Investment Predictions

Meta. Bitcoin. AI Business.

A public prediction board for the ideas Desmond keeps returning to, with risk framing and a visible disclaimer.

• Meta: Dez's biggest bet, a misunderstood 20x forward P/E entry with consumer distribution, WhatsApp business infrastructure in LATAM, and a discounted MOAT.
• Bitcoin: four-year-cycle thinking, not a straight-line scarcity story.
• AI Business: local/open-source LLMs, offshore AI operators, AI video adoption, unique datasets, foresight, and consumer brands as the next tech-like valuation layer.