject and misrepresenting the argument like crazy, no one is arguing whether Mona Lisa is objectively beautiful or some such thing.
What is being argued: the positive or negative mind-dependent event produced in response to the sensual or perceptual stimuli, the input (object) is irrelevant, only the output (experience) matters and what the value-engine (BRAIN) produced. What pushes your buttons so to speak, blue jelly beans or green jelly beans, could differ between 2 individuals but the shared experience is the same more or less. Whether you wired to find pineapple on pizza tasty or gross is irrelevant, some people find bricks edible.
Main issue is they talking past each other: what inmendham is arguing for was either not expressed as best it could be, and/or VG does not quite comprehend what is being argued... inmendham claims/argues evolution created the real bad/PROBLEM and we respond in recognition of this fact/truth with preferences that follow accordingly, Logic cannot be escaped, once you know 2+2 = 4, you can't will or believe it to be 79. If you know the right answer "torture be Bad M'kay?" obviously you won't act or behave otherwise and say you love it. What could it mean to have a preference against experiencing torture... does such a statement even make any sense? All that is required is a real BAD to exist... and then the preference to avoid it logically follows, an inescapable truth. Unless he thinks I also choose or prefer to believe 2+2 = 4 ?
Essentially VG keeps counter-arguing that: "yes we want to avoid torture, but that's just your preference... just cause universally sentience has a preference against torture (a Descriptive / IS statement) doesn't logically follow some Normative/Prescriptive claim/statement. That just because something IS the case it doesn't follow that we OUGHT / should do X, like help others, prevent suffering, etc. That's a non-sequitur he says. Ultimately it's just a preference." sure but...
His argument only applies/counters a strawman position in his head: Because of this I and other realists can account for / side-step it completely, we aren't attempting to derive an OUGHT from an IS. e.g strawman: "we ALL have preference against torture, Therefore it's BAD." Or "we ALL have preference against torture, Therefore we OUGHT prevent it"
The actual argument is that it's Truly Bad/Problematic by the very nature of the word, Therefore first-hand observation follows universally a deductively logically assigned preference to avoid it. Not the other way around.
"If the only thing that can have meaning in the universe is the experience of a sentient being, ought we not maximize its value just by nature of its experience being the only thing that can matter?" yes the ought is a further logical extension of recognizing it to be a problem, which denotes/demands a solution, otherwise if it doesn't matter to solve it or not then you've turned it into a non-problem again. So it can only be categorically one or the other.
Issue of semantics, different terminology and definitions: as long as VG defines objective as "mind-independent" and sets the goal-post to the realist to find a mind-independent "wrong/bad" as if somehow we need some divine-command or absolute rule in the universe that declares it so... then there is no fruit to the discussion. suffering/bad takes place in the mind/experience, so of course it's unfair to ask one to present a mind-independent suffering/bad in the universe, it is begging the question. To be fair inmendham uses the term objective and could have done better job with defining/pushing his terms "e.g. objective as truth/real/fact" and not let VG impose in his own. However, I don't ascribe a requirement to demonstrate an Objective BAD to ground a BAD as real, valid, and true; it can be entirely based on Subjectivist grounds/axiomatic foundations.
Just because the BAD takes place within subjectivity doesn't make it any less real (non-physical/immaterial sure... but not unreal). VG and nihilists can't understand this. 2+2 = 4 is subjective as is all science ultimately as a root axiomatic-fact... as an observation requires an observer. This doesn't mean realism can't be proven/grounded, it can just like we can know 2+2=4 and the moon exists. If anti-realism is gonna deny subjective truths because it's subjective, then one can't know much of anything and reduces to solipsism. I am more certain I exist and the reality of "perceived" BAD I experience is actually a real BAD... THAN that the moon even exists or any other scientific empirical claim.
PROBLEM is something I/we/animals had Nothing to do with, we didn't invent it.
If Anti-realism nihilism was True and Real "PROBLEMS" didn't exist the word wouldn't exist. It is like being born never knowing or seeing or experiencing vision & color, it's impossible to contrive or imagine it. Some knowledge & information is only accessible through experience.
Even Richard Dawkins stated, "pain is a message to the animal Don't do that again!"
If the ought exists within subjectivity, as preferences, why would them being Subjective vs Objective determine whether or not their violation matters? If one experiences disgust looking at something AND another finds beauty... both are true realities for them, they don't conflict or contradict like empirical or fact claims, but instead both are correct and relevant, not one or the other, BECAUSE when someone says the mona Lisa is beautiful they are just saying it arises in them a sense of beauty, the thing/input is irrelevant whereas the output in mind is what is relevant and true for their reality.
Subjective =/= not true, I don't understand the dichotomy between objective vs subjective ethics, as if there isn't facts to glean about subjectivity.
There's also definition or semantic problems:
objective (mind-independent) vs subjective (mind-dependent)
Under such definition does it make sense to say Objectively evolution created feeling experiencing organisms having sense of taste, smell, sound, hunger, pain, to survive. So can we apply word objective to mind-dependent experiences or not?
And of course under such definition there is no objective mind-independent ethics as without minds there is no feeling subject of concern to even talk about in first place. So how silly...
Yet they take objective to mean True & Subjective made up or mere contrived opinion.
For me these are semantic word games that distract, I just care about what's fact/true. What many don't get is Even science, math is subjective invention, byproduct of subjective tool of language, doesn't mean we can't create an accurate model and picture of reality.
I believe the Is-Ought gap is a red-herring, sure it's true you can't contrive an Ought from just what IS, but with evolution the OUGHT statement is built-in, it's descriptively a prescriptive value statement imposed on me, I/we/animals literally have nothing to do with it, I'm just by-product an observer. This is key understanding.
There exists no objective or divine commandment "you OUGHT do X" written into the fabric of reality, and therefore if you don't that's Bad, No. That's nonsense/impossible logically.
Rather an Descriptive IS statement of X is a real bad/PROBLEM, denotes/demands a solution by it's very nature of the word, otherwise if it doesn't need solving then it becomes into a non-problem again, so either x categorically IS a PROBLEM or it's not.
The claim/argument... Is that it's Descriptively BAD/Problematic, therefore universally there's a deductively logically assigned preference to avoid it. Not the other way around. Our personal preference against torture forever doesn't make it therefore bad. The prescription is built in, forced onto us.
It's like "STOP!" & "GO" What do you say to a dog? "BAD dog!" This is saying it should or shouldn't do something. basically = "No!" "Stop!" That's a prescriptive statement/signal/conveyed message.
Or simply, alls required is Descriptively diagnose Torture as Problematic. Which implies Problem Solution Without necessity of solution there is no problem at all, likewise without problem solution means nothing.
​So you essentially boiled my position down to: "Evolution programmed preference to avoid torture." or "we evolved preference to avoid torture" Does that sound incoherent or what... as if I would make such a silly claim. Keep straw-manning.
Do you think animals have PREFERENCE by default to avoid being tortured burned alive and have sex, or logically preferences are born out of observing problematic negative / positive assigned accordingly through punishment & reward mechanisms aka prescriptions, think long and hard about this one...
This is why value or ethical nihilism is incoherent to me. IF torture be bad, how can it be NOT-bad/neutral to create BAD?
It either is truly BAD or it isn't. It's either real or it's an illusion/delusion and false perception.
Their position must reduce to there is no MEANINGFUL difference between Torture & Bliss. And evolution didn't create any problematic sensation or true punishment whatsoever. Instead, were somehow deluded to view being boiling alive as problematic sensation/BAD, and relief as good, we can't tell the difference or label which is which...
Vegan Gains or any anti-realist needs to substantiate these anti-realist nihilist claims & concede if he agrees with the statements below:
"The value-laden problematic BAD experience of being tortured boiled alive in a vat of acid indefinitely... isn't really bad, evolution didn't successfully impose a real negative punishment mechanism on animals, torture isn't something I/we/animals had nothing to do with and are just byproduct observing the imposition, NO! Instead our opinion has everything to do with it... what's problematic torture, one is merely subjectively interpreting/inventing/proclaiming it to be so! Evolution failed!"
"Animals run from fire cause they irrationally unreasonably subjectively interpret it to be bad/problematic sensation or experience, not cause DNA molecule made it so objectively for evolutionary reasons"
"It is all subjective preference like flavor of potato chips, problematic torturous experience isn't bad you just think it's bad or have preference against it."
"You don't logically recognize intrinsic problematic torturous experience then logically assign solution to problem which is preference to avoid that experience, No, you merely have subjective delusional preference against a nail in your eye and there is no logic to it"
"Good is Bad, and Bad is Good depending on opinion, no right or wrong, all subjective tho"
value anti-realism nihilism. INSANE! WORSE than a flat-earth theory!

My goal was to write this on the 100th but I have grown comfortable with porn free life that I had forgotten to count days. Today i went to the app i use to count and when i checked, 97 freakin days!
Note that before this, my longest streak was 7 days. And in these 97 days, I dedicated myself to using 1 hour a day( which was the least amount i’d spend fapping and watching porn a day) to better myself.
I have managed to read 8 books, 6 non fiction. I got a promotion. I also took a challenge to learn how to use ms excel. Which i do not need that much but i wanted to see if my brain could focus on a thing i consider tedious and guess what, the progress is impressive.
Thank you everyone that kept me going. I’d read success stories of some of y’all and I would be motivated. I am pretty sure it’s only up from here and strength to you who is still fighting. I did it, you can

I have been playing League for about 10 years now. After the first year or so, I started to rage and I'm not sure why. I started cussing at people and never fully controlled my behavior, and it has spiralled into what I am now, and I am ashamed at myself.
I've had multiple accounts banned and been chat restricted many times. But I continue to do it even when I have acknowledged what I'm doing is wrong and I need to stop. It's become a habit.
Last week I inquired about a restriction that I didn't know why I had been punished for and the support said it was one line that I had said one whole week ago which wasn't even that bad, and that they said I am "reported more than average for my region" which made me very offended, and I don't believe I'm reported more than the thousands of players in the U.S.
Anyhow, what I do is when I die, whether it's my fault or not, I cuss at them and rage. I'm not sure why this started and I have no clue since it's been so long as to why I continue to do so. I think there's a combination of things: I may have inherited part of my mother's issue that takes offense at any little thing that isn't something to be offended by (example: me not talking to her when I activate my fight or flight response she takes offense at); inherting part of my father's perfectionism--wanting to always win, hating that I lose, and hating so much when I die. Hating that the League of Legends has turned into such a shitfest of a game, and that all counterplay has essentially been taken out, and that people can kill in 0.2 seconds, which infuriates me because I'm used to the game it was 10 years ago where there were counters and more drawn out fights, making it more enjoyable. Hating that people camp in the bushes for easy kills as well. Hate that Riot has allowed such awful champions like Pyke into the game, and ruined balance and masteries that made the game so much fun before.
Plenty have talked back to me, laughing at me, mocking me for getting mad. I've been called a child or a kid more times than I can count, basically attacking me for being immature when I'm a full grown adult.
I've received my fair share of abuse when I said nothing as well, so I know I'm not the only one that plays League who says bad stuff. Just the other day, I wasn't even saying anything bad or raging, I just asked one of my teammates to stop dying, and he went off on me and told me "I should be banned from escaping the mental hospital" and to "find a rope" insinuating that I should end myself. To note, I have never gone that bad, I just say curses like "fck off" and "f u" and things like that.
I tell myself to do better and that I am going to stop, that I don't want to be seen as a bad person, that I don't want this to be who I am. And then I go into a game and I throw all of it out the window, and then get angry at myself after the game is over.
One said last week that if I get this mad I shouldn't be playing the game. Which offended me as well but I have taken breaks. I'm not addicted as I was back in college. I've gone months without playing. Many nights I turn to reading instead of gaming, or I play my ps5 Horizon games instead. I started out for a year playing it totally fine alongside my boyfriend at the time. But now since I started the rage, it hasn't stopped.
But I keep coming back to it because I want to be better at it. Climb to a higher rank.
I don't know why I am like this. Back then when I started I was in college, I wasn't going through anything really stressful, I didn't have trauma yet. I already was raging when I fell into depression after my fiance left me three weeks before our wedding. I think at the time I was finally away from my restrictive parents and being able to say what ever I wanted was freeing, in a way.
I don't know what to do. But I want to do better. I don't want this to label me as a bad person, and it scares me to have this side of me in my life. Scares me to think that I will tell this to my future husband one day, and what he will think of me.
Does anyone have any insight? Any tips on to stop this? I don't have the money for therapy at this time, either. I don't know where to begin to get better with this.

I built a marketing toolbox for Bootstrapped B2B SaaS founders.
Get it here: https://dmndmarketing.notion.site/Marketing-for-Founders-Toolbox-6352e4d25463487b8ee78aa39191b45d?pvs=4
So you don't have to spend weeks looking for tools to grow.
I broke it down into categories to help you with:
→Payment Processing →Admin & Planning →Video Production →Content Creation →Graphic Design →Organic Social →Automation →Outreach
It's full of tools I used to grow to $40k MRR in 6 months:
Descript for audio transcription to make it easier to write posts Fireflies.ai to help me close deals with great call notes Notion to keep all my planning and content together Hive Index to help me find my buyer
I work with about 30 founders just getting started with their marketing, and I get asked what the ideal tech stack is that doesn't break the bank.
So, almost everything on this list is either free or under $100/month.
𝗪𝗵𝗮𝘁 𝗲𝗹𝘀𝗲 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗼𝗻 𝘁𝗵𝗶𝘀 𝗹𝗶𝘀𝘁?
Let me know in the comments.

Still Spring Cleaning!
Prices are firm but I will give discounts if purchasing multiple SETS.

• Not splitting
• US only

-All manga is g4-g5 unless otherwise noted. Pictures are provided for major damage.
-I do not use the paypal app so I will need your actual PP email address to send an invoice through goods and services.
Time stamp: https://imgur.com/a/YlKuE7a
SETS:
Vinland Saga 1-12: $130
Welcome Back Alice 1-6: $40 https://imgur.com/a/4rnBbrQ
To the Abandoned Sacred Beasts 1-6: $35
Pleasure and Corruption 1-6 Complete: $40
Tokyo Aliens 1-5: $30
Ragna Crimson 1-5: $30
!!REMINDER!!Free shipping for the items below if spending at least $25. +$4 for shipping if spending below $25.
Megumi & Tsugumi 1-3: $20
SINGLES:
Summertime Rendering paperback 1-2: $15
Devil Ecstasy 1: $10 https://imgur.com/a/cJ7sRDX
Lupin lll: $10 https://imgur.com/a/gsbq5QO
Orochi 1: $10
Chobits Hardcover 1: $10
All Manga here is $5 https://imgur.com/a/x769ytr
All Manga here is $6 https://imgur.com/a/7HDCH6k
SOLD:
Kaiju No. 8 1-8: $45
In the Clear Moonlit Dusk 1-6: $40
The King's Beast 1-12: $70
Himouto! Umaru-chan 1-3+5+8-12+ G1 (10 volumes total) Yellowing and remainder marks: $45
Wolf Girl and Black Prince 1-4: $20
Outbride 1-4: $30
Sengoku Youko 1-2
Touge Oni 1
Im Great Priest Imotep 1-2
The Girl I Like Forgot Her Glasses 1-2

So, as the title says this is a post on the review and guide to VARC1000 course by Gejo Sir (the VARC God for me I'll say) 🤌🏻 First, I would like to add 2 important notes :)
Note 1 : I went through this year's VARC1000 course and it's very different from last year's course but I'll try to give you a review of it 🫠
Note 2 : You'll find many people suggesting and saying that "pirated content le le" and stuff. But I won't really suggest that. VARC1000 course is more than what the pirated content will offer. It's not just about VARC okay? It will help you with DILR and QA too (Last year Gejo sir had made videos on how he himself solved DILR and gives really amazing tips and tricks). There will be content/materials for GDPI prepration, profile analyser (which I didn't really find helpful tbh), calls predictor (which again turned out to be not so true in my case but for others it was helpful), daily vocab, GK section, WAT topics, your acads specific questions generally asked during PIs etc etc. All this you won't get in the pirated stuff. You'll just get the videos of his lecs that's it. Course hi lena bhai if possible 🙂
👉🏻 Coming to the course's details : This time they have divided the course into 4 sections Launch Phase, Enhance Phase, Advanced Phase and Peak Phase. And each phase (from Enhance Phase) will be launched in specific months from June onwards. As of now the Launch Phase is active 👀
Coming to the description of the phases : As per my understanding it's perfectly summed up to take you from the very basic (launch phase) to the advanced level (peak phase) 🔥
Focus more on the Core Lessons which Gejo Sir will teach you. He'll just tell you the methods and tricks in these videos ig (that's what happened in the last course) and then maybe he'll teach you to apply them. He'll take a particular RC and solve it. Focus on how he deals with all this okay? Obv take the learnings and develop your own strategy/method (you can copy him but we all can't be like him) 😂
He'll throw some tests before the start of the video.. apply your brains there and see how you do. Then he'll also come up with the strategy lessons (very important) wherein he'll tell you about how to approach the VARC section in those 40 mins and what approach you should have. The core lessons, application lessons and strategy lessons were launched together last year in the course and were really helpful! Till now all the is for RC btw. For VA the material won't be much different but he'll teach you specially about how to deal with the VA too!
Then comes the Daily Article Dose! Do it! Roz karo! It's really good. He'll upload the solutions for it. For every article dose he'll do that and solve it for you. Also, throughout this course you'll find a diverse range of RCs! Humanities, Philosophy, Natural Sciences, Arts etc etc. Everything. And I hope that like last year, this year also he'll make seperate videos for every genre! It's really helpful in that sense! 🍻😌
Coming to the tests! He'll give you a lot of sectional tests (minimum 10 sectional tests) and previous year ke course ke bhi kuch tests alagse (this happened in the last year's course). So you need not worry about the sectionals. You'll get a satisfactory number of those. He'll also solve some sectionals for you. You'll be able to see how he solves the VARC section (trust me you'll be amazed seeing his way of solving). You'll also get Daily Drills where you'll have small tests or say 1-2 RCs and a few VA questions etc. this will also be there. Also, you'll get PY CAT papers as mocks and also as sectional tests separately! So that's also a done deal!! 🍻✨
Don't miss Gejo sir's live sessions! He'll have 1-2 every month ig. And those will be really helpful. It's an interactive session so you can ask your doubts there. He's a very funny guy so you won't be bored. He'll also give you some videos (hopefully) on how to approach DILR! He's a genius in DILR also (atleast for me) 💥
Then comes the Telegram Group of VARC1000 where Gejo sir will also be there! It's a very interactive group and very much helpful. A really nice place to be in I'll say as you'll find serious aspirants mostly.
I hope that I was able to include most of the important things of this course and if needed I'll update this post in the future! :')
Overall I'll say that this course is worth it? It'll definitely improve your VARC skills and understanding if you follow it religiously. As I have said... This course is not just about VARC but there are many many things in it and it'll turn out to be helpful overall! 🩵 Do share this review with your friends and other aspirants! 😼
All the best with your prep! If you have anything to add about the course or your opinions then feel free to drop it in the comments! ;')
Ps. Don't message me for my VARC1000 discount code! It's already used.

ANALYSIS section will be posted separately on my sub Tradingedge
DATA LEDE:

• RBA minutes - Australia
• Said they will try not to excessively fine tune policy
• Future changes to cash rate are difficult to rule in or out
• CPI short term variation can be easily and reasonably overlooked
• Recent data does point to slightly increased inflation risks
• NEUTRAL/HAWKISH overall
• Australia consumer confidence numbers drop 0.3% MOM
• German PPI came 0.2% MOM vs 0.2% expected, in line with last months reading.
• YOY came in at -3.3% slightly below expected value of -3.2%. Came in light which is good for German inflation picture.
• Yellen Speech - no real meaningful comments
• EU balance of trade numbers hit a new yearly high. Points to improving world demand environment.
• Fed speakers include:
• Barkin, Waller, Williams, Bostic, Barr
• BoE’s Bailey to speak too

MARKETS:

• SPX: Maintained above 5300, now trading at 5311. Yesterday, touched 5325, before moving lower again. DJI: Trading at 39,813, just below 40k. Opened yesterday above 40k but moved lower on JPM weakness.
• Nasdaq: trading flat at 18,665. Support will now be at around 18,350.
• Ger40: Slightly lower today, at 18,600. Some slight profit taking near the highs.
• HKG50: Moving lower again for 2nd day in a row. Now at 19,240. Yesterday, was at 19,750 at one point. So down 2.7% across yesterday and today.
• Oil - hit 80 yesterday on WTI but was rejected off there. Lower today to 78, down by 1.5%. Back to range bound.
• Gold: Trading at 2418, Support at 2400.
• VIX: After getting crushed to 12 yesterday, bounced up off of there, now higher.

FX:

• DXY moving flat today and yesterday, around 104.5
• Had fallen to 100d moving average after CPI then moved higher, bouncing from there.
• EURUSD positioning still bullish, flat, slightly higher at 1.087
• GBPUSD moving higher again, trading at 1.272
• AUDUSD at 0.667,
• Has broken out of the long term downtrend.

EARNINGS:

• PANW Current Quarter:
• Revenues of 1.985B beat by 0.8%. Revenues rose 15% YOY
• Products revenue beat by 1.2%
• Subscriptions and support revenue beat by 0.3%
• EPS of 1.32 Beat expectations of 1.25 - beat by 5.6%
• Operating income was 508M, beat by 3.5%
• Operating margin was 25.6% , beat by 69 bps
• Billings came more or less in line
• Deferred revenue basically in line, slight miss.
• NEXT QUARTER GUIDANCE:
• EPS of 1.41 v slightly missed expectations of 1.42
• Revenue came in line with consensus at 2.16B
• Billings guidance beat consensus v slightly.
• FULL YEAR GUIDANCE:
• EPS of 5.56-5.58 beat estimates of 5.51
• Revenue of 8B beat estimates of 7.98B
• Billings of 10.15.5B was up 10-11% YoY
• CEO Nikesh Arora: Enthusiastic response to pjatformization and AI infused security outcomes.
• In conference call said that billings isn’t the only important measure, hence investors should overlook the slight softness in billings.
• Said cybersecurity demand will continue to grow for next several quarters, and PANW will benefit.
• Cyberattacks are scaling and aren’t going away. AI will increase these threats. So the tailwinds for PANW are very strong.

XPEV

• EPS of -0.75 was much better than the -2.06 expected
• Revenue of 6.55B beat estimates of 6.19B. Up 63% YOY, but down 50% QOQ
• Vehicle margin was 5.5%, which was up from 4.1% last quarter, and up form -2.5% last year SO VEHICLE MARGIN IMPROVED
• Vehicle sales came in at 5.54B yuan, up 50% YOY but down 50% QOQ
• Gross margin was 12.9%, up from 1.7% last year and 6.2% last quarter
• SO MARGINS IMPROVED, SALES WERE WORSE THAN LAST QUARTER
• In April saw 9,393 vehicles delivered
• Partnership with Volkswagen group on E/E architecture
• Release of AI powered functions
• GROSS MARGIN IMPROVEMENT DESPITE COMPETITION AND OTHERS CUTTING PRICES WAS A KEY BENEFIT.

NEXT QUARTER GUDIANCE:

• Revenue 7.5-8.3B miss by 15%
• Delivered of 29-32K. Up 30% YOY

MACYS:

• Current quarter:
• ADJ EPS $0.27 vs. $0.56 y/y, EST $0.14. BEAT
• EPS $0.22 vs. $0.56 y/y
• Net sales $4.8B, -3.7% y/y, EST $4.81B. IN LINE
• Gross margin 39.2% vs. 40% y/y, EST 39.6%. MISS
• SG&A expense $1.9B, -2.6% y/y, EST $1.98B. MISS
• GUIDANCE:
• Raised guidance from 2.45-2.85 to 2.55-2.9.
• Raised by 4%
• Beat estimates by 4%, although is a wide guidance
• Sees Net sales at 22.3-22.9B, raising bottom end up slightly from 22.2B.
• More or less in line with guidance.
• Merchandise margins down 100bps due to additional discounting
• Merchandise inventories are well positioned for upcoming summer season
• Credit card revenues down slightly due to higher delinquency rates
• Turnaround plan showing signs of progress as they beat and raise guidance.

LOWES:

• Current quarter:
• EPS of 3.67 beat estimates of 2.95
• Revenue of 21.4B was down YOY by 4%, but beat estimates by 1.3%
• Comparables sales were down 4%
• Reaffirms FY guidance:
• EPS of 12-12.3 vs estimate of 12.19. So miss slightly by 0.4%
• Revenue of 84-85B, basically in line.
• EXPECTS COMPARABLE SALES TO BE DOWN 2-3% vs estimates of 2.43% down.

MAG 7:

• MSFT yesterday, said that Copilot Plus PCs will be based on Qualcomm’s snapdragon X Elite chips, and will offer 15 hours of web browsing and 20 hours of video battery life. MSFT says it’ll outperform MacBook Air.
• On Copilot Plus, Neural processor enables new AI features such as recall for a searchable PC memory.
• MSFT estimates 50 million AI PCs will be sold over the next year. Said its rearchitectured Windows 11 is 58% faster than Apple’s MacBook Air.
• MSFT - restructures Windows 11 for better ARM hardware support and AI integration. Introduces prism emulator, launched to improve compatibility with older x86 and x64 apps. MSFT says Prism emulator is 20% faster than previous versions.
• AAPL - Files law suit to overturn $1.8B EU antitrust fine over App Store rules. AAPL is challenging a 1.8B fine.
• MSFT - OpenAI will be sued by Scarlett Johansson for basically copying her voice against her explicit instruction not to.
• TSLA - Tesla shareholder group still not happy with Elon Musk’s $56B pay package. Urged other investors to reject a $56B pay package.

OTHER COMPANIES:

• XPEV higher on their strong earnings
• MACYS higher on improving picture
• LOW - higher on earnings
• Crypto stocks higher on strong Bitcoin performance
• LRCX 10-1 stock split
• PANW lower on eanrings, seems harsh to me. Other crypto names down in sentiment.
• Chinese stocks lower as Hong Kong MARKET down 1.5% today.
• NOVA - Piper Sandler downgrades Sunnova Energy to neutral from overweight, lowered price target to 4.50 from 9. Analyst had upgraded sun nova in December on expectation of lower rates, but rates have stayed high.
• Li - postpones the launch of its all electric SUVs to the first half of 2025, citing inadequate charging stations and other constraints. CEO emphasised the need for sufficient branded charging stations and more display spots.
• DOWN 4% AGAIN TODAY ON THIS.
• BABA - Alibaba cloud slashes prices for its latest LLM model, Tongyi Qianwen, by up to 97%
• BIDU - in response to Alibaba’s move, BIDU made its ENITRE Speed and ENIRE lite models entirely free to use.
• So we are seeing price wars in AI market.
• JPM says that they will not be increasing buybacks of JPM stock at these prices. Will just continue with previously outlined buyback pace.
• Jamie Dimon also hinted at retirement in the speech, hence JPM lower yesterday
• DELL - Citi raises dell price target to 170 from 125. Optimistic they can gain market share more in AI.
• JD - announces a proposed offering of $1.5B in convertible senior notes, due 2029. Will use proceeds to repurchase shares and expand overseas business.
• PTON - plans global refinancing to address debt. Secured nearly $1.4B in new credit facilities.
• ASML and TSM said they have measures in place to remotely disable advanced EUV chip making machines if China was to invade Taiwan.
• QCOM - shares were higher yesterday after Several big companies including Dell and MSFT announced AI laptops using Qualcomm’s snapdragon X elite chip. MSFT says these devices will outperform apple MacBook Air M3.
• ARM - MSFT will announce Arm powered laptops
• WEN - launches a $3 breakfast deal, including small seasoned potatoes, choice of bacon, eggs and cheese or sausage, eggs and cheese muffin. Rivals Mcdonalds $5value meal
• DASH - expanded its partnership with ULTA beauty to offer on demand delivery in under an hour from 1350 stores across all 50 states.
• VFS - US regulators are probing a vin fast VF 8 Crash, that killed 4 in California.
• LLY - secures china approval for diabetes drug, Tirzepatide. Received approval in China for its diabetes drug.
• BA - one killed on Singapore Airlines Boeing 777 due to severe turbulence.
• DIS - Redburn upgrades to neutral from Sell. Price target 100.
• Samsung - appoints new chief for its chip business, amid competition.

OThER NEWS:

• BTC higher to 72K.
• ETH popped 20% yesterday on renewed optimism for ETF, that SEC might green light spot ether ETFs ahead of first deadline later this week.
• Yardeni research sees Dow Jones DJI at 60k and SPX at 8k by 2030
• Mester’s comments yesterday:
• 3 rate cuts this year is no longer appropriate.
• April CPI was good, but too soon to say what path inflation is on. She said she doesnt think about rate cuts in terms of when. We can raise rates but its not base case. That’s bearish, but also unrealistic. I think there’s less risk now that we are too restrictive, and inflation risks are to upside.
• BEARISH COMMENTS FROM MESTER OVERALL
• Jefferson’s Comments yesterday:
• April inflation was encouraging. Labour market coming into better balance. Inflation decline isn’t as fast as we had liked. Policy is restrictive. - NEUTRAL comments, I’d say.
• Following these comments, Bank of America said that whilst the bar for rate hikes is still v high, rate cuts are still far off. Said Services inflation still running way above target.
• Bank of America believes markets got excited at the print, said markets pricing 50bps of cuts are likely to get disappointed.
• Did push back on stagflation narrative.
• SPACEX Q1 launch report shows that SpaceX is now launching 87% of all payload to orbit, a new record high.
• New Yorkers on average earned $89K last year, meaning that without spending more than 30% of annual income on rent, they can afford $2,216 on housing. That’s only enough to afford 4.4% of rentals.
• Marko Kolanovic held his bearish outlook on stocks, urging clients not to buy. So not all bears are capitulating.
• Fidelity ethereal fund says that the trust’s Ether will not be staked.
• IMF official expects next stage for BOE is to ease rates, says UK monetary policy is at inflection point. Actions by UK authorities are paying off.
• Said BoE should cut rates by 50-75bps in 2024.
• Upgraded UK growth forecast to 0.7% this year from 0.5% previously
• Dubai Airport expects record passenger traffic this year, set to top 100M by 2027.

For more of my content, please join Tradingedge

CONTACT/BOOK NOW

Leon Psychology Clinic is a province-wide online psychology and therapy service. We offer expert, high quality and evidence-based psychological evaluations and psychotherapy for kids, teens and adults.

Contact information

Email: [info@leonpsychology.ca](mailto:info@leonpsychology.ca)
Phone: 819-200-7718
When contacting us, please leave your full name and phone number. We will contact you back within 1 week.
Book an appointement online

Accepting New Clients

MS. SUBITHA: Immediate availability (Ontario – anglophone & francophone – kids/teens)
MS. ROBYN : Immediate availability (Ontario – anglophone – kids/teens)
DR. FAULCONBRIDGE: Immediate availability (Quebec – anglophone – kid/teens)

Waiting list information

DR. LEON: Waiting list OPEN – current wait time is 2 months
Ms ROBITAILLE: Waiting list OPEN – current wait time is 6 weeks

Free 15-minute introductory call

We offer a free 15-minute introductory call to all our new clients.
During this call we will answer your questions and discuss your preferences and availability. We will take the time to assign you to the member of our team who best suits your needs.
Book a free introductory call now
* Don’t forget to visit our FAQ page for more information regarding virtual psychotherapy and fees.
* Note that you will have to create an account to book a call.

Already a client?

Access your account

The Leon Psychology Clinic provides online child, adolescent and adult therapy.

Our virtual therapists work with kids, teens, and adults.

Our psychotherapists and psychologists can work with families from all over Ontario and Quebec.

• Ottawa
• Toronto
• Kingston
• London
• Windsor
• Gatineau
• Montreal
• Quebec

Psychologist Ottawa
Psychologist Toronto
Psychologist Windsor
Psychologist Brampton
Psychologist Hamilton
Psychologue Québec
Psychologue Montreal
Psychologue Gatineau
Psychologue Laval
Psychologist near me
Online therapist Ontario
Online therapist Canada

Contact / Book Now

CONTACT/BOOK NOW

Leon Psychology Clinic is a province-wide online psychology and therapy service. We offer expert, high quality and evidence-based psychological evaluations and psychotherapy for kids, teens and adults.

Contact information

Email: [info@leonpsychology.ca](mailto:info@leonpsychology.ca)
Phone: 819-200-7718
When contacting us, please leave your full name and phone number. We will contact you back within 1 week.
Book an appointement online

Accepting New Clients

MS. SUBITHA: Immediate availability (Ontario – anglophone & francophone – kids/teens)
MS. ROBYN : Immediate availability (Ontario – anglophone – kids/teens)
DR. FAULCONBRIDGE: Immediate availability (Quebec – anglophone – kid/teens)

Waiting list information

DR. LEON: Waiting list OPEN – current wait time is 2 months
Ms ROBITAILLE: Waiting list OPEN – current wait time is 6 weeks

Free 15-minute introductory call

We offer a free 15-minute introductory call to all our new clients.
During this call we will answer your questions and discuss your preferences and availability. We will take the time to assign you to the member of our team who best suits your needs.
Book a free introductory call now
* Don’t forget to visit our FAQ page for more information regarding virtual psychotherapy and fees.
* Note that you will have to create an account to book a call.

Already a client?

Access your account

The Leon Psychology Clinic provides online child, adolescent and adult therapy.

Our virtual therapists work with kids, teens, and adults.

Our psychotherapists and psychologists can work with families from all over Ontario and Quebec.

• Ottawa
• Toronto
• Kingston
• London
• Windsor
• Gatineau
• Montreal
• Quebec

Psychologist Ottawa
Psychologist Toronto
Psychologist Windsor
Psychologist Brampton
Psychologist Hamilton
Psychologue Québec
Psychologue Montreal
Psychologue Gatineau
Psychologue Laval
Psychologist near me
Online therapist Ontario
Online therapist Canada
Theme by Out the BoxEnglish (Canada)

DATA LEDE:

• RBA minutes - Australia
• Said they will try not to excessively fine tune policy
• Future changes to cash rate are difficult to rule in or out
• CPI short term variation can be easily and reasonably overlooked
• Recent data does point to slightly increased inflation risks
• NEUTRAL/HAWKISH overall
• Australia consumer confidence numbers drop 0.3% MOM
• German PPI came 0.2% MOM vs 0.2% expected, in line with last months reading.
• YOY came in at -3.3% slightly below expected value of -3.2%. Came in light which is good for German inflation picture.
• Yellen Speech - no real meaningful comments
• EU balance of trade numbers hit a new yearly high. Points to improving world demand environment.
• Fed speakers include:
• Barkin, Waller, Williams, Bostic, Barr
• BoE’s Bailey to speak too

MARKETS:

• SPX: Maintained above 5300, now trading at 5311. Yesterday, touched 5325, before moving lower again. DJI: Trading at 39,813, just below 40k. Opened yesterday above 40k but moved lower on JPM weakness.
• Nasdaq: trading flat at 18,665. Support will now be at around 18,350.
• Ger40: Slightly lower today, at 18,600. Some slight profit taking near the highs.
• HKG50: Moving lower again for 2nd day in a row. Now at 19,240. Yesterday, was at 19,750 at one point. So down 2.7% across yesterday and today.
• Oil - hit 80 yesterday on WTI but was rejected off there. Lower today to 78, down by 1.5%. Back to range bound.
• Gold: Trading at 2418, Support at 2400.
• VIX: After getting crushed to 12 yesterday, bounced up off of there, now higher.

FX:

• DXY moving flat today and yesterday, around 104.5
• Had fallen to 100d moving average after CPI then moved higher, bouncing from there.
• EURUSD positioning still bullish, flat, slightly higher at 1.087
• GBPUSD moving higher again, trading at 1.272
• AUDUSD at 0.667,
• Has broken out of the long term downtrend.

EARNINGS:

• PANW Current Quarter:
• Revenues of 1.985B beat by 0.8%. Revenues rose 15% YOY
• Products revenue beat by 1.2%
• Subscriptions and support revenue beat by 0.3%
• EPS of 1.32 Beat expectations of 1.25 - beat by 5.6%
• Operating income was 508M, beat by 3.5%
• Operating margin was 25.6% , beat by 69 bps
• Billings came more or less in line
• Deferred revenue basically in line, slight miss.
• NEXT QUARTER GUIDANCE:
• EPS of 1.41 v slightly missed expectations of 1.42
• Revenue came in line with consensus at 2.16B
• Billings guidance beat consensus v slightly.
• FULL YEAR GUIDANCE:
• EPS of 5.56-5.58 beat estimates of 5.51
• Revenue of 8B beat estimates of 7.98B
• Billings of 10.15.5B was up 10-11% YoY
• CEO Nikesh Arora: Enthusiastic response to pjatformization and AI infused security outcomes.
• In conference call said that billings isn’t the only important measure, hence investors should overlook the slight softness in billings.
• Said cybersecurity demand will continue to grow for next several quarters, and PANW will benefit.
• Cyberattacks are scaling and aren’t going away. AI will increase these threats. So the tailwinds for PANW are very strong.

XPEV

• EPS of -0.75 was much better than the -2.06 expected
• Revenue of 6.55B beat estimates of 6.19B. Up 63% YOY, but down 50% QOQ
• Vehicle margin was 5.5%, which was up from 4.1% last quarter, and up form -2.5% last year SO VEHICLE MARGIN IMPROVED
• Vehicle sales came in at 5.54B yuan, up 50% YOY but down 50% QOQ
• Gross margin was 12.9%, up from 1.7% last year and 6.2% last quarter
• SO MARGINS IMPROVED, SALES WERE WORSE THAN LAST QUARTER
• In April saw 9,393 vehicles delivered
• Partnership with Volkswagen group on E/E architecture
• Release of AI powered functions
• GROSS MARGIN IMPROVEMENT DESPITE COMPETITION AND OTHERS CUTTING PRICES WAS A KEY BENEFIT.

NEXT QUARTER GUDIANCE:

• Revenue 7.5-8.3B miss by 15%
• Delivered of 29-32K. Up 30% YOY

MACYS:

• Current quarter:
• ADJ EPS $0.27 vs. $0.56 y/y, EST $0.14. BEAT
• EPS $0.22 vs. $0.56 y/y
• Net sales $4.8B, -3.7% y/y, EST $4.81B. IN LINE
• Gross margin 39.2% vs. 40% y/y, EST 39.6%. MISS
• SG&A expense $1.9B, -2.6% y/y, EST $1.98B. MISS
• GUIDANCE:
• Raised guidance from 2.45-2.85 to 2.55-2.9.
• Raised by 4%
• Beat estimates by 4%, although is a wide guidance
• Sees Net sales at 22.3-22.9B, raising bottom end up slightly from 22.2B.
• More or less in line with guidance.
• Merchandise margins down 100bps due to additional discounting
• Merchandise inventories are well positioned for upcoming summer season
• Credit card revenues down slightly due to higher delinquency rates
• Turnaround plan showing signs of progress as they beat and raise guidance.

LOWES:

• Current quarter:
• EPS of 3.67 beat estimates of 2.95
• Revenue of 21.4B was down YOY by 4%, but beat estimates by 1.3%
• Comparables sales were down 4%
• Reaffirms FY guidance:
• EPS of 12-12.3 vs estimate of 12.19. So miss slightly by 0.4%
• Revenue of 84-85B, basically in line.
• EXPECTS COMPARABLE SALES TO BE DOWN 2-3% vs estimates of 2.43% down.

MAG 7:

• MSFT yesterday, said that Copilot Plus PCs will be based on Qualcomm’s snapdragon X Elite chips, and will offer 15 hours of web browsing and 20 hours of video battery life. MSFT says it’ll outperform MacBook Air.
• On Copilot Plus, Neural processor enables new AI features such as recall for a searchable PC memory.
• MSFT estimates 50 million AI PCs will be sold over the next year. Said its rearchitectured Windows 11 is 58% faster than Apple’s MacBook Air.
• MSFT - restructures Windows 11 for better ARM hardware support and AI integration. Introduces prism emulator, launched to improve compatibility with older x86 and x64 apps. MSFT says Prism emulator is 20% faster than previous versions.
• AAPL - Files law suit to overturn $1.8B EU antitrust fine over App Store rules. AAPL is challenging a 1.8B fine.
• MSFT - OpenAI will be sued by Scarlett Johansson for basically copying her voice against her explicit instruction not to.
• TSLA - Tesla shareholder group still not happy with Elon Musk’s $56B pay package. Urged other investors to reject a $56B pay package.

OTHER COMPANIES:

• XPEV higher on their strong earnings
• MACYS higher on improving picture
• LOW - higher on earnings
• Crypto stocks higher on strong Bitcoin performance
• LRCX 10-1 stock split
• PANW lower on eanrings, seems harsh to me. Other crypto names down in sentiment.
• Chinese stocks lower as Hong Kong MARKET down 1.5% today.
• NOVA - Piper Sandler downgrades Sunnova Energy to neutral from overweight, lowered price target to 4.50 from 9. Analyst had upgraded sun nova in December on expectation of lower rates, but rates have stayed high.
• Li - postpones the launch of its all electric SUVs to the first half of 2025, citing inadequate charging stations and other constraints. CEO emphasised the need for sufficient branded charging stations and more display spots.
• DOWN 4% AGAIN TODAY ON THIS.
• BABA - Alibaba cloud slashes prices for its latest LLM model, Tongyi Qianwen, by up to 97%
• BIDU - in response to Alibaba’s move, BIDU made its ENITRE Speed and ENIRE lite models entirely free to use.
• So we are seeing price wars in AI market.
• JPM says that they will not be increasing buybacks of JPM stock at these prices. Will just continue with previously outlined buyback pace.
• Jamie Dimon also hinted at retirement in the speech, hence JPM lower yesterday
• DELL - Citi raises dell price target to 170 from 125. Optimistic they can gain market share more in AI.
• JD - announces a proposed offering of $1.5B in convertible senior notes, due 2029. Will use proceeds to repurchase shares and expand overseas business.
• PTON - plans global refinancing to address debt. Secured nearly $1.4B in new credit facilities.
• ASML and TSM said they have measures in place to remotely disable advanced EUV chip making machines if China was to invade Taiwan.
• QCOM - shares were higher yesterday after Several big companies including Dell and MSFT announced AI laptops using Qualcomm’s snapdragon X elite chip. MSFT says these devices will outperform apple MacBook Air M3.
• ARM - MSFT will announce Arm powered laptops
• WEN - launches a $3 breakfast deal, including small seasoned potatoes, choice of bacon, eggs and cheese or sausage, eggs and cheese muffin. Rivals Mcdonalds $5value meal
• DASH - expanded its partnership with ULTA beauty to offer on demand delivery in under an hour from 1350 stores across all 50 states.
• VFS - US regulators are probing a vin fast VF 8 Crash, that killed 4 in California.
• LLY - secures china approval for diabetes drug, Tirzepatide. Received approval in China for its diabetes drug.
• BA - one killed on Singapore Airlines Boeing 777 due to severe turbulence.
• DIS - Redburn upgrades to neutral from Sell. Price target 100.
• Samsung - appoints new chief for its chip business, amid competition.

OThER NEWS:

• BTC higher to 72K.
• ETH popped 20% yesterday on renewed optimism for ETF, that SEC might green light spot ether ETFs ahead of first deadline later this week.
• Yardeni research sees Dow Jones DJI at 60k and SPX at 8k by 2030
• Mester’s comments yesterday:
• 3 rate cuts this year is no longer appropriate.
• April CPI was good, but too soon to say what path inflation is on. She said she doesnt think about rate cuts in terms of when. We can raise rates but its not base case. That’s bearish, but also unrealistic. I think there’s less risk now that we are too restrictive, and inflation risks are to upside.
• BEARISH COMMENTS FROM MESTER OVERALL
• Jefferson’s Comments yesterday:
• April inflation was encouraging. Labour market coming into better balance. Inflation decline isn’t as fast as we had liked. Policy is restrictive. - NEUTRAL comments, I’d say.
• Following these comments, Bank of America said that whilst the bar for rate hikes is still v high, rate cuts are still far off. Said Services inflation still running way above target.
• Bank of America believes markets got excited at the print, said markets pricing 50bps of cuts are likely to get disappointed.
• Did push back on stagflation narrative.
• SPACEX Q1 launch report shows that SpaceX is now launching 87% of all payload to orbit, a new record high.
• New Yorkers on average earned $89K last year, meaning that without spending more than 30% of annual income on rent, they can afford $2,216 on housing. That’s only enough to afford 4.4% of rentals.
• Marko Kolanovic held his bearish outlook on stocks, urging clients not to buy. So not all bears are capitulating.
• Fidelity ethereal fund says that the trust’s Ether will not be staked.
• IMF official expects next stage for BOE is to ease rates, says UK monetary policy is at inflection point. Actions by UK authorities are paying off.
• Said BoE should cut rates by 50-75bps in 2024.
• Upgraded UK growth forecast to 0.7% this year from 0.5% previously
• Dubai Airport expects record passenger traffic this year, set to top 100M by 2027.

ANALYSIS section will be posted separately on my sub Tradingedge
DATA LEDE:

• RBA minutes - Australia
• Said they will try not to excessively fine tune policy
• Future changes to cash rate are difficult to rule in or out
• CPI short term variation can be easily and reasonably overlooked
• Recent data does point to slightly increased inflation risks
• NEUTRAL/HAWKISH overall
• Australia consumer confidence numbers drop 0.3% MOM
• German PPI came 0.2% MOM vs 0.2% expected, in line with last months reading.
• YOY came in at -3.3% slightly below expected value of -3.2%. Came in light which is good for German inflation picture.
• Yellen Speech - no real meaningful comments
• EU balance of trade numbers hit a new yearly high. Points to improving world demand environment.
• Fed speakers include:
• Barkin, Waller, Williams, Bostic, Barr
• BoE’s Bailey to speak too

MARKETS:

• SPX: Maintained above 5300, now trading at 5311. Yesterday, touched 5325, before moving lower again. DJI: Trading at 39,813, just below 40k. Opened yesterday above 40k but moved lower on JPM weakness.
• Nasdaq: trading flat at 18,665. Support will now be at around 18,350.
• Ger40: Slightly lower today, at 18,600. Some slight profit taking near the highs.
• HKG50: Moving lower again for 2nd day in a row. Now at 19,240. Yesterday, was at 19,750 at one point. So down 2.7% across yesterday and today.
• Oil - hit 80 yesterday on WTI but was rejected off there. Lower today to 78, down by 1.5%. Back to range bound.
• Gold: Trading at 2418, Support at 2400.
• VIX: After getting crushed to 12 yesterday, bounced up off of there, now higher.

FX:

• DXY moving flat today and yesterday, around 104.5
• Had fallen to 100d moving average after CPI then moved higher, bouncing from there.
• EURUSD positioning still bullish, flat, slightly higher at 1.087
• GBPUSD moving higher again, trading at 1.272
• AUDUSD at 0.667,
• Has broken out of the long term downtrend.

EARNINGS:

• PANW Current Quarter:
• Revenues of 1.985B beat by 0.8%. Revenues rose 15% YOY
• Products revenue beat by 1.2%
• Subscriptions and support revenue beat by 0.3%
• EPS of 1.32 Beat expectations of 1.25 - beat by 5.6%
• Operating income was 508M, beat by 3.5%
• Operating margin was 25.6% , beat by 69 bps
• Billings came more or less in line
• Deferred revenue basically in line, slight miss.
• NEXT QUARTER GUIDANCE:
• EPS of 1.41 v slightly missed expectations of 1.42
• Revenue came in line with consensus at 2.16B
• Billings guidance beat consensus v slightly.
• FULL YEAR GUIDANCE:
• EPS of 5.56-5.58 beat estimates of 5.51
• Revenue of 8B beat estimates of 7.98B
• Billings of 10.15.5B was up 10-11% YoY
• CEO Nikesh Arora: Enthusiastic response to pjatformization and AI infused security outcomes.
• In conference call said that billings isn’t the only important measure, hence investors should overlook the slight softness in billings.
• Said cybersecurity demand will continue to grow for next several quarters, and PANW will benefit.
• Cyberattacks are scaling and aren’t going away. AI will increase these threats. So the tailwinds for PANW are very strong.

XPEV

• EPS of -0.75 was much better than the -2.06 expected
• Revenue of 6.55B beat estimates of 6.19B. Up 63% YOY, but down 50% QOQ
• Vehicle margin was 5.5%, which was up from 4.1% last quarter, and up form -2.5% last year SO VEHICLE MARGIN IMPROVED
• Vehicle sales came in at 5.54B yuan, up 50% YOY but down 50% QOQ
• Gross margin was 12.9%, up from 1.7% last year and 6.2% last quarter
• SO MARGINS IMPROVED, SALES WERE WORSE THAN LAST QUARTER
• In April saw 9,393 vehicles delivered
• Partnership with Volkswagen group on E/E architecture
• Release of AI powered functions
• GROSS MARGIN IMPROVEMENT DESPITE COMPETITION AND OTHERS CUTTING PRICES WAS A KEY BENEFIT.

NEXT QUARTER GUDIANCE:

• Revenue 7.5-8.3B miss by 15%
• Delivered of 29-32K. Up 30% YOY

MACYS:

• Current quarter:
• ADJ EPS $0.27 vs. $0.56 y/y, EST $0.14. BEAT
• EPS $0.22 vs. $0.56 y/y
• Net sales $4.8B, -3.7% y/y, EST $4.81B. IN LINE
• Gross margin 39.2% vs. 40% y/y, EST 39.6%. MISS
• SG&A expense $1.9B, -2.6% y/y, EST $1.98B. MISS
• GUIDANCE:
• Raised guidance from 2.45-2.85 to 2.55-2.9.
• Raised by 4%
• Beat estimates by 4%, although is a wide guidance
• Sees Net sales at 22.3-22.9B, raising bottom end up slightly from 22.2B.
• More or less in line with guidance.
• Merchandise margins down 100bps due to additional discounting
• Merchandise inventories are well positioned for upcoming summer season
• Credit card revenues down slightly due to higher delinquency rates
• Turnaround plan showing signs of progress as they beat and raise guidance.

LOWES:

• Current quarter:
• EPS of 3.67 beat estimates of 2.95
• Revenue of 21.4B was down YOY by 4%, but beat estimates by 1.3%
• Comparables sales were down 4%
• Reaffirms FY guidance:
• EPS of 12-12.3 vs estimate of 12.19. So miss slightly by 0.4%
• Revenue of 84-85B, basically in line.
• EXPECTS COMPARABLE SALES TO BE DOWN 2-3% vs estimates of 2.43% down.

MAG 7:

• MSFT yesterday, said that Copilot Plus PCs will be based on Qualcomm’s snapdragon X Elite chips, and will offer 15 hours of web browsing and 20 hours of video battery life. MSFT says it’ll outperform MacBook Air.
• On Copilot Plus, Neural processor enables new AI features such as recall for a searchable PC memory.
• MSFT estimates 50 million AI PCs will be sold over the next year. Said its rearchitectured Windows 11 is 58% faster than Apple’s MacBook Air.
• MSFT - restructures Windows 11 for better ARM hardware support and AI integration. Introduces prism emulator, launched to improve compatibility with older x86 and x64 apps. MSFT says Prism emulator is 20% faster than previous versions.
• AAPL - Files law suit to overturn $1.8B EU antitrust fine over App Store rules. AAPL is challenging a 1.8B fine.
• MSFT - OpenAI will be sued by Scarlett Johansson for basically copying her voice against her explicit instruction not to.
• TSLA - Tesla shareholder group still not happy with Elon Musk’s $56B pay package. Urged other investors to reject a $56B pay package.

OTHER COMPANIES:

• XPEV higher on their strong earnings
• MACYS higher on improving picture
• LOW - higher on earnings
• Crypto stocks higher on strong Bitcoin performance
• LRCX 10-1 stock split
• PANW lower on eanrings, seems harsh to me. Other crypto names down in sentiment.
• Chinese stocks lower as Hong Kong MARKET down 1.5% today.
• NOVA - Piper Sandler downgrades Sunnova Energy to neutral from overweight, lowered price target to 4.50 from 9. Analyst had upgraded sun nova in December on expectation of lower rates, but rates have stayed high.
• Li - postpones the launch of its all electric SUVs to the first half of 2025, citing inadequate charging stations and other constraints. CEO emphasised the need for sufficient branded charging stations and more display spots.
• DOWN 4% AGAIN TODAY ON THIS.
• BABA - Alibaba cloud slashes prices for its latest LLM model, Tongyi Qianwen, by up to 97%
• BIDU - in response to Alibaba’s move, BIDU made its ENITRE Speed and ENIRE lite models entirely free to use.
• So we are seeing price wars in AI market.
• JPM says that they will not be increasing buybacks of JPM stock at these prices. Will just continue with previously outlined buyback pace.
• Jamie Dimon also hinted at retirement in the speech, hence JPM lower yesterday
• DELL - Citi raises dell price target to 170 from 125. Optimistic they can gain market share more in AI.
• JD - announces a proposed offering of $1.5B in convertible senior notes, due 2029. Will use proceeds to repurchase shares and expand overseas business.
• PTON - plans global refinancing to address debt. Secured nearly $1.4B in new credit facilities.
• ASML and TSM said they have measures in place to remotely disable advanced EUV chip making machines if China was to invade Taiwan.
• QCOM - shares were higher yesterday after Several big companies including Dell and MSFT announced AI laptops using Qualcomm’s snapdragon X elite chip. MSFT says these devices will outperform apple MacBook Air M3.
• ARM - MSFT will announce Arm powered laptops
• WEN - launches a $3 breakfast deal, including small seasoned potatoes, choice of bacon, eggs and cheese or sausage, eggs and cheese muffin. Rivals Mcdonalds $5value meal
• DASH - expanded its partnership with ULTA beauty to offer on demand delivery in under an hour from 1350 stores across all 50 states.
• VFS - US regulators are probing a vin fast VF 8 Crash, that killed 4 in California.
• LLY - secures china approval for diabetes drug, Tirzepatide. Received approval in China for its diabetes drug.
• BA - one killed on Singapore Airlines Boeing 777 due to severe turbulence.
• DIS - Redburn upgrades to neutral from Sell. Price target 100.
• Samsung - appoints new chief for its chip business, amid competition.

OThER NEWS:

• BTC higher to 72K.
• ETH popped 20% yesterday on renewed optimism for ETF, that SEC might green light spot ether ETFs ahead of first deadline later this week.
• Yardeni research sees Dow Jones DJI at 60k and SPX at 8k by 2030
• Mester’s comments yesterday:
• 3 rate cuts this year is no longer appropriate.
• April CPI was good, but too soon to say what path inflation is on. She said she doesnt think about rate cuts in terms of when. We can raise rates but its not base case. That’s bearish, but also unrealistic. I think there’s less risk now that we are too restrictive, and inflation risks are to upside.
• BEARISH COMMENTS FROM MESTER OVERALL
• Jefferson’s Comments yesterday:
• April inflation was encouraging. Labour market coming into better balance. Inflation decline isn’t as fast as we had liked. Policy is restrictive. - NEUTRAL comments, I’d say.
• Following these comments, Bank of America said that whilst the bar for rate hikes is still v high, rate cuts are still far off. Said Services inflation still running way above target.
• Bank of America believes markets got excited at the print, said markets pricing 50bps of cuts are likely to get disappointed.
• Did push back on stagflation narrative.
• SPACEX Q1 launch report shows that SpaceX is now launching 87% of all payload to orbit, a new record high.
• New Yorkers on average earned $89K last year, meaning that without spending more than 30% of annual income on rent, they can afford $2,216 on housing. That’s only enough to afford 4.4% of rentals.
• Marko Kolanovic held his bearish outlook on stocks, urging clients not to buy. So not all bears are capitulating.
• Fidelity ethereal fund says that the trust’s Ether will not be staked.
• IMF official expects next stage for BOE is to ease rates, says UK monetary policy is at inflection point. Actions by UK authorities are paying off.
• Said BoE should cut rates by 50-75bps in 2024.
• Upgraded UK growth forecast to 0.7% this year from 0.5% previously
• Dubai Airport expects record passenger traffic this year, set to top 100M by 2027.

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ANALYSIS section will be posted separately on my sub Tradingedge
DATA LEDE:

• RBA minutes - Australia
• Said they will try not to excessively fine tune policy
• Future changes to cash rate are difficult to rule in or out
• CPI short term variation can be easily and reasonably overlooked
• Recent data does point to slightly increased inflation risks
• NEUTRAL/HAWKISH overall
• Australia consumer confidence numbers drop 0.3% MOM
• German PPI came 0.2% MOM vs 0.2% expected, in line with last months reading.
• YOY came in at -3.3% slightly below expected value of -3.2%. Came in light which is good for German inflation picture.
• Yellen Speech - no real meaningful comments
• EU balance of trade numbers hit a new yearly high. Points to improving world demand environment.
• Fed speakers include:
• Barkin, Waller, Williams, Bostic, Barr
• BoE’s Bailey to speak too

MARKETS:

• SPX: Maintained above 5300, now trading at 5311. Yesterday, touched 5325, before moving lower again. DJI: Trading at 39,813, just below 40k. Opened yesterday above 40k but moved lower on JPM weakness.
• Nasdaq: trading flat at 18,665. Support will now be at around 18,350.
• Ger40: Slightly lower today, at 18,600. Some slight profit taking near the highs.
• HKG50: Moving lower again for 2nd day in a row. Now at 19,240. Yesterday, was at 19,750 at one point. So down 2.7% across yesterday and today.
• Oil - hit 80 yesterday on WTI but was rejected off there. Lower today to 78, down by 1.5%. Back to range bound.
• Gold: Trading at 2418, Support at 2400.
• VIX: After getting crushed to 12 yesterday, bounced up off of there, now higher.

FX:

• DXY moving flat today and yesterday, around 104.5
• Had fallen to 100d moving average after CPI then moved higher, bouncing from there.
• EURUSD positioning still bullish, flat, slightly higher at 1.087
• GBPUSD moving higher again, trading at 1.272
• AUDUSD at 0.667,
• Has broken out of the long term downtrend.

EARNINGS:

• PANW Current Quarter:
• Revenues of 1.985B beat by 0.8%. Revenues rose 15% YOY
• Products revenue beat by 1.2%
• Subscriptions and support revenue beat by 0.3%
• EPS of 1.32 Beat expectations of 1.25 - beat by 5.6%
• Operating income was 508M, beat by 3.5%
• Operating margin was 25.6% , beat by 69 bps
• Billings came more or less in line
• Deferred revenue basically in line, slight miss.
• NEXT QUARTER GUIDANCE:
• EPS of 1.41 v slightly missed expectations of 1.42
• Revenue came in line with consensus at 2.16B
• Billings guidance beat consensus v slightly.
• FULL YEAR GUIDANCE:
• EPS of 5.56-5.58 beat estimates of 5.51
• Revenue of 8B beat estimates of 7.98B
• Billings of 10.15.5B was up 10-11% YoY
• CEO Nikesh Arora: Enthusiastic response to pjatformization and AI infused security outcomes.
• In conference call said that billings isn’t the only important measure, hence investors should overlook the slight softness in billings.
• Said cybersecurity demand will continue to grow for next several quarters, and PANW will benefit.
• Cyberattacks are scaling and aren’t going away. AI will increase these threats. So the tailwinds for PANW are very strong.

XPEV

• EPS of -0.75 was much better than the -2.06 expected
• Revenue of 6.55B beat estimates of 6.19B. Up 63% YOY, but down 50% QOQ
• Vehicle margin was 5.5%, which was up from 4.1% last quarter, and up form -2.5% last year SO VEHICLE MARGIN IMPROVED
• Vehicle sales came in at 5.54B yuan, up 50% YOY but down 50% QOQ
• Gross margin was 12.9%, up from 1.7% last year and 6.2% last quarter
• SO MARGINS IMPROVED, SALES WERE WORSE THAN LAST QUARTER
• In April saw 9,393 vehicles delivered
• Partnership with Volkswagen group on E/E architecture
• Release of AI powered functions
• GROSS MARGIN IMPROVEMENT DESPITE COMPETITION AND OTHERS CUTTING PRICES WAS A KEY BENEFIT.

NEXT QUARTER GUDIANCE:

• Revenue 7.5-8.3B miss by 15%
• Delivered of 29-32K. Up 30% YOY

MACYS:

• Current quarter:
• ADJ EPS $0.27 vs. $0.56 y/y, EST $0.14. BEAT
• EPS $0.22 vs. $0.56 y/y
• Net sales $4.8B, -3.7% y/y, EST $4.81B. IN LINE
• Gross margin 39.2% vs. 40% y/y, EST 39.6%. MISS
• SG&A expense $1.9B, -2.6% y/y, EST $1.98B. MISS
• GUIDANCE:
• Raised guidance from 2.45-2.85 to 2.55-2.9.
• Raised by 4%
• Beat estimates by 4%, although is a wide guidance
• Sees Net sales at 22.3-22.9B, raising bottom end up slightly from 22.2B.
• More or less in line with guidance.
• Merchandise margins down 100bps due to additional discounting
• Merchandise inventories are well positioned for upcoming summer season
• Credit card revenues down slightly due to higher delinquency rates
• Turnaround plan showing signs of progress as they beat and raise guidance.

LOWES:

• Current quarter:
• EPS of 3.67 beat estimates of 2.95
• Revenue of 21.4B was down YOY by 4%, but beat estimates by 1.3%
• Comparables sales were down 4%
• Reaffirms FY guidance:
• EPS of 12-12.3 vs estimate of 12.19. So miss slightly by 0.4%
• Revenue of 84-85B, basically in line.
• EXPECTS COMPARABLE SALES TO BE DOWN 2-3% vs estimates of 2.43% down.

MAG 7:

• MSFT yesterday, said that Copilot Plus PCs will be based on Qualcomm’s snapdragon X Elite chips, and will offer 15 hours of web browsing and 20 hours of video battery life. MSFT says it’ll outperform MacBook Air.
• On Copilot Plus, Neural processor enables new AI features such as recall for a searchable PC memory.
• MSFT estimates 50 million AI PCs will be sold over the next year. Said its rearchitectured Windows 11 is 58% faster than Apple’s MacBook Air.
• MSFT - restructures Windows 11 for better ARM hardware support and AI integration. Introduces prism emulator, launched to improve compatibility with older x86 and x64 apps. MSFT says Prism emulator is 20% faster than previous versions.
• AAPL - Files law suit to overturn $1.8B EU antitrust fine over App Store rules. AAPL is challenging a 1.8B fine.
• MSFT - OpenAI will be sued by Scarlett Johansson for basically copying her voice against her explicit instruction not to.
• TSLA - Tesla shareholder group still not happy with Elon Musk’s $56B pay package. Urged other investors to reject a $56B pay package.

OTHER COMPANIES:

• XPEV higher on their strong earnings
• MACYS higher on improving picture
• LOW - higher on earnings
• Crypto stocks higher on strong Bitcoin performance
• LRCX 10-1 stock split
• PANW lower on eanrings, seems harsh to me. Other crypto names down in sentiment.
• Chinese stocks lower as Hong Kong MARKET down 1.5% today.
• NOVA - Piper Sandler downgrades Sunnova Energy to neutral from overweight, lowered price target to 4.50 from 9. Analyst had upgraded sun nova in December on expectation of lower rates, but rates have stayed high.
• Li - postpones the launch of its all electric SUVs to the first half of 2025, citing inadequate charging stations and other constraints. CEO emphasised the need for sufficient branded charging stations and more display spots.
• DOWN 4% AGAIN TODAY ON THIS.
• BABA - Alibaba cloud slashes prices for its latest LLM model, Tongyi Qianwen, by up to 97%
• BIDU - in response to Alibaba’s move, BIDU made its ENITRE Speed and ENIRE lite models entirely free to use.
• So we are seeing price wars in AI market.
• JPM says that they will not be increasing buybacks of JPM stock at these prices. Will just continue with previously outlined buyback pace.
• Jamie Dimon also hinted at retirement in the speech, hence JPM lower yesterday
• DELL - Citi raises dell price target to 170 from 125. Optimistic they can gain market share more in AI.
• JD - announces a proposed offering of $1.5B in convertible senior notes, due 2029. Will use proceeds to repurchase shares and expand overseas business.
• PTON - plans global refinancing to address debt. Secured nearly $1.4B in new credit facilities.
• ASML and TSM said they have measures in place to remotely disable advanced EUV chip making machines if China was to invade Taiwan.
• QCOM - shares were higher yesterday after Several big companies including Dell and MSFT announced AI laptops using Qualcomm’s snapdragon X elite chip. MSFT says these devices will outperform apple MacBook Air M3.
• ARM - MSFT will announce Arm powered laptops
• WEN - launches a $3 breakfast deal, including small seasoned potatoes, choice of bacon, eggs and cheese or sausage, eggs and cheese muffin. Rivals Mcdonalds $5value meal
• DASH - expanded its partnership with ULTA beauty to offer on demand delivery in under an hour from 1350 stores across all 50 states.
• VFS - US regulators are probing a vin fast VF 8 Crash, that killed 4 in California.
• LLY - secures china approval for diabetes drug, Tirzepatide. Received approval in China for its diabetes drug.
• BA - one killed on Singapore Airlines Boeing 777 due to severe turbulence.
• DIS - Redburn upgrades to neutral from Sell. Price target 100.
• Samsung - appoints new chief for its chip business, amid competition.

OThER NEWS:

• BTC higher to 72K.
• ETH popped 20% yesterday on renewed optimism for ETF, that SEC might green light spot ether ETFs ahead of first deadline later this week.
• Yardeni research sees Dow Jones DJI at 60k and SPX at 8k by 2030
• Mester’s comments yesterday:
• 3 rate cuts this year is no longer appropriate.
• April CPI was good, but too soon to say what path inflation is on. She said she doesnt think about rate cuts in terms of when. We can raise rates but its not base case. That’s bearish, but also unrealistic. I think there’s less risk now that we are too restrictive, and inflation risks are to upside.
• BEARISH COMMENTS FROM MESTER OVERALL
• Jefferson’s Comments yesterday:
• April inflation was encouraging. Labour market coming into better balance. Inflation decline isn’t as fast as we had liked. Policy is restrictive. - NEUTRAL comments, I’d say.
• Following these comments, Bank of America said that whilst the bar for rate hikes is still v high, rate cuts are still far off. Said Services inflation still running way above target.
• Bank of America believes markets got excited at the print, said markets pricing 50bps of cuts are likely to get disappointed.
• Did push back on stagflation narrative.
• SPACEX Q1 launch report shows that SpaceX is now launching 87% of all payload to orbit, a new record high.
• New Yorkers on average earned $89K last year, meaning that without spending more than 30% of annual income on rent, they can afford $2,216 on housing. That’s only enough to afford 4.4% of rentals.
• Marko Kolanovic held his bearish outlook on stocks, urging clients not to buy. So not all bears are capitulating.
• Fidelity ethereal fund says that the trust’s Ether will not be staked.
• IMF official expects next stage for BOE is to ease rates, says UK monetary policy is at inflection point. Actions by UK authorities are paying off.
• Said BoE should cut rates by 50-75bps in 2024.
• Upgraded UK growth forecast to 0.7% this year from 0.5% previously
• Dubai Airport expects record passenger traffic this year, set to top 100M by 2027.

For more of my content, please join Tradingedge

Not all of my skins are listed here, make sure to check my inventory for more!

Buyouts are in cash value but mostly looking for TRADES!

Some prices might be outdated.

Almost all of my prices is negotiable, feel free to send me offers / add me to negotiate prices!

Mostly looking for items offers, downgrades/upgrades!

Last Update May 6, 2024.

Trade Link - Steam Profile - InGame ScreenShots

KNIVES

Name	Wear	Wear value	Additional info	Screenshots	B/O	Tradable After
Butterfly Emerald	FN	0.029	-	ScreenShot	$15,250	May 10
Talon Sapphire	FN	0.033	-	ScreenShot	$4,175	Tradable
Bayonet Sapphire	FN	0.008	-	ScreenShot	$3,775	Tradable
Bayonet Sapphire	FN	0.019	-	ScreenShot	$3,700	Tradable
Karambit Fade	FN	0.008	96% fade clean corner	ScreenShot	$3,888	Tradable
Karambit Marble Fade	FN	0.028	tricolor clean corner	ScreenShot	$1,625	Tradable
M9 Crimson Web	MW	0.126	clean hole 2 webs PS	ScreenShot	$1,500	Tradable
Karambit Tiger Tooth	FN	0.007	-	ScreenShot	$1,250	Tradable

GLOVES

Name	Wear	Wear value	Additional info	Screenshots	B/O	Tradable After
Sport Gloves Pandora's Box	FT	0.187	-	ScreenShot	$6,500	Tradable
Sport Gloves Superconductor	MW	0.091	-	ScreenShot	$5,885	Tradable
Moto Gloves Spearmint	FT	0.184	-	ScreenShot	$3,185	Tradable
Sport Gloves Slingshot	MW	0.119	-	ScreenShot	$2,595	Tradable
Specialist Gloves Crimson Kimono	FT	0.166	left hand max red	ScreenShot	$2,370	May 09
Sport Gloves Vice	FT	0.168	-	ScreenShot	$2,340	Tradable
Specialist Gloves Emerald Web	FT	0.152	-	ScreenShot	$1,200	Tradable
Specialist Gloves Emerald Web	FT	0.201	-	ScreenShot	$965	Tradable
Sport Gloves Arid	FT	0.194	-	ScreenShot	$685	Tradable
Sport Gloves Omega	FT	0.163	-	ScreenShot	$695	Tradable
Driver Gloves Crimson Weave	FT	0.169	-	ScreenShot	$505	Tradable
Sport Gloves Omega	FT	0.229	-	ScreenShot	$499	May 11
Sport Gloves Nocts	FT	0.165	-	ScreenShot	$490	May 11
Sport Gloves Nocts	FT	0.166	-	ScreenShot	$490	May 11
Specialist Gloves Fade	FT	0.223	clean E	ScreenShot	$450	May 12

WEAPONS

Name	Wear	Wear value	Additional info	Screenshots	B/O	Tradable After
AK Wild Lotus	WW	0.400	-	ScreenShot	$5,000	Tradable
St AK Fire Serpent	FT	0.277	-	ScreenShot	$1,875	Tradable
Glock Fade	FN	0.026	98%+ fade	ScreenShot	$1,800	Tradable
AK Fire Serpent	FT	0.193	-	ScreenShot	$888	Tradable
AK Vulcan	FN	0.037	-	ScreenShot	$790	Tradable
AK Vulcan	FN	0.065	-	ScreenShot	$740	Tradable

Trade Link - Steam Profile - InGame ScreenShots

x x X - [ScreenShot]() $x Tradable

Not all of my skins are listed here, make sure to check my inventory for more!

Buyouts are in cash value but mostly looking for TRADES!

Some prices might be outdated.

Almost all of my prices is negotiable, feel free to send me offers / add me to negotiate prices!

Mostly looking for items offers, downgrades/upgrades!

Last Update May 6, 2024.

Trade Link - Steam Profile - InGame ScreenShots

KNIVES

Name	Wear	Wear value	Additional info	Screenshots	B/O	Tradable After
Butterfly Emerald	FN	0.029	-	ScreenShot	$15,250	May 10
Talon Sapphire	FN	0.033	-	ScreenShot	$4,175	Tradable
Bayonet Sapphire	FN	0.008	-	ScreenShot	$3,775	Tradable
Bayonet Sapphire	FN	0.019	-	ScreenShot	$3,700	Tradable
Karambit Fade	FN	0.008	96% fade clean corner	ScreenShot	$3,888	Tradable
Karambit Marble Fade	FN	0.028	tricolor clean corner	ScreenShot	$1,625	Tradable
M9 Crimson Web	MW	0.126	clean hole 2 webs PS	ScreenShot	$1,500	Tradable
Karambit Tiger Tooth	FN	0.007	-	ScreenShot	$1,250	Tradable

GLOVES

Name	Wear	Wear value	Additional info	Screenshots	B/O	Tradable After
Sport Gloves Pandora's Box	FT	0.187	-	ScreenShot	$6,500	Tradable
Sport Gloves Superconductor	MW	0.091	-	ScreenShot	$5,885	Tradable
Moto Gloves Spearmint	FT	0.184	-	ScreenShot	$3,185	Tradable
Sport Gloves Slingshot	MW	0.119	-	ScreenShot	$2,595	Tradable
Specialist Gloves Crimson Kimono	FT	0.166	left hand max red	ScreenShot	$2,370	May 09
Sport Gloves Vice	FT	0.168	-	ScreenShot	$2,340	Tradable
Specialist Gloves Emerald Web	FT	0.152	-	ScreenShot	$1,200	Tradable
Specialist Gloves Emerald Web	FT	0.201	-	ScreenShot	$965	Tradable
Sport Gloves Arid	FT	0.194	-	ScreenShot	$685	Tradable
Sport Gloves Omega	FT	0.163	-	ScreenShot	$695	Tradable
Driver Gloves Crimson Weave	FT	0.169	-	ScreenShot	$505	Tradable
Sport Gloves Omega	FT	0.229	-	ScreenShot	$499	May 11
Sport Gloves Nocts	FT	0.165	-	ScreenShot	$490	May 11
Sport Gloves Nocts	FT	0.166	-	ScreenShot	$490	May 11
Specialist Gloves Fade	FT	0.223	clean E	ScreenShot	$450	May 12

WEAPONS

Name	Wear	Wear value	Additional info	Screenshots	B/O	Tradable After
AK Wild Lotus	WW	0.400	-	ScreenShot	$5,000	Tradable
St AK Fire Serpent	FT	0.277	-	ScreenShot	$1,875	Tradable
Glock Fade	FN	0.026	98%+ fade	ScreenShot	$1,800	Tradable
AK Fire Serpent	FT	0.193	-	ScreenShot	$888	Tradable
AK Vulcan	FN	0.037	-	ScreenShot	$790	Tradable
AK Vulcan	FN	0.065	-	ScreenShot	$740	Tradable

Trade Link - Steam Profile - InGame ScreenShots

x x X - [ScreenShot]() $x Tradable