@AskRobinhood @RobinhoodApp, your mobile UI is built as a dark pattern that tricks users into liquidating positions. Clicking Sell prefills 100% of holdings by default with ZERO manual input required. Swiping up executes an instant liquidation without a clear confirmation screen
I accidentally liquidated a $500k position in seconds because zero friction was required to sell 100%. I called support 2 mins later to reverse it and was denied. Minus 6-figure. Filing complaints @FINRA, @SEC_Enforcement, @FTC #DarkPatterns
Reddit & forums are full of complaints about accidentally liquidating positions due to Robinhood’s frictionless UI. No major broker pre-fills 100% of shares with a 1-swipe submit and zero double-confirmation dialogs. Consulting lawyers regarding potential class action. #FinTech
Imad Elyafi retweeted
Google put ~$3B into Anthropic for a 14% stake worth ~$53B at February's $380B round. At the $800B offers sitting on Anthropic's table right now, that same stake is worth ~$112B. 17 to 37x on paper.
Then look at the commercial side.
In October 2025, Anthropic signed a deal to buy up to 1 million Google TPUs worth "tens of billions." Two weeks ago they expanded it to multiple gigawatts of Broadcom-designed Google TPUs running through 2031. Anthropic's revenue run-rate just hit $30B, up from $9B at the end of 2025. A growing chunk of that spend flows through Google Cloud.
Google invested $3B in a competitor, booked a $50B+ paper gain, and signed that same competitor to a decade-long cloud contract worth considerably more than the equity.
The SpaceX stake runs the same play. Google wrote a $900M check in 2015 for 7.4%. Starlink runs core workloads on Google Cloud. At the $1.75T IPO target, that 7% is worth ~$122B, over 130x the original check, with a multi-year cloud contract sitting underneath it.
The 12,508% Alphabet chart only shows public Alphabet. The hidden column is ~$175-250B of stakes in two companies Google technically competes with, each one also feeding the cloud business that competes with AWS and Azure.
DOJ tried to force Google to divest these during the antitrust case. They dropped the proposal in March. Google now runs its own frontier lab (Gemini), owns 14% of the second lab, sells the chips both train on (TPUs), and rents the data centers both run on. Four revenue streams on the same AI trend, with $250B of equity optionality as the kicker.
Alphabet sits in two ledgers. Public market cap at $341 a share. And $250B in strategic stakes that each come stapled to a decade-long cloud contract. Google figured out how to get paid four ways for every dollar its competitors spend.
Imad Elyafi retweeted
This 40 minute lecture from Peter Thiel at Stanford will teach you more about business competition than a 2 year MBA program
Imad Elyafi retweeted
This missing puzzle piece needs to change for $SHOP over the next four quarters
Imad Elyafi retweeted
Lots asking about this video (forget the notes @buccocapital -- here's a cheat sheet)
What I think happened at $AXON
Imad Elyafi retweeted
BRAIN-BASED HEALING IS NOW OPEN 🧠
A 30-day protocol to retrain your limbic system and reverse chronic symptoms—without medication, therapy, or "woo woo" thinking.
This is for people with chronic pain, fatigue, IBS, migraines, fibromyalgia, POTS, or anxiety who have:
• Normal medical tests but real symptoms
• Tried everything (diets, specialists, therapy)
• Been told "nothing's wrong" or "it's in your head"
We practice a new approach following recent neuroscience research:
66% of chronic pain patients became pain-free in 30 days using the same approach I'm certified in (University of Michigan research, published in JAMA Psychiatry).
Students report:
• 60-70% pain/symptom reduction
• Deep, restorative sleep
• Feeling safe in their body again
• Returning to activities they loved
• Becoming pain free or nearly pain free in 30 days
WHY I MADE THIS:
After a cliff fall in 2016, I spent 7 years with chronic back pain. Spent $12K+ on specialists, tried every diet, and ended up in the ER.
When I discovered Dr. Schubiner's research, I knew my pain wasn't structural, but neuroplastic. My limbic system was locked in threat mode, creating real protective pain to "save" me from imaginary danger.
I spent 700 hours studying pain reprocessing therapy and somatic techniques. My symptoms didn't vanish overnight, but every day the weight lifted.
When I fully healed, I shared my story online and my content got 8.8M impressions in one week.
People messaged with their own journey healing with the power of neuroplasticity.
That's when I knew, the world needed this medicine.
WHAT'S INSIDE BRAIN-BASED HEALING:
📹 Self-guided video course (10 modules)
🩺 Medical advisor: Dr. Rita Gupta (Board Certified Physician & Pain Reprocessing Therapy expert)
🧪 Unique diagnostic process to identify if your symptoms are neuroplastic
🧠 Top-down somatic tracking, memory reconsolidation, the "Bring It On" method
⚡ Bottom-up tools for nervous system regulation, trauma discharge techniques
💭 Emotional processing: Release decades of unexpressed emotions creating internal threat
🎬 BONUS: "All The Rage" documentary about Dr. John Sarno
PLUS: Live Q&A sessions with me
This works even on low-energy days and I'll give you a full refund if you complete it without meaningful improvement. No questions asked.
Enrollment closes Sunday Oct 13, 11:59 PM PST
I personally support each cohort and can only work with a limited number of students at a time, so Brain-Based Healing won't re-open for months.
Link:
kimia.brainbasedhealing.org/…
Imad Elyafi retweeted
Few companies have as many moving pieces as $MELI
Here's how they all break down -- and the 2 that are really holding the company's stock back 👇
Imad Elyafi retweeted
Interview with a former $GOOGL employee on $TSLA's potential and $GOOGL's Waymo position in the market today:
- The expert emphasizes that successful autonomous vehicle deployment hinges on sensor redundancy, using cameras, LiDAR, radar, and ultrasonic sensors, because each modality fails in different ways, allowing for more robust safety cases. The expert believes the industry is now at a critical inflection point: after more than a decade and billions in investment, companies like Waymo, backed by $GOOGL are hitting the steep part of the S-curve, enabling rapid growth.
- The expert clarifies that $TSLA could emerge as a disruptive force by leveraging its vertically integrated model to operate autonomous vehicles at a much lower cost, aiming for sub-$0.20 per mile versus Waymo’s sub-$1 target.
- According to the expert, combining LiDAR and computer vision provides a faster and safer route to autonomy, while $TSLA's camera-only approach lacks the necessary redundancy for strong safety guarantees. Although LiDAR once cost over $100,000, prices have dropped significantly, making it feasible for custom robotaxis that can amortize the sensor cost over many rides; however, it is still too expensive for mass-market vehicles.
- The expert believes that autonomous driving costs will significantly drop once safety drivers are removed, but current deployments, such as Waymo, still face high operational costs due to infrastructure and frequent interventions, including the need for roadside assistance in unhandled situations. These vehicles also require high preventative maintenance and calibration, making them expensive to operate.
- The real cost breakthrough is expected when companies like $TSLA or $BYDDF can produce autonomy-ready vehicles that function with standard consumer-level maintenance. $TSLA's vertically integrated model, covering manufacturing and charging, positions it to eventually offer far better margins than current players like Waymo, which still rely on high-maintenance, sensor-heavy fleets.
- The expert emphasizes that $TSLA's robotaxi unveiling is more of a demo than a true launch, as the vehicles still require safety drivers and aren't yet cost-effective or provably safe. Despite showcasing impressive progress, real-world videos reveal edge cases where human intervention is still necessary, raising questions about system reliability. The launch appears driven more by investor pressure than technical readiness. While $TSLA's system may feel safe 99.99% of the time, that still falls short of the provable safety levels demonstrated by companies like $GOOGL's Waymo.
Imad Elyafi retweeted
If you own any of these stocks:
$NFLX
$ABNB
$RBLX
$UBER
$NET
$BN
$ASML
$PLTR
$META
$CRWD
Here’s the main KPI you should be tracking to measure their success 👇🧵
1/ $NFLX | Netflix
KPI: Paid Net Additions
In the brutal world of streaming, this is the one number that tells the story.
Revenue and margins matter, but if Netflix isn’t adding new paid subscribers, it’s losing ground.
This KPI shows whether consumers are still picking Netflix first. It reflects product market fit, pricing power, and global momentum.
The entire strategy is built to grow this number. If it stalls, the model breaks.
Imad Elyafi retweeted
1. If you’re not actively investing in someone, you’re quietly drifting apart. Relationships decay by default. Growth takes intention. If you’re not feeding it, you’re losing it.
Imad Elyafi retweeted
🚨 BREAKING: Figma, the collaborative design powerhouse, has just filed its S-1 to go public on the NYSE under the ticker “FIG.”
After years of explosive growth, a failed $20B Adobe acquisition, and a wave of AI innovation, Figma is finally opening its books. Here’s what the S-1 says:
Imad Elyafi retweeted
A 40g casein shake before bed can elevate overnight muscle-protein synthesis.
It also piles calories onto the circadian rest-and-repair window, elevates your resting heart rate, prevents your core body temperature from naturally falling in sleep, makes it harder to wind down and fall asleep, and keeps mTOR switched on while autophagy should peak.
It may also aggravate reflux, and long-term cardiometabolic risk.
If at all, use this strategy sparingly and strategically with the following risk mitigation steps
1. Tailor dose to weight: cap at ~0.3 g protein·kg⁻¹ (≈ 20–25 g for a 70 kg adult) and finish ≥ 45 min before lying down.
2. Cycle fasting nights: leave at least two autophagy-friendly, calorie-free evenings per week to avoid chronic mTOR engagement.
3. Favor slower digesting, lower-BCAA sources: cottage-cheese or skyr portions give casein with less leucine spike than isolates.
4. Mind reflux & sleep: if you have GERD, metabolic syndrome, or struggle with sleep onset, shift the protein to earlier in the evening or skip it.
5. Prioritize daytime distribution: hit your daily protein target (≈ 1.6–2.0 g·kg⁻¹) with balanced meals; the pre-sleep dose is optional, not essential.))
Imad Elyafi retweeted
International travel is brutal for your health
+ Clotting risk triples flying > 12 h in 4 wk window
+ 1.7 – 3.7x anxiety, depression, alcohol dependence w traveling 21+ nights/mo
+ need 9 days of recovery sleep for metabolic and blood glucose control and circadian re-entrainment
+ sleep timing and sleep architecture didn't return to baseline even after 15 days.
In addition, when traveling:
+ more likely to eat bad stuff
+ less likely to exercise
+ out of your routines
Imad Elyafi retweeted
This is a classic problem in production database migrations at scale.
When you run ALTER TABLE ADD COLUMN phone_number VARCHAR(20) NOT NULL, the DB engine typically rewrites the entire table to add that column (especially in MySQL, Postgres pre-11, etc.). That’s what locks it.
The way to do a Painless Migration — avoid “stop-the-world”:
⸻
1️⃣ Add column as NULLABLE first (fast, no rewrite)
ALTER TABLE users ADD COLUMN phone_number VARCHAR(20) NULL;
This is instant in most engines — only updates the metadata (no locking the whole table).
⸻
2️⃣ Backfill data in small batches
You have 500M rows — do not update all at once!
Use a script that backfills phone_number with defaults or derived data, using small batches:
UPDATE users SET phone_number = 'UNKNOWN' WHERE phone_number IS NULL LIMIT 10000;
Run this repeatedly in a loop (cron job, job queue) — low load on DB, no locking.
⸻
3️⃣ Once backfill is 100% done — Add NOT NULL constraint
Now that no row has NULL anymore, you can do:
ALTER TABLE users ALTER COLUMN phone_number SET NOT NULL;
Again, in modern DBs this is usually instant, since no rewrite needed — just verifies constraint.
⸻
4️⃣ (Optional) Add indexes
If you need an index, add it concurrently:
CREATE INDEX CONCURRENTLY idx_users_phone_number ON users(phone_number);
⸻
Recap: zero downtime strategy
✅ Add column as NULL
✅ Backfill in small batches
✅ Set NOT NULL after backfill
✅ Add index concurrently
⸻
Why does this work?
✅ No full table lock
✅ No downtime for reads/writes
✅ Works on huge tables (500M+)
✅ App keeps working — can already use phone_number gradually
⸻
If you tell me what DB you’re using (MySQL? Postgres? Aurora?), I can tailor this more — each engine has its own quirks.
Would you like me to?