10 year yield.

Just know Apple was down today. For all the participation doubters.

Fed Fund futures now expect 98.8% for the Fed to pause rate hikes at this next meeting.

Core CPI ex Shelter = 2.1% Shelter = lagged 2.1% = FED goal 🎯

@paulcerro

May App Data: $COIN Exiting May, Coinbase monthly actives are down 50% Y/Y with churn increasing by 19% from the year prior.

@paulcerro Fresh market in Miami and it’s $11.99.

@paulcerro Cava.

Kava raises their IPO price range ahead of Thursday IPO. Look out. Juice is coming back.

@paulcerro That was fast lol.

“Apple cuts Vision Pro sales target to 150K units vs previously discussed 1M units -- Maeil.” [ $AAPL $META ]

Interesting point today with Zoom at BofA conference: $ZM Workvivo, whom Zoom just acquired was in “hyper growth mode with 95% win rates vs entrenched competitors”

Apple starts #WWDC23 with a video showing that $AAPL is a 30x multiple bubble that will never pop.

It’s incredible to watch $AAPL chug higher at 30x multiple and growth estimates of -2.5% growth. Likely due to being the “safe” entry back into markets and tech. Also interesting to see how market reacts positively to their VR/AR ambitions vs $META.

Get your bingo card ready. World Wide Developers Conference #WWDC $AAPL

App downloads for Coinbase are down -85% from just the start of this year alone. Not good look for $COIN

Breaking down the $META Quest 3 and previewing $AAPL headset launch next week! YT: Apple Pod: Spotify:

Another Goldilocks Jobs Report +339k jobs + Avg Earnings in-line + Avg work week down = productivity?? - Unemployment ticks higher to 3.7% = slack

Product is best in class and wouldn’t bet against Dustin but strange.

Asana Earnings deck only showed revenue and gross margin figures. Not even the appendix had below gross margin line. $ASAN It’s likely because GAAP income loss is $61m on $152m of revenue. Yes a 30% improvement Y/Y and yes deferred revenue is another $30m. But yuck.

Asana Earnings deck only showed revenue and gross margin figures. Not even the appendix had below gross margin line. It’s likely because GAAP income loss is $61m on $152m of revenue. Yes a 30% improvement Y/Y and yes deferred revenue is another $30m. But yuck.

Crucial!

Coming in at only $499 Double the GPU and 40% slimmer profile. These devices are getting faster and smaller overtime. Form factor is getting smaller and smaller. The future is coming. Now $AAPL will announce a $2K version next week. Brilliant job $META.

Like we said today with @TripleDTrader on Benzinga Pre Market. Meta likely to announce Quest 3 today.