FA$TLYFE 💫

[FA$TLYFE 💫 @deuces650]

@littlemagicmann @SeattleONTap @BradyHenderson Maybe it’s due to marketing contract reason🤔?

[FA$TLYFE 💫 @deuces650]

@SMASIMHO @sporadica That’s been done with Claude code.

[Chamath Palihapitiya @chamath]

I turn 50 today. This is a message to my kids but I offer it to you in case any of it rings useful.

I was born in Sri Lanka in 1976 in a country that, at the time, was about to enter a decades long civil war. My father was able to get stationed at the Sri Lankan High Commission in Canada for four years in the early 80s - when some of the fighting was most severe - and which from our vantage point in Canada gave us some respite from an otherwise omnipresent conflict.

He came as a diplomat but then my father filed for refugee status after four years when his life was threatened by militants. We stayed in Canada as refugees. My dad never really landed on his feet and we grew up on welfare.

My mom stepped up. She did an incredible thing and put our family on her back and kept marching forward. Sometimes the steps were very small but she always tried to keep moving forward.

I worked at Burger King starting at 14, giving my paycheck to my mom and dad to support our family in the role that I was assigned - earn enough to pay for our bus passes because we couldn’t afford a car.

I was a loser growing up. Some friends, some good memories but mostly forgettable and lonely. I wasn’t very studious but did get my act together in my final year and got into a great university.

I immigrated to the US soon after graduating and found an opportunity. Things clicked and I have been traveling a path to find myself ever since. Only in America is this possible…

I worked hard, followed the rules, paid my taxes and stayed in California out of loyalty for the opportunities it has given me despite its dysfunction.

I found my wife here. Had my kids here. Found my tribe here.

There have been some very hard times as well - deaths, divorce, financial pain, mistakes of omission and mistakes of commission. You can’t dwell on these things - they are weights that will pull you down if you’re not careful. Learn from them. Respect them. BUT MOVE ON.

To think 50 years ago I could have ever gotten a chance to meet the people I’ve met and have had the experiences I’ve had would have been mind boggling to my parents. It’s mind boggling to me now.

We forget often and try to convince others it’s not true but America truly is the best country in the world. Everything and anything is possible here. I can testify. Be grateful to be here.

This is the only place that gives EVERYONE a chance to live a great adventure. The first 50 years have been that for me - an incredible adventure.

Notice there is nothing here about accomplishments or money. Because it doesn’t matter and it won’t matter.

You will be dust in less than 100 years from now and the decision to be remembered won’t be yours so stop sweating it. It’s not in your control.

So what is in your control?

Be kind. Have fun. Work on something meaningful to you. Find your tribe. Try to find perspective. Find an incredible partner. Have a bunch of kids. Live an adventure. Forgive your parents - they were doing the best they could even if that wasn’t what you deserved.

I will do what I can to make my next 50 years a wild ride.

You should too.

I love you and thank you. ❤️

🙏🏽🙏🏽

[Alberto Marin Moran @amarinmoran]

El inicio de una nueva era en la logística del calzado en México: Cubbo impulsará la operación omnicanal de Panam
https://t.co/6kq4qAe82R

[Estamos en Línea @estamosenlinea]

Cubbo y OXXO se alían para expandir su red nacional de Cubbitos, puntos de recolección para compras de ecommerce en México
https://t.co/Voj8S9odGe

[mninoticias @mninoticias]

Cubbo y OXXO se alían para expandir su red nacional de Cubbitos, puntos de recolección para compras de ecommerce en México
#Negocios

https://t.co/COjYGNMDJy

[Alberto Marin Moran @amarinmoran]

Cubbo y OXXO se alían para expandir su red nacional de Cubbitos, puntos de recolección para compras de ecommerce en México
https://t.co/ZFfA639TwS

[Edomex Al Día @edomexaldia]

Cubbo y OXXO lanzan Cubbitos: recoge tus compras online en tiendas OXXO de CDMX #ecommerce #logística

https://t.co/xZBrQtHJqb

[Dr. Brian Hoeflinger, MD @drhoeflinger]

I’m a retired brain surgeon and I wanna tell you why you feel like life is passing by. I just need one minute to explain this to you so hang in there.

Repetitive daily routines stop the brain from recording clear detailed memories. When every day looks the same, your brain does not track time the same as a clock does. It tracks change. If nothing new happens then days, months, and years start to blur together.

This is know as Time compression. When life lacks variety, your brain compresses past days together, making it feel like time is sped up.

To stop feeling like life is passing you by, add new experiences to your life. Break routine habits, like changing your daily home routine, taking a different route to work, or trying a new hobby.

Schedule small trips or plan new adventures so your days do not blend together.

Practice mindfulness by staying fully focused on what you are doing right now and not trying to race off to the next task.

Keep a journal and write down happy memories or memorable parts of the day before you go to sleep.

Take deep, calm breaths when you feel anxious or rushed to return your focus to the moment.

You can and you will retrain your brain to not feel like life is passing you by by following these few simple measures.

[m0xt @m0xt_]

AppLovin ran one of the most successful buybacks in history.

$6B in. $60B out.

Adam Foroughi, AppLovin’s CEO, just walked through how they did it.

The stock was down 92% since their IPO - $3.8B market cap while the business was generating over $1B of EBITDA. Cash flow to market cap was about 5x.

In theory, they could retire 20% of the company in a single year just from what they were printing.

Most companies announce a buyback, go into the public market, and take shares from whoever happens to be selling that day.

But Foroughi knew that some investors and founders who owned roughly 50% of the company wanted to exit anyway.

So AppLovin went to them directly and got them to agree to sell back over time, and then kept buying.

Over the next 18 months, they deployed around $6B. Mix of cash from the business and borrowed money.

That’s the part that freaked people out.

You’re sitting at a $3.8B market cap, the world thinks the company is garbage, and you’re borrowing money to buy your own shares.

Scary for some, but not for Adam. He never believed in saving cash for a rainy day anyway.

"If you believe in what you’re building, and the business actually prints cash, you should always be buying your own shares. At a 5x multiple, there’s no reason to be afraid of it."

The board went along because the math isn’t complicated. Five times cash flow. Buy as much as you possibly can.

They hit it as hard as they could.

That $6B of paper they pulled in created about $50-60B in proceeds on the other side. That is likely one of the best buybacks programs in history at this scale.

I really like founders-led companies. I think Adam is one of the best CEOs on the market right now. That's one reason I own $APP.

Make sure to follow me @m0xt_ for more stock insights or my updates on AppLovin. I am becoming more bullish on this stock every day.

You can also join Milk Road PRO for $1. We are 5 analysts sharing our portfolios in real time. Here is the link: https://t.co/9VV5R1nB5R

[theficouple @theficouple]

Hot take:

If you're under 40 with $800,000+ invested you can stop investing aggressively.

You won the money game & will likely end up with ~$10 million or more in your 60's.

Take a breather & focus less on maximizing every dollar and more maximizing enjoyment.

[Z Reitano @ZReitano]

My dad had his first heart attack and stroke at 39. His father in his 30s. So at 30, I started a statin. Since then, with my doctor, I've added ezetimibe, a PCSK9 inhibitor, and a low-dose GLP-1.

My LDL went from 130 to 14. My ApoB from the 90s to 20.

Why am I so aggressive? A new NEJM study is a perfect reminder (Novo funded): one of the largest imaging studies ever done on "silent" atherosclerosis. 16,808 adults, all with no history of cardiovascular disease, scanned across three arterial territories. 57.1% already had plaque. By their 60s, ~9 in 10 did (98% of men).

It starts early: 1 in 13 adults aged 18-29 already had detectable plaque. 1 in 3 men in their 30s. And the tools we rely on look the other way. Standard 10-year risk scores flagged just 1.9% of people who already had disease, and ~40-48% of 30-somethings with coronary plaque had a calcium score of zero. Chart attached.

Cardiovascular disease, like carrying excess weight, is an area under the curve problem (chart attached). Genetics ran the natural experiment for us: people born with PCSK9 mutations live their whole lives with LDL just ~28% lower (~40 mg/dL) and have 88% less coronary disease. The same LDL drop started in midlife via statins cuts risk ~36%. Same delta, wildly different outcome. When you start matters as much as how low you go.

What about diet? It matters, and it's where everyone should start. But even rigorous dietary patterns typically move LDL 10-30% (intensive protocols top out around 35%). To reach the levels seen in people who essentially don't get this disease, especially if you carry the family history I do, many of us need pharmacology on top of lifestyle, not instead of it.

A few call outs: cross-sectional (age patterns aren't within-person progression), two European countries, and healthy-participant bias means the true prevalence is likely higher, not lower (insert all caveats).

In the modern environment, atherosclerosis is close to the default outcome unless you fight the current. It's the rare disease where we know the cause, can measure it decades before symptoms, and have the tools to change the trajectory.

Just beginning. So many more tools in the pipeline here.

Study link: https://t.co/rNncJB78qP

[ESPN FC @ESPNFC]

Kylian Mbappé OUT OF THIS WORLD 🌎

[FA$TLYFE 💫 @deuces650]

@saif305 @Keshav_Lohiaaa @saquon They actually have funds that manage their money. They don’t actually meet with the company fundraisers. They don’t have time. They invest into there bodies and game

[Yuanda W @thankyouecom]

We’re spending $1M+/month on AI ads now

@im_roy_lee is correct

Anyone can be a millionaire in the next 12 months through AI video gen

Here’s a workflow you can steal rn to start earning:

1. Steal an angle from a viral tiktok video
2. ⁠Generate reference images in Nanobanana
3. ⁠Use Manus to write a story script
4. ⁠Drop the script into VEO3
5. ⁠Break the video generation into 4 segments
6. ⁠Stitch them together

Now you’ve made a winning ad big brands will literally pay you for

$3,000/month is the bare minimum to aim for

[Mike Cleans @cleanwithmike]

Instead of watching Netflix for 2 hours…

Watch this 76-minute masterclass on how to build a $10k/month cleaning business:

[FA$TLYFE 💫 @deuces650]

@ucf_problems @SharpFootball Free money 🤑

[FA$TLYFE 💫 @deuces650]

@Esteelavinaa @FearedBuck They target the easy money. Why try to struggle raising funds when you can upload an Ad for pennies and make money right away.

[martin_casado @martin_casado]

Single best discussion ever recorded on coding with agents.

[Sorhan @sorhanHQ]

Left google to start his own company