關於 o stock ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻
美國聯準會（Fed）在美東時間22日下午2時（台灣23日凌晨2時）宣布利率維持在趨近零的水準，但暗示升息可能會比預期來得快一些，同時也大幅下修今年的經濟展望。

https://udn.com/news/story/6811/5764746

🌻Adobe(ADBE)電話會議內容讀後感

ADBE前兩天發表財報了.

這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)

另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.

而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/

接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.

🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039

這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp

"《華爾街日報》的相關調查顯示，這家社交媒體巨頭心知肚明，其平台會傷害用戶，而且是以該公司常常完全了解的方式造成傷害。目前，全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安：據《華爾街日報》報導，Facebook的內部研究顯示，在報告稱有過自殺念頭的青少年中當中，有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"

另一篇相關新聞:
https://www.thenewslens.com/article/156683

"《華爾街日報》於13日揭露Facebook的XCheck系統，也就是內部系統中的VIP名單，數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"

"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統，即使發布明顯的不當內容，也不會立即被刪除。《衛報》報導，Facebook的獨立監督委員會表示，在閱讀該篇報導後，決定要審查XCheck系統，並要求Facebook對其進行報告與解釋。"

🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.

很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.

前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.

就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).

我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.

“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)

Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/

✨ GIVEAWAY ✨
Get your glow up with @glowrecipe Watermelon Glow Up Kit, now back in stock on @sephorasg! This limited edition kit is a total must-have for all #GlowRecipe fans, it gives you silky smooth & glowing skin in just 3 steps.

In c/o with @glowrecipe, we would love for one of you lovelies to try out this glow kit yourself! Simply follow the rules below to qualify.
1️⃣ Follow @glowrecipe & @thewinterchee
2️⃣ Like this post. Tag 3 friends
3️⃣ Tell us what are you most excited to try out in this Watermelon Glow Up Kit!
4️⃣ EXTRA CHANCES for those who share this post!

Good luck, giveaway ends in a week!

🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.

這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html

(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).

關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.

分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".

分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.

🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.

Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.

產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.

Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."

🌻SPAC熱潮退卻，初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"

"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。

但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"

"股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。

投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"

https://on.wsj.com/3n6JznC

🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.

The path to profitability for many of these companies was to achieve massive scale, analysts said.

https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972

Pictures: 一葉知秋; from EarningsWhispers

#スライムジャパン #slimejapan

スライムジャパンさんの「お抹茶タフィー」
"O! MATCHA taffy" by Slime Japan.

このスライムは本日7月31日20時から再入荷されます！
詳細はこちらから！→ https://linktr.ee/slimejapan_store

0:00 〜 OP

0:30 〜 本編開始　
the beginning of the main part

1:00 〜 触り始め　
begin to touch

2:03 〜 容器から出す　
take out of a container

2:06 〜 片手で触る　
touch with one hand

2:27 〜 両手でガッツリ遊ぶ　
play with both hands

7:13 〜 あたたたたたたいむ
mochiyo beam

7:19 〜 もこもこテクスチャーで遊ぶ
play with a fluffy texture

8:12 〜 もこもこにして容器に還元　
fluff up and return to the container

8:16 〜 もこもこばちばち　
fluffy & nice bubble pops

【テロップ書き起こし】
ウッドグルーベースのシックグロッシースライムです！
This is a wood glue based thick glossy slime!

抹茶パウダーを振りかけます！
Sprinkle with fake matcha powder!

抹茶チョコのようなスポンジを乗せます！
Put sponges like matcha chocolate on slime!

洗練された美味しそうなデザイン……
Sophisticated and delicious design ……

いただきまーーす！
Let's eat! Here we go!

もうこれは手で咀しゃくしてますわ……（概念）
I think I'm chewing by hand, oh my god ...

容器の中でつっついて遊ぶのが楽しすぎます！
Poking in a container is very satisfying!

こちら、ねっちりキャラメル感触に仕上げたそうです！
This has a chewy caramel feel.

ねっちりしつつも、ウッドグルーだから手離れがいいです！
It's a wood glue base so it's easy to peel off from hands!

チャキチャキのタップ音も小気味よく鳴り響きます
It also makes a good tapping sound.

パキポキのバブル音も最高です
The nice bubble sound is also the best.

机にしっかり張り付いて、よく伸びるテクスチャーです！
It is a texture that sticks well to the desk and stretches well!

滑らかな生キャラメルのような感触です
It feels like a smooth raw caramel.

じっくり、丁寧に遊びたくなるスライムです
This makes you want to play relaxedly.

これは癖になるスルメスライムですね……
This is a addictive slime ...

後半になるともっこもこになるので是非最後までお楽しみください！
It will fluffs up in the second half, so please enjoy the video till the end!

細かいバブル音もとっても気持ち良かったです！
The small bubble sound was also super satisfying!

ミルクケーキと抹茶をブレンドした美味しい香りでした！
It was a delicious scent that blended milk cake and matcha!

舌の上に乗せたらとろけそうな香りと触り心地です
It has a scent and feel that melts when placed on the tongue.

このスライムは本日7月31日20:00〜再販されます！
This slime will be back in stock today from 20:00 on July 31st!

これはまじで美味しいのでおすすめです！
This is really delicious, so I recommend it!

アタタタタタタタァァッッ！！
Hissatsu! Mochiyo Beam!!!!

ここからは細かいバブル音もお楽しみください！
Please enjoy the fine bubble sound from now on!

それでは引き続きASMRをお楽しみ下さい！
Please continue to enjoy ASMR!

ごちそうさまでした！
Thank you for the meal!lol

ご視聴ありがとうございました！
Thank you for watching!!!!

〜＊〜〜＊〜〜＊〜〜＊〜〜＊〜〜＊〜

サブチャンネル【もちよの研究室】はコチラ！
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓
https://www.youtube.com/channel/UCWmSQDBSNQTX6kpFm6lYLnw

Instagram, twitter, BASE shop, メルカリはこちら！
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓
https://linktr.ee/mochiyoslimestore

スライムの提供についてはコチラ！
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ https://www.instagram.com/s/aGlnaGxpZ2h0OjE3ODQ4ODU4NzU3MDI2MzA3?igshid=1hr3jy34zfnpo&story_media_id=2286885986591781571

イヤフォンやヘッドフォンをして聴いて頂くとよりいい音で楽しめるかとおもいますので、是非に😎

また、画面右上のチョンチョンチョンのとこから画質を1080pに設定して動画を見ていただけると、高画質でお楽しみ頂けます💪💪

どうもこんびんは！
もちよすらいむです🧜🏻‍♀️

有名なスライマーさんのスライムのレビューや、自分で作ったスライムの動画などのASMRを中心に、いろいろなジャンルの動画を上げていきたいと思います！

太古の動画や、short ver.の動画、編集実況などは全てインスタグラムのアカウントの方にあります。インスタライブでスライムを触ったりもします。

興味を持ってくだされば、是非インスタアカウントのもチェックして頂きたいです☺️
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓
https://www.instagram.com/mochiyoslime


＊大学に通いつつ資格試験の勉強もしている学生の身ですので、更新が突然途絶える可能性があります🙇‍♀️

＊慢性鼻炎でして、呼吸音が入ってしまうことがあります🤦‍♀️
また、机に爪がコツンと当たる音が入ってしまうことがあります。苦手な方は、ご視聴非推奨です🙇‍♀️

＊自室にて、マイクを使って撮影してます！ですが、多少は「サーー」というホワイトノイズが入っています。また、稀ですが実家ぐらしなので家族の出す生活音が入ってしまう可能性があります。そういったものが苦手な方にも、ご視聴非推奨です🙇‍♀️

＊動画を見てくださりありがとうございます💕そしてこの概要を最後まで読んでくださりありがとうございます💕

是非チャンネル登録をして、これからももちよの動画をお楽しみください💁‍♀️

〜＊〜〜＊〜〜＊〜〜＊〜〜＊〜〜＊〜

【今まで買ったスライムショップさん一覧】

《in Japan》
スライムジャパン→ https://slimejapan.thebase.in/

awesomeslime → https://mystyleslime.thebase.in/

さくらスライム→ https://sakuraslime.thebase.in/

TIA slime→ https://gsfr3.app.goo.gl/4KR19

slime lab→ https://slimelab59.thebase.in/

aoba slime→ https://preview.app.goo.gl/gsfr3.app.goo.gl/tyv86u

TAMR slime→ https://preview.app.goo.gl/gsfr3.app.goo.gl/9e9zq

SLY. jp→ http://gsfr3.app.goo.gl/p3yCT

niko slime→ https://www.mercari.com/jp/u/242242940/

very slimes→ https://veryslimes.thebase.in/

いーちゃんスライム→ https://linktr.ee/e_chan_slime

MILK SLIME→ https://gsfr3.app.goo.gl/BfrKYZ

m's slime→ https://msslime.base.shop/

aisu屋→ https://aisuya.theshop.jp/

MOON SLIME→ https://moonslime.base.shop/

z.mama Slime→ https://sksshop.thebase.in/

《overseas》
Slime Fantasiesさん→ https://slimefantasies.com/

BABOSLIMESさん→ https://baboslimes.com/

Rodem Slime Shop→ https://www.etsy.com/shop/rodemslime/

Momo Slimes→ https://momoslimes.com/collections/restock

OG slimesさん→ https://www.ogslimes.com/collections/restock

LUMINATI SLIME→ https://www.luminatishop.com/

#もちよすらいむ #mochiyoslime #べらちゃんのslimeしばき部屋 #slime #asmr #asmrsounds #asmrslime #スライム #音フェチ #音フェチ動画 #音フェチスライム #clayslime #slayslime #butterslime #cloudcream #thickslime #thickie #thickieslime #fluffyslime #clearslime #slusheeslime #slushieslime #fishbowlslime #crunchyslime #slimejapan #スライムジャパン #sakuraslime #さくらスライム #aisu屋さん #tiaslime #slimeogproof #ogslimeproof #aobaslime #awesomeslimeproof #awesomeslime #slimefantasies #slimefantasiesproof
#rodemslime #rodemslimeproof #mooncottonslime #slimebyktmproof

Girly when I tell you this took forever to edit...? Finally, here is the video of me reacting to (and very poorly "animating") a fanfic about me and @Corpse Husband and a bunch of other canceled people! ??‍♀️ Let me know who you're shipping in the comments ?


FOLLOW ME!
✧ IG: https://www.instagram.com/jessyluxe
✧ PODCAST: https://anchor.fm/volumeup
✧ TIKTOK: https://www.tiktok.com/@jessyluxe
✧ TWITTER: https://twitter.com/luxejessy
✧ SPOTIFY: https://bit.ly/jessyluxe

﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍

*SPOILER ALERT* [ Don't read this mini note until you finish the video ]
I know I said I was going to film this months ago but I was in the middle of moving so I forgot about it until now ? It took forever to edit this one bc my sister said we should add visuals which was actually quite fun ?
I'm currently working on subtitles, I know it's hard to hear my sister bc she didn't have a mic ??‍♀️ @YouTube please bring back community contributions :(
I know this is a longer video which I don't really do that often anymore, but I still hope you enjoy! And yes I included Pewdiepie instead of David Dobrik in the thumbnail because I have a theory that David actually said those things about Valentine to get back into her life because he saw everyone was shipping Vorpse ?

'til next time!
♡ xo
﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍


I N T H I S V I D E O :

FANFIC INFO ⁺
˖ ????? ??? by grizibling https://w.tt/3wW0r2w

WEARING ⁺
˖ Blue Wig (out of stock, similar: https://bit.ly/3gQTVor)
˖ Hair Roller / Curler https://bit.ly/2UoIueE
˖ Me, Mine Brand Daisy Top https://bit.ly/3zVri0u
˖ @ur mom ashley x HoneyLock Triple A Necklace (sold out but the matching bracelet is in stock!) https://bit.ly/3gZ8CVc
˖ Me, Mine Brand Logo Necklace https://bit.ly/3d9hUNg


︾


T E C H

˖ CAMERA
Canon EOS Rebel T6i DSLR
https://amzn.to/2PcG1Mk

˖ LENS
EF-S 18-55mm IS STM Kit Lens
https://amzn.to/2P7wAxx

˖ EDITING PROGRAM
Final Cut Pro X 10.5


︾


M U S I C

˖ Cassette Tapes - Messed Up https://youtu.be/RyLltzYDP90
˖ BGM President - Bright Daylight https://youtu.be/aVWGStSO5D4
˖ BGM President - Spring Step https://youtu.be/PvvaZaaHAm8
˖ A'ST1 - Yearning Heart https://youtu.be/x0PnbIsdoHs
˖ BGM President - Sometimes Love https://youtu.be/TW55L_ZJBXk
˖ BGM President - Garden in May https://youtu.be/Q6yVJaEBd6M
˖ BGM President - That I Have Grown Up https://youtu.be/ui-gF5s8vbE

﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍


? BUSINESS EMAIL: jessica@rare.global


FTC: Not sponsored ? Some links listed are affiliate links which help out the channel if you make a purchase through them ? and some products used I received in PR („• ֊ •„)

I started doing my own nails last year (mainly because I had no other choice LOL) and it's been one of the best decisions I've ever made! Today's video is a nail tutorial on how I do DIY nail extensions at home, in partnership with Makartt ☁️ Get 15% off with code "JESSYLUXE" here! https://makartt.com/?ref=jessyluxe ? DIY nails give you full creative freedom, it's super easy, and so much more affordable ?? I am not spending $100 on a full set of gel extensions ever again ??‍♀️


FOLLOW ME!
✧ IG: https://www.instagram.com/jessyluxe
✧ PODCAST: https://anchor.fm/volumeup
✧ TIKTOK: https://www.tiktok.com/@jessyluxe
✧ TWITTER: https://twitter.com/luxejessy
✧ SPOTIFY: https://bit.ly/jessyluxe

﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍

Hello! Do you get your nails done or do them yourself? I've never been good at doing nails because my mom does nails, so I was spoiled until I moved out ? But with the extra time at home during quarantine last year and all salons closed, I finally decided to buy a kit to try doing my own #diynails! I started learning by watching YouTube videos and a friend suggested I try out Makartt, which quickly became my fav brand for nail extensions. Pretty full-circle to be working with them now! Learning how to do my own nails was probably the most useful thing I did during quarantine...if you haven't tried using a DIY nail kit, I would highly recommend it ? It'll save you a lot of $$ and you get to try new designs whenever you want ?? Now I want to do my mom's nails ??

'til next time!
♡ xo
﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍


P R O D U C T S

NAILS ⁺
✎ use code JESSYLUXE for 15% off here: https://makartt.com/?ref=jessyluxe ⌇
˖ Birds of Paradise Collection Bundle https://makartt.com/?ref=jessyluxe
Includes:
┊ Birds of Paradise Nail Extension Gel Kit
┊ Birds of Paradise Collection Nail Pump-Ups
┊ Birds of Paradise Nail Decor Set
┊ Birds of Paradise 6 Color Gel Polish Set
˖ Birds of Paradise Nail Decor Set https://bit.ly/3wll87N
˖ Birds of Paradise 6 Color Gel Polish Set https://bit.ly/3iDjvOI
˖ Nail Stand (out of stock)
˖ Ballerina Clear Full Cover Nail Tips Kit https://bit.ly/3iCSefC
˖ Nail File https://bit.ly/3vnxTNL
˖ Lint-Free Nail Cotton Wipes https://bit.ly/3xkK9zY
˖ Base Coat + Top Coat https://bit.ly/3vnxTNL
˖ 6W Mini USB Nail Curing Lamp https://bit.ly/35cJIMn
˖ Nail Art Rhinestone Glue Gel https://bit.ly/2TnYOvV
˖ Rhinestones from the Birds of Paradise Nail Decor Set https://bit.ly/3wll87N
˖ Cuticle Oil Sticks https://bit.ly/3wlk9V9


WEARING ⁺
˖ Pink Spaghetti Strap Lace Top https://bit.ly/3iIe1CF
˖ LIPHOP Balloon-Sleeve Cropped Zip-Up Knit Hoodie (out of stock - similar: https://bit.ly/3iPxCRt)
˖ YesStyle Faux Crystal Pendant Necklace (out of stock - similar: https://bit.ly/32pryWd)


︾


T E C H

˖ CAMERA
Canon EOS Rebel T6i DSLR
https://amzn.to/2PcG1Mk

˖ LENS
EF-S 18-55mm IS STM Kit Lens
https://amzn.to/2P7wAxx

˖ EDITING PROGRAM
Final Cut Pro X 10.5


︾


M U S I C

˖ ice:eyes - honne x amine ▸ warm on a cold night / alie edit.
https://soundcloud.com/user-749299003-940969628/honne-feat-amine-warm-on-a-cold-night
˖ OoOo(오넷) - SOME (prod. NASON) https://youtu.be/0RVD1n3Bscs

﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍﹍


? BUSINESS EMAIL: jessica@rare.global


FTC: Sponsored by #Makartt #MakarttNails ? Some links listed are affiliate links which help out the channel if you make a purchase through them ? and some products used I received in PR („• ֊ •„)