Everything has been tested and works properly except where noted! Additional pics/timestamps available on request. Forgive me if I'm slow to respond, I'll do my best to get back to any comments in a timely manner. The person with lower rep sends first. Willing to add/accept PayPal to fill in any gaps in value, especially for my higher priority wants.
​
Switch

• Legend of Zelda: Tears of the Kingdom (sealed, SEA variant)
• Monster Hunter Rise Pro Controller (w/ box only)
• VORI Black Foam Carrying Case
  • includes strap, case is better for stationary storage than transportation though

​
Wii

• Black Nintendo Wii Box ONLY
  • Nintendo & American Heart Association Edition (link to page on ConsoleVariations)
  • overall fantastic condition, been in storage since the console was opened
  • comes with inserts and sleeves only, no console/cords/Wiimotes, manuals, or games included
• Star Wars: The Force Unleashed (disc and box)
• Legend of Zelda: Twilight Princess (CIB)
• Super Smash Bros. Brawl (no manual)

​
Nintendo 3/DS

• Super Mario 3D Land (CIB, Nintendo Selects)
• Super Smash Bros 3DS (loose)
• Pokemon Y (loose)
• Pokemon White (CIB)
• Kingdom Hearts 358/2 Days (loose)

​
PS2

• All games include their box unless noted, any that include a manual/inserts are noted. All stickers are on the outside of the box plastic, not on the cover art!
• Driver 3 (w/ manual)
• DT Racer (w/ manual, back of cover art punctured)
• Fight Night 2004 (w/ manual)
• Fight Night Round 2 (w/ manual)
• Fight Night Round 3 (w/ manual)
• God of War 2 (Greatest Hits, w/ manual, no bonus disc)
• Gran Turismo 4 (w/ manual and insert)
• Heroes of the Pacific (w/ manual)
• History Channel Civil War: A Nation Divided (w/ manual)
• Hitman: Blood Money (w/ manual and bonus disc)
• Knockout Kings 2002 (w/ manual)
• Madden 06 (w/ manual)
• MLB 2k5 (loose disc only)
• Mortal Kombat: Deception (loose disc only, many scratches)
• Nascar 06: Total Team Control (w/ manual)
• Nascar 07 (w/ manual)
• Nascar: Dirt to Daytona
• NBA Live 2005 (w/ manual)
• NFL Head Coach (w/ manual and insert)
• Pro Race Driver (w/ manual)
• Red Dead Revolver (Greatest Hits)
• Rock Band (no instruments)
• Scarface: The World is Yours (Collector's Edition, CIB)
• Short Track Racing: Trading Paint (Gamestop case)
• SOCOM US Navy Seals Combined Assault (w/ manual and insert)
• Spartan Total Warrior
• Sprint Cars: Road to Knoxville (w/ manual)
• Sprint Cars 2: Showdown at Eldora (w/ manual)
• Suzuki TT Superbikes (w/ manual)
• Tiger Woods PGA Tour 2003 (w/ manual)
• Tom Clancy's Rainbow Six 3 (Greatest Hits)
• Tom Clancy's Splinter Cell
• Tom Clancy's Splinter Cell: Pandora Tomorrow (w/ manual and insert)
• UFC Sudden Impact (w/ manual)
• UFC Throwdown (w/ manual)
• World Series of Poker: Tournament of Champions (w/ manual)
• World Soccer: Winning Eleven 9 (w/ manual)

​
Other

• PC - Dungeon Siege 2: Deluxe Edition (w/ map and game keys)
• PC - Battle Realms (loose)

​
Accessories/Merch

• Accessory - NYKO Xbox One Direct Console Charge Base w/ batteries
  • fits flush with Xbox One when plugged in, batteries are well used but still hold a decent charge
• Guide - Prima Games Official Pokemon Diamond & Pearl Scenario Guide (no poster, fair condition)
• Merch - 2007 Diamond & Pearl Box Tin - Holiday Empoleon
• Merch - 2016 Triple Power Tin - Shiny Gyarados
• Battery - 3x OEM GBA SP batteries
  • all tested and working, all have small bloat

​
Free w/ Any Trade

• Wii - The Bigs (loose, heavily scratched)
• PS4 - Fallout 76 (PAL, CIB)
• PSP - Syphon Filter: Logan's Shadow (loose, no casing, untested)
• Headset - OEM PS4 Mono Headset (never used)
• Accessory - 2x Nintendo Switch Lite Tempered Glass Screen Protector
• Accessory - 3x Unbranded GBA Cartridge Holders
• Battery - Non-OEM GBA SP battery (working fine)
• Battery - Dead OEM GBA SP battery (tested & not working)
• Other - Replacement GBA SP buttons & membranes
  • from RetroGameRepairShop, not OEM, buttons are clear black

Wants

Higher Priority	Lower Priority
Pokemon XD: Gale of Darkness (CIB or box w/ all inserts only)	Pokemon Let's Go Eevee (w/ box)
Pokemon SoulSilver CIB or Big Box only (great condition, few signs of damage)	Bayonetta 2 for Switch (sealed)
Pokewalker stuff: two foam slips for Pokewalkers, will consider Pokewalkers in good condition (lower priority than the foam slips)	Pokemon Stadium 2 Box w/ Inserts (any condition, little to no tears preferred)
Pokemon Black or White edition DSi console (loose or CIB)	Cases/boxes/inserts/games to complete my loose items listed
JFC Brand Grip for PS Vita 1000 (new/used)	PS2 game offers (Current specific wants: Bully, Prince of Persia: Sands of Time, Kingdom Hearts, Fullmetal Alchemist: Curse of the Crimson Elixir)
"New" 3DS OEM Faceplates (preference for Pokemon but feel free to offer me any)	BoxyPixel Unhinged Shell (Black or Purple preferred, open to offers on other colors)
GameBoy Micro OEM Faceplates (any except 20th Anniversary)	Xenoblade Chronicles 2 Switch Pro Controller (w/ box)
GameBoy Micro OEM Charger	Special Edition 2DS Consoles (slate model)
OEM PS2 Compatible Component cables (NOT composite cables)	Phat NDS (screens must be in great shape, very few/no scatches, no dead pixels)
LoZ: TotK Pro Controller (w/ box)	Pokemon GB/A with dead batteries
Waterfield City Slicker Case for "New" 3DS	Pokemon Merch (plushies, pins, etc, just show me what you got)
Pokemon Crystal (any condition)	Black Joy Con wrist strap (only need one)
Broken/Non-working handhelds (GB, GBC, GBA, PSP, etc), broken Nintendo consoles (old to new), non-working GBC/GBA cartridges (namely Pokemon, Zelda, etc)	Offers/Lists

​

I’m in mid 30s female ever since covid hit, pressure of child care and loneliness is too much living abroad. Also weather in canada is terrible so I want to move back.
Things I worry are 1. Aging I get shoulder pain a lot and severe pms. 2. Parents getting old and not having any time to spend with them. 3. Fear of death of parents. I’m scared since my friend’s mom died recently. 4. Communication issues within our marriage. We are not compatible but we adjust a lot and move on.
But my husband is against moving back coz his dad is an asshole every time we go for a visit his dad creates dramas. 1st visit he took my husband car for free, second visit he told him to just bring our child without me as he hates me as we eloped and third visit was drama about brother wedding. 4th visit was drama about me not going to their house directly so he didn’t wish my kid for his 5th birthday. I came to canada just to make some money and explore the country I was 23 wild and young. Now I miss my country a lot.

So I purchased a 2020 Electric Mini yesterday and got the My Mini app and AAIdrive installed all ready to go.
The problem I'm facing is nothing seems to be speaking to each other.
So the My Mini app does connect with my car relatively okay, it gets all the info correct though if I send any commands to my car, such as locking it, it'll take at least 30 seconds before the car picks up the command.
If I access Mini Connection on the car, I can view my mobile devices, though it does actually show 2 instances of my phone, one with hands-free and media and then the other under the heading "available devices". If I choose this option I have an "Apps" option and then get presented with a screen that just states "Connecting... Start app if necessary."
I'm not sure if I'm actually allowed to start any app or if this is strictly for Apple CarPlay and that's why it's even available but it's not smart enough to detect whether my is or isn't Apple. Annoyingly the car tells me to visit a page that doesn't work: https://www.mini.com/bluetooth and if I check the bluetooth compatibility site and it says my car is all up to date software wise.
The Navigation also seems to be off, my address isn't recognised at all and my house is nearly 20 years old. I know I can pay for a nav update but I don't know what this entails and I don't want to fork out the money for something that might not work at all, especially when the compatibility site says my car is up to date, can someone shed some light on this for me maybe?
Finally AAIdrive, this is a bit annoying because while my app does connect to my car fine, my AAIdrive app won't connect to my Mini app for whatever reason. It just says to make sure I'm logged in. Annoyingly there aren't too many resources online for this and I doubt a garage would help me so I'm putting the question to the only people I think might be able to help me.
Any help or advice would be hugely appreciated.
For clarity I've reset the bluetooth on my car twice and on my phone, I've logged out and removed the apps once over each too.

Hello hello! Hope everyone is doing well! I am back here today on my search for a like minded partner, someone who's easy going, laid back and friendly. I want to create a beautiful and long term roleplay with you!
A little about me. I am a detailed and experienced roleplayer (8 years), meaning I can be crafty and descriptive. I also love to make new friends so let's talk OOC too (actually this is a requirement, please be friendly and conversable). Building a healthy chatty relationship will make it easier and nice for us to roleplay. We could get to know each other better, discuss roleplay more and drive it to our likings and more. Lastly, I like to play on Discord sooo.... Have it I guess?
I like to craft plots with my potential partner, including both of our interests to make it juicy! It also helps us to get to know how much compatible we are, our likes and interests, etc. I also like to send refrence pics for the character and outfits, it just brings more life to the roleplay!
Now, I am going to leave some tropes that interest me and you can message me from any you like!
Married Couples, Arranged Marriage, Childhood Friends, Enemies To Lovers, Friends to lovers, Co-workers, Roommates, Classmates, Love Triangle.
I am probably forgetting some, but feel free to hit me up with your choice!
My ideal slice of life roleplay would be to include nice, warm, wholesome and lovey - dovey moments into the play. I really want something pure in it, I want to be smiling while roleplaying about this. The idea of two characters being so into each other, looking out for each other in their tough times, that magical touch of love into the play (if you know what I mean). Like the perfect romance, the "these two are meant for each other. These two are goals!" factor is what I am looking for. Along with that some drama, angst, twists and turns to just make it into a Netflix worthy (is that too dramatic? If so, pardon me!)
That's all!
While messaging me -

• Please don't be 1-2 liner, like "Hi I am interested, Hi are you still looking". Ik you are interested and that's why you texted. Secondly, I am looking for partners as long as my post it up. I normally delete the post once I've found a partner.
  
• Stay away if you ghost literally without a cause. Seriously, it's really immature and cheap. I don't even want to get started about this. I get reached with really nice responses and then end up getting ghosted, I simply don't get why put such efforts discussing and typing such nice responses, if the true purpose is to ghost? So if there are any problems, let's talk it out like adults, I don't bite.
  
• I will literally ignore and block one liner commenters who ask me to dm them.
  
• I only rp with people around my age (18-25), so please be around that age. Don't be under 18 (and please don't lie about your age, I've faced such people).
  
• Won't respond to new accs either, too shady.
  

Lastly, bring a prompt if you have one! I'd love to hear out :). I promise if I like it, I'll contribute my bits and pieces, or as I mentioned, the story creation is on the table!
So then! Message me with more than a "Hi I am interested, are you still looking" and let's proceed further!

I was prompted to post my response here, as it was too large to fit in a comment. This was meant to be a response to this post of u/Radical_Libertarian. To give some context, here is the original post:
"When I was first exposed to Jordan Peterson’s arguments, back around 2019 or so, I noticed an apparent contradiction in the conservative worldview.
Conservatives tend to hold two mutually exclusive beliefs on human nature simultaneously.
First, they believe that human behaviour is fixed and unchanging.
As a consequence of our static human nature, social hierarchies and such are simply inevitable.
But conservatives also usually believe in free will.
They value self-improvement and personal responsibility very highly.
This doesn’t seem to make much sense.
If human nature is fixed and unchanging, then how can we have any free will, or be able to improve ourselves?
Apart from extreme far-right outliers such as incels who hold to a strict deterministic viewpoint, the vast majority of right-wingers seem to have an incoherent philosophy.
I’ve never gotten a satisfying explanation from the conservative side on how one can reconcile a fixed human nature with free will."
And here is my response (reddit fucks up formatting so I hope it is readable):
This was a very compelling post. I am not a conservative, but I think you misconstrue their points somewhat, and for that I will split my answer in two parts, one regarding your hypothetical and one regarding weaker versions of the argument that nonetheless I believe are proposed more often.
Part 1: Non-hierarchical societies are (literally) impossible
Let's try to build a self consistent system assuming the stronger version of the argument. I will start with an analogy:
Let's assume a physical hierarchy, measuring how much weight any given person can squat, and let's assume infinite measuring precision. Since it's literally physically impossible for two people to squat exactly the same weight (and in any case it's impossible for all of them to squat the same weight, for the hierarchy to desolve completely), this hierarchy will always exist. However an individual person with free will can get stronger, and climb the hierarchy. In fact all of humanity can choose to get stronger, and the hierarchy will still exist, perhaps sometimes unchanged. Many of the right wing social media talking points assert hierarchies and then instruct the viewer to attempt to become better, and either outright say or imply that this improvement is to help climb the hierarchy (although this of course usually refers to a much more vague and abstract hierarchy than a weight lifting competition).
Let's simulate a right wing axiomatic system for human nature:
Assumption 1:Humans order themselves in hierarchies
Assumption 2:It is beneficial to be higher in the hierarchy
Assumption 3: (Male) Humans have an inherent urge to be competitive for resources (Male added for extra alt right spice)
Assumption 4 : Humans prefer comfort from discomfort, and will choose it unless it is demonstrated that suffering that discomfort is substantially beneficial.
Ergo:
1)Hierarchies are inevitable
2) It is of value to yell in a camera "GET UP AND DO 10 PUSHUPS OR YOU WILL BE FAT AND LAZY" because this demonstrates/reminds the viewer of the advantages of discomfort and disadvantages of comfort, to influence them to follow their compatible nature and try to climb the hierarchy.
This is not a contradictory system. While axioms 2 and 3 might seem so, even very lazy or contempt people are occasionally competitive (wanting to win games etc) and on the flipside generally competitive people may become content after some level of success.
Pursuing improvement may also be independent of climbing a hierarchy, for example everyone becoming stronger will not change placements in the hierarchy but will improve everyone's ability to equal weight (which we have declared as good).
However a lot of the clash in this point derives from your use of the term "free will", which is very hard (if not impossible) to actually define. Can free will be bounded by rules for example? If I can make all choices non-deterministicaly, except from the choice to eat shit, which I will deterministically refuse to do, do I have free will? This is essentially the contradiction within the right wing worldview you propose.
However when most people talk about human nature, they refer to urges, which is what I will analyze in part 2. (Note, literally any behavior system can be explained in a super-deterministic system in which no free will exists, at which point a gymbro will just yell at a camera because he was always going to do that, but I don't think analysis on this is necessary).
Part 2: Arguments against the existence of non-hierarchical societies. These are arguments against hierarchical societies that most conservatives, liberals, (and even some socialists, in practice) propose.
Argument 1: A non-hierarchical society is not literally impossible, but practically impossible.
Assumption 0: Humans have a very strong urge to organize in hierarchies (with usually some analysis behind it based on other assumptions but we will take it as face value).
Assumption 1: This urge is so strong that the chance someone doesn't follow it is very low. However due to free will some people may not follow that urge (or at least claim not to)
Assumption 2: A non-hierarchical society requires most members don't follow that urge
Ergo:
It is highly unlikely that a non-hierarchical society would exist and therefore it can be referred to as practically impossible. This is the same as saying that it is impossible for all babies born from today to be two-headed. It is not technically impossible, since two headed babies have been born, however the probability is so infetesimal it can very well be called impossible. We could also wake up as a hivemind tomorrow and build whatever society we want, but you couldn't blame me for calling it impossible. The validity of this point obviously depends on how strong the urge is and how improbable it is for someone not to follow it, but you didn't ask for a valid argument, but rather a logically consistent one.
This results in the conclusion: "A non-hierarchical society is (practically) Impossible"
A similar analysis can be done for your "humans follow leaders" point:
1)Humans have a strong urge to follow leaders
2) Most humans will follow leaders, following that urge
3)Some exceptional humans may not follow it and become leaders instead
Ergo
It is of value to yell at you to go to the gym because that may push you towards becoming one of these exceptional humans that becomes a leader.
Argument 2: Non-hierarchical societies are inherently unstable
Assumption 1: Hierarchical societies are usually more efficient than Non-hierarchical ones (this can be justified through various arguments, but I will just leave it as an assumption that most conservatives and in fact most people regardless of ideology, make)
Assumption 2: A person in a non-hierarchical society may choose to create a hierarchical structure (because of self interest, any other factor, or just because, due to free will)
Assumption 3: Any number of people may choose to join that structure (due to self interest, for any other factor, or due to free will.)
Assumption 4: The leader(ship organization) of the hierarchical structure may choose to impose itself on the non-hierarchical structure, and may even destroy it.
For example, let's assume that someone in a non-hierarchical society chooses to become a thief and build a gang, to enrich themselves. Other people may join the gang, because while they will not get as much money as the leader, they will still be at a better situation than the average person, or the people that are stolen from. This gang's hierarchy has access to more tools than the non-hierarchical society (such as centralised decision making, the ability to coerce it's members to do things, etc) and thus has an advantage over the society, which it obviously chooses to impose itself on.
Ergo
A non-hierarchical society cannot exist in a sustainable long term manner because hierarchical societal structures will inevitably emerge within them, and they will be stronger and able to enforce themselves, destroying the non-hierarchical society. This can be argued to be what happened with the first organized large scale monarchies imposing themselves and succeeding over more loosely organized tribes.
The addition of Assumption 0 (Humans have a *very* strong urge to organize in hierarchies) makes the inevitability argument even more compelling, as extra reasons as to why humans would join a hierarchical structure. A permutation of the argument is that the existence of a non-hierarchical society in a world with already existing hierarchical ones is impossible, because they will impose themselves.
This results in the statement:"(Long-term stable) Non-hierarchical societies are impossible, (even if a non-hierarchical society was to emerge in the first place)".
Sometimes an extra assumption is added:
Assumption 5: A post-non-hierarchy imposing hierarchical structure will be stricter, more restrictive and generally worse than the current one (for example because it will probably impose itself through violence and being some variation of a band of warlords). This further promotes the point as to a Non-hierarchical organizational structures being a bad idea, and is sometimes used by liberals.
In general, not only the right, but most political ideologies have to deal with using hierarchies in some form. Fascists promote hierarchies as they see it as a way to select the pure and best ones and the broad range from Conservatives to Centrists to Liberals see hierarchies as something between a fact of life and a necessary evil for societal structure. Despite the theoretical long term goal of a hierarchyless society, most socialists in practice create hierarchies, usually under vanguardism. This is usually justified by a variation of the above arguments, that a hierarchical structure is needed until it progresses society enough to where most people overcome the hierarchical urge while also having eliminated all outside hierarchical societies (the former is meant to eliminate the inside emergence of hierarchies while the latter the imposition of outside ones). Some progressive organizations may be truly hierarchyless, but do not often attempt anything even close to actually organizing a government structure, and often informal social hierarchies within them emerge. Lastly anarchists truly do in most cases stick to their guns and the few examples of their organization we have are the best approximation we have of a hierarchyless society, however even then they had to make concessions and form hierarchical structures (the black army had commanders, even if they were elected, and while in theory it was based on voluntary enlistment, in practice conscription was often used). Also, all anarchist states were eventually crushed by other hierarchical societies (although there is a current ongoing attempt at a quasi-anarchist libertarian government structure in Rojava).

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

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.

For more of my content, please join Tradingedge

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

For too long, the Linux community has been dominated by the GNU project's stringent guidelines and restrictions, limiting the freedom of developers and users alike. This has stifled innovation and kept us from fully exploring the potential of Linux as a versatile and adaptable operating system. A New Era of Freedom
The upcoming generation of Linux distributions will break free from these constraints, ushering in a new era of freedom and flexibility. Developers will have the liberty to:

Create Both Open and Closed Source Distributions: Developers can now choose to create proprietary software without fear of backlash, fostering a more inclusive and diverse ecosystem. Innovate Without Restrictions: The removal of stringent guidelines will open the door to innovative solutions and creative approaches, allowing Linux to evolve and adapt to modern needs. Choose Their Own Path: Whether you prefer open source or closed source development, you will have the freedom to pursue your vision without limitations. 

What’s Next?
With this newfound freedom, we expect to see a surge of creativity and productivity in the Linux community. Here are a few things to look forward to:

Diverse Linux Distributions: A variety of new and exciting Linux distributions tailored to different needs and preferences, from cutting-edge tech enthusiasts to enterprise environments. Enhanced Collaboration: Greater collaboration between developers of open and closed source software, leading to improved compatibility and integration. A Vibrant Ecosystem: A thriving ecosystem where both open and closed source projects can coexist and benefit from each other's advancements. 

Technical Stack Sure, here's the information formatted in a table for better readability:

Technical Stack Overview

Component	Technology
Compiler and Runtime Stack	LLVM
C Standard Library	Musl with Scudo
Core Userland	BSD
Build Tools	Cmake and Ninja
2D Graphics Engines	Skia, ThorVG, Blend2D
Layout Engine	Yoga
Image Loading	OpenImageIO (High-End Formats), GraphicsMagick (Legacy Formats)
Enhanced Standard Library	Poco C++, Boost
Cloud Stack	Azure SDK, AWS SDK, Google Cloud SDK
Advanced Image Manipulation	OpenCV
KMS/DRM Applications	SRM
Wayland Compositor Development	Louvre C++
Database	PostgreSQL, SQLite, Redis
Messaging	nng
Zero Copy IPC	iceoryx
Html5, CSS, Dom Parsing	lexbor

This stack ensures a robust, secure, and efficient foundation for developing cutting-edge applications and systems.
Join the Movement
We believe that this change will revolutionize the Linux landscape, and we invite you to join us in embracing this new era. Share your thoughts, ideas, and projects as we move forward together.
The future of Linux is bright, and the possibilities are endless. Let's make it happen!
Feel free to discuss below and share your excitement for this new chapter in the Linux world.

Below you'll find information and links to help advocate for Reproductive Freedoms and Abortion care in Canada and emerging policy issues with the Reddit platform. This is a recurring post and will be periodically updated as needed. Feel free to post additional information and discussions in the comments.
Advocating for Abortion Care in Canada:

• There is a serious lack of Abortion Care options in Canada, particularly in the rural areas, and for those living on reserves, they have almost no access to Abortion care. People may have to travel more than 100km and across provincial lines to access abortion. Some have to travel by plane from their rural community to one with an abortion clinic or hospital. This puts an unfair financial and logistical burden on those that need to access abortion care. Provincial Health Insurance Plans do not cover travel costs related to receiving medical care.
• Because many provinces have few facilities that provide Abortion care, this places an unreasonable load on the clinics that do exist, forcing clients to look elsewhere for facilities with capacity to help them. In Alberta, there is one clinic for every 209,077 people who can become pregnant (number of assigned-at-birth females between the ages of 15-29). PEI, the Northwest Territories and the Yukon Territory each only have 1 Abortion care provider. Nunavut only has 2 abortion providers, and of those, only one offers medical abortion covered by the provincial health insurance plan. In fact, 9 (out of a total of 13) Canadian provinces and territories have five or fewer facililities offering abortion care in their entire province. And 10 Canadian provinces and territories have one or fewer (0) rural facililities offering abortion care.
• Some provinces, have more restrictive guidelines regarding abortion, limiting access to abortion care to those with a gestational period of less than 12 weeks (meaning, 12 weeks since the first day of your last period, not 12 weeks since you discovered you were pregnant or when you had sex). Many people who menstruate have irregular periods. Some people might only menstruate every 2 or 3 months, and might only discover that they are pregnant near the gestation limit of 12 weeks.
• Insurance coverage also limits access to abortions. Some provinces, like Nunavut, do not offer coverage for medical abortions unless they are prescribed and performed in a hospital. And being a rural province, there also happens to be only 1 hospital in Nunavut - Qikiqtani General Hospital in Iqualuit. New Brunswick will only cover abortion services in a hospital setting, which means that abortion medical care provided in clinics are not covered by their Provincial Health Insurance Plan.
• Sexual and reproductive health services are among the services that physicians, pharmacists and nurse practitioners are most frequently unwilling to provide on moral or religious grounds. People who have been harassed and/or attacked while visiting an Abortion clinic may experience stigma and/or discrimination from their peers, especially in smaller, rural communities where everyone knows one another. People refused care by health care professionals because of personal beliefs may experience stigma and/or discrimination, forcing them to travel outside of their community to receive the care they need. This can all be particularly daunting for young people or those with limited resources.
• Everyone in Canada is supposed to have equal rights to access health care, regardless of race, age, class, immigration status, gender expression, sexuality and ability. Nevertheless, anyone's right to seek abortion care can be be impacted by discrimination and bigotry, both systemic and as a result of individual prejudice on the part of service providers. Racism, xenophobia, classism, homophobia, transphobia, ableism, and ageism in Canada are all direct and intersecting barriers to accessing abortion. It is much more difficult for a person who doesn\u2019t speak English to access abortion services, despite the presence of a translator. Transpeople also experience discrimination at higher rates in reproductive health care settings. Providers may also lack the knowledge or training to provide trans-affirming abortion care and abortion services are typically housed within *women\u2019s* health care departments.
• Further compounding the issue of inequitable abortion access are unregulated crisis pregnancy centres (CPCs), which are anti-choice pregnancy centres that advertise in hospitals, doctor's offices, churches, schools and community centre. They deceive people coming to them for options and advice by giving misinformation about abortion or by insisting on options that may delay or interfere with the clients ability to access the care they need. CPCs far outnumber abortion care providers in Canada. In Ontario alone, there are 77 active CPCs but only 38 abortion care providers. Overall, in Canada, there are 165 known CPCs compared to 147 abortion care providers (as of August 2022).

Reference: Policy Options, via the Institute for Research on Public Policy and Action Canada for Sexual Health & Rights
What can you do to improve access to abortion care in Canada?

1. Listen, research and learn. This is always the first step to understand any problem.
2. Send a letter to your MP and MPP. Tell them that access to abortion care is important and how difficult it can be to access it in your province. Urge them to prevent anti-choice groups and CPCs from receiving charitable status, and to revoke the charitable status from CPCs that already have it. Encourage them to include reasonable reimbursement for travel costs related to receiving medical care when it is not available in your community. And push them to pass Safe Access Zone Legislation to protect patients, practitioners and their staff from anti-choice harassment and intimidation.
3. Give a donation to a pro-choice charitable organization of your choice. Remember, if you give a total of $201 CDN or more to Canadian charitable organizations, you'll get a credit of 29% of your total annual donations on your income taxes (for those that file Canadian Income Taxes, only).
4. Sign up for the Abortion Rights Coalition of Canada Newsletter. https://www.arcc-cdac.ca/
5. Participate in local marches and rallys in support of access to abortion care.
6. Spread the Word. Tell your friends and family. Encourage them to research, listen and learn. Encourage them to contact their MPP and MPs.
7. If you work in a Doctor's office or as a family physician, consider incorporating Mifegymiso into your practice to ensure patients have timely access to this essential service. If you are a Doctor, or studying to be one, consider opening an Abortion Care practice when you are licensed and qualified to do so, especially in rural areas where there are a lack of options.
8. If you work in politics, consider proposing legislation that will ensure safe access zones for abortion care providers and their clients and covering reasonable travel costs for constituents when medical care is not available in their community.
9. If you are a journalist or work in media, consider preparing pieces sharing the difficulty Canadians can have accessing medical care such as abortions.
10. If you work in the area of Not For Profit/Advocacy, consider partnering with a Pro-choice organization and helping them spread information and lobby for improving access to abortion care for Canadians.
11. If you know someone who needs abortion care, consider giving them a ride to a clinic, helping them access the advice and care they need, and provide non-judgemental support.
12. Ensure persons of First Nations, Metis and Inuit heritage know about Jordan's Principle, which ensures that First Nations children (which includes people who can become pregnant under the age of 18) can access the products, services and supports they need, when they need them. https://www.sac-isc.gc.ca/eng/1568396042341/1568396159824

------------------------------------------------------------------------------------
Emerging Policy Issues with Reddit
On July 1, 2023, Reddit raised the price to make calls to their API from being free to a level that killed every third party app on Reddit, from Apollo to Reddit is Fun to Narwhal to BaconReader. This policy change meant that mobile users would have a lesser experience browsing Reddit, users with visual difficulties could not browse reddit as screenreaders are not compatible with the official Reddit app, and mods lost tools that they depend on to keep communities on-topic and spam-free. Many subreddits protested this change in June 2023, and the Reddit admins enforced draconian measures such as removing and replacing mods who privatized their subreddits in protest of this policy change.
On September 12, 2023, Reddit will eliminate reddit coins, including removing all accumulated coins, a perk that Reddit Premium users pay for every month. Coins are used to reward comments and posts by showing your appreciation for the effort. Some reddit coins offer the ability to use reddit without ads.
In March 2024, Reddit had an IPO (Initial Public Offering), and the founder and current CEO, as well as the COO have sold $500,000 of their shares. How does this effect you? Reddit may face pressure to increase revenues to attract investors. This could lead to more ads or new monetization features. There could also be changes to the platform to attract a wider user base, such as bans and censorship on certain topics or words and control over content to appease more conservative shareholders or users.
What can you do to protest policy changes at Reddit?

1. Listen, research and learn. Check /modcoord for updates
2. Cancel your Reddit Premium membership
3. Participate in subreddit led protests
4. Look for other forums to patronize. We have a forum on Discord called Auntie Network Canada. Message the mods here for an invite link to the Discord group.
5. Complain. Message the mods of reddit.com, who are the admins of the site: message reddit: submit a support request: comment in relevant threads on reddit. Leave a negative review on their official iOS or Android app.

Hope it’s okay to ask a question for all the alloromantics — wasn’t sure if it was appropriate for the sub or not as most of the posts I see are from aroaces! Feel free to delete this if it isn’t!
I’m absolutely asexual, have never experienced sexual attraction and the idea of sex has always repulsed me, but I do get romantic crushes. Obviously I know they’ll never go anywhere since I’d never be compatible with any of them, but I do get them.
Just curious what crushes are like for other asexual people — butterflies in your stomach, giddy excitement from seeing the person? Is it a longing for closeness, someone to confide in? A lifelong companion, someone to share your life with? All of these cross my mind but I never know if it’s universal or an ace thing, that the more “wholesome” parts of a crush are what stands out when we don’t have the sexual attraction/impulses? I don’t know if this is silly or something that seems obvious but I thought I might ask

https://www.viture.com/store
Tech Specs:

• Display:
  • Size: 135 inches
  • Refresh Rate: 120Hz
  • Resolution: Full HD
  • Brightness: 4000 nits peak (1000 nits perceived)
  • Technology: UltraClarity™ with edge-to-edge clarity, anti-glare, anti-ghost, and anti-motion sickness features
• Visual Comfort:
  • Myopia adjustments on the latest Sony micro OLED panel
  • Enhanced electrochromic film blocking 99.5% of external light
  • SGS A+ certification for reduced eye strain
• Audio:
  • UltraFreedom™ for complete privacy
  • Stereo soundscape engineered with HARMAN
• Build:
  • Materials: Full-metal aircraft-grade aluminum body with titanium hinges
• Compatibility:
  • Compatible with any USB-C device capable of video output (e.g., Android phones, iPhone 15, MacBook)
• Software:
  • SpaceWalker app (iOS, Android, macOS, Windows soon)
  • Features: Multiple virtual screens, productivity tools, native 3D/VR video support, spatial video on iPhone 15 Pro
• Durability:
  • Built to last with emphasis on quality, durability, and universal standards like USB-C

I bought with the mobile dock, but had the free controller removed from my cart, possibly due to being in the UK.
You'll also get a 10% off code to share to others (and you'll get $5).
I'll put my code here if anybody wants to take the plunge, let me know if that's unacceptable, mods.
LXZ-GPYXGXB