Matt

@StockSavvyShay @brewmarkets CapEx guide up ~30–45% YoY, expenses still +20%, Reality Labs burning ~$16B/yr (~10%+ of total expenses) & maintaining operating losses w/ no clear ROI, DAP down QoQ, rising regulatory risk, and no AI monetization disclosure from Zuck when asked. Great ad biz ≠ blank check. 🚩

Absolutely wild that $META lost $160B in market cap after raising CapEx by just $10B even though the business posted some of its strongest growth metrics in years: • Fastest revenue growth in ~5 years at 33% YoY • Ad impressions grew 19% & Ad pricing grew 12% (rare combo) • Reels time spent rose 10% from Instagram ranking improvements • Q2 guidance came in stronger than expected at up to 28% growth • Updated ad models drove a 6% boost in landing page view conversions • Facebook video time rose more than 8% (largest sequential gain in 4 years) • WhatsApp monetization is scaling with Family of Apps “Other” revenue up 74% YoY

@danorlovsky7 @dasblanco Oh I’m sure

@dasblanco Have to decide by Monday so we will see

Drake Maye has been a stud really since his first snaps of 2024. He has had one of the great 2nd seasons in NFL history. He accounts for 74% of his teams total offense—THE MOST IN THE NFL. If you’ve watched every snap you know that. It’s obvious. He’s been fantastic in so many ways. He absolutely has become QB you win because of.

@skylar_mcphylar @_willcompton

@_willcompton But... why? Stafford has over 25% more tds with identical yds. This has never been an actual "most valuable" award. It's always been a "who had the best season on an elite team" award. That's Stafford. No question.

It’s only tough because it feels insane that Matt Stafford hasn’t won an MVP in his career and he has a stat line this year that could warrant sending him off the right way But the reality is Drake Maye is 2025’s NFL MVP

@BillyYang @_willcompton Do better weapons and O-line matter? Do better individual stats and record against common opponents matter? Quit the bias

@_willcompton so strength of schedule means nothing?

@danorlovsky7 @danorlovsky7 is biased. He brings up SoS on @PatMcAfeeShow but downplays the common-opponent comparison favoring Maye. Stafford plays behind one of the best O-lines w/ 2 future HoF receivers, which alone negates the harder SoS argument. Get real. Again, Biased.

MVP is over Really awesome and fun race

@madclips_ Dream punches

I wish my life was as stable as his chin…

@HaydenWinks Waiver Wire Player of the Year (WWPOTY): Michael Wilson Honorable mention: Rico Dowdle

While we're waiting for SNF, make up a fantasy football award and announce the winner. I need some good ones for tonight's show.

@chrisolave_ @chrisolave_

@chrisolave_ Won’t forget what you did for me this year. Keep yourself healthy, and congrats on 1k!

Shough ROTY!!!

@Raindropsmedia1 And if you are one of the truthers, you have clearly demonstrated you inability to not subject yourself to your own experiences.

@Raindropsmedia1 We accept that herding dogs herd and retrievers retrieve—even with the same owners. Saying aggression is “all about the owner” ignores that pit bulls were selectively bred for dog-directed aggression and persistence.

A pit bull attacked a toddler on the streets of New York, but luckily a bystander was quick enough to choke the dog before it could do further harm the child.😳

@getnickwright Incorrect, sir.

Due to this fact, I’m fairly certain that the Rams should’ve gone for 2 there. If Seattle scores, they’re 100% going for 2.

@RussNFLDraft Typical Goff hindrance to throw it at his knees. No reason he couldn’t lead him upfield a little more with no backs behind him. In fact, he put it more in harms way. He has made some really bad throws to Jamo this year.

Deep crosser from Lions WR Jameson Williams. He's so fast that I don't think Lions QB Jared Goff anticipated him quick enough. #OnePride

@4ourmanrush @Panthers @josephperson

@4ourmanrush @Panthers

Rico Dowdle has 7 touches in a game where your backup QB is starting. And he’s got 52 yards on those carries. This is insanity.

@JoshNorris @Panthers @josephperson

start rico dowdle 24 yard run

@mike_e_kaye @Panthers

I'm a big believer in Chuba Hubbard, but this run game timeshare just isn't working for either guy. You're stifling either Dowdle's big play ability or Hubbard's ability to rev up momentum.

@Panthers Here we go again with another mindless coaching decision as the Ken Walker/Charb split, except maybe worse… but why are we not starting Rico? RICO DOWDLE IS THE GUY!!!!!

Watch Dave Canales speak to the media. twitter.com/i/broadcasts/1…

@BradyHenderson Good reporting! Way to step in and ask the right questions.

Zach Charbonnet is out-snapping Ken Walker III, but Walker has been producing more, and Seattle's offense has been better with him on the field. Asked about Walker potentially getting more reps, OC Klint Kubiak said he's earned them.

@gbellseattle Foot injury? Source?

Charbonnet was in that entire drive. That has happened in every game this season. Walker has a foot issue they are managing. That's why he doesn't play every drive. #IfYouDontKnowNowYouKnow