We are doing a deep dive into #Zilliqa as a blockchain. It is of great interest to us as a firm that this particular blockchain has solved compliance baked into the plumbing, not taped on as an afterthought.
3
19
47
931
The market doesn’t care of the Arnault family member joins #NKE. Look at that price action. $35 incoming.
62
#ADBE - there you go - backtesting the carriage. Let’s see where this lands. The shorts should begin here, with clear stops just above the purple line
34
#ADBE - below trendline. Backtest carriage and flush? Key level - $240-241
1
51
BleuN retweeted
A dead MIT professor accidentally destroyed the $25 billion executive coaching industry with one hour of lecture, and ten million people have already watched him do it. He filmed it once in January 2018 and died eighteen months later. Executive coaches charge sixteen thousand dollars a session to teach a third of what he covered in that one hour for free. His name was Patrick Winston. He ran the MIT Artificial Intelligence Laboratory from 1972 to 1997 and wrote the AI textbook every computer science major in the world read for thirty years. Every January for four decades, he gave a lecture called "How to Speak." His entire framework fits on a napkin. Do not read. Be in the image. Keep images simple. Eliminate clutter. Start with an empathetic connection. End with a punch line the audience can repeat over dinner. Never open with a joke. Never end with "thank you." That last rule alone has probably cost the executive coaching industry a hundred million dollars. "Your success in life will be determined largely by your ability to speak, your ability to write, and the quality of your ideas. In that order." That is the actual opening line of the lecture. Winston believed it strongly enough to spend fifty years teaching computer scientists how to talk. Founders spend $80,000 on an MBA and then hire a communications coach to teach them the same material Winston filmed once for free. Engineers write brilliant code and lose promotions to teammates who watched this lecture on the train. The lecture is free on MIT OpenCourseWare. The textbook is free on his page. Winston died in 2019. Almost none of the ten million viewers have actually implemented the four rules on the napkin. The napkin is free. The willingness to actually use it in your next meeting is the entire edge. The answer is in this video. Don't miss this gem.
117
3,593
17,637
1,843,802
#ADBE has lots to prove for this earnings.
55
Lots of stops just under the HKD200 level providing institutional liquidity for funds going long on #wuxiapptec.
37
#wuxiapptec will be highly re-rated. I’m looking at HKD300 in short term!
37
Cuts will be a tailwind for growth tickers. instagram.com/reel/DcPKYA3Eb…
31
The $zil pump will be astronomical 🔮
1
9
40
1,652
BleuN retweeted
$ZIL 👀 #Zilliqa 🤝 #LTIN
Open by default. Accountable by design. Anchored in real law. Proven in the open. These aren't slogans. They're the conditions identity infrastructure has to meet before institutions can rely on it. LTIN is built to satisfy all four, not to choose between them.
1
12
67
4,767
#CITI has raised #WuxiApptec’s target price to HKD215. As a firm, we believe that this behemoth is at the cusp of a multi-year breakout. We are in its early innings.
1
1
45
BleuN retweeted
As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty: This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries Google’s response? Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for A few examples to illustrate: For all of its history until recently, Google operated on a 2nd price auction model I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem Making thing worse, Google also recently nerfed keyword targeting precision Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed But now, even if you bid on a specific term or phrase using the strictest exact -match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)” The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off So now exact match is broad match, and broad match is just meaningless spam This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants) This is how you grow revenue atop declining search volumes Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow Google operated a benevolent monopoly for the better part of 25 yrs Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future This is now no longer the case At the alter of AI capex, Google is sacrificing the golden goose
Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business. Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions. Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!
498
1,107
9,552
2,786,943
#ADBE a falling knife. $48 - is where it makes sense as declining growth comes in. Creative industry is getting wrecked with personnel put on contract, AI making the work cheaper and easier to push out. Who needs the subscription with such creative destruction?
109
#ADBE to $48. The creative industry is getting upended, lesser users of the creative software. Don't listen to those furus who don't see what is going on in the creative industry - designers in ad firms getting laid off in droves!
88
how's james wynn doing. asking for the rest of us.
112
#wuxiapptec again. Short sellers are mad.
125
We can solve all the #crypto decoupling nonsense by just using #zilliqa. Honestly, just go check out its tech. Completely stable and institutional-ready. OMG. Screw the rest of the pegging and depegging nonsense of USDT.
1
4
25
831