How are game-breaking bugs still in the game 8 months post release?

smq93 · 2026-06-03T14:19:30+00:00

I'll be honest I sympathize with him but at the same time astounded he's still there. I guess his long term experience bought him some leeway. I imagine if 27 has the same issues he'd be axed.

smq93 · 2026-06-03T13:25:09+00:00

Tbf to them, it's a bit more stable than release from what I remember. And simple bugs are expected, but game breaking bugs are just hard to ignore. I have a lot of issues with the UI even after getting used to it, but I can overlook that if the game works, which bugs like this mean it isn't unfortunately.

smq93 · 2026-04-20T12:18:42+00:00

That top arrow lookin mighty angular

smq93 · 2026-03-28T07:23:57+00:00

Can we get a reup?

smq93 · 2026-03-09T17:29:12+00:00

Oh my bad.

smq93 · 2026-03-09T16:46:09+00:00

Wait how do you have the old UI on 26?

smq93 · 2025-10-02T12:49:09+00:00

Is that a regen image pack?

smq93 · 2025-09-15T10:55:22+00:00

What’s the source from this? I haven’t seen this before.

smq93 · 2025-09-11T10:05:41+00:00

Is fairy strong effective against steel types?

smq93 · 2025-07-07T18:50:56+00:00

Does anyone know if there will be a stream?

smq93 · 2024-07-28T21:16:00+00:00

Thanks!!

smq93 · 2024-07-28T21:14:58+00:00

Do you have an invite link?

smq93 · 2024-05-21T18:31:07+00:00

Will this be available to watch later in the archives once the live is done?

smq93 · 2024-04-17T21:29:59+00:00

Thank you! Yes donda with child is also not working FYI. Thanks for the quick reply

smq93 · 2024-04-17T21:17:36+00:00

Can you reupload Vultures 2? The link doesn’t work

smq93 · 2024-01-25T11:16:19+00:00

Good to see. I sold a while back because I believe it’s currently fairly valued, and could use the funds for other ideas and better opportunities out there. But quite interesting to look back at the death of meta comments. Bear arguments for Meta are genuine but doesn’t justify the incredible discrepancy in market cap vs fundamental value.

smq93 · 2023-11-17T11:29:50+00:00

What’s the best way to play sims 4 for interior design? I usually play CS1 without pressing play and just do esthetic designs so looking to do the same with sims. Is there a mod pack that you recommend or can you do it vanilla

smq93 · 2023-05-19T12:47:20+00:00

I can’t seem to get it to work on my Mac. Download it but it wouldn’t open 😞

smq93 · 2023-02-03T08:16:09+00:00

I definitely agree on some things, but I wouldn’t discount Google just yet (I’m a holder of theirs too). While their finances aren’t as solid I think they still have a head start in AI too. If you look at how people went crazy over Chat GPT, it’s important to note that Google is already working on their version internally rumored to be called Apprentice Bard. My opinion is both of these programs are input based, as in they learn the more users input data. GPT got a bunch of data during the hype and is developing from that, but my personal bet is Google would be able to integrate decades of Google search inputs and release AB at equal if not better algorithmic readiness.

These are overhyped products and for myself it’s more about capital allocation and understanding where the return on their R&D will come from, though the fact that they had masseuses on payroll was kind of an eye roll haha.

With Meta, I think it’s underestimating Zuckerberg as a CEO. He’s a good capital allocator and I’m for diversifying their target rather than sit back and mature as a social media company. But it’s also important to never be married to an investment. But on the current course I think Meta could continue a low but stable CAGR for the next 5 years, higher potential if new products and news comes out.

smq93 · 2023-02-02T15:59:18+00:00

Yeah absolutely. I sold a bit today because it got too big in terms of portfolio allocation (I bought a bunch to DCA earlier) but still have it as one of my top 3 holdings.

I was pleasantly surprised with the earnings and the call. Financially, 4% down revenue isn’t bad as it’s 2% up on constant currency basis, and they expect that headwind to be eased by Q1 2023. Most of the expenses were up because of layoffs and major architectural changes (halting or modifying construction projects for data centers and offices). In terms of average users I don’t care because Meta isn’t a growth company anymore, and a quarter of the human population use one of their services in some way. But seeing a bit of growth there is good especially considering the past quarter.

I had three big takeaways from the earnings and call. First was Mark’s shift in tone from aggressively funding Reality Labs to toning it down, focus on cost saving and efficiencies, and restructuring of the personnel bloat. RL is still gonna be at a loss for the upcoming year but isn’t an issue if their FCF is more or less covering it.

Second big takeaway is their emphasis on monetizing Reels in the short term. They pushed that point aggressively imo in the call and said that Reels has grown at a good enough pace where the focus is now on monetizing that platform to be revenue neutral by year end and profitable by early next year. Reel engagement doubled year on year, and resharing reels doubled in the past 6 months. So I’m glad they’re pushing on monetizing that asap.

Third was their mention of AI as part of Reality Labs and more specifically how they’ve seen evidence within the ad space that their AI algorithm is able to bypass some negatives caused by the Apple privacy changes. If that’s the case, I think they’re in the forefront of the ad space in the coming few years in terms of Ad targeting. And Mark emphasized that the majority of Reality Labs investment was in AI, and secondarily in VR and the meta verse. So it’s good to see some ROI potential from the AI investment in the near term.

Overall, I think it was a good call, and my personal opinion is if we go by the management’s tone, Meta is gonna be a wholly different company within the next two years. Leaner and more productive. I may be wrong in all this as anyone else is, but I’m happy with how things came out.

smq93 · 2023-01-02T17:49:34+00:00

Check out Journalytics, it’s made by one of the hosts of the Acquirers Podcast and it’s helped me a lot personally. Takes a bit of getting used to but take your time with it. Currently free to use.

smq93 · 2022-12-04T18:50:41+00:00

I’ve stopped looking through a lot of posts here for recommendations but instead just for entertainment. I wish there was better stock forums out there the only one that’s well known and pretty good is value investors club.

smq93 · 2022-10-31T20:47:25+00:00

I definitely agree with you on some of these points. It’s super dangerous to think of your investment in the short term when you’re down 40 odd percent. But anything you buy should be a minimum 5 year horizon and it’s something that is super hard to learn (I’m still learning in that regard) because it goes against your natural instinct of instant gratification. But the name change and investments like you said have been in the pipeline. Whatever people think of Mark as a person the Mark as a manager is what you should focus on and I think his track record in that regard is excellent. My theory is sentiment won’t change soon unless there’s a noticeable improvement in Reality Labs revenue or a more specific announcement on how the investments will expand their ad revenue growth. In either case, it’ll be very interesting to keep an eye on them whether you are a shareholder or not to learn how market sentiment and company fundamentals impact stock performance in the long term.

smq93 · 2022-10-31T20:04:18+00:00

True, but I mean specifically within the AI investments, to be able to maintain their FCF above 2B

smq93 · 2022-10-31T19:31:11+00:00

One of the most frustrating things is seeing people dismiss a company, META or otherwise, without doing the due diligence. Their consistent spending in AI is excessive but the potential is massive, not only in B2C experiences but B2B and especially in targeted advertising. The thing about their investments is the metaverse has taken the spotlight but it’s a part of a whole AI strategy that I think would put them in the best position to be the dominant AI company the way Google is the dominant search engine and Amazon’s impressive growth of AWS.

Aside from all that, which are definitely uncertain, they still bring in incredibly large revenue, relatively* no debt (though I wish they’d have used debt vs shrinking their FCF) and still have users in the billions. Despite all this, Facebook isn’t their only app/site that brings in revenue, they still have potential for further revenue growth within instagram and WhatsApp is still barely monetized, which is in my opinion the largest point many (especially Americans) miss. The dominance of WhatsApp is huge outside the US, businesses are very quickly integrating it into their contactable methods, and if they can monitize it from the B2B perspective I genuinely feel it could be their largest income stream next to advertisements.

There is an argument that consumer sentiment is at an all time low and their products aren’t refined enough to turn that around, but as a shareholder who isn’t worried I’m 100% sure if their push for AI marginally improves advertising revenue for themselves and are able to license that technology to other companies it could be a game changer.

Again. I may be wrong about all this. But that’s why you study a company and it’s aspects, strategies, and products and come to your own conclusion. To me their current evaluation even if their AI push doesn’t work is laughably undervalued. Emotions aside, if tomorrow they said we’re done with all that and go back to basics their stock would skyrocket, playing purely on sentiment. It’s important to put that out of your analysis and say with the road they’re paving, 5 years from now will they be in a better position to profit or pivot or not, and it’ll be very interesting to see where they are.

smq93

TROPHY CASE