Syz the moment

LinkedIn is breaking into a totally new area: gaming. TechCrunch has learned and confirmed that LinkedIn is working on a new games experience. It will be doing so by tapping into the same wave of puzzle-mania. App researchers have started to find code that points to the work LinkedIn is doing. One of them, Nima Owji, said that one idea LinkedIn appears to be experimenting with involves player scores being organised by places of work, with companies getting “ranked” by those scores. A spokesperson for LinkedIn has confirmed that it is working on gaming, but said there is as yet no launch date. “We’re playing with adding puzzle-based games within the LinkedIn experience to unlock a bit of fun, deepen relationships, and hopefully spark the opportunity for conversations,” the spokesperson said in a message to TechCrunch. “Stay tuned for more!” source : techcrunch

1. "....lowering Tesla estimates to better reflect what we believe are both production (e.g. Model 3 ramp pace, and downtime in Berlin tied to the Red Sea conflict/power loss) and market headwinds... 2. Overall we reduce our EPS estimates including SBC to $2.15/$3.80/$5.00 from $2.45/$4.40/$5.40 for 2024/2025/2026... 3. Our 12-month price target is now $190 (from $220 prior), and is based on 50X (unchanged) applied to our updated Q5-Q8 EPS estimate..." source : goldman sachs, tme

The most-active contract in New York rose to $8,394 a metric ton, the highest on record! Source : bloomberg

For the first time this year, markets now only see 3 interest rate cuts in 2024. This also happens to be the first time that markets align with the latest Fed guidance. Odds of a rate cut in this week are down to 2% and odds of a rate cut in May are down to ~7%. Just 3 months ago, markets saw SEVEN rate cuts in 2024 with rate cuts beginning this month. Source: The Kobeissi Letter

Source: Longview Economics

Source: Bloomberg, Tavi Costa

Source: Seek Wiser

Source: Eugene Ng, Goldman Sachs