jhonny

75 posts

jhonny

jhonny

@edyhvh

are you home?

Tzion Katılım Nisan 2024
120 Takip Edilen29 Takipçiler
Open Design
Open Design@nexudotio·
Open Design 0.8.0 turns assets, systems, prototypes, exports, and workflows into portable plugins agents can use. From dragging things around to composing capabilities. Open Design 0.8.0 is out now.
Open Design@nexudotio

Design is trapped in canvases. Open Design 0.8.0 changes that. Your assets, systems, prototypes, exports, and workflows can now become plugins agents can use. From canvas-first to agent conversation. Everything becomes a plugin. Try it now👉github.com/nexu-io/open-d…

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Kalshi
Kalshi@Kalshi·
JUST IN: Jerome Powell officially steps down
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jhonny
jhonny@edyhvh·
@wealthmatica still expecting $MA to go to 450 or you consider now it's a good entry point?
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Wealthmatica
Wealthmatica@wealthmatica·
I have 7 stocks on my watchlist. Most are wide-MOAT juggernauts, here’s the target I’m waiting for… 1. $MA - Mastercard Target NTM Multiple: 22.9x / $450.00
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CoinGecko
CoinGecko@coingecko·
Project you believe in?
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Facundo Ortega
Facundo Ortega@facundortega·
He superado favorablemente el día 1 de uso de mi dumb-phone, el Q-Tel Q1, comprado hace una semana por 80.000 pesos argentinos. Funciona la app del colectivo, funciona Naranja X (transferencias y QR), funciona Maps, Gmail, y me resta probar Uber Lite. Una masacre anti-scrolleo.
Facundo Ortega tweet mediaFacundo Ortega tweet media
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Warp
Warp@warpdotdev·
You can now take any coding agent on the go with Warp's /remote control. Share your session, view on the web or your phone, and even join teammates on the same conversation with live cursors. Supports CC, Codex, @OpenCode, etc.
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jhonny
jhonny@edyhvh·
@github sad day for vibe coding
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GitHub
GitHub@github·
Starting June 1st, GitHub Copilot will move to a usage-based billing model as GitHub Copilot supports more agentic and advanced workflows. In early May, you'll see a preview bill experience, giving visibility into projected costs before the transition. 👉 Read more about the upcoming change: github.blog/news-insights/…
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The Value Trader
The Value Trader@TheValueTrade·
$GE I charted this a while back, showing Wave 5 completing at $348. Patience for an entry here.
The Value Trader tweet mediaThe Value Trader tweet media
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jhonny
jhonny@edyhvh·
@CapexAndChill what's your conclusion after a couple of days and now $282 ?
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CapexAndChill
CapexAndChill@CapexAndChill·
Will dig through the earnings transcript later today but its not surprising that $GE is down despite strong earnings. They are richly valued for a very good reason. I hope it keeps falling but likely won’t last
CapexAndChill tweet media
CapexAndChill@CapexAndChill

$GE Aerospace had a very strong start to the year. Total orders jumped to $23B, which is a massive 87% increase from last year. This pushed their commercial services backlog to over $170B . Total revenue reached $12.4B, showing a solid 25% growth. Their adjusted revenue also grew by 29% to hit $11.6B . The GAAP profit dropped slightly by 2% to $2.2B but the adjusted operating profit climbed 18% to $2.5B . This higher profit pushed the adjusted earnings per share to $1.86, which is a 25% jump. They also generated $1.7B in free cash flow, an increase of 14%. They even bought back 7.2M shares for $2.2B . The Commercial Engines & Services segment was the biggest driver again. This group brought in $8.92B in revenue, marking a 34% increase. Profit for this segment grew 23%. The growth happened because airlines are flying more and ordering more spare parts. GE saw a 39% increase in services revenue and delivered 43% more engines. They signed huge deals, including an order for over 300 LEAP-1A engines from American Airlines. United Airlines ordered 300 GEnx engines, and Delta Airlines ordered 60 GEnx engines. Ryanair also signed a long-term agreement to service about 2,000 engines. The Defense & Propulsion Technologies segment also performed very well. Revenue for this division grew 19% to $3.21B . Profit went up by 17% to reach $379M . The defense team secured a contract to provide T408 engines to the U.S. Marine Corps. They also partnered with Kratos to design a new engine for the U.S. Air Force. GE is staying cautious but confident on 2026 outlook. They decided to keep their full-year 2026 guidance the same, but they noted they are trending toward the higher end of their goals. They expect adjusted earnings per share to fall between $7.10 and $7.40. They also expect free cash flow to be between $8.0B and $8.4B . Management is watching the global economy closely. They expect oil prices to stay high through the third quarter. They anticipate flight departures to stay flat or grow just slightly, and they are not assuming a global recession will occur. To keep up with high demand, GE is investing another $1B into its U.S. manufacturing sites this year.

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Vlad Moroz
Vlad Moroz@vladmoroz·
Just skip Claude Design, you aren’t missing out. @paper MCP + Claude Code is all you need. And we’ve just made solid improvements: – Agents won’t default to beige + terracotta anymore – More stylistic variety – Mobile status bars now look right One-shot, almost the same prompt:
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jhonny
jhonny@edyhvh·
@vladmoroz @paper it's been a great experience so far copilot + paper mcp works like a charm
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jhonny retweetledi
Privy
Privy@privy_io·
1/ From accounts to cards, crypto neobanks may look like any bank today. Under the hood, they’re built on wallets + stablecoins. Here's how @KASTxyz @Uglycash @AviciMoney @brookwellapp are working with Privy to power a new financial stack.
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DK
DK@donghaxkim·
I built figma for your localhost
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