After getting good feedback on yesterday's thread on #routemobile I think it is logical to do a bit in-depth technical study. Place #twilio at center, keep #routemobile & #tanla at the periphery & see who is each placed.

#LTI is getting ready..Need a strong close above 6530 & then arc BO level of 7566. Take these 2 out & get ready for rally of at least 1948 pts

Beautiful setup #routemobile. If you discount the Feb month sudden rally, price has returned to its mean channel & is moving within. It has finally formed a breakout pattern. 1800+840 is very realistic target here. Fasten your seatbelts.

This is line chart based arc I plotted a few days ago to see where does the target of 2nd arc completes. We got ~9200(+/- 100/-) Switch to candles. See rejection area. Arc on candles is not really ideal but on line it is. No view above 9200! MAs need to catch up. #TATAELXSI

As promised I am now posting details on #RIL #JIO stack. I shall discuss some advantage that #JIO stack has over peers. Pl do not take this as reco to buy stock. This is purely for information purpose

Unfortunately, majority of market participants only see the deal value #RIL has managed to clock & there is entire segment of investors who hate #RIL stock.
Those who understand the technical/business depth of #RIL #JIO #RelianceRetail know the scale and future ahead

Talking first about #JIO stack from telecom PoV, it has tons of advantages over likes of Airtel/Idea-Vodafone that #JIO is pure 4G VoLTE network.

Airtel/Idea-Vodafone are forced to maintain 2G/3G network as more than 50% of their customer base is on old network that is cost intensive & burns into profits

Because #JIO is pure 4G VoLTE, they do not have to maintain separate networks, no need to maintain switching function for calls, reducing costs, giving pricing power

One segment I have been absolutely upbeat is IT/Tech. Tech has always been the hidden moat for many companies - AP/BFL to name a few. Tech is no longer a vertical in market. It has become horizontal that cuts across every single vertical.

Be it Pharma/API, Finance, Insurance, Manufacturing, Retail, CD, or any other segment, Tech is going to give you edge over peers.

The spend on IT/Tech is going to increase stupendously in coming 4/5 years to levels we haven't even imagined. The investment in tech is going to help big get even bigger and put very hard survival barriers to new entrants.

BFL/HDFC Life from Fin/Insurance segment have one of the best tech platforms. IndiaMart relies on customer data monetization, Dmart has a very small but extremely strong team of data scientists

Even Nestle has very strong data scientist pool, Asian Paints story is well knows to everyone now. Not investing in IT/Tech is going to be your biggest mistake in investing journey.

Two years ago on a weekend, I built a tool to make it easier to evaluate Twitter accounts. Since then 36590 people used it to analyze 55390 different Twitter accounts.

Over the last months @mmkaradeniz and I made a new version. We launched it last night:

@accountanalysis doesn't use machine learning or AI „magic“. Instead of telling users if an account is authentic or not, it helps them to evaluate the accounts themselves.

It visualizes the different features (date, time, type, app, etc.) of Tweets to make them interpretable. /1

@accountanalysis The core concept is still the same, but it looks much better and is easier to operate. Not only for the users, but us developers as well. Enabling us to continuously roll out new features in the future.

Side-by-side screenshots of the old and new version. /2

@accountanalysis Some people had questions what different charts displayed and how they could be interpreted. There are now explanations for all charts, that can be toggled on and off at any time. /3

@accountanalysis The selected/retrieved Tweet count moved to the top to make it clear that not all Tweets of an account are analyzed. 3200 is the API limit by Twitter. It's possible to get more through the Premium API, but I don't think people would pay $100+ for the analysis of one account. /4

#RaspberryPiPico silicon teardown time!

Board as received optical + x-ray images

Inspecting package. X-ray shows bond wires easier after removing thermal slug

Thermal slug removed w/ HCl + H2O2

Decapped to show copper bond wires connecting die to package pins. Initially used only nitric acid which destroyed copper bond wires (last image). Fixed by switching to mixed nitric + sulfuric acid

⚡️🧠Impact = Environment x Skill

A framework for making big career decisions by @iambangaly (Reforge Partner, Former Instacart, Instagram)

Full post -> https://t.co/dU0l7e0BWR

🧵 Thread...

1/ Career decisions about your next role/opp are the most impactful decisions you might make in your career. As an operator, all of your eggs are in one basket at a time, and we get a limited number of swings at the plate. So getting good at these decisions is important...

2/ At FB, Bangaly managed Rotational PM's. At the end of a rotation, he'd have the same convo: How are you going to choose your next rotation/role?

As a result, Bangaly got a lot of reps guiding this type of decision and created a framework to help with it...

3/ The framework is Impact = Skills x Environment

The goal is not to try and boil this type of decision down to a spreadsheet of inputs that spits out the answer, but rather it helps with 4 things...

4/ It can help with:

- Identify individual variables that are inputs into the decision.
- Evaluate each individual variable in a structured way.
- Understand the relationship between each variable.
- Narrow the decision down to the most important variable

...