Engineer's

With 30+ yrs in electronics, I’m launching an #ElectronicsConsulting venture! Leading a team of SW,HW,MECH,MFG TEST and RF experts. Ask me anything !

[Fat Music @Fatmusicsol]

Is this what Dr Dre meant when he said to use AI in music

[Carl Quintanilla @carlquintanilla]

EISMAN: “These companies are very nervous. They realize that there are no moats around their business .. they're trying to manufacture a crisis that will create regulation — that they think they can then manipulate to create .. the duopoly that they want."

[Engineer's @guide2eng]

@TarantinoWorld “That line lands because”.. and that’s when I knew I wasted my time reading some AI slop

[Engineer's @guide2eng]

@RCHerman1 @chooseyourwow This is such a bad take, just ask yourself a question, why do you still have WiFi if cellular 5G exists. The laws of physics are immutable.

[Chris in Canada 🍁 @tsxman]

$T.TO free cash flow yield less then the dividend yield. Telus remains highest multiple name in space because of dividend. $BCE.TO has closed the gap to $RCI.B which was trading at a crazy discount last year until huge run. Once discounted $QBR.B no longer discounted at all.

[NASA @NASA]

Welcome home Reid, Victor, Christina, and Jeremy! 🫶

The Artemis II astronauts have splashed down at 8:07pm ET (0007 UTC April 11), bringing their historic 10-day mission around the Moon to an end.

[Investing visuals @InvestingVisual]

MAG 7 drawdown from 52-week high:

• $GOOGL -14%​
• $AAPL -14%​
• $NVDA -19%​
• $AMZN -20%​
• $AVGO -25%​
• $META -26%​
• $MSFT -31%

[Wall Street Apes @WallStreetApes]

Tiffany Cianci reveals “Right now in America, we have more private equity firms than we have McDonald's. That should terrify everyone”

Everyone needs to watch this video

They’ve created a massive scam that’s going to destroy everyone’s 401(k)s

THIS is why life is so expensive

[TheValueist @TheValueist]

SaaS Murder 3.0 (Murder Was the Case). The bloodbath will not stop. The worst offenders sorted YTD on my SaaS tracker of 119 names.

https://t.co/MDlzmUHxPl

$NVDA $CRM $NOW $WDAY

[Engineer's @guide2eng]

@Pittsburgh_Pap @TheBabylonBee

[Micro2Macr0 @Micro2Macr0]

$MSTR looks insanely bullish right here.

Bounced off the 200 weekly moving average and now it's above peak local volumes.

Pretty easy 2x + over the next few months to quarters.

EASY MONEY 🤑

[Prof @TheProfInvestor]

If this hated stock turns- it will be the MOST HATED SQUEEZE.

$MSTR

[Yimin X @yxinsights]

Is $MSTR finally a BUY? ₿

MSTR now trades at 1.17x mNAV, the lowest multiple since I began tracking it.

For context, the mNAV was closer to 2x at the start of the year.

Some will argue that paying above 1x mNAV is unjustified, and if that’s your framework, it’s entirely reasonable to stay sidelined until the market agrees.

Structurally, the decline maps cleanly onto a wave C inside the larger wave (4).

Wave C can extend toward $167, which is the 1.236 extension of wave A. It doesn’t have to, but the pattern allows for it.

At $167, assuming $BTC holds steady, MSTR would be trading at roughly 1.05x mNAV.

Personally, I think that could be an attractive buying level.

(NOT FINANCIAL ADVICE)

[Zephyr @zephyr_z9]

Tokens prices rapidly fell this year

[Nothing To See Here @TylerHardt]

This chart does a great job capturing the Federal Reserve’s reaction function to payroll data.

Also, provides solid evidence that recession probabilities have increased substantially over the last 12 months.

[Liz Ann Sonders @LizAnnSonders]

Unemployment expectations per ⁦@UMich⁩ continued to rise in September … nearly 2/3 of consumers expect unemployment to be higher in next year

[Global Markets Investor @GlobalMktObserv]

‼️One of the US job market LEADING indicators COLLAPSED:

US quits rate (workers voluntarily leaving their jobs) in the construction industry dropped to 0.9%, the lowest since the FINANCIAL CRISIS.

This is even lower than in the 2020 Crisis.

This is a bad signal for the labor market and the economy.

[Global Markets Investor @GlobalMktObserv]

🔥Central banks own the most GOLD in DECADES:

Official central bank holdings hit ~36,500 tonnes, the highest in over 50 YEARS.

Goldman estimates that gold holdings are as large as 39,000 tonnes.

Since 2022, unofficial gold holdings have SKYROCKETED.👇https://t.co/nI5G1tfCOY

[prayingforexits 🏴‍☠️ @mrexits]

Steve Jobs on the art of storytelling