Jules

3-2 scoreline in the 87th minute and the officials decide this isn’t a penalty (4-2 and its game over) Then they add on an extra minute and City equalise. Our toughest opponent in the run-in could be @FA_PGMOL

In the last 4 Everton matches, our opposition hasn’t received a single yellow card for fouling one of our players, yet they’ve committed a total of 32 fouls against us. #EFC

The noise it made, half a mile away from Everton’s stadium when they scored last night… 😲 Quality, that! 👏

But it all evens itself out eh?

Corner taken at 96:45. Game should have finished at 96:30. So Michael Oliver should have ended the game by rule. But the defending is very tired and poor

In the last 10 days we’ve learned that it’s ok to handle the ball in the box as long as you can’t see it And now it’s ok to wrestle someone to the ground in the box after the ball has been played as long as you start the wrestling just before the ball is kicked

If that doesn't get given as a penalty then it's an absolute free for all from now on" David Moyes on VAR not giving Everton a penalty in the 3-3 draw with Manchester City. Full Video: youtu.be/zqI3TTDXCTM #everton #premierleague #football #manchestercıty #davidmoyes

'Premier League corrupt as f***' the home supporters sing. FT: 3-3

Nothing to see here #corrupt

🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Bernardo Silva pulled his opponent down with 2 hands but NO PENALTY WAS GIVEN!

Should Everton have had a penalty? 🤔 x.com/NEWMedia90/sta…

That's a stonewall penalty for Everton. Bernardo Silva is holding Merlin Röhl & drags him to the ground. x.com/NEWMedia90/sta…

Here’s what the best macro trader you’ve never heard of is buying RIGHT NOW. His name is Chris Rokos. He made $4 billion in profits for Brevan Howard, took home $900 million of it personally, then sued to break his noncompete, and launched his own fund. Rokos Capital Management launched in 2015. Here’s what happened next: – +20% in year one (2016) – +31% in 2024 – +21% in 2025 – +4.7% YTD through March 2026, while peers posted losses – Paid himself £477 million for the year ending March 2025 His fund now manages $22 billion. Here’s what his latest 13F shows he’s doing: His biggest declared position is a $14B QQQ call, a massive bet on the Nasdaq 100. But he’s also holding QQQ puts alongside it, a classic macro straddle, not a straight directional bet. Then look at his individual name shorts: – GOOGL puts ($1.9B) – bearish on Alphabet – ORCL puts ($724M) – bearish on Oracle – MU puts ($406M) – bearish on Micron And his longs: – NVDA calls ($1.1B) – EWZ calls ($884M) – bullish on Brazil – AVGO calls ($530M) – AMD calls ($457M) He’s long the Nasdaq overall but picking off specific names he thinks are mispriced lower. We will keep watching and we will keep you updated. Every time he files a new 13F, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.

You would have thought that with all the points deductions and fines handed out by the Premier League that their own financial house would be in order. Think again as according to Companies House their accounts are overdue. I wonder what they have to hide! Surely with all those highly paid staff (average £140k) someone working in compliance or finance would have sent in the accounts by now?

@NoLimitGains @grok can you buy shares in anthropic?

🚨 Anthropic just officially surpassed OpenAI in revenue for the first time. And nobody is talking about how insane this is. January 2025: Anthropic ARR = $1 billion. April 2026: Anthropic ARR = $30 billion. $1 billion to $30 billion in 15 months. OpenAI sits at $24 billion. The company built by people who LEFT OpenAI just lapped it. Here’s what makes this even more remarkable. Anthropic did this spending 4x LESS on model training than OpenAI. OpenAI has 900 million weekly active users. Most of them pay nothing. Anthropic has 300,000 business customers. 80% of revenue is enterprise. That is a completely different business model and it is winning. Over 1,000 companies now spend more than $1 million per year on Claude. That number doubled in under two months. Eight of the Fortune 10 are Claude customers. And while OpenAI is targeting break-even by 2030, Anthropic is projecting positive cash flow by 2027. 3 years earlier. Remember: Anthropic was founded in 2021. It took them less than 3 years to go from zero to the fastest growing company in the history of American business. The AI race was supposed to be OpenAI vs everyone else, but it’s not anymore. If you want to know where I’m deploying capital next, all you have to do is turn on notifications and pay close attention. Many people will regret not following me sooner, trust me.

How I weight my optics portfolio $LITE $COHR $AAOI $AXTI $POET I get asked often about my port And also what ETF is best for optics exposure So I created a MOCK ETF that reflects my mindset It is very dynamic for my own investments, but this gives a good depiction of how I position. Bookmark it. Share it. Stress test it. It's about 6 weeks old, so keep that in mind. I update it every 2 months. And this version is only NYSE/NASDAQ This is not financial advice

$POET losing $MRVL today triggered a knee jerk reaction $SIVE got dumped in sympathy along with $AAOI $AXTI $SOI $COHR $LITE (possible margin calls from $POET liquidations) But look closer at what actually changed and what didn’t $MRVL still needs lasers $LITE capacity is effectively tied up with $NVDA $COHR is sold out for years Ayar quietly distanced from LITE months ago That leaves $SIVE as the only scalable laser partner stepping into the gap Win Semi ramp hinted at mid 2026 The timing lines up almost perfectly with demand The market reacted to the headline But structurally? Nothing broke for $SIVE The middleman got cut (on an NDA breach; not a tech issue) The supplier didn’t Market sold the wrong names?

The Premier League and the @PGMOL_FA have a clear agenda against Everton. It’s time for the club to call it for what it is.

@FPL_DIY @_pauljoyce @id1878 @TimesSport

@FormbyJules @_pauljoyce @id1878 @TimesSport May as well go back to last season and check that tarko challenge on Macca as well..

Everton CEO Angus Kinnear to contact PGMO and raise concerns over consistency of refereeing in Premier League following ‘penalty’ incident in loss to West Ham. More @TimesSport