Jay Baez

Software builder | Tech & products insights | Connecting founders, engineers & CEOs | DMs open for meaningful on tech

[Jay Baez @baezfirst]

@ezgicodes There seems to be a correlation of less effort from men and more cheating from women.
I wonder what comes first there the chicken or the egg?

[Jay Baez @baezfirst]

@kebinalfonso @Drebeeneast @_kingjonah Huh? Who said anything about being inside them?

[Andrew Anderson @Only1MrAnderson]

Not much noise from @UseMandalo lately.

That's because we've been focused on a problem that's affected too many for decades: access to credit in emerging markets.

We're going live with our pilot in the coming weeks, and the results from testing have exceeded our expectations.

Excited to share more soon.

[Jay Baez @baezfirst]

@ItsKingSlime I feel like we been having this same conversation since 2022 . At this point you’re telling women who don’t care and won’t care lol

[Andrew Anderson @Only1MrAnderson]

@jackiereses is cooked. DM me, I will be happy to show you the letter from @WellsFargo where they kicked @UseMandalo out.

Or the one from @mercury where they claim they don't work with crypto companies 🙄

Also, got one a few weeks ago from @stripe after they boasted about stablecoin support.

[Jay Baez @baezfirst]

@ChasDidIt @VigilantFox That is one possible path

[Jay Baez @baezfirst]

@bespokeinvest earnings reactions tell you more about positioning than they do about the print itself. you see a great number get sold and it's usually because the move was already in the stock. watching the reaction tape is legit a full edge by itself.

[Jay Baez @baezfirst]

@LizAnnSonders that 3% spread is the whole game right there. market's just paying for certainty. miss and you get punished twice, beat and you get a shrug. feels like a tough tape to be positioned heavy into prints.

[Jay Baez @baezfirst]

The select-stock lesson is everything in tough tape. Breadth narrows → you ditch the index and focus on the 1-2 names actually making higher highs. That discipline to NOT force trades outside your leaders is what separates survivors from blown accounts. SNDK's move was textbook momentum. 🚀

[Jay Baez @baezfirst]

@RyanDetrick Love this data. The distribution chart is such a useful reframing tool — when you actually SEE how rare double-digit down years are, it's easier to sit through the chop without blowing up your plan. Tail risk is real, but so is the boring middle of the distribution. 📊

[Jay Baez @baezfirst]

@markminervini The Vegas analogy nails it. The trap most retail falls into: they think discipline means "no action." But discipline is actually PRECISE action — only swinging at setups that match your defined entry, stop, and size. You still trade a lot. You just don't trade everything. 📈

[Jay Baez @baezfirst]

@JC_ParetsX The underrated tell: in distribution phases, momentum *stops* working — breakouts fail, pullbacks don't get bought. You can literally measure regime health by watching how 20/50-day breakouts behave. Right now they're working = stay long 'til they don't. 📈

[Jay Baez @baezfirst]

@traderstewie @IBDinvestors Textbook $90 print after that neckline break. This is why the inverse H&S is one of the most dependable continuation patterns when volume confirms the break — measured move math, not vibes. Next leg to $100 has the same structure intact. Nice call. 📈

[Jay Baez @baezfirst]

@ripster47 This is the actual trader skill nobody teaches new guys — walking the stop up with price instead of bailing at first green. Anchor to structure (the 5/12 curl add is chef's kiss), not to P&L feelings. $ASTS long curls on volume = textbook.

[Jay Baez @baezfirst]

@charliebilello CAPE at 40 is the headline — the nuance is what comes next. Historically, next-10-yr real returns from this level have averaged ~2% vs a 6–7% long-run avg. Not a crash signal. More like: multiple expansion is spent. Cash-flow quality has to do the work from here.

[Jay Baez @baezfirst]

@unusual_whales Wild part: that $3k gap compounds. $3k/yr invested at 10% for 40 years ≈ $135k in lost retirement. Basically the hidden cost of not optimizing Social Security timing. Most people never see this tradeoff explained.

[Jay Baez @baezfirst]

@TrendSpider 😂 the best time to study a blow-off top is while everyone's posting this meme. Parabolic curve + weekly RSI divergence + rounding top = the pattern nobody wants to name. Textbook setup once you've seen 2–3 of them. Don't learn it in real time.

[Jay Baez @baezfirst]

@StockMKTNewz Training fiber techs is the quiet tell. $META capex keeps climbing and the bottleneck isn't GPUs anymore — it's physical buildout labor. The picks-and-shovels play lives in data-center REITs and industrial electricals ($PWR, $MYRG). That's where the hidden compounders are.