Gelato connoisseur

I dont think Carra was "bang average" i think he was good. Based on the CBs I seen at the club during my time i would have him below Virg, Matip, Ibou and Sami.

‘DUNE: PROPHECY’ Season 2 has wrapped filming. Are you excited to visit Arrakis in a different era?

Jay Z young Girl. 🤔

Gym bro to gym bro: Be honest… what supplements are you taking— and which ones are actually doing the work?💪🏽

What’s happening with $META? There are two things weighing on the stock right now: - Concerns about skyrocketing capex. - Delays in the launch of new AI model. Neither of these materially change the outlook and the stock is undervalued here. Yes, capex is elevated but they are seeing solid return on their bottom line unlike other hyperscalers that are yet to see return on their AI investments. Their GEM ad ranking model delivered 5% conversion uplift for Instagram ads and 3% uplift for Facebook feed ads. On top of this, their video generation tools reached $10 billion annual run rate. They are seeing real ROI right now which justifies spending. Zuck also said in the last earnings call that operating income growth will be strong enough to absorb the D&A spike. They are the last hyperscaler to worry about the capex as their ROI is current and direct. Second, delaying launch of new AI model disappointed the market as investors think it signals a weakness in their AI unit. I don’t think this is the right way to see it. All the big AI labs previously delayed model launches as models may require more than expected fine-tuning and optimization post-training to reach their true potential. This isn’t the first time we are seeing it. OpenAI delayed GPT-5 many times and Anthropic scrapped Opus 3.5 altogether and focused directly on Opus 4.0. In short, it’s the only mega-cap already seeing tangible ROI from AI and it’s also the cheapest one at 19x forward earnings with around 15-18% annual growth expectation by 2030. It’s cheap relative to other mega-caps, and it’ll be an absolute no-brainer if it comes down to 16-17x forward earnings.

Meta Platform (META) dropped 8% and Alphabet (GOOGL) dropped -3% as they were found liable for intentionally designing addictive platforms that contributed to the mental health struggles of a young user who was below age 13 at the time. She is now aged 20 and she was awarded $4.2 million Investors are panicking over the fact that this may lead to tighter regulations which may force companies to remove features that make these apps less addictive, hence restricting future growth. Before you panic and sell META or GOOGL, consider these few facts 1) There is a chance the companies will appeal and eventually reverse the decision 2) The minimum age for opening a social media account has already been raised to age 13 in the US ( and the minimum age is 16 in many other countries like Europe, Australia ). Meta's proactive deployment of Instagram Teen accounts with parental supervision tools represents a credible litigation defence that could weaken new mandates legislators may seek to impose. 3) Even if this leads to new legislation that creates a uniform national compliance standard, it will disproportionately hurt smaller competitors, which will in fact improve META and GOOGL’s competitive positioning. 4) Over 3.67 billion people use META’s apps daily (2/3rd of the world’s internet population). The young user represents an insignificant percentage. A few days ago, META launched a stock option plan for its top executives. To unlock the full value of these incentives, META must reach $9 trillion market capitalization by 2031, which requires the stock price to climb over 500% to approximately $3,727 per share. I and holding an adding more for the ride up! The best time to add high quality monopolistic compounders is whenever they get HIT by BAD NEWS!

Meta has lost $73 billion on Reality Labs since 2020. Wall Street calls it the most expensive money pit in tech history. Then today, quietly, the FAIR team in Paris releases a model that predicts how your brain responds to anything you see, hear, or read. 70x higher resolution than v1. Zero-shot predictions for people it has never scanned. The training data: 700+ volunteers watched movies and listened to podcasts inside fMRI machines for 1,115 total hours. The model learned how visual cortex, auditory cortex, and language centers fire simultaneously, then built a single architecture that maps all of it. The competition results tell you how far ahead they are. TRIBE v1 already won first place in Algonauts 2025, beating 262 other teams. V2 is a 2-3x improvement on top of that, with 70x the spatial resolution. Here's what nobody is connecting. Meta also builds Ray-Ban smart glasses with cameras and microphones. They're developing a neural interface wristband that reads EMG signals from your arm. They run the largest advertising platform on earth, one that generated $200 billion in revenue last year by predicting which content keeps you engaged. TRIBE v2 tells them exactly which brain regions activate when you watch a 15-second Reel. Which neurons fire when an ad plays in your peripheral vision. How language processing changes when you're listening versus reading. They open-sourced the model. That's the part that should make you pay closer attention. Meta open-sources things when the research advantage is already captured and the ecosystem benefit of external researchers improving the model exceeds the competitive risk. They did it with LLaMA. They're doing it again. A company spending $135 billion in capex this year did not build a digital twin of the human brain for academic citations. They built the prediction layer for every piece of hardware and every ad impression they'll sell for the next decade. The $73 billion was never about the metaverse. It was about understanding the 20-watt computer that decides what every human pays attention to.

Meta has lost $73 billion on Reality Labs since 2020. Wall Street calls it the most expensive money pit in tech history. Then today, quietly, the FAIR team in Paris releases a model that predicts how your brain responds to anything you see, hear, or read. 70x higher resolution than v1. Zero-shot predictions for people it has never scanned. The training data: 700+ volunteers watched movies and listened to podcasts inside fMRI machines for 1,115 total hours. The model learned how visual cortex, auditory cortex, and language centers fire simultaneously, then built a single architecture that maps all of it. The competition results tell you how far ahead they are. TRIBE v1 already won first place in Algonauts 2025, beating 262 other teams. V2 is a 2-3x improvement on top of that, with 70x the spatial resolution. Here's what nobody is connecting. Meta also builds Ray-Ban smart glasses with cameras and microphones. They're developing a neural interface wristband that reads EMG signals from your arm. They run the largest advertising platform on earth, one that generated $200 billion in revenue last year by predicting which content keeps you engaged. TRIBE v2 tells them exactly which brain regions activate when you watch a 15-second Reel. Which neurons fire when an ad plays in your peripheral vision. How language processing changes when you're listening versus reading. They open-sourced the model. That's the part that should make you pay closer attention. Meta open-sources things when the research advantage is already captured and the ecosystem benefit of external researchers improving the model exceeds the competitive risk. They did it with LLaMA. They're doing it again. A company spending $135 billion in capex this year did not build a digital twin of the human brain for academic citations. They built the prediction layer for every piece of hardware and every ad impression they'll sell for the next decade. The $73 billion was never about the metaverse. It was about understanding the 20-watt computer that decides what every human pays attention to.

You have $META CFO’s stock option plan exercise price reaching the price of $3727 for 2031 at the same time the stock today trades at $562 (under 20x this years expected earnings). If the options strike price would be reached $META would return 563% in the next 5 years.

Hugo Ekitike has scored for France. What a goal, wow. 😍

people just blindly follow twitter narratives unfortunately

Here’s the same list, ranked by per 90 rate instead, includes all players with 150+ G/A. Any surprises? 👀

JAY-Z responds to people labeling him a capitalist: "I didn't get here by taking advantage of people." (via GQ)