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.

Well that was fun! Here’s today’s recap, + What might come
Well that was fun. Here’s a Recap, + What might come
DISCLAIMER ⚠️ I AM NOT A FINANCIAL ADVISOR, THIS IS NOT FINANCIAL ADVISE
To any other FFIE investors with more knowledge on what’s going on right now, as well as more experience in retail investing, please feel free to correct me on, or to add onto any point in this post.
Okay - We made it. It wasn’t easy, definitely a little scary, but the market is closed (after hours are open but we will get to that later), and now we rest. But I know a lot of you crazy apes weren’t paying too much attention to every second of the day, that’s where I help out. Here’s a little recap of how today went:
After ending the day at $1.03 per share Friday, we opened up strong during today’s pre-market hours at $1.73 per share. What does this mean? Well it means a lot of you crazy little apes had orders placed, or the even crazier ones were up during pre-market placing orders in. Now that’s serious dedication 😳
Now, I know what you’re thinking. “All the other apes said today we were going to the moon! We’re still under $2! Where’s our money??” Not so fast silly little ape. Come, let me teach you about volume. 👨‍🏫
Today’s volume was a WHOPPING 677.89M.😱 What’s “today’s volume” ? Volume is the total of buys & sells of a stock in a certain time period. For a stock like FFIE, 677.89M is a BIG number. And because a lot of us HELD like we were supposed to, we finished regular market hours at +65.05% than friday evening. 👏🏼👏🏼 But why wasn’t it more? Why didn’t FFIE boom like other silly little apes promised? It’s simple, keep following me and you’ll understand, I promise. 🙂‍↕️
Because of the short ladder attack against us on Friday, the SEC gave us a hand and sanctioned a new uptick rule (see here - https://www.reddit.com/FFIE/s/nw6Rt12bmm ). This leaves the big bad suits with 2 options (paraphrased from u/Maximum-Purpose-1568 , Thank you sima’am): “ 1. They can cut their losses, and buy up the shares at current market value (this is the beginning of a cascade where the "squeezers" all get rich). Essentially, any share that a hedge fund purchases to mitigate their losses will increase the value of our shares. 2. They can continue to hold their shorted stock "loans" and hope the market drops again next week. If this is the case, you will need to continue to hold your shares until they crack (they pay a lot of money for each day they continue to short)”
So what happened? What does all this crazy talk mean!?!? Well given what happened today (a steady change in stock price throughout market hours, and very little volatility compared to recent days), this only means the Big Bad Suits chose option 2. They don’t think we’re serious and they’re doubling down. So what now? 🤔 We triple down. 😤
You see my fellow banana peelers, this was never a scam. This was never a get rich overnight scheme. This is quite literally, a fight between the rich, and the poor. The wolves in suits collectively believe we will give up, sell, and walk away, ultimately leaving them to walk away Scott free. Oh no, not this time. 👎🏼
So what do we do? Well, I can only tell you what CAN HAPPEN.
I AM NOT A FINANCIAL ADVISOR. THIS IS NOT FINANCIAL ADVISE
Right now at the rate that you crazy apes are going, we can keep FFIE above a dollar for 7 more closing nights. What would this mean? This would mean the Hedge’s have 7 days until FFIE officially can no longer be delisted from NASDAQ.👏🏼 Now because these Hedge’s betted AGAINST FFIE, this is absolutely not good news for them because they’d have to pay back the stocks they shorted, plus the interest (which all depends on how much we can make this stock rise). This is what we’re all waiting for. “The Short Squeeze.” 🍋🍋
“Big Ape! Too many words!!” Okay Okay, i’ll dumb it down for you. The smartest moves for us little guys to collectively make would be to buy, and hold. 💎🤲🏼 “But if we all buy and hold then how come there are still dips?” Because the Hedge’s will sell their shares. This causes the price of the stock to fall. They do this purposefully to make us panic, and sell. “So what do WE do about that?” Simple, we eat those shares right up. Remember, the Hedge’s are hoping we ignore these sold shares, as well as sell our owned shares, they don’t really want to lose the shares they sell. The way to genuinely stick it to them besides holding, is to buy during the dip. “How do I know its the best time to buy??” No one knows when a dip will end. The best thing to do is to go with your gut feeling and to buy when YOU feel comfortable. Remember, a dip is bound to come back up as long as we Hold and Buy, so don’t get too greedy when it comes to the best price per share. PLEASE SPREAD THE WORD
New post - https://www.reddit.com/FFIE/s/5m9YiNySoH

This post inspired by a certain fluorescent orca deciding that I take damage and paralysis for the crime of existing in its presence.
Now, since there are a few enemies that have Unclashable attacks, I’m obviously referring to the possibility of a player ID that has Unclashable as a value on their attacks.
An attack being unclashable is much more useful for an enemy than a sinner. Part of the problem is that if an attack is Unclashable, then it can’t be used for clashing (shocker), meaning that if that skill is being used, then there’s nothing to stop an oncoming attack. An enemy usually has the health pool necessary to survive long enough to actually use the attack. But in the event of an “unclashable clash”, such as in a non-focused battle, if the opponent is faster than you, then they get a free attack on you before you get to retaliate, and the combat forecast wouldn’t recognize this as a bad thing because no clash is actually happening, thus you get your head ripped off by a skill you REALLY should have clashed instead, but Hopeless didn’t show up so you just started combat instead.
What I’m getting at is that a skill being Unclashable is strictly a bad thing, and therefore would likely play into something of a high-risk-high-reward playstyle. To justify not being able to clash, the damage numbers would have to be pretty damn high, because the attack wouldn’t be able to recover Sanity either due to being unable to win clashes (unless there are on-coin effects or a passive at work).
How do you think an Unclashable attack would work? An example of one that wouldn’t necessarily break the game, but at least be worth having on the team?

Hello there fellow players and GMs,
I'm a big fan of play-by-post games in discord, and I used Avrae for my dnd 5e games a lot. Being also a fan of Daggerheart, it is only natural what was my mission: create a bot that have a similar flavor to Avrae.
I present you Duality, a Discord bot designed to help you and your friends play Daggerheart online. Inspired by the game's mechanic where two 12-sided dice are rolled for each action, one for hope and one for fear, Duality facilitates game management and dice rolls directly from Discord.
This are the current features supported:

• Advanced Dice Roller: Uses the d20 library for advanced dice rolls, using!roll [expr] commands.
• Action Rolls: Ability to roll actions with hope and fear dice, using!action command.
• Demiplane Integration: Import character sheets from Demiplane, using!import command.
• Attribute-Based Rolls: Perform action rolls based on character attributes, using!agility or any other attribute command.
• Basic resources management: mark or remove slots of armor, hp, stress and hope using, for example for HP!hp to add or remove makrs (!hp +1d4) or !hpset to set the actual number of marks.

Invite the bot to your server using the following link: https://discord.com/oauth2/authorize?client_id=1239800716801998860
If you have any suggestion or need support, please, come to my personal Daggerheart West Marches PbPServer: https://discord.gg/hstRkJAK where we have a category for all the things related to the bot.
PD: take a look at the code, its free! https://github.com/Duality-Bot/duality

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.

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.

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I have devised this thread as some guidance for those people who have visited this forum and are concerned about specific symptoms that are effecting them and, in particular, those who are worried that these symptoms are an indication of neurological conditions such as Multiple Sclerosis (MS), Amyotrophic Lateral Sclerosis (ALS) & Motor Neurone Disease (MND).
The first thing that must be realised is that NOBODY on an internet forum can ever diagnose you or truly give you any reassurance that you do not have these conditions. Should anybody experience any signs or symptoms that are new to them they should ALWAYS approach their doctor in the first instance in order for these to be examined. In the vast majority of cases a GP will be able to advise you that these symptoms are benign but some doctors will often refer you to a neurologist for their opinion, if this should happen it is not value laden as regarding a possible diagnosis but rather would be the standard format for how you present to the doctor.
This thread is good news, it is good news because it has had to be written, it is good news because hundreds, maybe thousands of people have logged onto this board and countless other anxiety forums totally convinced that they are suffering from a neurological condition despite being told by health care profesionals that this is not the case. All these people ask the same questions and all these people have the exact same worries as you are having now. If this is you, if you have been to the doctor, maybe even a neuro, maybe even two neuro’s, maybe even had an MRI, maybe even two MRI’s, well, you get the picture, if you have been told by your health care profesional that you are healthy but you are struggling to believe this you may find some help from this thread.
So, you have come to an anxiety board. I guess that is because your doctor has told you that you are suffering from anxiety. Actually, my guess would be that your doctor has told you that you are suffering from ‘just’ anxiety and, if you are lucky, you may have been given some leaflets, you may have had some books recommended and you may even have been given some medication.
So, what took you to the doctor? Was it the tingling? The pins & needles? That damned annoying twitching eyelid that just won’t let up? Was it that weird thing when you keep seeing the flashing in your periphiral vision? The strange sensation in your throat where you just can’t swallow? The constant muscle aches and cramps? The constant small joint aches and cramps? Do you have that weird internal vibrating feeling? Was it the percieved weakness in all your major limbs? What about the foot drop you have been noticing, the clumsiness, finding the car keys in the fridge? Was it the chronic constant fatigue, that feeling when you wake in the morning like you haven’t actually gone to bed? What about the myclonic jerking, that bizarre moment when your whole body jerks like you have had an electric shock? Was it that constant twitching in your calf muscles that looks like you have a bag of worms under your skin? It could have been the parathesia, the feeling on your skin where one moment it feels sunburnt and the next minute it feels soaking wet? Maybe it was the atrophy, you know, the muscle loss in your bicep, your thigh that is so obvious to you but what frustratingly nobody else can see? What about………are you bored? I’m bored!
So, you have had some of those right? Maybe like me you are unlucky enough to have had every one of them…not much fun is it! When you first started getting these weird and wonderful symptoms cropping up I bet one of the first things you did was run off to the all powerful internet and consult that all knowing oracle, the good lord GOOGLE. If you did this, if you searched for your symptoms on a search engine on the internet, congratualtions, you have taken the first step on developing this weird and wonderful anxiety disorder known as Health Anxiety. The reason we Google is because of a basic human need at a time of stress, we are scared and we want reassurance, the problem is nothing you ever read on the internet will give you the reassurance you need, you will unwittingly discard the plethora of evidence that tells you that you do not have a neurological illness and instead will latch onto and inflate those things which seem ambigous, why would you do this? I suggest that at this point it may be adavantagous for you to look in the Genaralized Anxiety Disorder folder on this forum and see the negative thought processes and over generalization and catastrophising that defines GAD, it just may ring some bells for you.
So, by the time you have gone to the doctor you are pretty much resigned to the fact that it is MS or if you are really unlucky ALS. You picture yourself in a wheelchair, the kids looking at you with pity as you can’t play sports in the park with them anymore, you picture your partner standing by you and caring for you but all the while you feel the resentment, they never signed up for this, you picture the scene in four years time, confined to a hospital bed with your family and friends round you with the fruit and flowers…..BUT WAIT!
Oh joyous news, the doctor has said you don’t have MS, you don’t have ALS, what you have is anxiety, well, just anxiety….oh believe me there is a BIG difference. You have got out of jail free! The doctor has examind you thoroughly, he has taken your history, he knows the patterns, he has seen people with MS and ALS and you are not one of those. With a skip and a step you are on your way, same time next year doctor, yep, no worries…so with a happy heart and an increased vigour you are off out of the surgery door to continue with your life that had been on hold up to then. MS, ALS how could you be so silly eh?
…and then it begins! Right, the doctor said this is anxiety, I’m not anxious though, why do I still have these symptoms if I’m not anxious….something just isn’t right here. The more you think about it the more it seems obvious, hold on, I saw the doctor on Friday afternoon, I bet he was just thinking about the weekend and wanted to get rid of me. I’m sure that the doctor should have done more tests than he did you know, crikey, I’m sure when I told him the numbness was down just the one side he didn’t listen to that, that bit is crucial and he never heard it. Hold on, this freakin eye twitch is getting even worse and I’m not even anxious, where is the telephone? What is that doctors number?……welcome to the loop!
If any of the above seems familier to you, believe me, you are not alone…as strange as it may seem the fixation on being convinced you have a neurological condition after being told that you are in actual fact suffering from anxiety in very common.
Firstly, you need to realise that both MS and ALS are rare disease’s. Not only are they both rare disease’s but they also tend to effect spefic groups based on ethnicity, age and sex so we are talking about rare disease with partial excluding factors. In contrast, anxiety is an incredibly common and debilitating condtion that effects people both physically and mentally.
Anxiety is generally percieved to be a mental condition, when we are anxious we are anxious in our head and this can kick in the flight or fight syndrome which in turn causes the physical reactions. These reactions are generally thought to be a racing heart and palpitations, sweating, increased adrenaline etc etc. Now, this is all well and good but how does this fit in with those symptoms that mirror MS etc so effectivly.
I personally believe that the reason most people fail to be believe that their symptoms are being genrated by anxiety is because the concept of anxiety is never actually expalined sufficently. A large number of doctors will often expalin to you that you are suffering from ‘just’ anxety and this usage of the term ‘just’ is supposed to make us somehow feel reassured. The problem is that this has the opposite effect, how can a ‘just’ something cause all these real physical symptoms. If anxiety is effecting me mentally how can it make me twitch, buzz and go numb?
For some people anxiety will surface in the tradional panic attack, much seems to be written on this side of anxiety and this is not what we are concerned with here. For a sizable group of people when anxiety starts to manifest itself physically it is through physical sesnations that effect various aspects of our nervous system. This is why the sensations of this physical anxiety so closely mirror the symptoms of a condition such as MS, they actually effect the same part of the body, now, here is the crucial and all important difference, the symptoms of MS are caused by an organic condition which whilst treatable is irreversable and the physical sensations of anxiety are caused by the mind and are of course reversable. In short, you have to understand and accept that the mind can actually generate these physical sensations.
Whilst for many people physical anxiety can strike out of the blue, I am of the opinion that for the vast majority of people anxiety starts to become physical after whay could be many years of bad stress and anxiety management. You may not have even noticed this. We all have an anxiety threshold and the majority of people will probably never approach the blow off point, yes, a sudden and severe stressor could take someone right over the point from the baseline (think Post Traumatic Stress Disorder & Conversion Disorder etc) but most of us operate at an anxiety level that our bodies can handle. The problem is that if we stress ourselves constantly over a period of time, we do not allow our thermostat to reset and one sunny day something will happen, some stressor which can be a bad or even a good event and which we may not even realise the significance of will push us over the limit and it is at this point that our anxiety will effect us physically and more often than not impact on our nervous system.
This also happens to bring us to another crucial factor and what for many is the paradox that holds us back form accepting the anxiety diagniosis, how the hell can this be anxiety when I am not anxious? It makes no sense to me! What we need to realise is that once we have crossed the anxiety threshold no matter what we do we have to surrender ourselves to our mind and body and accept that we are now operating to a timescale that WE CANNOT CONTROL! We can think we are being as cool as Fonzie but we need to accept that the damage whilst reversible has been done and it is just a case of closing the stable door after the horse has bolted. Our body is now in control of us and the physical sensations will only stop when our body and mind are sufficently recovered.
It is at this point where we commit the ultimate folly, do we do as the experts suggest and sit back and realx and float through this stage? Of course not, we do the total opposite, we monitor our body for every twitch and interpret this as a sign of a misdiagnosis, we become hypervigilant, paranoid, self absorbed…this behaviour just creates more and more anxiety and we do not allow our body and mind the time necessary to recover….we are, in effect, pouring gasoline on the fire and expecting it to go out.
If you read this forum you will find a variety of posts that will offer you suggestions as to why you are suffering from the physical sensations of anxiety. Some people will advocate medication, some Cognitive Behaviour Therapy etc etc but what you will realise is that there is no one right way. I am truly of the belief that recovery is all about acceptance and learning to respond to fear correctly but how we do this is very much an indvidual thing. It could well be that you have issues with GAD and you can see how patterns realting to that disorder resonate with how you currently feel about your health, for example, note how both MS and ALS are diseases with which we lose control of our bodies. It could also be that you have issues with OCD, traits such as reassurance seeking and body and symptom monitoring could suggest this. There may well be suggestions that you could be sufferring from elements of depression, there is as school of thought that believes that the mind will somatise physical sensations when there are aspects of your life that your unconcious is unhappy with etc.
I hope this has helped if you have just visited here convinced you have MS etc and you are feeling scared and confused. You may have noticed I have not mentioned anything specific about MS or ALS and that is because there is no reason to...you do not have those. Your doctor has told you you are suffering from anxiety and therefore you are in the right place. Refrain from researching about diseases you do not have and instead concentrate on dealing with what you have today. Of course, what you have today doesn’t guarantee you won’t have MS or ALS tomorrow and if that thought fills you with fear use your time here wisely and believe me, it becomes a lot more bearable.

Hey there! I'm on a quest to find that special someone who can be more than just a friend. Life's journey is more enjoyable with someone by your side, don't you agree? Despite not knowing you yet, I have faith in the magic of connection and believe that together, we can create something beautiful.
I recently turned 21 and live in the Greater Ahmedabad area. While I adore my city, I'm eager to make new friends online. Whether it's chatting late into the night or sharing funny pictures, I'm all in for making meaningful connections.
Let's break the ice with some fun activities! Whether it's discovering new music, exchanging recipes (I make a mean pasta dish!), or watching our favorite shows together, I'm up for it. And if you're into gaming, count me in for some co-op adventures!
Though I'm young, I've experienced my fair share of ups and downs. But through it all, I've learned the value of kindness, affection, and understanding. If you're someone who values these qualities too, we're off to a great start!
Here's a bit more about me: I enjoy exploring new hobbies and trying new things. Currently, I'm diving into digital art and enjoying every moment of it. I'm also a romantic at heart, so expect lots of love and affection from my end.
When it comes to relationships, I believe in mutual respect, trust, and open communication. While I'm seeking online friendships initially, I'm open to the possibility of it evolving into something more if we both feel a connection.
So, if you're up for friendly chats, laughter, and maybe even a little romance, let's see where this journey takes us! Whether you're from the Greater Ahmedabad area or anywhere else, distance is just a number when hearts connect.
Feel free to reach out, and let's see if we click. And regardless of whether we hit it off or not, I wish you all the best in finding what you're looking for!
Looking forward to hearing from you!
PS - I won't mind if you are older than me.

Basically the roms are still on the server and it's just the download button that is deactivated, and I found a method to still download those seemingly unavailable roms. I'm not sure if it's the easiest one but it's the one I found to be working reliably, if anyone has an easier one feel free to share.

1. Firstly, go to vimm's vault and open the page of the unavailable game you want to download
2. Now look for any other game that can still be downloaded and open it in another tab (the game doesn't matter, the only thing that matters is that it has the download button available)
3. For the sake of simplicity we will call the tab in the first step "true game" and the second one "proxy game"
4. Go to the "true game" tab and do "right-click -> inspect" on any part of the website
5. Don't worry if you don't understand this stuff, you only need to perform a search (depending on your browser there will be a bar that says "Search in HTML" or you will have to activate that search bar with Ctrl+F)
6. On that search bar input "mediaid". Keep pressing intro (this looks for the next matching result, as there will be more than one) until you find a line that reads like this: (where the XXXXX are actually a string of numbers)
7. Copy or write down that number and you can now close the "true game" tab, we won't need it anymore
8. Go to the "proxy game" tab and repeat the steps 5 and 6
9. Now instead of copying it you will replace that number by the one we already copied before from the "true game". Some browsers allow you to directly edit the values but in other browsers you will have to right click on the value and select "Edit attribute"
10. Once done you can click the download button of the "proxy game". If it all went well it will download the "true game" instead of the "proxy game"

And that's it, if you didn't understand something tell me in the comments and I will make it as clear as possible.

Is there anything I can do legally to stop my neighbor from disrupting my living space?
I moved into my home as Covid hit so 2020, I had just been burnt by what I thought was a friend so I didn’t want to make new ones but my friend who helped me move suggested I get to know thy neighbor, boy was that a mistake!
The first year: she had a small dog who piss and shit in the front yard, it’s okay she picked up after him. The weeds were an issue and she wants me to help weed the yard her dog did his deeds. She also has a cat that poops in every space on my property she doesn’t clean up I had plant die because the cat pees in the flower bed. My friend used the garage to fix things as his was under repair and the door would be closed but she would walk right in to get him to fix things for her for free, resulting in him not using the garage and he doesn’t come over anymore for fear of bumping into her. Made the mistake of giving her my number all she did was text me about my dog barking and she would exaggerate it as well as I confirmed with another neighbor who said yes it barks but not often or long. Year 2: I’m annoyed, I push back by making her do the yard work in the front your dog and cat mess up the front you should clean it was my attitude. The continuous texts about my dog barking doesn’t stop. She now starts complaining about my programs I watch on tv because she can see through my window to my tv. Oh yeah did I mention she looks into my windows to see if I’m home when I ignore the door. She has learned I leave my door unlock, she tried to come in my home but my dog stopped her. She has tried to get my husband to do things for her. I ran a home beauty spa out of my home and she kept approaching my clients that I ended up closing my spa. Year three: I can’t leave my house she’s watching me come and go. When I leave my home she’s texting me about the dog barking. I gave up my life outside the house to ensure my dog didn’t bark. I can’t watch tv, even with privacy film on the window she sees the light from the tv on and she texts me about it. I work from home and attend college from home so I need to disconnect some how so I listen to music well apparently I can’t do that either. Now, I have a family member who came from Manitoba he’s got a big truck as he’s in construction and wants to try to see if he can get stable out here. He hasn’t been here no more then 24 hours and she follows him from my side walk all the way into my home trying to get him to talk to her. My daughter stopped her at the door said no and slammed the door in her face.
Also the dog thing has gotten to the point she’s called by law twice he came and I provided documentation the dog is trained and how it’s been trained and by law left. She’s also gone as far as to call and harassed the owner about the dog again I provided the documentation to help others understand the dog. I have a written note from by law as well.
I would really like not to move, so don’t suggest this. The dog is at the end of life and will be put down in June. None of my friends want to come here for fear of being bothered by her.
I can’t seem to listen to music, watch tv, enjoy my space or let alone go and come as I please.

FYI, this is a story COLLECTION. Lots of standalones technically. So, you can basically start to read at any chapter, no pre-read of the other chapters needed technically (other than maybe getting better descriptions of characters than: Adam Vir=human, Krill=antlike alien, Sunny=tall alien, Conn=telepathic alien). The numbers are (mostly) only for organization of posts and continuity.
OC Written by Charlie Stastarrfallknightrise,
Typed up and then posted here by me.
Proofreading and language check for some chapters by u/Finbar9800 u/BakeGullible9975 u/Didnotseemecomein and u/medium_jock
Future Lore and fact check done by me.
Awwwww! So cute!
Previous First [Next](link)
Want to find a specific one, see the whole list or check fanart?
Here is the link to the master-post.
She got up in the dark, with only the dim ambience of soft blue lighting to accompany her. She stretched all four arms, her two legs, and rolled her neck. It struck her as mildly interesting in that moment, how something so small could connect them to humans, The thought was fleeting as she took another step forward to kneel down on the floor. There, in a little alcove in the wall, she had set a volcanic rock from Anin, dried moss, and other paraphernalia from her home world. She closed her eyes and took a deep breath resting her hands together.
Praise and respect to the spirits of Anin. Praise the fathers and mothers of war gone to their rest below the moss and the earth. Praise their spirits that watch from the sky and peer through the ether down upon us.
She continued the slow mantra in the style of Prayer learned from Naktan and pulled her concentration to her core, ignoring anything and everything around her. A deep state of meditation overtook her. She would never have done this if she thought there were any chance that she was in danger, but below she knew Earth glowed like a sphere before their orbiting ship. There was no worry of invasion.
She thought she heard something at one point, but chose to ignore it as she continued her mantra.
Eventually, and after an unknown amount of minutes, she stood and turned slowly to find-
She stopped, and crossed her arms over her chest.
"What are you doing?”
Adam burrowed his way further down into her blankets, nuzzling his head up against her pillow,
"So warm, and comfy!"
She tried not to smile,
"You dumbass."
He pulled the blankets tighter around himself,
"You know, I did come here to talk to you, but now I actually am really comfortable, so come back in two hours."
"I- This is MY home!"
He closed his eyes and pretended to snore loudly.
She rolled her eyes as she watched him theatrically pretend to sleep. She looked around mildly for a moment, before picking up another pillow and glancing at the door. She casually walked over, dropped the pillow on his head and then held it down as if she intended to smother him.
”Die human scum!”
That got him up and moving.
Before long the two of them were grappling for the upper hand, him trying to put her in a choke hold, and her using her lower arms to pinch him.
He yelped,
"Ouch! Pinching is illegal!”
"Sissy."
He clamped his legs around her lower arms, pinning them in place.
She struggled for a minute and then went limp.
She could feel his smug smile,
"I win, I beat the saint of Anin. Everyone bow at my feet."
"You say that, but if this were a real fight, since you’re a human male, you're the one with a self-destruct button."
"Self-destruct button...?"
"Meaning if this were a real fight, I would have punched you in the balls."
"Yaoooutch… Oh god… Please don't."
Finally, he let her go, leaving the two of them to lay on her bed, sheets scattered on the floor around them, and her pillows in disarray. Adam put his hands behind his head and sighed.
She glanced over at him,
"I don't suppose you came to just hang out. Here on Admiral-ly business?"
He groaned, pulling one of her pillows over his face,
"Please smother me for real this time."
She leaned up on one of her elbows,
"Why?"
"I don't wanna be an adult anymore!"
She tilted her head to the side, watching in amusement as he attempted to throw a childlike tantrum, but only really had the energy to kick his feet once,
"It's boring and lame and they won’t let me wear heelies to important meetings... also children don't have to pay taxes."
She laughed, pulling the pillow from his face,
"Adam you are many things, but 'adult' is not one of them."
He grinned slightly,
"True enough."
He sighed again and rested his head back against the pillows,
"I just want to get back to what we are supposed to be doing, exploring the universe and making cool alien friends."
He threw up his hands in frustration,
"But suddenly I find myself embroiled in stupid annoying politics that I don't understand, being used by people who are, let’s face it, WAY smarter than me, constantly finding myself getting manipulated."
She huffed,
"They aren't smarter than you Adam, they're just manipulative, and you aren't."
He sighed,
"Fair enough."
Then he looked at her, bright green eyes reflecting the soft ambient blue light,
"I just, I miss this, I miss us, I miss hanging out and doing stupid shit, and all of the things I could do when I wasn't so important and this operation was smaller."
She smiled rather sadly reaching one hand over for his, lacing the four of her fingers through the five of his,
"Well someone has to do the hard things, who better than you?”
He glanced over at her, raising an eyebrow,
"Or you, miss saint?”
She rolled her eyes again,
"Can't seem to get you off of that. I'm still the same person I used to be."
"But with power."
She elbowed him gently and he grinned,
"But really, I am proud and impressed and... Let's be honest super super smug that 'I' know you personally."
"I know, I am pretty terrific."
The two of them laughed for a minute before settling down again. He glanced over to her little shrine on the wall,
"What were you doing just then?"
She looked up at the ceiling, following the lines of metal and rivets with her eyes,
"Praying to the spirits of Anin."
Embarrassed, he shifted,
"I didn't know you were... Well I didn't think you were all that religious?"
She shrugged,
"Don't feel bad, it's sort of a new thing. Back before all this, it was sort of just stories to me. Like I believed it because that was what everyone believed, but I didn't really accept it, or feel it the way I do now. After everything with my mother, it was hard to feel connected to something I felt I wasn't a part of... But then after visiting my mother, after becoming a saint for a religion I never really followed... Well, it started to make more sense. It feels real now in a way that it never did."
She turned to look at him, finding him watching her, the UV blue stripes in his skin glowing blue.
"I believe in the spirits of Anin more than I ever have."
He smiled at her and squeezed her hand,
"I'm glad to hear it."
They lapsed into silence for a long moment, staring up at the ceiling before, inevitably he broke it,
"So this makes you like, space Moses right?”
She frowned and turned to look at him,
"What is a “Moses”?"
He grinned,
"A guy from one of the Earth Religions. You know, guy follows god's directions to lead his people away from slavery, climbs a mountain, receives the word of god, comes down to give it to the people, that sort of thing."
Sunny tilted her head slightly to the side,
"Are you religious?"
He paused, frowning,
"I... well I... don't really know. My family has been some flavor of Christian for a long time."
"Christian?"
"Uh yeah, the general idea is that there is one all-powerful deity who created everything. He has rules and laws that you are supposed to follow, the general tenants of this specific religion mostly boil down to: love everyone and don't be a dick, which humans are notoriously bad at. You sin you go to hell, a very bad place after you die, and if you are a good person you go to heaven. Problem is everyone is a sinner and breaks the rules, so really no one was going to get into heaven."
"That sounds bleak..."
"Well, that's where the other stuff comes in. Basically, this all-powerful deity sent down his son in human form to live a perfect life, so when he was martyred he took on the sins of all of humanity and paid for them in the greatest act of mercy to open the gate for the rest of us into heaven."
Sunny shifted as he tilted to the side to lay in the crook of her arms,
"Of course that is just one religion among tons on earth, we aren't really as cohesive in our beliefs as Drev are... As for me... I'm not really sure."
She tilted her head to the side, cheek resting against his hair,
"After seeing space, I become more and more convinced of some... Thing that created everything, but beyond that it's sort of a tossup."
She ran one hand through his hair, coarse but still soft somehow.
"You know my name comes from that religion?”
She turned her head to look at him,
"Oh, really?”
"Adam was the first man."
"What do you mean!?”
Adam shrugged,
"He was supposedly the first man that god created, from the dust of the earth... I think?"
She gave him a sidelong glance,
"Look, and you get to be the first idiot in space."
He snorted and poked her in the ribs.
"There were PLENTY of idiots in space before me, believe you me."
"Mmm I don't know, you are pretty dumb."
He laughed, grabbing a pillow and hitting her with it. She rolled over so she was lying on top of him and then went limp.
He struggled,
"Get your big ass off me."
"Oh no, I have been attacked by a sudden acute case of the “my spine doesn't work anymore”-disease."
"If you don't move, you'll suddenly find yourself with a case of “fist in your face”-disease."
She laughed and rolled off him, making sure the hard parts of her carapace were sticking down for maximum discomfort.
He grunted.
They returned to lying down next to each other in the half darkness. Sunny reached over and turned on some quiet music in the background as the two of them sat and talked, and laughed.
"I can't wait to get back to deep space."
He closed his eyes and hummed softly at the thought,
"Just the crew and the darkness and nothing ahead of us but an endless frontier."
Surprisingly, she found the thought to be more than a little comforting, and closed her eyes thinking about the vast reaches of blackness and the endless spinning galaxies.
"And while we are out, we can drop Conn into a pulsar."
He snorted,
“Why? Well first of for scientific reasons! If a marshmallow causes a nuclear blast, I wonder what dropping Conn would do… but at least he’d be dead.”
"That billowy bastard would survive and you know it."
She huffed,
"Still though, if I have to hear one more smug lecture how he has a child with you, I'm gonna wring his scrawny neck."
He grinned teeth flashing blue in the light,
"Is someone... Jealous?"
Sunny laughed, almost tipping him off the bed and onto the floor with her mirth,
"Yes Adam, I am totally jealous, really I am, ‘kay?. I mean who wouldn't want to have a child with YOU, big dumb, dork. Really the perfect place to put my superior genes."
"Superior genes, says someone who can't reach the top shelf."
She kicked him, foot clanging off his prosthetic,
"I am a foot taller than you."
He placed his hand next to his ear,
"What was that, I can't hear you over how short you are."
Sunny shook her head,
"At least I have binocular vision and both my knees."
"So we are gonna ignore that that binocular vision is due to a prosthetic now after the whole “your mom” incident? And also, veeery important: weird neck nostrils, don't forget about those!"
"Oh yes, so I can’t house them on my face like you and your bigass nose."
"Low blow, low blow."
"There are... Lower things... I could make fun of."
He snorted,
"Can't make fun of it if you've never seen it. You on the other hand, walking around in the nude..."
"You're welcome. Who wouldn't love…"
She gestured to herself,
"This."
"Mmm yeah... chitin, very sexy."
"I am a gift to the universe, and should be appreciated by everyone."
He brushed a hand through his hair,
"Well I find that real gifts are gift wrapped, so jot that down."
"Oh yeah, like a prank gift when you put something lame in a box for something cool."
He frowned at her,
"You wound me. My feelings are so very very hurt. I might even cry."
"I drink human tears."
"That… that's really gross.'
She laughed and then they lapsed into silence. She could hear him breathing quietly next to her in the darkness, his chest rising and falling under the ambient blue light. She looked across the room to where her saint armor was hanging in its climate-controlled case illuminated to a pearly sheen.
"Adam?"
"Yeah?”
"You know I'm just kidding about calling you dumb right?"
"Yeah I know."
"I'm proud of what you've been doing."
Adam turned to look at her rather incredulous,
"Me, of what? I haven't been doing shit."
"So, we are just going to ignore you overthrowing a maniacal politician while simultaneously piloting a 2,000 year old spacecraft?"
"That was more Conn and Eris than it was me."
"It was your idea."
"Let’s not forget Admiral Kelly."
Sunny pulled him closer,
"I am sorry, I will not be accepting anything other than you acknowledging that you did a good job."
"Screw you!”
"You'd like that wouldn't you?”
He sighed,
"You've been talking to Ramirez WAY too much."
She was only slightly smug as she rested her head back against the pillow,
"I really should get up and train..."
"We should yeah..."
Neither of them moved.
"Alternatively, we could just... Lay here... All day and do... nothing."
She looked up at the ceiling for a long moment and pretended to be in deep contemplation before…
"Well it's official, you have convinced me. You and your silver tongue."
"I am a master negotiator."
He shifted position putting one arm behind his head,
"Think about it, by this time tomorrow we will be back to space exploring and doing what we should have been doing all along. I can't wait."
"That makes two of us."
Previous First [Next](link)
Want to find a specific one, see the whole list or check fanart?
Here is the link to the master-post.
Intro post by me
OC-whole collection
Patreon of the author
Thanks for reading! As you saw in the title, this is a cross posted story written by starrfallknightrise and I'll just upload some of it here for you guys, if you are interested and want to read ahead, the original story-collection can be found on tumblr or wattpad to read for free. (link above this text under "OC:..." ) It is the Empyrean Iris story collection by starfallknightrise. Also, if you want to know more about the story collection i made an intro post about it, so feel free to check that out to see what other great characters to look forward to! (Link also above this text). I have no affiliations to the author; just thought I’d share some of the great stories you might enjoy a lot!
Obviously, I have Charlie’s permission to post this and for the people already knowing the stories, or starting to read them: If you follow the link and check out the story you will see some differences. I made some small (non-artistic) changes, mainly correcting writing mistakes, pronoun correction and some small additional info here and there of things which were not thought of/forgotten or even were added/changed in later stories (like the “USS->UNSC” prefix of Stabby, Chalar=/->Sunny etc). As well as some "biggemajor" changes in descriptions and info’s for the same stringency/continuity reason. That can be explained by the story collection being, well a story collection at the start with many standalone-stories just starring the same people, but later on it gets more to a stringent storyline with backstories and throwbacks. (For example Adam Vir has some HEAVY scars over his body, following his bones, which were not really talked about up till half the collection, where it says it covers his whole body and you find out via backflash that he had them the whole time and how he got them, they just weren't mentioned before. However, I would think a doctor would at least see these scars before that, especially since he gets analyzed, treated and goes shirtless/in T-shirts in some stories). So TLDR: Writing and some descriptions are slightly changed, with full OK from the author, since he himself did not bother to correct these things before.

Due to oversights by certain a member of the mod team (cough cough u/pixel_pete cough cough) we previously had #00 flair but not #0. I can no longer avoid the complete breakdown of civilization that the NFL's new jersey number rules represent. I hope a WR picks something stupid like #43 so you jersey number anarchists can finally see the error of your ways.
Anyway now we have #0 flair, hooray! It's not in numerical order with the rest of the jersey number flairs, instead it's at the very end of the flair list. Feel free to flair yourself up with it or if you need to have it manually added let me know and I can do that.

The global vanillin market is witnessing significant growth due to its widespread applications in the food and beverage, pharmaceutical, and cosmetics industries. Understanding the production cost processes and conducting a detailed cost analysis is crucial for businesses to remain competitive and profitable. This press release delves into the vanillin production cost analysis, offering a thorough assessment of the production processes, market drivers, raw material requirements, and key cost factors. Additionally, we provide information on obtaining an exhaustive and personalized report tailored to substantiate your business needs.
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Procurement Resource provides a meticulous assessment of the vanillin production process, considering various production methods, including the biosynthesis method, chemical synthesis method, and lignin-based method. Each method is analyzed for its efficiency, cost-effectiveness, and environmental impact. Our comprehensive evaluation encompasses the following steps:

• Biosynthesis Method: This method involves the use of microorganisms to convert ferulic acid into vanillin. It is considered environmentally friendly and sustainable. The cost analysis includes expenses related to fermentation, purification, and extraction processes.
• Chemical Synthesis Method: This traditional method involves the chemical conversion of guaiacol or lignin into vanillin. While this method is cost-effective, it has environmental implications due to the use of chemicals and solvents. Our analysis covers the costs of raw materials, catalysts, and waste management.
• Lignin-Based Method: Lignin, a by-product of the paper and pulp industry, is used as a raw material for vanillin production. This method promotes waste utilization and is considered sustainable. The cost assessment includes the procurement of lignin, conversion processes, and purification steps.

Product Definition

Vanillin, an organic compound with the molecular formula C8H8O3, is the primary component of the extract of the vanilla bean. It is widely used as a flavoring agent in the food and beverage industry, adding a distinctive aroma and taste to a variety of products, including ice creams, chocolates, and baked goods. In the pharmaceutical industry, vanillin is utilized for its antioxidant and anti-inflammatory properties, while in the cosmetics industry, it is used in perfumes and fragrances.

Market Drivers

The vanillin market is driven by several factors:

• Increasing Demand in Food and Beverage Industry: The growing consumer preference for natural and organic flavors in food products is driving the demand for vanillin. Its extensive use in confectioneries, bakery products, and beverages is a significant market driver.
• Rising Health Awareness: With increasing health consciousness among consumers, the demand for natural flavoring agents like vanillin is on the rise. Vanillin's antioxidant properties make it a preferred choice in health and wellness products.
• Expansion in Pharmaceutical and Cosmetic Industries: The pharmaceutical industry's demand for vanillin is increasing due to its therapeutic properties. Similarly, the cosmetics industry is witnessing a surge in demand for vanillin-based fragrances and perfumes.
• Technological Advancements in Production Methods: Innovations in production technologies, such as biosynthesis and lignin-based methods, are making vanillin production more sustainable and cost-effective, further driving market growth.

Raw Materials Requirements

The production of vanillin requires specific raw materials, which vary depending on the production method:

• Ferulic Acid: Used in the biosynthesis method, ferulic acid is derived from agricultural waste products such as rice bran and wheat bran. The cost and availability of ferulic acid significantly impact the overall production cost.
• Guaiacol: A key raw material in the chemical synthesis method, guaiacol is derived from guaiacum or wood creosote. The procurement cost of guaiacol is a critical factor in the cost analysis.
• Lignin: In the lignin-based method, lignin is sourced from the paper and pulp industry. Utilizing lignin as a raw material promotes sustainability and waste reduction, but the cost of extraction and conversion processes needs to be considered.

Costs and Key Process Information

The cost analysis of vanillin production involves a detailed evaluation of various cost components, including raw materials, labor, energy, and overheads. Key process information includes:

• Fermentation and Extraction Costs: In the biosynthesis method, the costs associated with fermentation, including the cultivation of microorganisms and maintenance of optimal conditions, are critical. Extraction and purification steps also contribute to the overall cost.
• Chemical Conversion Costs: In the chemical synthesis method, the costs of raw materials, catalysts, and solvents play a significant role. Additionally, expenses related to waste management and environmental compliance are considered.
• Lignin Conversion Costs: For the lignin-based method, the extraction of lignin from industrial waste and its subsequent conversion into vanillin are key cost components. The sustainability aspect of this method may offer long-term cost benefits.

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Company Name: Procurement Resource Contact Person: Christeen Johnson Email: [sales@procurementresource.com](mailto:sales@procurementresource.com) Toll-Free Number: USA & Canada – Phone no: +1 307 363 1045 UK – Phone no: +44 7537 132103 Asia-Pacific (APAC) – Phone no: +91 1203185500 Address: 30 North Gould Street, Sheridan, WY 82801, USA

Hello Gossipers
Reddit Awards are back. We all get some Free Awards, so give them away carefully. I have no idea who gets how many free awards, Reddit sent a email about it to everyone, so whoever is interested, read it.
There's a New Post type - AMA. If you are posting OG Gossip, using Exaggerated Claims , please try to use this Post type. We are not enforcing this rule, but it'll be good for members to cross-question OP and others to sort the comments as per Answered comments
We have to remove around 30 - 50 posts a day because they don't belong to this Sub. All Cinematic posts belong to Bollywood. No Fan Edits, Meme , Music allowed here. Read rules.
There are too many low quality picture posts. I'm sure only Bhai fans are interested in looking at 20 pics of old and handsome Bhoi. Unseen pic posts are fine but a collection of one actor looking good from 90s.....head to Fanclub please. If you can't find Bhoi fanclub, post on Biggboss . Someone please let us know Bhoi FC Sub link.
There's a lovely Sub - ClassicDesiCelebs , they welcome all old pic posts. Subscribe and contribute to this Sub. They are allowed 2 cross posts a month on this Sub as well. We will lock comments here, interested people can comment on OG post.
This is a GOSSIP Sub - How many times do I need to explain that we are petty, we are hypocrite and we are toxic. Why are you looking for feel good posts on this Sub? There are too many posts crying about "Why hate".....like we were any better before !! All these posts are META. Its Rule 1 on sidebar.
We hate everyone. We troll everyone. We speculate plastic surgeries and we speculate love lives, affairs, pregnancies and other things. People enjoy pulling down others and when the target is your favourite, you begin objecting and turn Woke. Aise kaise ...
Every star gets their head pinned as target. All Faltu Fours have hate posts. DP fans should stop crying about why so many posts when she is pregnant. Are we DP's Fanclub? Why are you getting offended by trolling when you are one of the most vile troll on this Sub? Did DP fans forget what they say about Katrina, PC , Ash , Anu and Alia?
Mods tried to bring some rule of not trolling Pregnant stars, during Alia's Pregnancy trolling . DP fans raised strong objection to this as it was against freedom of speech and they argued that if not on Gossip Sub, where will they discuss this. We had to accept their demand and we are sticking to their demand even now.
You are reaping what you have sown, its not this Sub's fault. Its literally called KARMA on Reddit. Deal with it.
Lastly, the Reddit glitch of multiple posts getting posted, seems to be resolved for most members. If you are still getting this error, refresh your App
The "Number of members online" data is still faulty. Entire Reddit is affected by it. I don't know when it'll be resolved.
Lets brace for another Ambani Prewedding on Cruise.

Jai Jio

24% profit margin, and the best-performing month for one of our clients!
We are happy we hit over $ 506,000 in sales and over $ 121,440 gross profit in March 2024
Here are some key points for achieving this growth:
Over the last year, we ran many tests to find the best strategies for the different advertising campaigns and the best structure.
As a final result, during the non-seasonal months, we optimized ads to focus mainly on the ranking. So during the "hotter" months, they would have maximum growth in sales and significant profit.
1. Our team's dedication and hard work to provide the best results regardless of all the difficulties and countless issues this account ran into.
2. We changed the variation's style names and added visually appealing SWATCH images to make it easier for customers to find the right product.

1. We prepared the new visuals ( premium A+, infographics) and promotional video for the main variation. This change has significantly increased our conversion rate.

I'm preparing a detailed case study to give you more information about the
brand
more insights
numbers
tips & tricks
and the issues we faced throughout the year.
It's more than worth it Amazon transformation! Feel free to reach out to us directly for assistance.